Training and Educational Resources

Nanza CRM incorporates a unique feature referred to as the Non-Staff Member. This functionality allows you to include contract workers or freelance...

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How To Enable / Disable ID Verification

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How To Assign Leads Automatically From The Website

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How To Find KYC Identification In The CRM?

2024-11-04 22:01:03

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How To Import Leads

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How to Assign Leads from an Affiliate to a Specific Agent

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How To Set Up A Liquidity Wallet

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How to Check if the Department is Hidden from the Client?

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SETTING UP G-SUTIE / GMAIL SMTP

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How to Manage Binary Options?

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How to Add Existing Filter on the Leads?

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IN THE CRM...

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Queries

0.0003

db:crm_podcator SELECT `name`, `value` FROM `tbloptions` WHERE `autoload` = 1

0.0001

db:crm_podcator SELECT * FROM `tblmigrations` LIMIT 1

0.0001

db:crm_podcator SELECT * FROM `tblmodules`

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblstaff` WHERE `admin` = 1 AND `staffid` = 0

0.0001

db:crm_podcator SELECT * FROM `tblstaff_permissions` WHERE `staff_id` = 0

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'unrecognized-login-detected'

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'unrecognized-login-detected-to-admin'

0.0000

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tblemailtemplates` WHERE `slug` = 'multiple-failed-login-attempts'

0.0001

db:crm_podcator SELECT * FROM `tblcurrencies` WHERE `isdefault` = 1

0.0015

db:crm_podcator SHOW TABLES FROM `crm_podcator`

0.0001

db:crm_podcator SELECT * FROM `tblnanza_platforms`

0.0002

db:crm_podcator SELECT * FROM `tblmigrations` LIMIT 1

0.0001

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tbloptions` WHERE `name` = 'kb_hierarchical_groups_enabled'

0.0000

db:crm_podcator SELECT COUNT(*) AS `numrows` FROM `tbloptions` WHERE `name` = 'kb_groups_hierarchy'

0.0001

db:crm_podcator SELECT * FROM `tbldepartments` WHERE `hidefromclient` = 0

0.0000

db:crm_podcator SELECT * FROM `tbltickets_priorities`

0.0000

db:crm_podcator SELECT * FROM `tbltickets_status` ORDER BY `statusorder` ASC

0.0000

db:crm_podcator SELECT * FROM `tblcurrencies`

0.0001

db:crm_podcator SELECT * FROM `tblknowledge_base_groups` WHERE `active` = 1 ORDER BY `group_order` ASC

0.0010

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '11' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '23' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '27' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '13' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '2' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0006

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '9' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '7' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '4' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '5' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '6' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '3' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '1' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '8' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '26' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '28' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '30' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '31' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0003

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '32' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0004

db:crm_podcator SELECT `slug`, `subject`, `description`, `tblknowledge_base`.`active` as `active_article`, `articlegroup`, `articleid`, `staff_article`, `datecreated` FROM `tblknowledge_base` WHERE `articlegroup` = '29' AND `active` = 1 AND `staff_article` = 0 AND `articlegroup` IN (SELECT groupid FROM tblknowledge_base_groups WHERE group_slug="training-and-educational-resources") ORDER BY `article_order` ASC

0.0002

db:crm_podcator SELECT * FROM `tbltags` ORDER BY `name` ASC

0.0106

Total Query Execution Time

Array ( [0] => Array ( [departmentid] => 1 [name] => Compliance [imap_username] => [email] => Compliance@podcator.com [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [1] => Array ( [departmentid] => 3 [name] => Conversion [imap_username] => [email] => conversion1@podcator.com [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [2] => Array ( [departmentid] => 4 [name] => Retention [imap_username] => [email] => [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) [3] => Array ( [departmentid] => 8 [name] => michaelg [imap_username] => michaelg@michaelg.com [email] => admin@crypton1123anza.com [email_from_header] => 0 [host] => [password] => [encryption] => [folder] => INBOX [delete_after_import] => 0 [calendar_id] => [hidefromclient] => 0 ) )

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

Array ( [0] => Array ( [ticketstatusid] => 1 [name] => Open [isdefault] => 1 [statuscolor] => #ff2d42 [statusorder] => 1 ) [1] => Array ( [ticketstatusid] => 2 [name] => In progress [isdefault] => 1 [statuscolor] => #84c529 [statusorder] => 2 ) [2] => Array ( [ticketstatusid] => 3 [name] => Answered [isdefault] => 1 [statuscolor] => #0000ff [statusorder] => 3 ) [3] => Array ( [ticketstatusid] => 4 [name] => On Hold [isdefault] => 1 [statuscolor] => #c0c0c0 [statusorder] => 4 ) [4] => Array ( [ticketstatusid] => 5 [name] => Closed [isdefault] => 1 [statuscolor] => #03a9f4 [statusorder] => 5 ) )

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 ( ) ) [schedule-appointment-id] => Array ( [slug] => schedule-appointment-id [name] => Schedule Appointment [href] => https://crm.podcator.com/appointments/appointments_public/book?col=col-md-8+col-md-offset-2 [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 ( ) ) )

Array ( [0] => Array ( [label] => Knowledge Base [url] => https://crm.podcator.com/knowledge-base ) [1] => Array ( [label] => Training and Educational Resources ) )

<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Training and Educational Resources</title> <link rel="stylesheet" type="text/css" id="reset-css" href="https://crm.podcator.com/assets/css/reset.min.css?v=1775709977"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://crm.podcator.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://crm.podcator.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://crm.podcator.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://crm.podcator.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://crm.podcator.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://crm.podcator.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://crm.podcator.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://crm.podcator.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://crm.podcator.com/assets/plugins/bootstrap-select/css/bootstrap-select.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="lightbox-css" href="https://crm.podcator.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://crm.podcator.com/assets/plugins/bootstrap-colorpicker/css/bootstrap-colorpicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="tailwind-css" href="https://crm.podcator.com/assets/builds/tailwind.css?v=1775709977"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://crm.podcator.com/assets/themes/perfex/css/style.min.css?v=1775709977"> <script src="https://crm.podcator.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://crm.podcator.com/assets/css/custom.css" rel="stylesheet" type="text/css" id="custom-css"> <script> if (typeof(jQuery) === 'undefined' && !window.deferAfterjQueryLoaded) { window.deferAfterjQueryLoaded = []; Object.defineProperty(window, "$", { set: function(value) { window.setTimeout(function() { $.each(window.deferAfterjQueryLoaded, function(index, fn) { fn(); }); }, 0); Object.defineProperty(window, "$", { value: value }); }, configurable: true }); } var csrfData = {"formatted":{"csrf_token_name":"c1cc96e91b2df008a7af04a9d72c1cac"},"token_name":"csrf_token_name","hash":"c1cc96e91b2df008a7af04a9d72c1cac"}; if (typeof(jQuery) == 'undefined') { window.deferAfterjQueryLoaded.push(function() { csrf_jquery_ajax_setup(); }); window.addEventListener('load', function() { csrf_jquery_ajax_setup(); }, true); } else { csrf_jquery_ajax_setup(); } function csrf_jquery_ajax_setup() { $.ajaxSetup({ data: csrfData.formatted }); $(document).ajaxError(function(event, request, settings) { if (request.status === 419) { alert_float('warning', 'Page expired, refresh the page make an action.') } }); } </script> <script> var nanza_utilities_settings = {"is_sticky":"true","is_search_menu":"true","is_quick_access_menu":"true","is_quick_access_menu_icons":"true","is_table_of_content":"true","is_active_scripts":"true","is_active_styles":"true","is_note_confirm_delete":"true","is_operation_functions":"true","is_scroll_to_top":"true","is_toggle_sidebar_menu":"true"}; </script> <script src="https://crm.podcator.com/modules/nanza_utilities/assets/js/public/head.js"></script><link href="https://crm.podcator.com/modules/prchat/assets/clients/styles.css?v=1775709977" rel="stylesheet" type="text/css" ><link href="https://crm.podcator.com/modules/prchat/assets/css/lity.css?v=1775709977" rel="stylesheet" type="text/css" /><script> function custom_fields_hyperlink() { var cf_hyperlink = $('body').find('.cf-hyperlink'); if (cf_hyperlink.length) { $.each(cf_hyperlink, function() { var cfh_wrapper = $(this); if (!cfh_wrapper.hasClass('cfh-initialized')) { var cfh_field_to = cfh_wrapper.attr('data-fieldto'); var cfh_field_id = cfh_wrapper.attr('data-field-id'); var textEl = $('body').find('#custom_fields_' + cfh_field_to + '_' + cfh_field_id + '_popover'); var hiddenField = $("#custom_fields\[" + cfh_field_to + "\]\[" + cfh_field_id + "\]"); var cfh_value = cfh_wrapper.attr('data-value'); hiddenField.val(cfh_value); if ($(hiddenField.val()).html() != '') { textEl.html($(hiddenField.val()).html()); } var cfh_field_name = cfh_wrapper.attr('data-field-name'); textEl.popover({ html: true, trigger: "manual", placement: "top", title: cfh_field_name, content: function() { return $(cfh_popover_templates[cfh_field_id]).html(); } }).on("click", function(e) { var $popup = $(this); $popup.popover("toggle"); var titleField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_title"); var urlField = $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_link"); var ttl = $(hiddenField.val()).html(); var cfUrl = $(hiddenField.val()).attr("href"); if (cfUrl) { $('#cf_hyperlink_open_' + cfh_field_id).attr('href', (cfUrl.indexOf('://') === - 1 ? 'http://' + cfUrl : cfUrl)); } titleField.val(ttl); urlField.val(cfUrl); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-save").click( function() { hiddenField.val((urlField.val() != '' ? '<a href="' + urlField.val() + '" target="_blank">' + (titleField.val() != "" ? titleField .val() : urlField.val()) + '</a>' : '')); textEl.html(titleField.val() !== "" ? titleField.val() : (urlField .val() != '' ? urlField.val() : "Click here to add link")); $popup.popover("toggle"); }); $("#custom_fields_" + cfh_field_to + "_" + cfh_field_id + "_btn-cancel").click( function() { if (urlField.val() == '') { hiddenField.val(''); } $popup.popover("toggle"); }); }); cfh_wrapper.addClass('cfh-initialized') } }); } } </script> <script> var site_url = 'https://crm.podcator.com/', app = {}, cfh_popover_templates = {}; app.isRTL = 'false'; app.is_mobile = ''; app.months_json = '["January","February","March","April","May","June","July","August","September","October","November","December"]'; app.browser = "mozilla"; app.max_php_ini_upload_size_bytes = "20971520"; app.locale = "en"; app.options = { calendar_events_limit: "4", calendar_first_day: "1", tables_pagination_limit: "15", datatable_remember_page_length: "1", datatable_show_all_option: "0", enable_google_picker: "1", google_client_id: "471538130205-fjsjsfvg2ocjdrnv60nhrunfolik40te.apps.googleusercontent.com", google_api: "AIzaSyDlvedqWC6b6PsxD3t01eia53UI2IisyaE", default_view_calendar: "dayGridWeek", timezone: "Europe/London", allowed_files: ".png,.jpg,.pdf,.doc,.docx,.xls,.xlsx,.zip,.rar,.txt,.jfif,.webm,.webp,.mp4,.md", date_format: "Y-m-d", time_format: "24", }; 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Binary options ... <a href="https://crm.podcator.com/knowledge-base/article/how-to-manage-binary-options" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-existing-filter-on-the-leads" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to Add Existing Filter on the Leads? </a> </h4> 2025-11-13 15:02:17 </div> IN THE CRM... <a href="https://crm.podcator.com/knowledge-base/article/how-to-add-existing-filter-on-the-leads" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-cancel-autofill" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to Cancel Autofill? </a> </h4> 2025-11-20 14:31:39 </div> How to Cancel Autofill?... <a href="https://crm.podcator.com/knowledge-base/article/how-to-cancel-autofill" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/how-use-telegram-group" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How Use Telegram Group and Topics? </a> </h4> 2025-12-11 15:43:28 </div> How Use Telegram Group and Topics?... <a href="https://crm.podcator.com/knowledge-base/article/how-use-telegram-group" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More </a> </div> </div> </div> </div> </div> </div> </div> </div> </div>

