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How To Create And Filter Notes

IN THE CRM

1. Go to "Notes" in the left menu.

2. Inside "Notes" you will be able to search and filter for all the notes in the CRM.

3. You can search for "Notes" using a time period by pressing the time period dropdown.

4. You can also search for "Notes" in specific pages on the CRM by pressing the CRM page dropdown.

5. You can also search for "Notes" created by specific users on the CRM by pressing the users dropdown.

6. Finally you can also search for "Notes" just by name by using the search bar.

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Queries

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0.0170

Total Query Execution Time

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Array ( [0] => Array ( [priorityid] => 1 [name] => Low ) [1] => Array ( [priorityid] => 2 [name] => Medium ) [2] => Array ( [priorityid] => 3 [name] => High ) )

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Array ( [0] => Array ( [id] => 1 [symbol] => $ [name] => USD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 1 ) [1] => Array ( [id] => 3 [symbol] => $ [name] => AUD [decimal_separator] => . [thousand_separator] => , [placement] => before [isdefault] => 0 ) [2] => Array ( [id] => 4 [symbol] => (BIDR) [name] => BIDR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [3] => Array ( [id] => 5 [symbol] => (USDT) [name] => USDT [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [4] => Array ( [id] => 6 [symbol] => (BTC) [name] => BTC [decimal_separator] => . [thousand_separator] => [placement] => before [isdefault] => 0 ) [5] => Array ( [id] => 7 [symbol] => (ETH) [name] => ETH [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [6] => Array ( [id] => 8 [symbol] => (XRP) [name] => XRP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [7] => Array ( [id] => 9 [symbol] => (GBP) [name] => GBP [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [8] => Array ( [id] => 10 [symbol] => (EUR) [name] => EUR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [9] => Array ( [id] => 11 [symbol] => (SOL) [name] => SOL [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) [10] => Array ( [id] => 12 [symbol] => (ZAR) [name] => ZAR [decimal_separator] => [thousand_separator] => [placement] => [isdefault] => 0 ) )

Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://crm.podcator.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [affiliate] => Array ( [slug] => affiliate [name] => Affiliate [href] => https://crm.podcator.com/affiliate_management/join [position] => 10 [icon] => [children] => Array ( ) ) [register] => Array ( [slug] => register [name] => Register [href] => https://crm.podcator.com/authentication/register [position] => 99 [icon] => [children] => Array ( ) ) [login] => Array ( [slug] => login [name] => Login [href] => https://crm.podcator.com/authentication/login [position] => 100 [icon] => far fa-user [children] => Array ( ) ) )

stdClass Object ( [slug] => how-to-create-and-filter-notes [articleid] => 105 [articlegroup] => 9 [subject] => How To Create And Filter Notes [description] => <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong><video width="726" height="363" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20and%20filter%20notes.mp4" type="video/mp4"></video></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Notes</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Notes%20CRM.png" width="250" height="132" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Notes</span>" you will be able to search and filter for all the notes in the CRM.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Page%20CRM.png" width="600" height="159" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. You can search for "<span style="color:#0000ff;">Notes</span>" using a time period by pressing the time period dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Period%20CRM.png" width="600" height="150" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. You can also search for "<span style="color:#0000ff;">Notes</span>" in specific pages on the CRM by pressing the CRM page dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Source.png" width="600" height="184" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Y<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ou can also search for "<span style="color:#0000ff;">Notes</span>" created by specific users on the CRM by pressing the users dropdown.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Users%20V2%20CRM.png" width="600" height="113" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">6. Finally <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">you can also search for "<span style="color:#0000ff;">Notes</span>" just by name by using the search bar.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Search%20Bar%20CRM.png" width="600" height="118" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [active_group] => 1 [group_name] => Training and Educational Resources [staff_article] => 0 )

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<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Create And Filter Notes </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong><video width="726" height="363" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20and%20filter%20notes.mp4" type="video/mp4"></video></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Notes</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Notes%20CRM.png" width="250" height="132" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Notes</span>" you will be able to search and filter for all the notes in the CRM.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Page%20CRM.png" width="600" height="159" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. You can search for "<span style="color:#0000ff;">Notes</span>" using a time period by pressing the time period dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Period%20CRM.png" width="600" height="150" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. You can also search for "<span style="color:#0000ff;">Notes</span>" in specific pages on the CRM by pressing the CRM page dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Source.png" width="600" height="184" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Y<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ou can also search for "<span style="color:#0000ff;">Notes</span>" created by specific users on the CRM by pressing the users dropdown.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Users%20V2%20CRM.png" width="600" height="113" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">6. Finally <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">you can also search for "<span style="color:#0000ff;">Notes</span>" just by name by using the search bar.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Search%20Bar%20CRM.png" width="600" height="118" alt=""></p> <hr> <p style="text-align:center;"></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="105"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How to set up staff permissions </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – O... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Whatsapp Integration </a> </h4> <div class="tw-text-neutral-500"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/add-balance-to-account" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Add Balance To An Account </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/applying-subscription" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Apply For A Subscription </a> </h4> <div class="tw-text-neutral-500"> ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-stocks" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show Stocks </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to the "Traders" tab in the left menu. 2. Find a client and click on "View" u... </div> </li> </ul> </div> </div> </div>