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currencies	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 ) )
menu	Array ( [knowledge-base] => Array ( [slug] => knowledge-base [name] => Knowledge Base [href] => https://crm.podcator.com/knowledge-base [position] => 5 [icon] => [children] => Array ( ) ) [schedule-appointment-id] => Array ( [slug] => schedule-appointment-id [name] => Schedule Appointment [href] => https://crm.podcator.com/appointments/appointments_public/book?col=col-md-8+col-md-offset-2 [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 ( ) ) )
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articles	Array ( [0] => Array ( [groupid] => 9 [name] => Training and Educational Resources [group_slug] => training-and-educational-resources [description] => Are there tutorials or training materials available for new users? Where can I find documentation or guides on advanced features? Do you offer webinars or training sessions for clients? [active] => 1 [color] => [group_order] => 3 [articles] => Array ( [0] => Array ( [slug] => staff-permissions-explained [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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Invoices</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Estimates</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Proposals</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;"><strong>Expenses</strong></span></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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Contracts</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Payments</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Projects</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Tasks</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Customers</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Items</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Knowledge Base</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Goals</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Email Templates</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Reports</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Roles</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Settings (Setup->Settings)</span><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 style="text-align:center;"><span style="color:#3366ff;font-size:18pt;">Staff</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Surveys</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Bulk PDF Exporter</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;">Leads</span><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 style="text-align:center;"><span style="font-size:18pt;color:#3366ff;"><strong>Other notes about permissions:</strong></span><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> <p style="text-align:center;"><span style="color:#3366ff;"><span style="color:#000000;">Artilcles you may find useful for you: </span><br><a href="https://crm.podcator.com/admin/knowledge_base/view/permissions-and-roles-management-guide" style="color:#3366ff;">Permissions and Roles Management Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/staff-management-user-guide" style="color:#3366ff;">Staff Management User Guide</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-prevent-staff-from-being-logged-in-more-than-once" style="color:#3366ff;">How to Prevent Staff from Being Logged in more than Once?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/436" style="color:#3366ff;">How to Enable CFD Modification for the Agent?</a></span></p> <p style="text-align:center;"><span style="color:#3366ff;"><a href="https://crm.podcator.com/admin/knowledge_base/article/434" style="color:#3366ff;">How to Restrict Support Access to Staff?</a></span><span style="color:#3366ff;"></span></p> </div> </article> <section class="clearfix"></section> [active_article] => 1 [articlegroup] => 9 [articleid] => 21 [staff_article] => 0 [datecreated] => 2023-06-08 09:56:32 ) [1] => Array ( [slug] => whatsapp-integration [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> [active_article] => 1 [articlegroup] => 9 [articleid] => 24 [staff_article] => 0 [datecreated] => 2023-07-02 18:42:47 ) [2] => Array ( [slug] => copying-invoice [subject] => How To Copy An Invoice [description] => <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. Click on the "<span style="color:#3366ff;">Sales</span>" button in the left menu and select "<span style="color:#3366ff;">Invoices</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></p> <hr> <p style="text-align:center;"><strong>OR</strong></p> <hr> <p style="text-align:center;">1. Select "<span style="color:#3366ff;">Traders</span>" 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;">Find the <span style="color:#000000;">trader</span>, click on "<span style="color:#3366ff;">View</span>" under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="664" height="114" alt=""></p> <hr> <p style="text-align:center;">Go to "<span style="color:#3366ff;">Invoices</span>" in the left list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20Account%20Invoices%20CRM.png" width="250" height="181" alt=""></p> <hr> <p style="text-align:center;">2. Choose a particular invoice and click "<span style="color:#3366ff;">More</span>" on the right side of the screen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Closed%20More%20CRM.png" width="600" height="372" alt=""></p> <hr> <p style="text-align:center;">3. Select "<span style="color:#3366ff;">Copy Invoice</span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Open%20Invoice%20Open%20More%20CRM.png" width="200" height="317" alt=""></p> <hr> <p style="text-align:center;"></p> <div> <div class="gtx-trans-icon"></div> </div> [active_article] => 1 [articlegroup] => 9 [articleid] => 37 [staff_article] => 0 [datecreated] => 2024-02-01 14:54:52 ) [3] => Array ( [slug] => changing-language [subject] => How To Change A Language on the Platform? [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20change%20a%20language.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How To Change A Language on the Platform?</span></p> <p style="text-align:center;"><span style="font-size:18pt;"><strong><span style="color:#ff0000;">ON THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Go to your profile - the orange circle on the top right side of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Profile%20Click%20Platform.png" width="250" height="96" alt=""></p> <hr> <p style="text-align:center;">2. Find the "<strong><span style="color:#3366ff;">Language</span></strong>" button and choose the language.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180145.png" width="655" height="407" alt=""></p> <hr> <p style="text-align:center;">3. Scroll down and choose "<strong><span style="color:#3366ff;">Save Changes</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251202-180235.png" width="237" height="72" alt=""></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 41 [staff_article] => 0 [datecreated] => 2024-02-05 11:47:22 ) [4] => Array ( [slug] => adding-new-filter-to-leads [subject] => How To Add A New Filter To Leads? [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="724" height="362" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20add%20new%20lead%20filter.mp4" type="video/mp4"></video></span></strong></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 "<strong><span style="color:#3366ff;">Setup</span></strong>" at the bottom right part of the settings panel.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <hr> <p style="text-align:center;">2. Choose "<strong><span style="color:#3366ff;">Custom fields</span></strong>" option and inside press on "<strong><span style="color:#3366ff;">New custom field</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Custom%20Fields%20CRM.png" width="250" height="151" alt=""><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Button%20CRM.png" width="250" height="71" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the fields and press "<strong><span style="color:#3366ff;">Submit</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Form%20CRM.png" width="600" height="539" alt=""></p> <hr> <p style="text-align:center;">4. Go to "<strong><span style="color:#3366ff;">SI Lead Filters</span></strong>" on the settings panel and choose "<strong><span style="color:#3366ff;">Settings</span></strong>". </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20Settings%20CRM.png" width="250" height="161" alt=""></p> <hr> <p style="text-align:center;">5. Type in the name of your new filter and submit. It will now appear in "<strong><span style="color:#3366ff;">Leads</span></strong>".</p> <hr> <p style="text-align:center;">If you ever decide to delete the particular filter, you've got to follow the same steps and re-submit it in "SI Lead Filters" in the "Settings". By resubmitting it, the filter will dissapear from the feed. </p> <hr> <p></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 47 [staff_article] => 0 [datecreated] => 2024-02-08 09:16:15 ) [5] => Array ( [slug] => api-creds-for-new-affiliate [subject] => How to Create a New Affiliate? [description] => <p style="text-align:center;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20an%20affiliate%20%282%29.mp4" type="video/mp4"></video></p> <p style="text-align:center;">The articles you may find useful for you: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-check-the-api-logs" style="color:#0000ff;">How to Check the API Logs?</a></span></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong>IN THE CRM</strong></span></p> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Where to find the API docs link?</span></span></strong></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175243.png" width="204" height="53" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">2. Go to "<strong><span style="color:#3366ff;">Settings</span></strong>.<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175350.png" width="222" height="65" alt=""></p> <hr> <p style="text-align:center;">3. Go to "<strong><span style="color:#3366ff;">Modules</span></strong>" and chose "<strong><span style="color:#3366ff;">API</span></strong>".<span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175448.png" width="393" height="314" alt=""></p> <hr> <p style="text-align:center;">3. Choose "<strong><span style="color:#3366ff;">Yes</span></strong>" in "<span style="color:#3366ff;"><strong>Enable Public Access to API Documentation</strong></span>". You can copy your API docs link now. If the setting is OFF/NO, the affiliate won't be able to access the documentation.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-175657.png" width="519" height="284" alt=""></p> <hr> <p style="text-align:center;">4. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">Creating the API source</span></span></strong></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <hr> <p style="text-align:center;">2. Press the "<strong><span style="color:#3366ff;">Leads</span></strong>" button and select "<strong><span style="color:#3366ff;">Sources</span></strong>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Sources%20CRM.png" width="250" height="245" alt=""></p> <hr> <p style="text-align:center;">3. Press the "<strong><span style="color:#3366ff;">New Source</span></strong>" button to create a new source.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Source%20Button%20CRM.png" width="150" height="60" alt=""></p> <hr> <p style="text-align:center;">4. Fill in the columns and press "<strong><span style="color:#3366ff;">Submit</span></strong>". Depending on the Department or Assigned, the leads will be assigned accordingly to the chosen Department or Agent.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Source%20Form%20CRM.png" width="519" height="341" alt=""></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">Creating New API user</span></strong></span></p> <hr> <p style="text-align:center;">5. Go to the main menu and click "<strong><span style="color:#3366ff;">API</span></strong>" and select "<strong><span style="color:#3366ff;">API management</span></strong>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/API%20API%20Management%20CRM.png" width="350" height="170" alt=""></p> <hr> <p style="text-align:center;">6. Press the "<strong><span style="color:#3366ff;">New User</span></strong>" button.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/API%20New%20User%20Button%20CRM.png" width="150" height="80" alt=""></p> <hr> <p style="text-align:center;">7. Fill in the information about the new user.</p> <p style="text-align:center;">The source name, the username and the affiliate name should be all the same (refer to the name of the source you've just created). <br>Set an expiring date. Note when the date arrives, the integration will be paused until you extend it.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/apiApiManagementNewUser.png" width="1075" height="229" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">8. Optionally:</p> <p style="text-align:center;">-You can also set up permissions.</p> <p style="text-align:center;">Note that if you enable permissions without choosing any, the affiliate will have the full access by default which may be dangerous for your information. To give the API some special permissions, just match them on the "<strong><span style="color:#3366ff;">Permissions</span></strong>" and save your choice.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251114-111811.png" width="1008" height="418" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">9. Optionally:</p> <p style="text-align:center;">-You can add the IP whitelisting if the affiliate needs it. Enable the function and press on the "<strong><span style="color:#3366ff;">IP Whitelist</span></strong>" to add the required IPs.</p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251114-112056.png" width="973" height="404" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">10. Optionally:</p> <p style="text-align:center;">-Open Trading account set automatically will open the trading account for each lead coming. By default it will have 123456 password.</p> <p style="text-align:center;">If your affiliation type is <strong>CPL</strong>, the trading account will not be automatically open. If <strong>CPA</strong>, the trading account will be automatically open for the lead.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-112420.png" width="981" height="407" alt=""></p> <hr> <p style="text-align:center;">11. Press "<strong><span style="color:#3366ff;">Save</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr> <p style="text-align:center;">12. Fill in the form using the information from the newly created user and send it to your affiliate. Do not omit/ignore the fields.</p> <p style="text-align:center;">Note! "YOURCRM" refers to your crm link, so that where the leads are going to arrive to. Same for the API docs, as the affiliate must be able to see them.</p> <hr> <p><span style="text-decoration:underline;"><strong><span style="color:#ff0000;text-decoration:underline;">This information is to be sent to the affiliate once filled in</span></strong></span><br><span style="color:#3366ff;">Tech provider: Nanza CRM</span><br><span style="color:#3366ff;">integration type: Nanza- AutoLogin</span></p> <p><span style="color:#3366ff;">✨API-Docs: https://back.YOURCRM/api/docs</span></p> <p><span style="color:#3366ff;">Base URL: https://back.YOURCRMo/admin/</span></p> <p><span style="color:#3366ff;">source ID: the most right figure in your affiliation list</span><br><span style="color:#3366ff;">User: the name of your affiliate</span><br><span style="color:#3366ff;">Token: the token generated withing the new affiliation</span></p> <p><br><span style="text-decoration:underline;"><strong>Leave the warning text for the affiliate:</strong></span> <br>‼️do not put "source" and "source_id" in the affiliation form. choose only "source_id"<br>‼️make sure the affiliate name has no spaces<br>‼️after the test lead is sent, make sure to send next requests with username:""</p> <p><img src="https://crm.podcator.com/media/lana-demo/251114-115413.png" width="1075" height="71" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><strong><span style="color:#0000ff;">How to Fire FTD/Change Lead Status</span></strong></span></p> <p style="text-align:center;"><strong>Fire FTD (a First Time Deposit)</strong> - after the affiliate integration has taken place, the "fire FTD" means that the affiliate test lead has arrived in the client's CRM.</p> <p style="text-align:center;">You don't have to manually add the deposit/funds.</p> <p style="text-align:center;">If your affiliation type is CPL, the trading account will not be automatically open. If CPA, the trading account will be automatically open.</p> <hr> <p style="text-align:center;">13. The affiliate will note you and warn that the lead was sent. Find the lead email in the CRM which was sent by the affiliate.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114038.png" width="545" height="208" alt=""></p> <hr> <p style="text-align:center;">14. To "fire FTD" press on "<span style="color:#0000ff;"><strong>Convert to Trader</strong></span>" and "<span style="color:#0000ff;"><strong>Open Trading account</strong></span>" buttons.</p> <p style="text-align:center;">If you enabled "Open Trading Account" you won't see the blue button and would have to only enable the green one.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251114-114211.png" width="902" height="480" alt=""></p> <hr> <p style="text-align:center;">14. Update the affiliated about firing. The affiliate would approve it from their side. The integration is done, you can continue the collaboration!</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p></p> <p></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 52 [staff_article] => 0 [datecreated] => 2024-02-12 08:11:11 ) [6] => Array ( [slug] => how-to-delete-a-payment [subject] => How To Delete A Payment [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20delete%20a%20payment.mp4" type="video/mp4"></video></span></strong></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;">"<span style="color:#0000ff;"><strong>Manager platform</strong></span>"</span> and select "<span style="color:#0000ff;"><strong>Payments</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformPayments.png" width="288" height="461" alt=""></p> <hr> <p style="text-align:center;">2. Find the desired payment and click on the <span style="color:#3366ff;">"<span style="color:#0000ff;"><strong>Delete</strong></span>"</span> button.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformPaymentsPayment.png" width="652" height="197" alt=""></p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;"><strong>or...</strong></span></p> <hr> <p style="text-align:center;">1. Go to "<span style="color:#0000ff;"><strong>Sales</strong></span>" in the left menu and select "<span style="color:#0000ff;"><strong>Payments</strong></span>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Payments%20CRM.png" width="250" height="359" alt=""></p> <hr> <p style="text-align:center;">2. Choose a desired payment and press <span style="color:#3366ff;">"<span style="color:#0000ff;"><strong>Delete</strong></span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/salesPaymentsPayment.png" width="582" height="197" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 53 [staff_article] => 0 [datecreated] => 2024-02-16 15:49:11 ) [7] => Array ( [slug] => view-only-mode [subject] => How To Enable / Disable View-only Mode [description] => <p style="text-align:center;"><video width="738" height="369" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20enable%20or%20disable%20view-only%20mode.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><strong>IN THE CRM</strong></span></p> <hr> <p style="text-align:center;">1. Go to the <span style="color:#3366ff;">"<strong>Traders</strong>"</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 the particular trader for whom you want to set the mode and click on his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="400" height="84" alt=""></p> <hr> <p style="text-align:center;">3. Press the <span style="color:#3366ff;">"<strong>View</strong>"</span> beside the user's name on top of the screen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/View%20Inside%20The%20User%20Profile%20CRM.png" width="600" height="195" alt=""></p> <hr> <p style="text-align:center;">4. Select the <span style="color:#3366ff;">"<strong>Platform</strong>"</span> tab in the top.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Platform%20Inside%20View%20CRM.png" width="600" height="119" alt=""></p> <hr> <p style="text-align:center;">5. Toggle the "<strong><span style="color:#3366ff;">View only mode</span></strong>" <strong><span style="color:#008000;">on</span></strong> or <strong><span style="color:#ff0000;">off</span></strong>. </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/traderViewPlatformViewOnlyMode.png" width="715" height="322" alt=""></p> <hr> <p style="text-align:center;">6. Scroll down and press "<strong><span style="color:#3366ff;">Save</span></strong>" at the bottom to apply your changes. </p> <hr> <p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Button%20CRM.png" width="93" height="54" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 62 [staff_article] => 0 [datecreated] => 2024-05-24 11:35:17 ) [8] => Array ( [slug] => faq-non-staff-member [subject] => FAQ - Non Staff Member [description] => <p>Nanza CRM incorporates a unique feature referred to as the Non-Staff Member. This functionality allows you to include contract workers or freelancers to participate in projects without officially being employed by your organization. <br><br>However, there are certain restrictions in the CRM for Non-Staff Members.<br><br>Here's an enumeration of the attributes inaccessible to the Non-Staff Members:<br><br>- Announcements<br>- Newsfeed Wall<br>- Leads<br>- Support – Initially designated as NO, you can modify this according to your necessities at Setup->Settings->Tickets<br>- Public Calendar Events<br>- Google Calendar Events<br>- Goals.<br><br>Additionally, you have the flexibility to provide extra Permissions to this Non-Staff Member. For example, the Invoice [VIEW] permission permits the Non-Staff Member to access particular areas.<br><br>In case there's a requirement to designate a user as a Non-Staff Member, navigate to Setup->Staff, select the relevant user, and then tick the checkbox titled Not Staff Member.</p> [active_article] => 1 [articlegroup] => 9 [articleid] => 65 [staff_article] => 0 [datecreated] => 2024-06-29 06:11:35 ) [9] => Array ( [slug] => how-to-enable-disable-cfd-mode-for-a-trader [subject] => How To Enable/Disable CFD Mode For A Trader [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/How%20To%20Enable%20Disable%20CFD%20Mode%20Final%20Compressed.mp4" type="video/mp4"> </video></span></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;font-family:verdana, geneva, sans-serif;"><strong>IN THE CRM</strong></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</span></p> <hr> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. In the "<strong><span style="color:#0000ff;">Summary</span></strong>" tab, choose the "<strong><span style="color:#0000ff;">Settings</span></strong>" tab at the top. </span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Summary%20Settings%20CRM.png" width="670" height="307" alt="Summary Settings CRM"></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">5. Toggle the "<strong><span style="color:#0000ff;">CFD Mode</span></strong>" <strong><span style="color:#339966;">on</span></strong> or <span style="color:#ff0000;"><strong>off</strong>.</span></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/CFD%20Mode%20New%20CRM.png" width="600" height="343" alt="CFD Mode New CRM"></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">6. Press "<strong><span style="color:#0000ff;">Submit</span></strong>" to save the changes.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/submitButton.png" width="102" height="65" alt=""></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 74 [staff_article] => 0 [datecreated] => 2024-08-06 16:21:32 ) [10] => Array ( [slug] => how-to-whitelist-members [subject] => How To Whitelist Staff Members? [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;font-family:verdana, geneva, sans-serif;">How To Whitelist Staff Members?</span></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><a href="https://crm.podcator.com/admin/knowledge_base/article/22">What is Nanza Shield?</a></span></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Whitelisting%20Members%20Final%20Compressed.mp4" type="video/mp4"></video></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">1. Go to "<strong><span style="color:#0000ff;">NanzaShield</span></strong>" in the left menu and select "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/NanzaShield%20Settings%20CRM.png" width="250" height="118" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Click the "<strong><span style="color:#0000ff;">Whitelist IP/Email settings</span></strong>" button and input an IP or email address to the according field. </span></p> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">After you've done so, press the "<strong><span style="color:#0000ff;">Add IP To Whitelist</span></strong>" or "<strong><span style="color:#0000ff;">Add Email to Whitelist</span></strong>" to save the changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Whitelist%20Email%20And%20IP%20CRM.png" width="600" height="255" alt=""></span></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"></span></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;font-family:verdana, geneva, sans-serif;">How To Blacklist Staff Members?</span></span></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">1. Go to "<strong><span style="color:#0000ff;">NanzaShield</span></strong>" in the left menu and select "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/NanzaShield%20Settings%20CRM.png" width="250" height="118" alt=""></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 76 [staff_article] => 0 [datecreated] => 2024-08-06 16:53:23 ) [11] => Array ( [slug] => how-to-enable-disable-2fa-for-a-trader [subject] => How To Enable/Disable 2FA For A Trader [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="text-decoration:underline;color:#0000ff;font-size:18pt;"><strong><video width="700" height="400" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/How%20To%20Enable%20Disable%202FA%20Final%20Compressed.mp4" type="video/mp4"></video></strong></span></span></p> <p style="text-align:center;"><strong><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;font-size:18pt;"><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></span></span></strong></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</span></p> <hr> <p><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Head over to "<strong><span style="color:#0000ff;">Summary</span></strong>" in the left column and press the "<strong><span style="color:#0000ff;">Settings</span></strong>" tab.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Summary%20Settings%20CRM.png" width="600" height="275" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">5. Toggle the "<strong><span style="color:#0000ff;">2FA</span></strong>"<strong> <span style="color:#339966;">on</span></strong><span style="color:#339966;"> or </span><span style="color:#ff0000;"><strong>off</strong> </span>to your preference and press "<strong><span style="color:#0000ff;">Submit</span></strong>" to save the changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/2FA%20Enable%20CRM.png" width="600" height="339" alt=""></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 80 [staff_article] => 0 [datecreated] => 2024-08-08 17:50:49 ) [12] => Array ( [slug] => how-to-filter-by-a-date-period [subject] => How To Filter By A Date Period [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>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;">Leads</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/Leads%20CRM.png" width="250" height="220" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Expand the "<span style="color:#3366ff;">Period</span>" dropdown list.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20Dropdown%20Closed%20CRM.png" width="400" height="215" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Press on the "<span style="color:#0000ff;">Period</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20Dropdown%20Open%20CRM.png" width="132" height="300" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Now, two new dropdowns will appear, allowing you to set the "<span style="color:#0000ff;">From Date</span>" and "<span style="color:#0000ff;">To Date</span>" to search within a specific time period.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Period%20From%20To%20Date%20CRM.png" width="400" height="192" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 82 [staff_article] => 0 [datecreated] => 2024-08-08 17:50:57 ) [13] => Array ( [slug] => how-to-create-invoices [subject] => How To Create Invoices [description] => <p style="text-align:center;"><video width="724" height="362" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20an%20invoice.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:18pt;">IN THE CRM</span></span></strong></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Expand "<strong><span style="color:#0000ff;">Sales</span></strong>" in the left menu and go to "<strong><span style="color:#0000ff;">Invoices</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Sales%20Invoices%20CRM.png" width="250" height="359" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Press the "<strong><span style="color:#0000ff;">Create New Invoice</span></strong>" button.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20New%20Invoice%20Button%20CRM.png" width="400" height="128" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Fill in all the mandatory information in the form and press "<strong><span style="color:#0000ff;">Submit</span></strong>" to create your new invoice.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Create%20New%20Invoice%20Form%20CRM.png" width="600" height="377" alt=""></span></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 85 [staff_article] => 0 [datecreated] => 2024-08-12 09:07:37 ) [14] => Array ( [slug] => how-to-enable-disable-notifications-for-a-trader [subject] => How To Enable / Disable Notifications For A Trader [description] => <p><strong style="color:#ff0000;font-family:'trebuchet ms', geneva, sans-serif;font-size:24px;text-align:center;"><video width="742" height="371" style="background-image:url("https://crm.podcator.com/admin/knowledge_base/article/img/object.gif");display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20enable%20or%20disable%20notifications%20for%20traders.mp4" type="video/mp4"></video></strong></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:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Traders</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Find the user you want to change the option for and press "<strong><span style="color:#0000ff;">View</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/User%20View%20Profile%20CRM.png" width="400" height="96" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Locate the "<strong><span style="color:#0000ff;">Summary</span></strong>" tab and press on the "<strong><span style="color:#0000ff;">Settings</span></strong>" tab at the top.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Summary%20Settings%20CRM.png" width="600" height="275" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Toggle the "<strong><span style="color:#0000ff;">Notification</span></strong>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your preference and press <strong>"<span style="color:#0000ff;">Submit</span></strong>" to save the changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notification%20Settings%20CRM.png" width="600" height="342" alt=""></span></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 90 [staff_article] => 0 [datecreated] => 2024-08-14 09:09:17 ) [15] => Array ( [slug] => how-to-open-a-support-ticket [subject] => How To Open A Support Ticket [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="734" height="367" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20open%20a%20support%20ticket.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>ON THE PLATFORM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Press the "<span style="color:#0000ff;">Contact Us<span style="color:#000000;">" button on the bottom right of the screen.</span></span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Contact%20Us%20Platform.png" width="400" height="286" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. F<span>ill in the ticket form fields such as subject, message, name etc</span>.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/New%20Ticket%20Form%20Platform.png" width="600" height="739" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Press the "<span style="color:#0000ff;">Submit</span>" button to open and send your ticket.</span></p> <hr> <p style="text-align:center;"><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=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. </span><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">Your new ticket will appear inside the <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">"<span style="color:#0000ff;">Open</span>" section in "<span style="color:#0000ff;">Support</span>" tab in the CRM.</span></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;">1. <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">Go to "<span style="color:#0000ff;">Support</span>" in the left menu and click on "<span style="color:#0000ff;">Open</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Support%20Open%20CRM.png" width="250" height="251" alt=""></p> <hr> <p style="text-align:center;">2. P<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ress the "<span style="color:#0000ff;">New Ticket</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Ticket%20Button%20CRM.png" width="600" height="124" alt=""></p> <hr> <p style="text-align:center;">3. F<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ill in the ticket form fields such as subject, contact etc.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Ticket%20Info%20Form%20CRM.png" width="600" height="423" alt=""></p> <hr> <p style="text-align:center;">4. <span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">Click the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Open Ticket</span>" button to add your new ticket</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/Universal%20Open%20Ticket%20Button%20CRM.png" width="250" height="82" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 94 [staff_article] => 0 [datecreated] => 2024-08-14 11:07:56 ) [16] => Array ( [slug] => how-to-create-a-predefined-reply [subject] => How To Create A Predefined Reply [description] => <p style="text-align:center;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20create%20a%20predefined%20reply.mp4" type="video/mp4"></video></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;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Support</span>" and select "<span style="color:#0000ff;">Predefined Replies</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Support%20Predefined%20Replies%20CRM.png" width="250" height="293" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Click the "<span style="color:#0000ff;">New Predefined Reply</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20New%20Predefined%20Reply%20Button%20CRM.png" width="250" height="61" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">4. F<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">ill in the form in the way you want your reply to be.</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/Predefined%20Reply%20Form%20CRM.png" width="600" height="293" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;font-size:14pt;">5. After filling the form press the <span>"<span style="color:#0000ff;">Submit</span>" button to save your new predefined reply.</span></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Submit%20Button%20CRM.png" width="94" height="65" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 98 [staff_article] => 0 [datecreated] => 2024-08-19 13:45:39 ) [17] => Array ( [slug] => how-to-filter-by-online-offline-users [subject] => How To Filter Leads By Online / Offline Users [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="720" height="360" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20filter%20leads%20by%20online%20offline%20users.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;">Leads</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/Leads%20CRM.png" width="250" height="220" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Locate the "Trading account" dropdown and expand it.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Online%20Offline%20Period%20CRM.png" width="600" height="136" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select either "<span style="color:#0000ff;">Online</span>" or "<span style="color:#0000ff;">Offline</span>" to filter according to your preferences.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Online%20Offline%20Period%20Open%20CRM.png" width="300" height="350" alt=""></p> <hr> <div> <div class="gtx-trans-icon"></div> </div> [active_article] => 1 [articlegroup] => 9 [articleid] => 100 [staff_article] => 0 [datecreated] => 2024-08-21 09:38:11 ) [18] => Array ( [slug] => how-to-create-and-manage-contracts [subject] => How To Create And Manage Contracts [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="740" height="370" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20create%20and%20%20manage%20contracts.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;"><strong><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#0000ff;">Do know that clients have several ways to receive the contracts like via their portal, pdf, email and a direct link to the contract. Also contract can be created using NanzAI!