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article	stdClass Object ( [slug] => how-to-create-and-filter-notes [articleid] => 105 [articlegroup] => 9 [subject] => How To Create And Filter Notes [description] => <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong><video width="726" height="363" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20and%20filter%20notes.mp4" type="video/mp4"></video></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Notes</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Notes%20CRM.png" width="250" height="132" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Notes</span>" you will be able to search and filter for all the notes in the CRM.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Page%20CRM.png" width="600" height="159" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. You can search for "<span style="color:#0000ff;">Notes</span>" using a time period by pressing the time period dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Period%20CRM.png" width="600" height="150" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. You can also search for "<span style="color:#0000ff;">Notes</span>" in specific pages on the CRM by pressing the CRM page dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Source.png" width="600" height="184" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Y<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ou can also search for "<span style="color:#0000ff;">Notes</span>" created by specific users on the CRM by pressing the users dropdown.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Users%20V2%20CRM.png" width="600" height="113" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">6. Finally <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">you can also search for "<span style="color:#0000ff;">Notes</span>" just by name by using the search bar.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Search%20Bar%20CRM.png" width="600" height="118" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [active_group] => 1 [group_name] => Training and Educational Resources [staff_article] => 0 )
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related_articles	Array ( [0] => Array ( [articleid] => 21 [articlegroup] => 9 [subject] => How to set up staff permissions [description] => <article class="clearfix post-162 post type-post status-publish format-standard hentry category-general-informations"> <div class="entry-content"> <p style="text-align:center;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20staff%20permissons.mp4" type="video/mp4"> </video></p> <hr> <h4 style="text-align:center;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></h4> <hr> <h4></h4> <h4>Invoices<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#invoices"></a></h4> <ul> <li>View (Global) – All invoices.</li> <li>View (Own) – Only invoices created by a staff member.</li> <li>Create – Create invoices</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see invoices as well if in<strong><span> </span>Setup->Settings->Finance->Invoices</strong><span> </span>the option “<strong>Allow staff members to view invoices where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the invoice.</p> <h4>Estimates<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#estimates"></a></h4> <ul> <li>View (Global) – All estimates.</li> <li>View (Own) – Only estimates created by the staff member.</li> <li>Create – Create estimates</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete<span> </span>– All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see estimates as well if in<strong><span> </span>Setup->Settings->Finance->Estimates</strong><span> </span>the option “<strong>Allow staff members to view estimates where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as sale agent to the estimate.</p> <h4>Proposals<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#proposals"></a></h4> <ul> <li>View (Global) – All proposals.</li> <li>View (Own) – Only proposals created by staff member.</li> <li>Create – Create proposals</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <p>A staff member will be able to see proposals as well if in<strong><span> </span>Setup->Settings->Finance->Proposals<span> </span></strong>the option “<strong>Allow staff members to view proposals where they are assigned to</strong>” is set to<span> </span><strong>Yes<span> </span></strong>and the staff is added as assigned to the proposal.</p> <p><strong>Expenses</strong></p> <ul> <li>View (Global) – All expenses.</li> <li>View (Own) – Only expenses created by staff member.</li> <li>Create – Create expenses</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4>Contracts<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#contracts"></a></h4> <ul> <li>View (Global) – All contracts.</li> <li>View (Own) – Only contracts created by the staff member.</li> <li>Create – Create contracts</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4>Payments<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#payments"></a></h4> <ul> <li>View (Global) – All payments.</li> <li>View (Own) – (Not applicable) Based on invoices View (Own) permissions. If staff member have permission for invoices View (Own) will be able to see only payments linked to invoices created from the staff member.</li> <li>Create – Create payments – if have permission View (Own) for invoices will be able to add payments based on invoices created by the staff member.</li> <li>Edit – All (if have permission View Global for invoices ) and own based on invoices permission.</li> <li>Delete – All (if have permission View Global for payments) and own based on invoices permission.</li> </ul> <h4>Projects<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#projects"></a></h4> <ul> <li>View (Global) – All projects</li> <li>View (Own) – (Not applicable) If staff member doesn’t have permission View(Global) for projects then will be able to see only projects where this staff member is added as a project member.</li> <li>Create – Create new projects</li> <li>Edit – All (if have permission View Global ) and projects where a staff member is added as a project member</li> <li>Delete – All (if have permission View Global ) and own</li> </ul> <h4>Tasks<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#tasks"></a></h4> <ul> <li>View (Global) – All tasks</li> <li>View (Own) – (Not applicable) If staff member dont have permission View(Global) for tasks then will be able to see only tasks where this staff member is assigned, added as follower or task is public.</li> <li>Create – Create new tasks</li> <li>Edit – All (if have permission View Global ) and tasks where staff member is connected.</li> <li>Delete – All (if have permission View Global ) and tasks where staff member is connected.</li> </ul> <p>In 1 occasion<span> </span><strong>staff member will be able to see other tasks</strong><span> </span>(if doesn’t have permission View Global for tasks) related to project where the<strong><span> </span></strong>staff member is added as project member only if in<span> </span><strong>Setup->Settings->Tasks</strong><span> </span>-> <strong>Allow all staff to see all tasks related to projects (includes non-staff)</strong><span> </span>is set to<span> </span><strong>YES</strong>.</p> <h4>Customers<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#customers"></a></h4> <ul> <li>View (Global) – All customers.</li> <li>View (Own) – (Not applicable) Based on<span> </span>customer admin, eq if user is added as customer admin for a specific customer then the menu item will be shown and this user will be able to see only his customers.</li> <li>Create – Create customers – If dont have permissions View (Global) the staff member will be auto added as customer admin.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Delete customers – All (if have permission ) and own</li> </ul> <p><strong>Note:</strong><strong>The staff member needs to be assigned at least to 1 customer admin the menu item Customers to be shown.</strong></p> <h4>Items<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#items"></a></h4> <ul> <li>View (Global) – View all items.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create items</li> <li>Edit – Edit and manage all items.</li> <li>Delete – All</li> </ul> <h4>Knowledge Base<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#knowledge-base"></a></h4> <ul> <li>View (Global) – View all articles includes internal staff members articles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create articles and groups</li> <li>Edit – Edit and manage all articles and groups.</li> <li>Delete – All</li> </ul> <h4>Goals<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#goals"></a></h4> <ul> <li>View (Global) – View all goals.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create goals</li> <li>Edit – Edit and manage all goals.</li> <li>Delete – All</li> </ul> <h4>Email Templates<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#email-templates"></a></h4> <ul> <li>View (Global) – View all email templates</li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Edit and manage all email templates.</li> <li>Delete – Not applicable.</li> </ul> <h4>Reports<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#reports"></a></h4> <ul> <li>View (Global) – <strong>View all reports</strong></li> <li>View (Own) – Not applicable.</li> <li>Create -Not applicable.</li> <li>Edit – Not applicable.</li> <li>Delete – Not applicable.</li> </ul> <h4>Roles<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#roles"></a></h4> <ul> <li>View (Global) – View all roles.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create roles.</li> <li>Edit – Edit and manage all roles.</li> <li>Delete – All.</li> </ul> <h4>Settings (Setup->Settings)<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#settings-setup-settings"></a></h4> <ul> <li>View (Global) – View all settings.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – Update all settings.</li> <li>Delete – Not applicable.</li> </ul> <h4>Staff<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#staff"></a></h4> <ul> <li>View (Global) – View all staff members.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create new staff members.</li> <li>Edit – Edit and manage all staff members.</li> <li>Delete – All.</li> </ul> <h4>Surveys<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#surveys"></a></h4> <ul> <li>View (Global) – View all surveys.</li> <li>View (Own) – Not applicable.</li> <li>Create – Create newsurveys.</li> <li>Edit – Edit and manage all surveys.</li> <li>Delete – All.</li> </ul> <h4>Bulk PDF Exporter<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#bulk-pdf-exporter"></a></h4> <ul> <li>View (Global) – Staff member will be able to VIEW bulk PDF exporter feature in Utilities->Bulk PDF Exporter and will be able to export invoices,proposals,payments,estimates based on the permissions for these feature. eq Staff member have permission for invoices View(Own) then will be able to export only invoices that are created from this staff member.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable.</li> <li>Edit – All (if have permission View Global ) and own</li> <li>Delete – Not applicable</li> </ul> <h4>Leads<a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#leads"></a></h4> <p><strong>Note that the lead permission will be hidden if a staff member is marked as<span> </span>not staff member.</strong></p> <ul> <li>View (Global) – If this permission is<span> </span><strong>not</strong><span> </span>checked, a staff member will be only able to view leads to where is assigned, leads created by the staff member, and leads that are marked as public.</li> <li>View (Own) – Not applicable.</li> <li>Create – Not applicable – All staff can create leads, except members marked as<span> </span>not staff members</li> <li>Edit – Not applicable – Everyone who has access to specific lead can edit most of the lead information for better collaboration and keep up to date lead information.</li> <li>Delete – If not granted, the staff will be able to delete his own leads only.</li> </ul> <ul> <li>Staff members that are<span> </span><strong>not admins can only see leads to whom are assigned</strong>, <strong>lead is created by staff member, or lead is marked as public</strong>.</li> <li>Staff members that are<span> </span><strong>not admins can create and assign leads to all other staff members.</strong></li> </ul> <h4><strong>Other notes about permissions:</strong><a class="anchorlink dashicons-before" href="https://help.perfexcrm.com/staff-permissions-explained/#other-notes-about-permissions"></a></h4> <ul> <li><strong>Support Tickets</strong><span> </span>– By default only staff members that belong to the ticket department will be able to see tickets if in<span> </span><strong>Setup->Settings->Tickets</strong><span> </span>the option <strong>Allow staff to access the only ticket that belongs to staff departments</strong><span> </span>is set to<span> </span><strong>YES</strong>, otherwise will be able to see all tickets.</li> </ul> <p></p> </div> </article> <section class="clearfix"></section> [slug] => staff-permissions-explained [active] => 1 [datecreated] => 2023-06-08 09:56:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [1] => Array ( [articleid] => 24 [articlegroup] => 9 [subject] => Whatsapp Integration [description] => <div class="steper_cl" style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN TWILIO</span></strong></div> <div class="steper_cl" style="text-align:center;"><hr></div> <div class="steper_cl" style="text-align:center;"><b style="font-size:12pt;">Note:</b><span style="font-size:12pt;"> </span><i style="font-size:12pt;">There is no support available without having facebook business approved account for whatsapp features.</i></div> <div class="steper_cl" style="text-align:center;"><hr> <p class="card__body">Navigate to the Messaging > Senders > WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p> <hr> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p> <p class="card__body"></p> <p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p> <hr> <div class="steper_cl"> <div class="card__container"><strong><span style="font-size:18pt;color:#ff0000;">IN WHATSAPP TEMPLATES</span></strong></div> <div class="card__container"><hr><span style="font-size:12pt;"></span></div> </div> <p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -> Senders -> WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p> <hr> <p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p> <div class="card__container"> <h1 class="card__header"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></h1> <hr> <p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p> <hr> <p>1. Go to the "<span style="color:#3366ff;">Leads</span>" tab.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leads.png" width="286" height="266" alt=""></p> <hr> <p class="mb-2">2. Find a lead and click on his name.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="724" height="87" alt=""></p> <hr> <p class="mb-2">3. Go to the "<span style="color:#3366ff;">Edit</span>" button in the top right corner.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEdit.png" width="729" height="139" alt=""></p> <hr> <p class="mb-2">4. Set the "<span style="color:#3366ff;">Whatsapp Enable</span>" to the option you want.</p> <hr> <p class="mb-2"><img src="https://crm.podcator.com/media/victor-support/leadsLeadEditWhatsappenable.png" width="142" height="234" alt=""></p> <hr></div> </div> <div class="card__container" style="text-align:center;"><span style="font-size:12pt;">5. Click on the "<span style="color:#3366ff;">Save</span>" button.</span><b></b></div> <div class="card__container" style="text-align:center;"><hr> <p><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr><b></b></div> [slug] => whatsapp-integration [active] => 1 [datecreated] => 2023-07-02 18:42:47 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [2] => Array ( [articleid] => 32 [articlegroup] => 9 [subject] => How To Add Balance To An Account [description] => <p style="text-align:center;"><video width="700" height="450" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Adding%20Balance%20To%20Account%20Final%20Compressed.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Go to "<span style="color:#3366ff;">Traders</span>" in the menu on the left side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">2. Choose a trader and press the "<span style="color:#3366ff;">View</span>" option.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></p> <hr> <p style="text-align:center;">3. Find "<span style="color:#3366ff;">Balances</span>" on the left side bar.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Balances%20CRM.png" width="250" height="145" alt=""></p> <hr> <p style="text-align:center;">4. In the "<span style="color:#3366ff;">Choose account</span>" dropdown list, select either Practice, Real or Margin account. Then, choose a currency (USD by default), specify whether to Add or Remove, enter the amount you wish to adjust, and select a method.