</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Expand the "<span style="color:#0000ff;">NanzAI</span>" in the left menu and select</span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"> "<span style="color:#0000ff;">Templates</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/NanzAI%20Templates%20CRM.png" width="250" height="358" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Locate the "<span style="color:#0000ff;">Write Contract</span>" template and press the "<span style="color:#0000ff;">Use Template</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Write%20Contract%20CRM.png" width="300" height="162" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Fill in the form with your contract information and press "<span style="color:#0000ff;">Save As Document</span>" to save your contract.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Save%20Contract%20CRM.png" width="600" height="296" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. After creating the contract you will have the ability to edit it and attach it to a client via the contracts section on the CRM.</span></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 101 [staff_article] => 0 [datecreated] => 2024-08-22 10:47:19 ) [19] => Array ( [slug] => how-to-setup-a-email-signature [subject] => How To Setup An Email Signature [description] => <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="736" height="368" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20set%20up%20an%20email%20signature.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Navigate to "<strong><span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Choose "<strong><span style="color:#0000ff;">Email</span></strong>" in the left column.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. Scroll down and in the "<strong><span style="color:#0000ff;">Email Signature</span></strong>" box enter your email signature.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Signature%20CRM.png" width="600" height="108" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. Press "<strong><span style="color:#0000ff;">Save Settings</span></strong>" to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Universal%20Save%20Settings%20CRM.png" width="169" height="60" alt=""></span></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 103 [staff_article] => 0 [datecreated] => 2024-08-23 12:43:54 ) [20] => Array ( [slug] => how-to-create-and-filter-notes [subject] => How To Manage Notes/Remarks? [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><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">How To Manage Notes?</span></span></strong></span></span></p> <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> <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>General Settings</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Notes</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Notes%20CRM.png" width="250" height="132" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Inside "<strong><span style="color:#0000ff;">Notes</span></strong>" you will be able to search and filter for all the notes in the CRM.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Page%20CRM.png" width="600" height="159" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. You can search for "<strong><span style="color:#0000ff;">Notes</span></strong>" using a time period by pressing the time period dropdown.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Period%20CRM.png" width="600" height="150" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. You can also search for "<strong><span style="color:#0000ff;">Notes</span></strong>" in specific pages on the CRM by pressing the CRM page dropdown.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Notes%20Source.png" width="600" height="184" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">5. You can also search for "<strong><span style="color:#0000ff;">Notes</span></strong>" created by specific users on the CRM by pressing the users dropdown.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><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=""></span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;">6. Finally you can also search for "<strong><span style="color:#0000ff;">Notes</span></strong>" just by name by using the search bar.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><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=""></span></p> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"></span></p> <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>Notes on the Lead</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Leads</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/lana-demo/251120-125844.png" width="340" height="204" alt=""></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Press on "<strong><span style="color:#0000ff;">View</span></strong>" or on the name of the user.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-131431.png" width="357" height="92" alt=""><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Go to "<strong><span style="color:#0000ff;">Notes</span></strong>", write the note in and press on "<strong><span style="color:#0000ff;">Add note</span></strong>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-131622.png" width="909" height="248" alt=""><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">4. The note will be added here.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-131758.png" width="1046" height="327" alt=""></p> <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>Remarks on the Lead Manager</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Lead Manager</span></strong>" and press on "<strong><span style="color:#0000ff;">Leads</span></strong>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"><img src="https://crm.podcator.com/media/lana-demo/251120-131936.png" width="311" height="193" alt=""></span><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">2. Find the user, scroll to the right side and press on the pencil to add a remark.</span></p> <hr> <p style="text-align:center;"><span style="font-family:verdana, geneva, sans-serif;font-size:12pt;"></span></p> <p><img src="https://crm.podcator.com/media/lana-demo/251120-133302.png" width="1006" height="74" alt="" style="display:block;margin-left:auto;margin-right:auto;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Write in the remart and press on "<strong><span style="color:#0000ff;">Save</span></strong>".</span></p> <hr> <p><img src="https://crm.podcator.com/media/lana-demo/251120-133633.png" width="566" height="387" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Press on "<strong><span style="color:#0000ff;">View</span></strong>" on "<strong><span style="color:#0000ff;">Remarks</span></strong>" to be able to view the remark.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-134009.png" width="566" height="402" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Press on "<strong><span style="color:#0000ff;">View</span></strong>" or on the name of the user.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-131431.png" width="357" height="92" alt=""><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><strong></strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:verdana, geneva, sans-serif;">3. Go to "<strong><span style="color:#0000ff;">Remarks</span></strong>" to be able to view the remarks.</span></p> <hr> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 105 [staff_article] => 0 [datecreated] => 2024-08-26 14:50:32 ) [21] => Array ( [slug] => how-to-enable-disable-clients-chat-support [subject] => How To Set Up A Chat [description] => <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20a%20chat.mp4" type="video/mp4"></video></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;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Select the "<span style="color:#0000ff;">Chat Settings</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Chat%20Settings%20CRM.png" width="300" height="179" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Turn "<span style="color:#0000ff;">Enable Clients Chat Support</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Chat%20Support%20CRM.png" width="300" height="269" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. Press the <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">"<span style="color:#0000ff;">Save Settings</span>" button to save your changes.</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/Universal%20Save%20Settings%20CRM.png" width="300" height="106" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 106 [staff_article] => 0 [datecreated] => 2024-08-27 09:10:17 ) [22] => Array ( [slug] => how-to-assign-a-admin-to-a-trader [subject] => How To Assign An Agent To A Trader [description] => <p style="text-align:center;"><strong><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;"><video width="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20assign%20an%20admin%20to%20a%20trader.mp4" type="video/mp4"></video></span></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;color:#ff0000;"><span style="font-size:18pt;">IN THE CRM</span></span></strong></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><span style="color:#0000ff;"><strong><span style="font-family:'trebuchet ms', geneva, sans-serif;color:#0000ff;">If you assign a manager to a lead that has a customer, that manager will be assigned as the admin for that customer.</span></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;">Traders</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Traders%20CRM.png" width="250" height="220" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Find the trader for whom you want to assign a manager and click his name.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Press%20On%20Users%20Username%20CRM.png" width="300" height="63" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. In the "<span style="color:#0000ff;">Profile</span>" tab navigate to "<span style="color:#0000ff;">Trader Admins</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Admins%20V2%20CRM.png" width="600" height="175" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Click the "<span style="color:#0000ff;">Assign Admin</span>" button.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Trader%20Admins%20CRM.png" width="600" height="235" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">5. Select an admin you want to assign to the trader and click "<span style="color:#0000ff;">Save</span>" to save your changes.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Assign%20Admin%20Trading%20CRM.png" width="600" height="240" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 108 [staff_article] => 0 [datecreated] => 2024-08-27 11:17:36 ) [23] => Array ( [slug] => how-to-enable-disable-id-verification [subject] => How To Enable / Disable ID Verification [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="730" height="365" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20enabled%20disable%20id%20verification.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:12pt;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the menu on the left side of the page.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</span></p> <hr> <p><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Go to "<strong><span style="color:#0000ff;">Summary</span></strong>" and inside press on <strong>"<span style="color:#0000ff;">Settings</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Summary%20Settings%20CRM.png" width="600" height="275" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">5. Find "<strong><span style="color:#0000ff;">Identity Verification</span></strong>" and turn it <span style="color:#339966;">on</span>/<span style="color:#ff0000;">off </span>to your liking and press "<strong><span style="color:#0000ff;">Save</span></strong>" to save the changes.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/ID%20Verfiy%20CRM.png" width="600" height="318" alt=""></span></p> <hr><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>ON THE PLATFORM</strong></span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><span style="font-family:'trebuchet ms', geneva, sans-serif;color:#0000ff;">By default ID verification will always be turned on. This permission will allow to gopass the ID verification for all the users.</span></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">1. Go to "<strong><span style="color:#0000ff;">Admin</span></strong>" in the settings panel on the left side of the screen.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Admin%20Platform.png" width="94" height="283" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Inside "<strong><span style="color:#0000ff;">Admin</span></strong>" go to "<strong><span style="color:#0000ff;">Identity</span></strong>".</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Main/Admin%20Identity%20Platform%20.png" width="250" height="256" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Find "<strong><span style="color:#0000ff;">Enable Identity System</span></strong>" and turn it <span style="color:#339966;">on</span>/<span style="color:#ff0000;">off </span>to your liking.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20Platform%20Other/Enable%20Identity%20System%20Platform.png" width="600" height="166" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;font-family:'trebuchet ms', geneva, sans-serif;">4. After changing the setting be sure to press the "<strong><span style="color:#0000ff;">Save</span></strong>" button to save your changes.</span></p> <hr> <p style="text-align:center;"><span style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/save_button.png" width="141" height="48" alt=""></span></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 110 [staff_article] => 0 [datecreated] => 2024-08-27 13:56:06 ) [24] => Array ( [slug] => how-to-enable-disable-the-email-queue [subject] => How To Set Up An Email Queue [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="722" height="361" controls><source src="https://crm.podcator.com/media/victor-support/how%20to%20set%20up%20email%20queue.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;">Setup</span>" in the left menu.</span></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></span></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">2. Navigate to "<span style="color:#0000ff;">Settings</span>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20CRM.png" width="250" height="123" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">3. Choose the "<span style="color:#0000ff;">Email</span>" tab in the left column.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Settings%20Email%20CRM.png" width="250" height="176" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">4. Locate the "<span style="color:#0000ff;">Email Queue</span>" tab at the top.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Email%20Queue%20Tab%20CRM.png" width="400" height="167" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">5. T<span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;">urn the "<span style="color:#0000ff;">Enable Email Queue</span>" <span style="color:#339966;">on</span><span style="color:#339966;"> or </span><span style="color:#ff0000;">off </span>to your liking.</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/Email%20Que%20CRM.png" width="400" height="148" alt=""></p> <hr> <p style="text-align:center;"><span style="font-family:'trebuchet ms', geneva, sans-serif;"><span style="font-size:14pt;">6. Press <span style="font-size:14pt;font-family:'trebuchet ms', geneva, sans-serif;"> "<span style="color:#0000ff;">Save Settings</span>" to save your changes</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/Universal%20Save%20Settings%20CRM.png" width="250" height="89" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 111 [staff_article] => 0 [datecreated] => 2024-08-28 09:08:23 ) [25] => Array ( [slug] => how-to-assign-leads-automatically-from-the-website [subject] => How To Assign Leads Automatically From The Website [description] => <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;"><video width="724" height="362" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20assign%20leads%20automatically%20to%20agent.mp4" type="video/mp4"></video></span></strong></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;">Setup</span>" tab in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/setup.png" width="193" height="252" alt=""></p> <hr> <p style="text-align:center;">2. Expand the "<span style="color:#3366ff;">Leads</span>" tab and select "<span style="color:#3366ff;">Web to Lead</span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/leadsWebToLead.png" width="195" height="263" alt=""></p> <hr> <p style="text-align:center;">3. Click on the "<span style="color:#3366ff;">Edit</span>" button under "<span style="color:#3366ff;">registration</span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/registrationLead.png" width="316" height="224" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">4. Choose a tab "<span style="color:#3366ff;">Form Information & Setup</span>".</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/formInfoSetup.png" width="525" height="126" alt="" style="text-align:center;display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">5. In the "<span style="color:#3366ff;">General</span>" tab in the "<span style="color:#3366ff;">Responsible</span>" drop-down list select an agent that a lead will be assigned to.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/responsibleAssignee.png" width="325" height="115" alt=""></p> <hr> <p style="text-align:center;">6. Hit the "<span style="color:#3366ff;">Submit</span>" button in the bottom of the page.</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> <div> <div class="gtx-trans-icon"></div> </div> <div> <div class="gtx-trans-icon"></div> </div> [active_article] => 1 [articlegroup] => 9 [articleid] => 113 [staff_article] => 0 [datecreated] => 2024-10-21 15:30:21 ) [26] => Array ( [slug] => how-to-find-kyc-id-in-the-crm [subject] => How To Find KYC Identification In The CRM? [description] => <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;"><video width="746" height="373" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20find%20kyc.mp4" type="video/mp4"></video></span></strong></span></p> <hr> <p style="text-align:center;"><span style="color:#0000ff;"><span style="font-size:18pt;">How To Find KYC Identification In The CRM?</span></span></p> <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;">Personal KYC</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="314" height="184" alt=""></p> <hr> <p style="text-align:center;">2. Find the trader you want to view KYC information for and click on the "<span style="color:#3366ff;">View</span>" button under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="741" height="89" alt=""></p> <hr> <p style="text-align:center;">3. Scroll down...</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/kycTrader.png" width="306" height="266" alt=""></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;">General KYC</span></strong></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#0000ff;">Manager Platform</span></strong>" and select "<span style="color:#0000ff;"><strong>KYC Dashboard</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/kycDashboard.png" width="236" height="372" alt=""></p> <hr> <p style="text-align:center;">2. You can choose if to "<strong><span style="color:#0000ff;">Confirm</span></strong>" the status of the KYC of the client and view the papres which were submitted by the client.