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Deposit%20CRM.png" width="600" height="188" alt=""></p> <hr> <p style="text-align:center;">5. Click "<span style="color:#3366ff;">Submit</span>" to initiate the operation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/submitButton.png" width="102" height="65" alt=""></p> <hr> <p style="text-align:center;"></p> [slug] => add-balance-to-account [active] => 1 [datecreated] => 2024-01-19 11:35:20 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [3] => Array ( [articleid] => 33 [articlegroup] => 9 [subject] => How To Apply For A Subscription [description] => <p><video width="720" height="360" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/subscription.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">ON THE PLATFORM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">1.</span><span style="font-size:14pt;"> Press on the "<span style="color:#3366ff;">Manager</span>" tab on the left side menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Platform.png" width="74" height="445" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">2. In the top row click "<span style="color:#3366ff;">Users</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Manager%20Users%20Platform%20.png" width="692" height="57" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">3. Choose a user and find the "<span style="color:#3366ff;">Edit profile</span>" grey button in the top right corner.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Choose%20User%20Platform%20.png" width="706" height="107" alt=""></p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Edit%20User%20Profile%20Platform.png" width="712" height="134" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">4.Go to "<span style="color:#3366ff;">Profile</span>" and press "<span style="color:#3366ff;">Subscription</span>" to select the plan. You can also update the expiration date in "<span style="color:#3366ff;">Expires In</span>"</span>.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Subscription%20Dropdown%20Platform.png" width="600" height="403" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;">5. Scroll down and click on "<span style="color:#3366ff;">Submit</span>" button.</span></p> <hr> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Universal%20Submit%20Button%20Platform.png" width="250" height="50" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <div> <div class="gtx-trans-icon"><hr></div> </div> [slug] => applying-subscription [active] => 1 [datecreated] => 2024-01-19 11:45:32 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) [4] => Array ( [articleid] => 35 [articlegroup] => 9 [subject] => How To Show Stocks [description] => <p style="text-align:center;"><video width="742" height="371" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20add%20stocks%20info1.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/website/stocks%202.mp4" alt=""><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"Traders"</span> tab in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traders.png" width="287" height="168" alt=""></p> <hr> <p style="text-align:center;">2. Find a client and click on <span style="color:#3366ff;">"View"</span> under their name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="699" height="120" alt=""></p> <hr> <p style="text-align:center;">3. Select the <span style="color:#3366ff;">"Summary"</span> category in the left column.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummary.png" width="307" height="186" alt=""></p> <hr> <p style="text-align:center;">4. Click on "<span style="color:#3366ff;">Settings</span>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettings.png" width="326" height="107" alt=""></p> <hr> <p style="text-align:center;">5. Find "<span style="color:#3366ff;">Show Stocks</span>" row in the "<span style="color:#3366ff;">Trading Settings</span>" column on the right. Toggle it on/off depending on your needs.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettingsShowStocks.png" width="316" height="312" alt=""></p> <hr> <p style="text-align:center;">6. Check if the button works on the platform. If it doesn't work, you may need to refresh the page or log out and log in again. </p> <hr> <p></p> [slug] => how-to-add-stocks [active] => 1 [datecreated] => 2024-01-25 12:56:07 [article_order] => 0 [staff_article] => 0 [wordpress_id] => [wordpress_site_id] => ) )
title	How To Create And Filter Notes
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view	<div class="section-knowledge-base"> <div class="row"> <div class="col-md-8"> <div class="panel_s"> <div class="panel-body"> <h1 class="tw-mt-0 tw-mb-4 kb-article-single-heading tw-font-semibold tw-text-xl tw-text-neutral-700"> How To Create And Filter Notes </h1> <div class="tc-content kb-article-content tw-text-neutral-700"> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong><video width="726" height="363" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20and%20filter%20notes.mp4" type="video/mp4"></video></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong>IN THE CRM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<span style="color:#0000ff;">Notes</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Notes%20CRM.png" width="250" height="132" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<span style="color:#0000ff;">Notes</span>" you will be able to search and filter for all the notes in the CRM.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Page%20CRM.png" width="600" height="159" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. You can search for "<span style="color:#0000ff;">Notes</span>" using a time period by pressing the time period dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Period%20CRM.png" width="600" height="150" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. You can also search for "<span style="color:#0000ff;">Notes</span>" in specific pages on the CRM by pressing the CRM page dropdown.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Source.png" width="600" height="184" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Y<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ou can also search for "<span style="color:#0000ff;">Notes</span>" created by specific users on the CRM by pressing the users dropdown.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Users%20V2%20CRM.png" width="600" height="113" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">6. Finally <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">you can also search for "<span style="color:#0000ff;">Notes</span>" just by name by using the search bar.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Search%20Bar%20CRM.png" width="600" height="118" alt=""></p> <hr> <p style="text-align:center;"></p> </div> <h4 class="tw-font-medium tw-text-lg tw-mt-6"> Did you find this article useful? </h4> <div class="answer_response tw-mb-2 tw-text-neutral-500"></div> <div class="btn-group article_useful_buttons" role="group"> <button type="button" data-answer="1" class="btn btn-success"> Yes </button> <input type="hidden" name="articleid" value="105"> <button type="button" data-answer="0" class="btn btn-danger"> No </button> </div> </div> </div> </div> <div class="col-md-4"> <h4 class="kb-related-heading tw-font-semibold tw-text-lg tw-text-neutral-700 tw-mt-0 tw-my-0"> Related Articles </h4> <ul class="articles_list tw-divide-y tw-divide-neutral-200 tw-divide-solid tw-space-y-3"> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How to set up staff permissions </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM Invoices View (Global) – All invoices. View (Own) – O... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> Whatsapp Integration </a> </h4> <div class="tw-text-neutral-500"> IN TWILIO Note: There is no support available without having facebook business approved accoun... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/add-balance-to-account" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Add Balance To An Account </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/applying-subscription" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Apply For A Subscription </a> </h4> <div class="tw-text-neutral-500"> ON THE PLATFORM 1. Press on the "Manager" tab on the left side menu. 2. In the top row click "... </div> </li> <li class="tw-pt-3"> <h4 class="article-heading article-related-heading tw-text-normal tw-font-medium tw-my-0"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-stocks" class="tw-text-neutral-700 hover:tw-text-neutral-900 active:tw-text-neutral-900"> How To Show Stocks </a> </h4> <div class="tw-text-neutral-500"> IN THE CRM 1. Go to the "Traders" tab in the left menu. 2. Find a client and click on "View" u... </div> </li> </ul> </div> </div> </div>
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App_mailer.php
application/libraries/App_mailer.php