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251113-123156.png" width="737" height="210" alt=""></p> <hr> <p style="text-align:center;">You may also find this article useful for you: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-set-up-the-kyc-statuses" style="color:#0000ff;"><span class="tw-text-lg">How to Set up the KYC Statuses?</span></a></span></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 116 [staff_article] => 0 [datecreated] => 2024-11-04 22:01:03 ) [27] => Array ( [slug] => how-to-import-leads [subject] => How To Import Leads [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><span style="color:#0000ff;"><span style="font-size:18pt;">How To Import Leads</span></span></p> <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Go to the "<strong><span style="color:#3366ff;">Import Sync</span></strong>" in the left menu and chose "<strong><span style="color:#3366ff;">Lead import wizard</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-114759.png" width="222" height="256" alt=""><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <p style="text-align:center;"><span style="color:#ff0000;">OR</span><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;">1. Go to the "<strong><span style="color:#3366ff;">Leads</span></strong>" in the left menu and chose "<strong><span style="color:#3366ff;">Import Leads</span></strong>".</p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="color:#ff0000;"> </span></p> <p style="text-align:center;"><span style="color:#ff0000;"><img src="https://crm.podcator.com/media/lana-demo/251212-130537.png" width="410" height="148" alt=""></span></p> <hr> <p style="text-align:center;">2. Chose "<strong><span style="color:#3366ff;">Browse Files</span></strong>". Find the file in <span>CSV (.csv), Excel (.xlsx, .xls).</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-114910.png" width="1018" height="424" alt=""><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">Continue</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-115027.png" width="899" height="88" alt=""><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;">4. Set up the fields up to your request and press on "<strong><span style="color:#3366ff;">Continue</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-125954.png" width="912" height="297" alt=""><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;">5. Choose if you require doublication and the batch size, press "<strong><span style="color:#3366ff;">Start Import</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-130056.png" width="1077" height="391" alt=""><span style="color:#ff0000;"><strong><span style="font-size:18pt;"></span></strong></span></p> <hr> <p style="text-align:center;">6. You will receive the progress message. Press on "<strong><span style="color:#3366ff;">View Leads</span></strong>" to be able to view newly imported leads.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-130220.png" width="962" height="315" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="color:#0000ff;"><span style="font-size:18pt;">FAQ</span></span></p> <p style="text-align:center;"></p> <p style="text-align:left;"> -Why Lead Name field can be imported incorrectly?<br>-Lead Name field must contain the full name of the client. It is also important to have the actual column of Lead Name in your original Excel file.</p> <p style="text-align:left;">You need to create column for full name (let it be column T)<br>first_name in column P (e.g., P2)</p> <p>last_name in column Q (e.g., Q2)</p> <p>Then in column T (name), you can use the following formula in T2:</p> <p>=CONCATENATE(P2, " ", Q2)</p> <p>This will combine the first and last name into a single cell with a space in between.</p> <p>And this column you select for the name</p> [active_article] => 1 [articlegroup] => 9 [articleid] => 117 [staff_article] => 0 [datecreated] => 2024-11-04 22:01:56 ) [28] => Array ( [slug] => how-to-change-a-cfd-currency [subject] => How To Change A CFD Currency [description] => <p style="text-align:center;"><video width="718" height="359" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20change%20a%20cfd%20currency1.mp4" type="video/mp4"></video></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></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="314" height="184" alt=""></p> <hr> <p style="text-align:center;">2. Find the trader whom you want to change a currency for and click on the "<span style="color:#3366ff;">View</span>" button under his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/entering%20lead.png" width="1082" height="130" alt=""></p> <hr> <p style="text-align:center;">3. Choose the "<span style="color:#3366ff;">Summary</span>" category.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummary.png" width="352" height="213" alt=""></p> <hr> <p style="text-align:center;">4. Click on the "<span style="color:#3366ff;">Settings</span>" tab at the top.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettings.png" width="360" height="118" alt=""></p> <hr> <p style="text-align:center;">5. In the "<span style="color:#3366ff;">Trading Settings</span>" section ensure that the CFD mode is enabled.</p> <p style="text-align:center;">Change the CFD Currency in the same-named field.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tradersTraderViewSummarySettingsTradingSettings.png" width="407" height="282" alt=""></p> <hr> <p style="text-align:center;">6. Press "<span style="color:#3366ff;">Save</span>" button down below.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr><hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">ON THE PLATFORM</span></strong></p> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#3366ff;">(STEPS FOR AN AGENT)</span></span></strong></p> <hr> <p style="text-align:center;">1. Head over to the "<span style="color:#3366ff;">Manager</span>" tab at the bottom of the left menu. </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManager.png" width="96" height="275" alt=""></p> <hr> <p style="text-align:center;">2. Go to the "<span style="color:#3366ff;">Users</span>" tab among the top tabs.</p> <hr> <p style="text-align:center;"> <img src="https://crm.podcator.com/media/victor-support/platformManagerUsers.png" width="316" height="54" alt=""></p> <hr> <p style="text-align:center;">3. Find a necessary trader & click on his name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUser.png" width="425" height="244" alt=""></p> <hr> <p style="text-align:center;">4. Enter the "<span style="color:#3366ff;">Edit profile</span>" on the right side of the trader's header.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserEditProfile.png" width="747" height="67" alt=""></p> <hr> <p style="text-align:center;">5. Select a "<span style="color:#3366ff;">Profile</span>" tab in the "<span style="color:#3366ff;">Account settings</span>" window.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserEditProfileAccountSettingsProfile.png" width="205" height="324" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">6. Change a currency in the field "Forex CFD currency".</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserEditProfileAccountSettingsProfileForexCFDCurrency.png" width="702" height="126" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">7. Click the "<span style="color:#3366ff;">Submit</span>" button below to save changes.</p> <hr> <p><img src="https://crm.podcator.com/media/victor-support/greenSubmitButton.png" width="340" height="69" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr><hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">ON THE PLATFORM </span></strong></p> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><span style="color:#3366ff;">(STEPS FOR A TRADER)</span></span></strong></p> <hr> <p style="text-align:center;">1. Go to the "<span style="color:#3366ff;">Account Settings</span>" by pressing on the round orange button in the top right corner.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/accountSettings.png" width="318" height="99" alt=""></p> <hr> <p style="text-align:center;">2. Go to the "<span style="color:#3366ff;">Profile</span>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserEditProfileAccountSettingsProfile.png" width="210" height="332" alt=""></p> <hr> <p style="text-align:center;">3. Change a currency in the field "Forex CFD currency".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformManagerUsersUserEditProfileAccountSettingsProfileForexCFDCurrency.png" width="702" height="126" alt=""></p> <hr> <p style="text-align:center;">4. Press the button down below.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/greenSubmitButton.png" width="340" height="69" alt=""></p> <hr> <div> <div class="gtx-trans-icon"></div> </div> [active_article] => 1 [articlegroup] => 9 [articleid] => 119 [staff_article] => 0 [datecreated] => 2024-11-07 00:53:46 ) [29] => Array ( [slug] => how-to-create-a-task [subject] => How To Create A Task [description] => <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;"><video width="732" height="366" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20create%20a%20task.mp4" type="video/mp4"></video></span></strong></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Navigate to <strong>"</strong><span style="color:#3366ff;">Tasks</span><strong>"</strong> in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Tasks%20CRM.png" width="283" height="163" alt=""></p> <hr> <p style="text-align:center;">2. Click on "<span style="color:#3366ff;">New Task</span>" at the top-left of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/newTaskButton.png" width="146" height="73" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the required information in the fields. M<span style="font-size:12pt;">andatory fields are marked with an asterisk (*).</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/tasksNewTask.png" width="435" height="442" alt=""></p> <hr> <p style="text-align:center;">4. Click <strong>"</strong><span style="color:#3366ff;">Save</span><strong>"</strong> at the bottom-right of the page to create the task.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 121 [staff_article] => 0 [datecreated] => 2024-11-21 01:44:33 ) [30] => Array ( [slug] => how-to-add-a-new-email-template [subject] => How To Add A New Email Template [description] => <p style="text-align:center;"><video width="728" height="364" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20add%20a%20new%20template%20of%20an%20email.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. <span style="font-size:12pt;">Navigate to </span><strong style="font-size:12pt;">"</strong><span style="color:#3366ff;">MailFlow</span><strong style="font-size:12pt;">"</strong><span style="font-size:12pt;"> in the main menu and select "<span style="color:#3366ff;">Templates</span>" from the dropdown list.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailFlowTemplates.png" width="288" height="246" alt=""></p> <hr> <p style="text-align:center;">2. Click the "<span style="color:#3366ff;">Add Template</span>" button at the top-left of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailflowTemplatesAddTemplateButton.png" width="184" height="61" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the information in the fields.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailflowTemplatesAddTemplateButtonTemplateFields.png" width="715" height="208" alt=""></p> <hr> <p style="text-align:center;">4. Click <strong>"</strong><span style="color:#3366ff;">Save</span><strong>"</strong> at the bottom-right of the page to create the new email template.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr> <p style="text-align:center;"></p> <div> <div class="gtx-trans-icon"></div> </div> [active_article] => 1 [articlegroup] => 9 [articleid] => 122 [staff_article] => 0 [datecreated] => 2024-11-21 02:49:26 ) [31] => Array ( [slug] => how-to-send-a-newsletter [subject] => How To Send A Newsletter [description] => <p style="text-align:center;"><video width="732" height="366" controls><source src="https://crm.podcator.com/media/victor-support/How%20to%20send%20a%20newsletter.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. <span style="font-size:12pt;">Navigate to </span><strong style="font-size:12pt;">"</strong><span style="color:#3366ff;">MailFlow</span><strong style="font-size:12pt;">"</strong><span style="font-size:12pt;"> in the left menu and select "<span style="color:#3366ff;">Newsletter</span>" from the dropdown list.</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailflow.png" width="288" height="249" alt=""></p> <hr> <p style="text-align:center;">2. Choose a tab either "<span style="color:#3366ff;">Traders</span>" or "<span style="color:#3366ff;">Leads</span>" in the left column, depending on whom you wish to send a newsletter to, and fill in the fields.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailflowNewsletterTraders.png" width="381" height="202" alt="" style="font-size:12pt;"><img src="https://crm.podcator.com/media/victor-support/mailflowNewsletterLeads.png" width="342" height="220" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the information in the fields of the right column.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/mailflowNewsletterTemplate.png" width="554" height="340" alt=""></p> <hr> <p style="text-align:center;">4. Click <strong>"</strong><span style="color:#3366ff;">Send Newsletter</span><strong>"</strong> at the bottom-right of the page.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/sendNewsletterButton.png" width="169" height="47" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 123 [staff_article] => 0 [datecreated] => 2024-11-21 03:21:44 ) [32] => Array ( [slug] => how-to-open-trades-in-the-crm [subject] => How To Open Trades In The CRM [description] => <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Go to "<span style="color:#0000ff;"><strong>Manager platform</strong></span>" in the left menu and select "<span style="color:#0000ff;"><strong>Orders</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformOrders.png" width="287" height="568" alt=""></p> <hr> <p style="text-align:center;">2. Click the "<span style="color:#0000ff;"><strong>New order</strong></span>" button in the top right corner.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/newOrderButton.png" width="197" height="86" alt=""></p> <hr> <p style="text-align:center;">3. Follow the 5 steps of creating an order by clicking the "<span style="color:#0000ff;"><strong>Continue</strong></span>" button in the bottom-right on every stage.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformOrdersNewOrderCreatingNewOrder.png" width="731" height="90" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 124 [staff_article] => 0 [datecreated] => 2024-11-27 03:39:30 ) [33] => Array ( [slug] => how-to-assign-leads-from-an-affiliate-to-a-specific-agent [subject] => How to Assign Leads from an Affiliate to a Specific Agent [description] => <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;"><video width="634" height="317" controls><source src="https://crm.podcator.com/media/lana-demo/How%20to%20Assign%20Leads%20from%20an%20Affiliate%20to%20a%20Specifi.mp4" type="video/mp4"> </video></span></strong></span></p> <hr> <p style="text-align:center;"><span style="color:#ff0000;"><strong><span style="font-size:18pt;">IN THE CRM</span></strong></span></p> <hr> <p style="text-align:center;">1. Navigate to<strong> "<span style="color:#3366ff;">Setup</span>"</strong> in the left menu.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/setup.png" width="287" height="222" alt=""></p> <hr> <p style="text-align:center;">2. Click "<strong><span style="color:#3366ff;">Leads</span></strong>" in the left menu and select "<strong><span style="color:#3366ff;">Sources</span></strong>" from the dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Sources%20CRM.png" width="286" height="280" alt=""></p> <hr> <p style="text-align:center;">3. Locate the desired affiliate in the table under the "<strong><span style="color:#3366ff;">Source Name</span></strong>" column.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/setupLeadsSourcesSourceName.png" width="565" height="223" alt=""></p> <hr> <p style="text-align:center;">4. Click the edit button in the "<strong><span style="color:#3366ff;">Options</span></strong>" column corresponding to the affiliate.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/optionsEdit.png" width="379" height="221" alt=""></p> <hr> <p style="text-align:center;">5. In the dialog window that opens, choose the agent to whom the leads will be assigned from the "<strong><span style="color:#3366ff;">Assigned</span></strong>" dropdown list.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/editSourceAssigned.png" width="249" height="392" alt=""></p> <hr> <p style="text-align:center;">6. Click the "<strong><span style="color:#3366ff;">Save</span></strong>" button.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/templatesSaveButton.png" width="75" height="50" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 126 [staff_article] => 0 [datecreated] => 2024-12-05 22:41:41 ) [34] => Array ( [slug] => how-to-update-an-order [subject] => How To Update An Order [description] => <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;"><span style="font-size:12pt;color:#000000;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>" in the left menu and click on the "<strong><span style="color:#3366ff;">Orders</span></strong>".</span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformOrders.png" width="196" height="388" alt=""></p> <hr> <p style="text-align:center;">2. Look up for an order you want to update and click "<strong><span style="color:#3366ff;">Edit</span></strong>" under its name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformOrdersEdit.png" width="411" height="214" alt=""></p> <hr> <p style="text-align:center;">3. Edit the required fields.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/managerPlatformOrdersEditEditOrder.png" width="264" height="541" alt=""></p> <hr> <p style="text-align:center;">4. Click "<strong><span style="color:#3366ff;">Update</span></strong>" at the bottom left corner.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/updateButton.png" width="114" height="54" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 129 [staff_article] => 0 [datecreated] => 2024-12-27 00:45:10 ) [35] => Array ( [slug] => how-to-set-up-a-liquidity-wallet [subject] => How To Set Up A Liquidity Wallet [description] => <p style="text-align:center;"><video width="620" height="310" controls><source src="https://crm.podcator.com/media/lana-demo/How%20to%20set%20up%20a%20liquidity%20wallet.mp4" type="video/mp4"> </video></p> <hr> <p style="text-align:center;"><strong><span style="color:#ff0000;font-size:18pt;">IN THE CRM</span></strong></p> <hr> <p style="text-align:center;">1. Expand the "<span style="color:#0000ff;"><strong>Admin platform</strong></span>" tab in the left menu and choose "<span style="color:#0000ff;"><strong>General settings</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/admin%20platf.png" width="283" height="320" alt=""></p> <hr> <p style="text-align:center;">2. N<span>avigate to the "</span><span><span style="color:#0000ff;"><strong>Wallet</strong></span>" </span><span>tab.