App_menu.php
application/libraries/App_menu.php

App_module_migration.php
application/libraries/App_module_migration.php

App_modules.php
application/libraries/App_modules.php

App_object_cache.php
application/libraries/App_object_cache.php

App_tabs.php
application/libraries/App_tabs.php

App_tags.php
application/libraries/App_tags.php

App_Session.php
application/libraries/Session/App_Session.php

App_assets.php
application/libraries/assets/App_assets.php

App_css.php
application/libraries/assets/App_css.php

App_scripts.php
application/libraries/assets/App_scripts.php

App_gateway.php
application/libraries/gateways/App_gateway.php

Authorize_acceptjs_gateway.php
application/libraries/gateways/Authorize_acceptjs_gateway.php

Ezipay_gateway.php
application/libraries/gateways/Ezipay_gateway.php

Instamojo_gateway.php
application/libraries/gateways/Instamojo_gateway.php

Mollie_gateway.php
application/libraries/gateways/Mollie_gateway.php

Payeasy_gateway.php
application/libraries/gateways/Payeasy_gateway.php

Paypal_braintree_gateway.php
application/libraries/gateways/Paypal_braintree_gateway.php

Paypal_checkout_gateway.php
application/libraries/gateways/Paypal_checkout_gateway.php

Paypal_gateway.php
application/libraries/gateways/Paypal_gateway.php

Payu_money_gateway.php
application/libraries/gateways/Payu_money_gateway.php

Stripe_gateway.php
application/libraries/gateways/Stripe_gateway.php

Stripe_ideal_gateway.php
application/libraries/gateways/Stripe_ideal_gateway.php

Two_checkout_gateway.php
application/libraries/gateways/Two_checkout_gateway.php

App_mail_template.php
application/libraries/mails/App_mail_template.php

App_merge_fields.php
application/libraries/merge_fields/App_merge_fields.php

App_sms.php
application/libraries/sms/App_sms.php

Sms_clickatell.php
application/libraries/sms/Sms_clickatell.php

Sms_msg91.php
application/libraries/sms/Sms_msg91.php

Sms_twilio.php
application/libraries/sms/Sms_twilio.php

Announcements_model.php
application/models/Announcements_model.php

Authentication_model.php
application/models/Authentication_model.php

Client_groups_model.php
application/models/Client_groups_model.php

Client_statuses_model.php
application/models/Client_statuses_model.php

Client_vault_entries_model.php
application/models/Client_vault_entries_model.php

Clients_model.php
application/models/Clients_model.php

Contract_types_model.php
application/models/Contract_types_model.php

Contracts_model.php
application/models/Contracts_model.php

Currencies_model.php
application/models/Currencies_model.php

Departments_model.php
application/models/Departments_model.php

Estimates_model.php
application/models/Estimates_model.php

Invoices_model.php
application/models/Invoices_model.php

Knowledge_base_model.php
application/models/Knowledge_base_model.php

Misc_model.php
application/models/Misc_model.php

Payment_modes_model.php
application/models/Payment_modes_model.php

Projects_model.php
application/models/Projects_model.php

Proposals_model.php
application/models/Proposals_model.php

Roles_model.php
application/models/Roles_model.php

Staff_model.php
application/models/Staff_model.php

Statement_model.php
application/models/Statement_model.php

Tasks_model.php
application/models/Tasks_model.php

Tickets_model.php
application/models/Tickets_model.php

User_autologin.php
application/models/User_autologin.php

ViewsTracking.php
application/services/ViewsTracking.php

Arr.php
application/services/utilities/Arr.php

Locale.php
application/services/utilities/Locale.php

Str.php
application/services/utilities/Str.php

StrClickable.php
application/services/utilities/StrClickable.php

Ci.php
application/third_party/MX/Ci.php

Config.php
application/third_party/MX/Config.php

Lang.php
application/third_party/MX/Lang.php

Loader.php
application/third_party/MX/Loader.php

Modules.php
application/third_party/MX/Modules.php

Router.php
application/third_party/MX/Router.php

action_hooks.php
application/third_party/action_hooks.php

Console.php
application/third_party/codeigniter-forensics/libraries/Console.php

Profiler.php
application/third_party/codeigniter-forensics/libraries/Profiler.php

autoload.php
application/vendor/autoload.php

php-hooks.php
application/vendor/bainternet/php-hooks/php-hooks.php

functions.php
application/vendor/clue/stream-filter/src/functions.php

functions_include.php
application/vendor/clue/stream-filter/src/functions_include.php

ClassLoader.php
application/vendor/composer/ClassLoader.php

autoload_real.php
application/vendor/composer/autoload_real.php

autoload_static.php
application/vendor/composer/autoload_static.php

platform_check.php
application/vendor/composer/platform_check.php

HTMLPurifier.composer.php
application/vendor/ezyang/htmlpurifier/library/HTMLPurifier.composer.php

Client.php
application/vendor/guzzlehttp/guzzle/src/Client.php

ClientInterface.php
application/vendor/guzzlehttp/guzzle/src/ClientInterface.php

ClientTrait.php
application/vendor/guzzlehttp/guzzle/src/ClientTrait.php

CurlFactory.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlFactory.php

CurlFactoryInterface.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlFactoryInterface.php

CurlHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlHandler.php

CurlMultiHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/CurlMultiHandler.php

Proxy.php
application/vendor/guzzlehttp/guzzle/src/Handler/Proxy.php

StreamHandler.php
application/vendor/guzzlehttp/guzzle/src/Handler/StreamHandler.php

HandlerStack.php
application/vendor/guzzlehttp/guzzle/src/HandlerStack.php

Middleware.php
application/vendor/guzzlehttp/guzzle/src/Middleware.php

RedirectMiddleware.php
application/vendor/guzzlehttp/guzzle/src/RedirectMiddleware.php