</span></p> <hr> <p style="text-align:center;"><span><img src="https://crm.podcator.com/media/lana-demo/250711-205903.png" alt="" width="544" height="126"></span></p> <hr> <p style="text-align:center;">2. Toggle on the "<span style="color:#0000ff;"><strong>Enable liquidity wallet</strong></span>" option.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250711-205956.png" alt="" width="542" height="104"></p> <hr> <p style="text-align:center;">3. Enter your wallet addresses into the "<span style="color:#0000ff;"><strong>Donation address list</strong></span>" in the following format: <span style="color:#993366;">Asset:address</span>.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/250711-210047.png" width="496" height="166" alt=""></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;">1. Navigate to "<span style="color:#0000ff;"><strong>Admin</strong></span>" in the left menu and go to "<span style="color:#0000ff;"><strong>General settings</strong></span>" in the left column.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformAdminGeneralSettings.png" width="331" height="729" alt=""></p> <hr> <p style="text-align:center;">2. Toggle the "<span style="color:#0000ff;"><strong>Enable liquidity wallet</strong></span>" on. Enter your wallet addresses into the "<span style="color:#0000ff;"><strong>Donation address list</strong></span>" in the following format: <span style="color:#993366;">Asset:address</span>.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/platformEnableLiquidityWallet.png" width="560" height="362" alt=""></p> <hr> <p style="text-align:center;">3. Click "<span style="color:#0000ff;"><strong>Save</strong></span>" to make the changes.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/saveOrange.png" width="149" height="49" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 132 [staff_article] => 0 [datecreated] => 2025-01-15 16:46:07 ) [36] => Array ( [slug] => how-to-check-if-the-department-is-hidden-from-the-client [subject] => How to Check if the Department is Hidden from the Client? [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How to Check if the Department is Hidden from the Client? </span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;"><span style="color:#ff0000;font-size:18pt;"><strong><img src="https://crm.podcator.com/media/lana-demo/How%20To%20Hide%20Department%20From%20Client.mp4" alt=""><video width="540" height="270" controls><source src="https://crm.podcator.com/media/lana-demo/How%20To%20Hide%20Department%20From%20Client.mp4" type="video/mp4"></video></strong></span></span></p> <p style="text-align:center;"><strong style="font-size:12pt;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong><span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Setup</span></strong>" at the bottom right part of the settings panel.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p> <hr> <p style="text-align:center;">2. Press on the "<strong><span style="color:#0000ff;">Support</span></strong>" and choose "<strong><span style="color:#0000ff;">Departments</span></strong>".<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251107-112438.png" width="276" height="317" alt=""></p> <hr> <p style="text-align:center;">3. Press on the name of the department or on the editing option.<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251107-112807.png" width="806" height="343" alt=""></p> <hr> <p style="text-align:center;">4. Press on the "<strong><span style="color:#0000ff;">Hide from client</span></strong>" and press on "<strong><span style="color:#0000ff;">Submit</span></strong>" to remember your choice.<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251107-112954.png" width="936" height="536" alt=""></p> <hr> <p style="text-align:center;">5. Enter your "<strong><span style="color:#0000ff;">Platform</span></strong>" and press on "<strong><span style="color:#0000ff;">Contact us</span></strong>".<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251107-113928.png" width="432" height="443" alt=""></p> <hr> <p style="text-align:center;">6. You will be able to view and choose the department here.<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251107-114245.png" width="540" height="439" alt=""></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 391 [staff_article] => 0 [datecreated] => 2025-11-07 09:29:01 ) [37] => Array ( [slug] => setting-up-g-sutie-gmail-smtp [subject] => SETTING UP G-SUTIE / GMAIL SMTP [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">SETTING UP G-SUTIE / GMAIL SMTP</span></p> <p style="text-align:center;">Useful addition to: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/how-to-configure-the-mailbox-in-the-crm" style="color:#0000ff;">How To Configure The Mailbox In The CRM</a></span></p> <p style="text-align:center;">To fix the "Authentication Failed" error from a Google Workspace (G Suite) perspective, the user or G Suite administrator needs to enable a more secure authentication method, such as App Passwords, or ensure that the application supports OAuth2. <br>Here are the steps the administrator should take<span style="color:#ff0000;font-size:24pt;"></span></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="color:#0000ff;"><span style="font-size:18pt;">As a G Suite Administrator As the End User</span></span></p> <hr> <p style="text-align:center;">Ensure 2-Step Verification (2SV) is enabled for the user:</p> <hr> <ol> <li>Sign in to the Google Admin console.</li> <li>Go to Security > Authentication > 2-Step Verification.</li> <li>Ensure 2SV is enforced or allowed for the specific user experiencing the issue.</li> <li>Verify IMAP access is enabled:</li> <li>In the Admin console, go to Apps > Google Workspace > Gmail > End User Access.</li> <li>Scroll to POP and IMAP access and ensure IMAP access is enabled for the users in question.</li> <li>Manage "Less Secure Apps" access (Temporary/Last Resort):</li> </ol> <p>Google strongly discourages and is actively phasing out "less secure apps" access, requiring OAuth or App Passwords instead.<br>If the connecting application is old and does not support OAuth, the admin might have previously enabled this setting, but the recommended path now is App Passwords.<br>Note: This option is no longer available in many newer Workspace configurations.</p> <p></p> <p style="text-align:center;"><span style="color:#0000ff;"><span style="font-size:18pt;">As the End User</span></span></p> <hr> <p style="text-align:center;">Once the administrator has confirmed the above settings, the user needs to take the following actions:</p> <hr> <ol> <li>Enable 2-Step Verification (if not already enforced by the admin):</li> <li>Go to their Google Account's Security section.</li> <li>Turn on 2-Step Verification.</li> <li>Generate and use an "App Password":</li> <li>After enabling 2SV, go to the App passwords page (this option only appears if 2SV is on).</li> <li>Select the app and device you are using from the dropdown menus (e.g., "Mail" and "Other (Custom Name)").</li> <li>Click Generate.</li> <li>Google will provide a 16-character code (e.g., abcd efgh ijkl mnop).</li> </ol> <p><br>Crucially, use this 16-character code as the password in the problematic email client's settings instead of your regular Google account password. <span style="color:#ff0000;">Do not include spaces</span>.<br>This app password is a one-time use password for that specific application. If you change your main Google password, you will need to generate a new app password. <br>By following these steps, the "Invalid credentials" error should be resolved as you are using the correct method for authenticating a third-party application with a secure Google Workspace account.</p> [active_article] => 1 [articlegroup] => 9 [articleid] => 392 [staff_article] => 0 [datecreated] => 2025-11-12 09:48:40 ) [38] => Array ( [slug] => how-to-manage-binary-options [subject] => How to Manage Binary Options? [description] => <p style="text-align:center;"><span style="font-size:18pt;color:#0000ff;">How to Manage Binary Options?</span></p> <p><strong>Binary options</strong> on a trading platform in <strong>crypto</strong> are a type of financial contract where you predict whether the price of an asset (like Bitcoin or Ethereum) will be <strong>above or below</strong> a certain level at a specific time.</p> <ul> <li> <p>If your prediction is <strong>correct</strong>, you earn a fixed payout.</p> </li> <li> <p>If your prediction is <strong>wrong</strong>, you lose your investment.</p> </li> </ul> <p>It’s called “binary” because there are only <strong>two possible outcomes</strong> — win or lose.</p> <p></p> <p style="text-align:center;">Note! The binary trading is USTD only!</p> <p style="text-align:center;"></p> <p style="text-align:center;"><strong style="font-size:12pt;"><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong><span style="color:#ff0000;font-size:24pt;"></span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">General Settings. Enabling and Setting % of Payout</span></span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#0000ff;">Setup</span></strong>".<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/Setup.jpg" width="283" height="227" alt=""></p> <hr> <p style="text-align:center;">2. Go to "<strong><span style="color:#0000ff;">Admin Platform</span></strong>" and choose "<strong><span style="color:#0000ff;">Binary Options</span></strong>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251112-170044.png" width="213" height="427" alt=""></p> <hr> <p style="text-align:center;">3. Go to "<strong><span style="color:#0000ff;">General Settings</span></strong>" and choose "<strong><span style="color:#0000ff;">Enable Binary in CRM</span></strong>". Other settings available are also perferctly moderatable.</p> <p style="text-align:center;">You can set up "<strong><span style="color:#0000ff;">Trading Limits</span></strong>" and "<strong><span style="color:#0000ff;">Chart Configuration</span></strong>" up to your request.</p> <p style="text-align:center;">"<strong><span style="color:#0000ff;">History Positions</span></strong>" setting will allow you to set where the History Positions are going to be located in the platfrom view. Those <strong>are default general options for all the users</strong>.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251118-113644.png" width="897" height="372" alt=""></p> <hr> <p style="text-align:center;">Once the option is enabled, you will get the access to "<strong><span style="color:#0000ff;">Binary Options</span></strong>" on the trader's page. Make sure "<span style="color:#0000ff;"><strong>Enable Binary Trading</strong></span>" is on for the client on the trader's profile.</p> <p style="text-align:center;">"<strong><span style="color:#0000ff;">History Positions</span></strong>" setting on the Trader's Profile is a <strong>prioritised setting</strong>. It will not be referencing <strong>general History Settings when enabled.</strong></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251118-114513.png" width="864" height="518" alt=""></p> <hr> <p style="text-align:center;">That's how History Positions are going to look on the platfrom once set to "Bottom".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251118-115319.png" width="208" height="511" alt=""></p> <hr> <p style="text-align:center;">4. Go to "<strong><span style="color:#0000ff;">Payout Configuration</span></strong>". Here you will be able to fit categories under your request. To ensure your choice, press on "<strong><span style="color:#0000ff;">Save</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251112-173507.png" width="947" height="224" alt=""></p> <hr> <p style="text-align:center;">5. Go to "<strong><span style="color:#0000ff;">Instrument Payout Rates</span></strong>". </p> <p style="text-align:center;">Will help you to choose prioritised currency. If this setting is not chosen, "Payout configuration" settings will be chosen.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251112-173827.png" width="943" height="375" alt=""></p> <hr> <p style="text-align:center;">Once done, it will be featured on the platfrom screen of the user.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-142223.png" width="430" height="447" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">Finding Binary Positions</span></span><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;">General</span></span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#0000ff;">Manager Platfrom</span></strong>" and choose "<strong><span style="color:#0000ff;">Binary Positions</span></strong>".<span style="color:#ff0000;font-size:24pt;"></span></p> <p style="text-align:center;">You will be able to view all the history of the positions of your clients.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-164715.png" width="215" height="440" alt=""><img src="https://crm.podcator.com/media/lana-demo/251117-165638.png" width="900" height="167" alt=""></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;">Personal</span></span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">4. Press on "<strong><span style="color:#3366ff;">Binary Positions</span></strong>" too view the user's history.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-170724.png" width="880" height="342" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">Finding Personal Binary Options</span></span></p> <hr> <p style="text-align:center;">1. Go to "<strong><span style="color:#3366ff;">Manager Platform</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Manager%20platform-%3E%20users.png" width="257" height="92" alt=""></p> <hr> <p style="text-align:center;">2. Choose the "<strong><span style="color:#3366ff;">Users</span></strong>" tab.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/Msanager%20platform-%3E%20Users.png" width="257" height="92" alt="" style="display:block;margin-left:auto;margin-right:auto;"></p> <hr> <p style="text-align:center;">3. Press on "<strong><span style="color:#3366ff;">View</span></strong>" in the user's name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/victor-support/enteringTrader.png" width="693" height="119" alt="" style="font-size:12pt;"></p> <hr> <p style="text-align:center;">4. Go to "<strong><span style="color:#3366ff;">Summary</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/a/lana-demo/251118-165819.png" alt=""><img src="https://crm.podcator.com/media/lana-demo/251118-165819.png" width="418" height="259" alt=""></p> <hr> <p style="text-align:center;">5. Press on "<strong><span style="color:#3366ff;">Binary Options</span></strong>". You will be able to set the options there. Once done, make sure to press on the "<strong><span style="color:#3366ff;">Submit</span></strong>" once you set the required options.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/a/lana-demo/251118-165819.png" alt=""><img src="https://crm.podcator.com/media/lana-demo/251118-170100.png" width="896" height="543" alt=""></p> <hr> <p style="text-align:center;">6. As well, you can view the balances dashboard above. Your "<strong><span style="color:#3366ff;">Binary</span></strong>" account funds can be found here.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/a/lana-demo/251118-165819.png" alt=""><img src="https://crm.podcator.com/media/lana-demo/251118-170635.png" width="1006" height="285" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;"><strong style="font-size:12pt;"><span style="font-size:18pt;color:#ff0000;">ON THE Platform</span></strong></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">General Platfrom Settings. Binary Dashboard</span></span></p> <hr> <p style="text-align:center;">1. Choose the cryptocurrency asset you want to trade in (e.g BTC USDT). Make sure the asset is USDT as Binary Options work only with USDT.<span style="color:#ff0000;font-size:24pt;"></span></p> <p style="text-align:center;">2. Set the <strong>Time</strong> - this function will open the position in this time within the set time frame (e.g. 10 seconds). You can enter it manually or use + -.</p> <p style="text-align:center;">3. Enter the <strong>Amount </strong>- for the amount you bid with.</p> <p style="text-align:center;">4. You can Select <strong>Quick Amount/Amount Shortcuts </strong>- that will help you to chose quick amount</p> <p style="text-align:center;">5. Press on <strong>Buy </strong>if you expect growth. <strong>Sell </strong>if you expect fall.</p> <p style="text-align:center;">As a result in the <strong>History </strong>you will see the previous bidding history and current result. Completed deals with results, entry/exit prices, expiry and P&L. <span style="font-size:12pt;"><strong>Open Positions</strong> – active trades with status (Active/Won/Lost) and current P&L. </span><strong>Scheduled</strong> – queue of pending orders (visible only with permission).</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-145709.png" width="983" height="442" alt=""></p> <p style="text-align:center;"><strong>Schedule for later </strong>- will help you to choose a timeframe in future. Up to 20 mins ahead within the set time frame above (e.g. 10 seconds).</p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-150558.png" width="297" height="170" alt=""><img src="https://crm.podcator.com/media/lana-demo/251117-150712.png" width="366" height="169" alt=""> <span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span><span style="font-size:18pt;color:#ff0000;"></span></p> <p style="text-align:center;">Note! The function is available only with these settings enabled! You can find them in the trader's profile settings.</p> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-164217.png" alt=""></p> <hr> <p style="text-align:center;">You can as well check the stats in the "<span style="color:#0000ff;"><strong>Portfolio</strong></span>".</p> <p style="text-align:center;">The counters are updated every 30 seconds, and each tab has loaded and empty list stats.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-152018.png" width="1024" height="460" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">Withdrawal</span></span><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span></p> <p style="text-align:center;">Choose "<strong><span style="color:#0000ff;">Withdrawal</span></strong>". </p> <hr> <p style="text-align:center;">1. To withdraw funds from <strong>Binary Account</strong> press on your account type. <span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-143356.png" width="633" height="456" alt=""><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span></p> <hr> <p style="text-align:center;">2. Choose "<strong><span style="color:#0000ff;">Binary Trading</span></strong>", Amount, Receiver Address, as well you can choose the quick amount percent. Press on "<strong><span style="color:#0000ff;">Withdraw</span></strong>" to complete the action.<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-143534.png" width="631" height="499" alt=""><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;"></span></span></p> <hr> <p style="text-align:center;">3. Note that Withdrawal needs approval! You may find this article useful: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/withdrawal" style="color:#0000ff;">How to Approve a Withdrawal</a></span><span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"></p> <p style="text-align:center;"><span style="font-size:18pt;color:#ff0000;"><span style="font-size:18pt;color:#0000ff;">Transfer</span></span></p> <hr> <p style="text-align:center;">1. To transfer funds between your accounts from <strong>Binary Account</strong> press on your account type. Choose "<strong><span style="color:#0000ff;">Transfer</span></strong>".<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-144326.png" width="633" height="456" alt=""></p> <hr> <p style="text-align:center;">2. Choose from/to which to what account to send the funds to/from Binary. Choose the amount and as well you can choose the quick amount percent. Press on "<strong><span style="color:#0000ff;">Transfer Funds</span></strong>" to complete the action.<span style="color:#ff0000;font-size:24pt;"></span></p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251117-144620.png" width="644" height="512" alt=""></p> <hr> [active_article] => 1 [articlegroup] => 9 [articleid] => 394 [staff_article] => 0 [datecreated] => 2025-11-12 15:21:16 ) [39] => Array ( [slug] => how-to-add-existing-filter-on-the-leads [subject] => How to Add Existing Filter on the Leads? [description] => <p style="text-align:center;"></p> <p style="text-align:center;"><strong><span style="font-size:18pt;color:#ff0000;">IN THE CRM</span></strong><strong><span style="font-size:18pt;color:#ff0000;"></span></strong></p> <p style="text-align:center;">You may also find this article useful: <span style="color:#0000ff;"><a href="https://crm.podcator.com/knowledge-base/article/adding-new-filter-to-leads" style="color:#0000ff;">How To Add A New Filter To Leads?</a></span></p> <hr> <p style="text-align:center;">1. Go to "<span style="color:#0000ff;"><strong>SI Lead Filters</strong></span>" and press on "<span style="color:#0000ff;"><strong>Settings</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251113-165540.png" width="282" height="185" alt=""></p> <hr> <p style="text-align:center;">2. Your filter will be added here. Choose one.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251113-165832.png" width="605" height="365" alt=""></p> <hr> <p style="text-align:center;">3. Fill in the fields and press "<strong><span style="color:#3366ff;">Submit</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/submit.png" width="97" height="60" alt=""></p> <hr> <p style="text-align:center;"></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 396 [staff_article] => 0 [datecreated] => 2025-11-13 15:02:17 ) [40] => Array ( [slug] => how-to-cancel-autofill [subject] => How to Cancel Autofill? [description] => <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;">How to Cancel Autofill?</span></span><span style="color:#ff0000;font-size:18pt;"><span style="color:#0000ff;"></span></span></p> <p style="text-align:center;"><span style="color:#ff0000;font-size:18pt;">in Chrome</span></p> <p style="text-align:center;">You may have encountered an issue where, instead of an empty field, your browser prompted you for your admin credentials. This could have happened when you tried to change the password of the client on the trader profile settings, in the search bar, etc. This autofill feature is provided by the browser and can be disabled.</p> <p style="text-align:center;"></p> <p style="text-align:center;">Note! This setting will disable the autofill for all the Chrome, not jsut crm! These are also personal settings. Enabling or disabling them on your device will not ensure synchronisation with other staff members' devices.</p> <p style="text-align:center;"></p> <hr> <p style="text-align:center;">1. Press on this link to access Chrome settings: chrome://password-manager/settings</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-162649.png" width="423" height="60" alt=""></p> <hr> <p style="text-align:center;">2. Get to "<span style="color:#0000ff;"><strong>Settings</strong></span>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-162733.png" width="452" height="245" alt=""></p> <hr> <p style="text-align:center;">2. Disable "<span style="color:#0000ff;"><strong>Offer passwords and passkeys</strong></span>" function.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251120-162843.png" width="870" height="110" alt=""></p> [active_article] => 1 [articlegroup] => 9 [articleid] => 403 [staff_article] => 0 [datecreated] => 2025-11-20 14:31:39 ) [41] => Array ( [slug] => how-use-telegram-group [subject] => How Use Telegram Group and Topics? [description] => <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">How Use Telegram Group and Topics?</span></span><span style="color:#ff0000;font-size:24pt;"></span></p> <p style="text-align:center;">Our company provides you with a convenient solution - telegram group with for a quick support.</p> <p style="text-align:center;">Telegram is a great app that allows you to upload media freely.</p> <p style="text-align:center;"></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Managing Group Topics</span></span><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">For your convenience and quick response from our staff, we ask you kindly to send your questions to the relevant groups.</p> <p style="text-align:center;">Below is an example of how the topics look. Instead of "your crm", "your platfrom", etc, there will be your brand's name and the clarification of the purpose of the group, e.g. "crm".</p> <p style="text-align:center;">The "<strong><span style="color:#0000ff;">General</span></strong>" topic is used for the updates, announcements, etc.</p> <p style="text-align:center;">The "<strong><span style="color:#0000ff;">CRM</span></strong>" topic is used for the crm-related (for managing users, leads, and all key platform records in one place) questions.</p> <p style="text-align:center;">The "<strong><span style="color:#0000ff;">Platform</span></strong>" topic is used for the platform/app-related (this is the place where your clients are able to trade) questions.</p> <p style="text-align:center;">The "<strong><span style="color:#0000ff;">Website</span></strong>" topic is used for the website-related (your online page that showcases a company’s platform and the company's information) questions.</p> <hr> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;"><img src="https://crm.podcator.com/media/lana-demo/251211-171526.png" width="828" height="544" alt=""></span></span></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Finding the links</span></span><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">Depending on the subject of your group, you will find links pinned to these topics. You can always press on the pinned message to access the links.</p> <p style="text-align:center;">The "<strong><span style="color:#0000ff;">General</span></strong>" topic will provide you the information with the access to your crm and platform, the quick Knowledge Base guide and the form for the Affiliation Integration.</p> <p style="text-align:center;">In the "<strong><span style="color:#0000ff;">CRM</span></strong>" topic you will find your crm address pinned.</p> <p style="text-align:center;">In the "<strong><span style="color:#0000ff;">Platform</span></strong>" topic you will find your platfrom/app address pinned.</p> <p style="text-align:center;">In the "<strong><span style="color:#0000ff;">Website</span></strong>" topic you will find your website address pinned.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251211-173920.png" width="671" height="627" alt=""><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">You will always be able to find the access to your crm as you press on the name of your group.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251211-174247.png" width="683" height="436" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Adding a staff member</span></span></p> <hr> <p style="text-align:center;">In the case you need to add your team/staff member to the group:</p> <p style="text-align:center;">1. Press on three dots.</p> <p style="text-align:center;">2. Choose "<strong><span style="color:#0000ff;">Add members</span></strong>".</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251211-174629.png" width="360" height="493" alt=""><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">3. Put in the nickname of your staff member in the search field or invite them via link. Press "<strong><span style="color:#0000ff;">Add</span></strong>" once you chose them.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251211-175258.png" width="362" height="581" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Making calls</span></span></p> <hr> <p style="text-align:center;">Any group member can arrange calls in the group for all the members to join the call.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251211-180029.png" width="413" height="358" alt=""><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">You can chose whether to use your own account or to call from the group name.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-100411.png" width="415" height="364" alt=""><span><span style="font-size:18pt;color:#3366ff;"></span></span></p> <hr> <p style="text-align:center;">You can find lots of useful functions by pressing on three dots.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-101213.png" width="396" height="558" alt=""><img src="https://crm.podcator.com/media/lana-demo/251212-101024.png" width="414" height="559" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Uploading Files</span></span></p> <hr> <p style="text-align:center;">Just like and most of similar apps, Telegram allows to insert media, files and text via simple "<strong><span style="color:#0000ff;">Ctrl+V</span></strong>" command.</p> <p style="text-align:center;">In the case if you need to upload the file from your device, press on the clip. You will get the access to your PC, where you will be able to choose file, media, folder, etc.</p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-101640.png" width="798" height="564" alt=""></p> <p style="text-align:center;"></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Making a video</span></span></p> <hr> <p style="text-align:center;">If you have the problem that cannot be described with a screenshot or text, please make sure your video is informative enough. Please avoid blurry recordings which contains almost no information. You can record one by using https://scre.io/ and uploading to telegram. This is a free app, that requires no registration and downloading. </p> <hr> <p style="text-align:center;"><img src="https://crm.podcator.com/media/lana-demo/251212-102043.png" width="838" height="427" alt=""></p> <p style="text-align:center;"><span><span style="font-size:18pt;color:#3366ff;">Do's & Dont's</span></span></p> <hr> <p style="text-align:center;">Be precise with your requests. A clear and accurate request will speed up the resolution process.</p> <p style="text-align:center;">To ensure your question is answered, please ask it in the group. This way, all our support members will be able to see it and help you.</p> <p style="text-align:center;">If you have a problem, make sure you refer to the correct channel and provide a description of the problem reinforced with a screenshot, video or link.</p> <p style="text-align:center;">Please avoid sending voice messages and write your request instead.</p> <p style="text-align:center;">Don't hesitate to use the links pinned in the chats. They contain useful information that may help you find the answers you need. For example, Knowledge Base articles or the Affiliation Form creation process.</p> [active_article] => 1 [articlegroup] => 9 [articleid] => 432 [staff_article] => 0 [datecreated] => 2025-12-11 15:43:28 ) ) ) )
category_name	Training and Educational Resources
category_slug	training-and-educational-resources
title	Training and Educational Resources
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breadcrumbs	Array ( [0] => Array ( [label] => Knowledge Base [url] => https://crm.podcator.com/knowledge-base ) [1] => Array ( [label] => Training and Educational Resources ) )
head	<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Training and Educational Resources</title> <link rel="stylesheet" type="text/css" id="reset-css" href="https://crm.podcator.com/assets/css/reset.min.css?v=1775709977"> <link rel="stylesheet" type="text/css" id="bootstrap-css" href="https://crm.podcator.com/assets/plugins/bootstrap/css/bootstrap.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="inter-font" href="https://crm.podcator.com/assets/plugins/inter/inter.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datatables-css" href="https://crm.podcator.com/assets/plugins/datatables/datatables.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-css" href="https://crm.podcator.com/assets/plugins/font-awesome/css/fontawesome.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-brands" href="https://crm.podcator.com/assets/plugins/font-awesome/css/brands.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-solid" href="https://crm.podcator.com/assets/plugins/font-awesome/css/solid.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="fontawesome-regular" href="https://crm.podcator.com/assets/plugins/font-awesome/css/regular.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="datetimepicker-css" href="https://crm.podcator.com/assets/plugins/datetimepicker/jquery.datetimepicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="bootstrap-select-css" href="https://crm.podcator.com/assets/plugins/bootstrap-select/css/bootstrap-select.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="lightbox-css" href="https://crm.podcator.com/assets/plugins/lightbox/css/lightbox.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="colorpicker-css" href="https://crm.podcator.com/assets/plugins/bootstrap-colorpicker/css/bootstrap-colorpicker.min.css?v=3.0.5"> <link rel="stylesheet" type="text/css" id="tailwind-css" href="https://crm.podcator.com/assets/builds/tailwind.css?v=1775709977"> <link rel="stylesheet" type="text/css" id="theme-css" href="https://crm.podcator.com/assets/themes/perfex/css/style.min.css?v=1775709977"> <script src="https://crm.podcator.com/assets/plugins/jquery/jquery.min.js"></script> <link href="https://crm.podcator.com/assets/css/custom.css" rel="stylesheet" type="text/css" id="custom-css"> <script> if (typeof(jQuery) === 'undefined' && !window.deferAfterjQueryLoaded) { window.deferAfterjQueryLoaded = []; 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</script> </head> <body class="customers mozilla" >
view	<nav aria-label="breadcrumb" class="tw-mb-6"> <ol class="breadcrumb tw-flex tw-items-center tw-flex-wrap tw-gap-2 tw-text-sm tw-mb-0 tw-p-3 tw-bg-neutral-50 tw-rounded-lg tw-border tw-border-neutral-200"> <li class="tw-inline-flex tw-items-center"> <a href="https://crm.podcator.com/" class="tw-text-neutral-500 hover:tw-text-primary tw-transition-colors"> <i class="fa fa-home"></i> </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <a href="https://crm.podcator.com/knowledge-base" class="tw-text-neutral-600 hover:tw-text-primary tw-transition-colors tw-font-medium"> Knowledge Base </a> </li> <li class="tw-inline-flex tw-items-center"> <i class="fa fa-chevron-right tw-mx-2 tw-text-neutral-400 tw-text-xs"></i> <span class="tw-text-neutral-900 tw-font-semibold">Training and Educational Resources</span> </li> </ol> </nav> <div class="panel_s"> <div class="panel-body"> <div class="col-md-12"> <div class="tw-divide-y tw-divide-neutral-200 tw-divide-solid"> <div class="tw-pt-5 first:tw-pt-0 tw-block"> <h3 class="tw-text-xl tw-font-semibold tw-text-neutral-700 tw-mb-4"> Training and Educational Resources </h3> <div class="row"> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to set up staff permissions </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2023-06-08 09:56:32 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> ... </p> <a href="https://crm.podcator.com/knowledge-base/article/staff-permissions-explained" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> Whatsapp Integration </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2023-07-02 18:42:47 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> IN TWILIO ... </p> <a href="https://crm.podcator.com/knowledge-base/article/whatsapp-integration" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Copy An Invoice </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2024-02-01 14:54:52 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> IN THE CRM 1.... </p> <a href="https://crm.podcator.com/knowledge-base/article/copying-invoice" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Change A Language on the Platform? </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2024-02-05 11:47:22 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> ... </p> <a href="https://crm.podcator.com/knowledge-base/article/changing-language" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/adding-new-filter-to-leads" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Add A New Filter To Leads? </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2024-02-08 09:16:15 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> ... </p> <a href="https://crm.podcator.com/knowledge-base/article/adding-new-filter-to-leads" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/api-creds-for-new-affiliate" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How to Create a New Affiliate? </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2024-02-12 08:11:11 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; -webkit-line-clamp: 3; -webkit-box-orient: vertical; overflow: hidden;"> ... </p> <a href="https://crm.podcator.com/knowledge-base/article/api-creds-for-new-affiliate" class="tw-inline-flex tw-items-center tw-text-sm tw-text-primary hover:tw-text-primary-dark tw-font-medium tw-transition-colors"> Read More <i class="fa fa-arrow-right tw-ml-2 tw-transition-transform hover:tw-translate-x-1"></i> </a> </div> </div> </div> <div class="col-md-6 tw-mb-4"> <div class="panel_s tw-h-full tw-border tw-border-neutral-200 hover:tw-border-primary/30 tw-rounded tw-shadow-sm hover:tw-shadow-md tw-transition-all"> <div class="panel-body"> <div class="tw-flex tw-justify-between tw-items-start tw-mb-3"> <h4 class="tw-text-base tw-font-semibold tw-my-0 tw-flex-1 tw-pr-2"> <a href="https://crm.podcator.com/knowledge-base/article/how-to-delete-a-payment" class="tw-text-neutral-700 hover:tw-text-primary tw-transition-colors"> How To Delete A Payment </a> </h4> <span class="tw-text-neutral-400 tw-text-xs tw-whitespace-nowrap tw-flex-shrink-0"> <i class="fa fa-calendar tw-mr-1"></i>2024-02-16 15:49:11 </span> </div> <p class="tw-text-neutral-500 tw-text-sm tw-mb-4" style="display: -webkit-box; 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datapulse_lang.php
modules/datapulse/language/english/datapulse_lang.php