Utils.php
application/vendor/guzzlehttp/guzzle/src/Utils.php

functions.php
application/vendor/guzzlehttp/guzzle/src/functions.php

functions_include.php
application/vendor/guzzlehttp/guzzle/src/functions_include.php

functions.php
application/vendor/illuminate/collections/functions.php

helpers.php
application/vendor/illuminate/collections/helpers.php

functions.php
application/vendor/illuminate/events/functions.php

functions.php
application/vendor/illuminate/support/functions.php

helpers.php
application/vendor/illuminate/support/helpers.php

GrantFactory.php
application/vendor/league/oauth2-client/src/Grant/GrantFactory.php

OptionProviderInterface.php
application/vendor/league/oauth2-client/src/OptionProvider/OptionProviderInterface.php

PostAuthOptionProvider.php
application/vendor/league/oauth2-client/src/OptionProvider/PostAuthOptionProvider.php

AbstractProvider.php
application/vendor/league/oauth2-client/src/Provider/AbstractProvider.php

ArrayAccessorTrait.php
application/vendor/league/oauth2-client/src/Tool/ArrayAccessorTrait.php

BearerAuthorizationTrait.php
application/vendor/league/oauth2-client/src/Tool/BearerAuthorizationTrait.php

GuardedPropertyTrait.php
application/vendor/league/oauth2-client/src/Tool/GuardedPropertyTrait.php

QueryBuilderTrait.php
application/vendor/league/oauth2-client/src/Tool/QueryBuilderTrait.php

RequestFactory.php
application/vendor/league/oauth2-client/src/Tool/RequestFactory.php

Google.php
application/vendor/league/oauth2-google/src/Provider/Google.php

Encoding.php
application/vendor/neitanod/forceutf8/src/ForceUTF8/Encoding.php

autoload.php
application/vendor/paragonie/sodium_compat/autoload.php

namespaced.php
application/vendor/paragonie/sodium_compat/lib/namespaced.php

php84compat.php
application/vendor/paragonie/sodium_compat/lib/php84compat.php

php84compat_const.php
application/vendor/paragonie/sodium_compat/lib/php84compat_const.php

ristretto255.php
application/vendor/paragonie/sodium_compat/lib/ristretto255.php

stream-xchacha20.php
application/vendor/paragonie/sodium_compat/lib/stream-xchacha20.php

Compat.php
application/vendor/paragonie/sodium_compat/src/Compat.php

filters.php
application/vendor/php-http/message/src/filters.php

OAuth.php
application/vendor/phpmailer/phpmailer/src/OAuth.php

OAuthTokenProvider.php
application/vendor/phpmailer/phpmailer/src/OAuthTokenProvider.php

PHPMailer.php
application/vendor/phpmailer/phpmailer/src/PHPMailer.php

ClientInterface.php
application/vendor/psr/http-client/src/ClientInterface.php

getallheaders.php
application/vendor/ralouphie/getallheaders/src/getallheaders.php

now.php
application/vendor/symfony/clock/Resources/now.php

function.php
application/vendor/symfony/deprecation-contracts/function.php

bootstrap.php
application/vendor/symfony/polyfill-iconv/bootstrap.php

bootstrap.php
application/vendor/symfony/polyfill-mbstring/bootstrap.php

bootstrap80.php
application/vendor/symfony/polyfill-mbstring/bootstrap80.php

bootstrap.php
application/vendor/symfony/polyfill-php83/bootstrap.php

bootstrap.php
application/vendor/symfony/polyfill-php84/bootstrap.php

bootstrap82.php
application/vendor/symfony/polyfill-php84/bootstrap82.php

bootstrap.php
application/vendor/symfony/polyfill-php85/bootstrap.php

functions.php
application/vendor/symfony/translation/Resources/functions.php

footer.php
application/views/themes/perfex/footer.php

functions.php
application/views/themes/perfex/functions.php

head.php
application/views/themes/perfex/head.php

index.php
application/views/themes/perfex/index.php

alerts.php
application/views/themes/perfex/template_parts/alerts.php

search.php
application/views/themes/perfex/template_parts/knowledge_base/search.php

navigation.php
application/views/themes/perfex/template_parts/navigation.php

knowledge_base_article.php
application/views/themes/perfex/views/knowledge_base_article.php

index.php
index.php

account_management_advancements.php
modules/account_management_advancements/account_management_advancements.php

account_management_advancements_helper.php
modules/account_management_advancements/helpers/account_management_advancements_helper.php

migration_log_helper.php
modules/account_management_advancements/helpers/migration_log_helper.php

account_management_advancements_lang.php
modules/account_management_advancements/language/english/account_management_advancements_lang.php

affiliate_management.php
modules/affiliate_management/affiliate_management.php

my_routes.php
modules/affiliate_management/config/my_routes.php

my_saas.php
modules/affiliate_management/config/my_saas.php

affiliate_management_helper.php
modules/affiliate_management/helpers/affiliate_management_helper.php

affiliate_management_php8_polyfill_helper.php
modules/affiliate_management/helpers/affiliate_management_php8_polyfill_helper.php

affiliate_management_setup_helper.php
modules/affiliate_management/helpers/affiliate_management_setup_helper.php

affiliate_management_lang.php
modules/affiliate_management/language/english/affiliate_management_lang.php

Affiliate_management_gateway.php
modules/affiliate_management/libraries/Affiliate_management_gateway.php