csrf_exclude_uris.php
modules/gitlab_bridge/config/csrf_exclude_uris.php

gitlab_bridge.php
modules/gitlab_bridge/gitlab_bridge.php

gitlab_bridge_helper.php
modules/gitlab_bridge/helpers/gitlab_bridge_helper.php

hooks.php
modules/gitlab_bridge/hooks.php

gitlab_bridge_lang.php
modules/gitlab_bridge/language/english/gitlab_bridge_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

import_wizard_helper.php
modules/importsync/helpers/import_wizard_helper.php

importsync_helper.php
modules/importsync/helpers/importsync_helper.php

importsync.php
modules/importsync/importsync.php

importsync_lang.php
modules/importsync/language/english/importsync_lang.php

Import_staff.php
modules/importsync/libraries/Import_staff.php

lawyers_helper.php
modules/lawyers/helpers/lawyers_helper.php

lawyers_lang.php
modules/lawyers/language/english/lawyers_lang.php

lawyers.php
modules/lawyers/lawyers.php

hooks.php
modules/lead_distribution/hooks.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

hooks.php
modules/logistics/hooks.php

logistics_lang.php
modules/logistics/language/english/logistics_lang.php

logistics.php
modules/logistics/logistics.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

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

register_dashboard_widgets.php
modules/multiplatform/hooks/register_dashboard_widgets.php

register_leads_filter_hooks.php
modules/multiplatform/hooks/register_leads_filter_hooks.php

register_table_hooks.php
modules/multiplatform/hooks/register_table_hooks.php

multiplatform_lang.php
modules/multiplatform/language/english/multiplatform_lang.php

Platform_manager.php
modules/multiplatform/libraries/Platform_manager.php

multiplatform.php
modules/multiplatform/multiplatform.php

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

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

staff_model_hooks.php
modules/nanza/hooks/staff_model_hooks.php

staff_notifications_tab.php
modules/nanza/hooks/staff_notifications_tab.php

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

App_Notifications_Sync_Service.php
modules/nanza/libraries/App_Notifications_Sync_Service.php

Platform_Payments_Fetcher.php
modules/nanza/libraries/Platform_Payments_Fetcher.php

nanza.php
modules/nanza/nanza.php

nanza_utilities_ajax_response_helper.php
modules/nanza_utilities/helpers/nanza_utilities_ajax_response_helper.php

nanza_utilities_common_helper.php
modules/nanza_utilities/helpers/nanza_utilities_common_helper.php

nanza_utilities_lang.php
modules/nanza_utilities/language/english/nanza_utilities_lang.php

nanza_utilities.php
modules/nanza_utilities/nanza_utilities.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

neuron_ai_helper.php
modules/neuron_ai/helpers/neuron_ai_helper.php

neuron_ai_widgets_helper.php
modules/neuron_ai/helpers/neuron_ai_widgets_helper.php

neuron_ai_lang.php
modules/neuron_ai/language/english/neuron_ai_lang.php

neuron_ai.php
modules/neuron_ai/neuron_ai.php

autoload.php
modules/neuron_ai/vendor/autoload.php

autoload_real.php
modules/neuron_ai/vendor/composer/autoload_real.php

autoload_static.php
modules/neuron_ai/vendor/composer/autoload_static.php

platform_check.php
modules/neuron_ai/vendor/composer/platform_check.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-ctype/bootstrap.php

bootstrap80.php
modules/neuron_ai/vendor/symfony/polyfill-ctype/bootstrap80.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-intl-grapheme/bootstrap.php

bootstrap.php
modules/neuron_ai/vendor/symfony/polyfill-intl-normalizer/bootstrap.php

bootstrap80.php
modules/neuron_ai/vendor/symfony/polyfill-intl-normalizer/bootstrap80.php

functions.php
modules/neuron_ai/vendor/symfony/string/Resources/functions.php

notes.php
modules/notes/notes.php

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

perfex_dashboard_lang.php
modules/perfex_dashboard/language/english/perfex_dashboard_lang.php

perfex_dashboard.php
modules/perfex_dashboard/perfex_dashboard.php

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

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

session_tracking.php
modules/perfshield/hooks/session_tracking.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

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

prchat_lang.php
modules/prchat/language/english/prchat_lang.php

prchat.php
modules/prchat/prchat.php

initViewCheckClients.php
modules/prchat/views/initViewCheckClients.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

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
modules/wallet/helpers/wallet_helper.php

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

whatsapp_helper.php
modules/whatsapp/helpers/whatsapp_helper.php

whatsapp_lang.php
modules/whatsapp/language/english/whatsapp_lang.php

Sms_whatsapp_gateway.php
modules/whatsapp/libraries/Sms_whatsapp_gateway.php

WhatsappLibrary.php
modules/whatsapp/libraries/WhatsappLibrary.php

Whatsapp_aeiou.php
modules/whatsapp/libraries/Whatsapp_aeiou.php

autoload.php
modules/whatsapp/vendor/autoload.php

autoload_real.php
modules/whatsapp/vendor/composer/autoload_real.php

autoload_static.php
modules/whatsapp/vendor/composer/autoload_static.php

platform_check.php
modules/whatsapp/vendor/composer/platform_check.php

whatsapp.php
modules/whatsapp/whatsapp.php

csrf_exclude_uris.php
modules/whatsbot/config/csrf_exclude_uris.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
system/database/DB.php

DB_driver.php
system/database/DB_driver.php

DB_query_builder.php
system/database/DB_query_builder.php

DB_result.php
system/database/DB_result.php

mysqli_driver.php
system/database/drivers/mysqli/mysqli_driver.php

mysqli_result.php
system/database/drivers/mysqli/mysqli_result.php

cookie_helper.php
system/helpers/cookie_helper.php

directory_helper.php
system/helpers/directory_helper.php

email_helper.php
system/helpers/email_helper.php

file_helper.php
system/helpers/file_helper.php

form_helper.php
system/helpers/form_helper.php

html_helper.php
system/helpers/html_helper.php

language_helper.php
system/helpers/language_helper.php

text_helper.php
system/helpers/text_helper.php

url_helper.php
system/helpers/url_helper.php

profiler_lang.php
system/language/english/profiler_lang.php

Driver.php
system/libraries/Driver.php

Email.php
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

Session.php
system/libraries/Session/Session.php

Session_driver.php
system/libraries/Session/Session_driver.php

Session_redis_driver.php
system/libraries/Session/drivers/Session_redis_driver.php

User_agent.php
system/libraries/User_agent.php

Loading Time: Base Classes	0.0010
Controller Execution Time ( Knowledge Base / Category )	0.0310
Total Execution Time	0.0321

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HTTP_ACCEPT_LANGUAGE
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REMOTE_HOST
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SERVER_PROTOCOL	HTTP/2.0
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HTTP_X_FORWARDED_FOR

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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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