Affiliate_management_model.php
modules/affiliate_management/models/Affiliate_management_model.php

api.php
modules/api/api.php

api_helper.php
modules/api/helpers/api_helper.php

LeadHooks.php
modules/api/hooks/LeadHooks.php

api_lang.php
modules/api/language/english/api_lang.php

Api_aeiou.php
modules/api/libraries/Api_aeiou.php

node.php
modules/api/third_party/node.php

autoload.php
modules/api/vendor2/autoload.php

autoload_real.php
modules/api/vendor2/composer/autoload_real.php

autoload_static.php
modules/api/vendor2/composer/autoload_static.php

platform_check.php
modules/api/vendor2/composer/platform_check.php

appointments.php
modules/appointments/appointments.php

csrf_exclude_uris.php
modules/appointments/config/csrf_exclude_uris.php

appointments_google_helper.php
modules/appointments/helpers/appointments_google_helper.php

appointments_helper.php
modules/appointments/helpers/appointments_helper.php

appointments_lang.php
modules/appointments/language/english/appointments_lang.php

automation_manager.php
modules/automation_manager/automation_manager.php

automation_helper.php
modules/automation_manager/helpers/automation_helper.php

automation_manager_lang.php
modules/automation_manager/language/english/automation_manager_lang.php

backup.php
modules/backup/backup.php

backup_lang.php
modules/backup/language/english/backup_lang.php

autoload.php
modules/backup/vendor/autoload.php

autoload_real.php
modules/backup/vendor/composer/autoload_real.php

autoload_static.php
modules/backup/vendor/composer/autoload_static.php

platform_check.php
modules/backup/vendor/composer/platform_check.php

call_logs.php
modules/call_logs/call_logs.php

call_logs_helper.php
modules/call_logs/helpers/call_logs_helper.php

call_logs_lang.php
modules/call_logs/language/english/call_logs_lang.php

datapulse.php
modules/datapulse/datapulse.php

datapulse_helper.php
modules/datapulse/helpers/datapulse_helper.php

datapulse_lang.php
modules/datapulse/language/english/datapulse_lang.php

domain_manager.php
modules/domain_manager/domain_manager.php

domain_manager_helper.php
modules/domain_manager/helpers/domain_manager_helper.php

hooks.php
modules/domain_manager/hooks.php

domain_manager_lang.php
modules/domain_manager/language/english/domain_manager_lang.php

goals.php
modules/goals/goals.php

goals_helper.php
modules/goals/helpers/goals_helper.php

goals_lang.php
modules/goals/language/english/goals_lang.php

csrf_exclude_uris.php
modules/lead_manager/config/csrf_exclude_uris.php

lead_manager_helper.php
modules/lead_manager/helpers/lead_manager_helper.php

lead_manager_lang.php
modules/lead_manager/language/english/lead_manager_lang.php

lead_manager.php
modules/lead_manager/lead_manager.php

Ma_helper.php
modules/ma/helpers/Ma_helper.php

ma_lang.php
modules/ma/language/english/ma_lang.php

ma.php
modules/ma/ma.php

Apiinit.php
modules/mailbox/core/Apiinit.php

mailbox_helper.php
modules/mailbox/helpers/mailbox_helper.php

mailbox_lang.php
modules/mailbox/language/english/mailbox_lang.php

Mailbox_aeiou.php
modules/mailbox/libraries/Mailbox_aeiou.php

mailbox.php
modules/mailbox/mailbox.php

node.php
modules/mailbox/third_party/node.php

autoload.php
modules/mailbox/vendor/autoload.php

autoload_real.php
modules/mailbox/vendor/composer/autoload_real.php

autoload_static.php
modules/mailbox/vendor/composer/autoload_static.php

Deprecated.php
modules/mailbox/vendor/rmccue/requests/library/Deprecated.php

Autoload.php
modules/mailbox/vendor/rmccue/requests/src/Autoload.php

menu_setup_helper.php
modules/menu_setup/helpers/menu_setup_helper.php

menu_setup_lang.php
modules/menu_setup/language/english/menu_setup_lang.php

menu_setup.php
modules/menu_setup/menu_setup.php

nanza_helper.php
modules/nanza/helpers/nanza_helper.php

register_dashboard_widgets.php
modules/nanza/hooks/register_dashboard_widgets.php

nanza_lang.php
modules/nanza/language/english/nanza_lang.php

nanza.php
modules/nanza/nanza.php

nanzai_context_helper.php
modules/nanzai/helpers/nanzai_context_helper.php

nanzai_crm_helper.php
modules/nanzai/helpers/nanzai_crm_helper.php

nanzai_function_calling_helper.php
modules/nanzai/helpers/nanzai_function_calling_helper.php

nanzai_helper.php
modules/nanzai/helpers/nanzai_helper.php

nanzai_provider_helper.php
modules/nanzai/helpers/nanzai_provider_helper.php

nanzai_crm_hooks.php
modules/nanzai/hooks/nanzai_crm_hooks.php

nanzai_lang.php
modules/nanzai/language/english/nanzai_lang.php

Anthropic.php
modules/nanzai/libraries/Anthropic.php

Mistral.php
modules/nanzai/libraries/Mistral.php

OpenAI.php
modules/nanzai/libraries/OpenAI.php

nanzai.php
modules/nanzai/nanzai.php

nanzai_toggled_view.php
modules/nanzai/views/nanzai_toggled_view.php

notes.php
modules/notes/notes.php

perfex_dashboard_helper.php
modules/perfex_dashboard/helpers/perfex_dashboard_helper.php

perfex_dashboard_lang.php
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perfex_dashboard.php
modules/perfex_dashboard/perfex_dashboard.php

perfshield_helper.php
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perfshield_login_protection_helper.php
modules/perfshield/helpers/perfshield_login_protection_helper.php

email_templates.php
modules/perfshield/includes/email_templates.php

sidebar_menu_links.php
modules/perfshield/includes/sidebar_menu_links.php

perfshield_lang.php
modules/perfshield/language/english/perfshield_lang.php

Perfshield_aeiou.php
modules/perfshield/libraries/Perfshield_aeiou.php

Perfshield_login_protection_model.php
modules/perfshield/models/Perfshield_login_protection_model.php

perfshield.php
modules/perfshield/perfshield.php

node.php
modules/perfshield/third_party/node.php

autoload.php
modules/perfshield/vendor/autoload.php

autoload_real.php
modules/perfshield/vendor/composer/autoload_real.php

autoload_static.php
modules/perfshield/vendor/composer/autoload_static.php

platform_check.php
modules/perfshield/vendor/composer/platform_check.php

prchat_helper.php
modules/prchat/helpers/prchat_helper.php

prchat_security_helper.php
modules/prchat/helpers/prchat_security_helper.php

chat_lang.php
modules/prchat/language/english/chat_lang.php

prchat.php
modules/prchat/prchat.php

saas_super_assistant.php
modules/saas_super_assistant/saas_super_assistant.php

security_monitor_helper.php
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security_monitor_lang.php
modules/security_monitor/language/english/security_monitor_lang.php

Security_monitor_model.php
modules/security_monitor/models/Security_monitor_model.php

security_monitor.php
modules/security_monitor/security_monitor.php

si_lead_filters_helper.php
modules/si_lead_filters/helpers/si_lead_filters_helper.php

si_lead_filters_lang.php
modules/si_lead_filters/language/english/si_lead_filters_lang.php

Si_lead_filter_model.php
modules/si_lead_filters/models/Si_lead_filter_model.php

si_lead_filters.php
modules/si_lead_filters/si_lead_filters.php

smartdocs_lang.php
modules/smartdocs/language/english/smartdocs_lang.php

smartdocs.php
modules/smartdocs/smartdocs.php

theme_style_helper.php
modules/theme_style/helpers/theme_style_helper.php

theme_style_lang.php
modules/theme_style/language/english/theme_style_lang.php

theme_style.php
modules/theme_style/theme_style.php

csrf_exclude_uris.php
modules/tour_guide/config/csrf_exclude_uris.php

HTMLPurifier.standalone.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/Libraries/HTMLPurifier/HTMLPurifier.standalone.php

common.php
modules/tour_guide/vendor2/ankabit/tour-guide/src/common.php

autoload.php
modules/tour_guide/vendor2/autoload.php

autoload_real.php
modules/tour_guide/vendor2/composer/autoload_real.php

autoload_static.php
modules/tour_guide/vendor2/composer/autoload_static.php

wallet_helper.php
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wallet_lang.php
modules/wallet/language/english/wallet_lang.php

Wallet_gateway.php
modules/wallet/libraries/Wallet_gateway.php

Walletmanager.php
modules/wallet/libraries/Walletmanager.php

wallet.php
modules/wallet/wallet.php

csrf_exclude_uris.php
modules/whatsapp/config/csrf_exclude_uris.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.php

wordpress_lang.php
modules/wordpress/language/english/wordpress_lang.php

wordpress.php
modules/wordpress/wordpress.php

Benchmark.php
system/core/Benchmark.php

CodeIgniter.php
system/core/CodeIgniter.php

Common.php
system/core/Common.php

Config.php
system/core/Config.php

Controller.php
system/core/Controller.php

Exceptions.php
system/core/Exceptions.php

Hooks.php
system/core/Hooks.php

Input.php
system/core/Input.php

Lang.php
system/core/Lang.php

Loader.php
system/core/Loader.php

Log.php
system/core/Log.php

Model.php
system/core/Model.php

Output.php
system/core/Output.php

Router.php
system/core/Router.php

Security.php
system/core/Security.php

URI.php
system/core/URI.php

Utf8.php
system/core/Utf8.php

hash.php
system/core/compat/hash.php

mbstring.php
system/core/compat/mbstring.php

password.php
system/core/compat/password.php

standard.php
system/core/compat/standard.php

DB.php
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DB_driver.php
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DB_query_builder.php
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DB_result.php
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mysqli_driver.php
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mysqli_result.php
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cookie_helper.php
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directory_helper.php
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email_helper.php
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file_helper.php
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html_helper.php
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language_helper.php
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text_helper.php
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url_helper.php
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profiler_lang.php
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system/libraries/Email.php

Encryption.php
system/libraries/Encryption.php

Form_validation.php
system/libraries/Form_validation.php

Image_lib.php
system/libraries/Image_lib.php

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Session_redis_driver.php
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directory_trigger	d
log_threshold	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	6d64dbacfbe40e05510793b258fc3d10
sess_driver	redis
sess_cookie_name	sp_session
sess_expiration	28800
sess_save_path	tcp://127.0.0.1:6379?auth=&database=0&timeout=2.5
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
sess_cookie_samesite	Lax
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection	1
csrf_token_name	csrf_token_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	3660
csrf_regenerate
csrf_exclude_uris	Array ( [0] => forms/wtl/[0-9a-z]+ [1] => forms/ticket [2] => forms/quote/[0-9a-z]+ [3] => admin/tasks/timer_tracking [4] => api\/.+ [5] => nanza/webhooks/register [6] => admin/nanza/webhooks/login_notification [7] => api/leads [8] => api/leads/notes [9] => admin/nanza/dialer/get_data [10] => admin/nanza/dialer/squaretalk [11] => nanza/client [12] => nanza/client/user_data [13] => admin/nanza/withdrawal/balances/\d+ [14] => admin/nanza/orders/copy_order/\d+ [15] => admin/nanza/orders/create_order [16] => admin/nanza/admin/edit_settings [17] => admin/nanza/cfd/get_cfd_instruments_info [18] => admin/nanza/cfd/edit_cfd_position/\d+ [19] => admin/nanza/cfd/copy_cfd_position/\d+ [20] => admin/nanza/cfd/cfd_positions [21] => admin/nanza/cfd/upload_cfd_positions/\d+ [22] => admin/leads/export_leads [23] => admin/leads/delete [24] => admin/leads/update_columns_order [25] => ma/ma_forms/wtl/[0-9a-z]+/[0-9a-z]+admin/nanza/cfd/bulk_action [26] => admin/traders/summary/[0-9]+ [27] => admin/traders/create_withdrawal [28] => admin/traders/send_withdrawal [29] => prchat/Prchat_ClientsController/pusherCustomersAuthApp [30] => prchat/Prchat_ClientsController/initClientChat [31] => prchat/Prchat_ClientsController/updateClientUnreadMessages [32] => admin/traders/send_withdrawal [33] => admin/notes/save_note [34] => admin/nanza/margin_positions [35] => admin/nanza/orders [36] => admin/nanza/withdrawal [37] => admin/nanza/kyc_dashboard [38] => admin/traders/get_auto_login_url [39] => admin/traders/get_total_deposit )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
modules_locations	Array ( [/home/podcator/domains/crm.podcator.com/public_html/modules/] => ../../modules/ )
migration_enabled
migration_type	sequential
migration_table	migrations
migration_auto_latest
migration_version	305
migration_path	/home/podcator/domains/crm.podcator.com/public_html/application/migrations/

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