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Knowledge Base
How do I start?
All Features
What Can the Program Do?
Быстрое обучение
Trial
How to Get Started with HelloClient CRM?
Payment for the program
All Features
Payment for the program
What Happens If I Stop Paying?
License payment errors
Referral Program
Tariffs
How to switch from another program
All Features
Client Database Import
Product Import
Services Import
Ticket Database Import
Tickets
All Features
How to Specify a Different Client
Comments for Clients in tickets
Working with Tickets
Deadline
How to delete a ticket
Executors in one order
Exporting the Orders Database
Adding Files to ticket
Filters in the Order Table
Ticket History
Moving tickets Between Locations
Changing the ticket Date
Ticket Payment
Prepayment in the ticket
Returns into the ticket
Service Expense
Ticket Table in CRM
Closing ticket without payment
Clients
All Features
Creating a Client
Notifying Clients About ticket Status
Inventory
All Features
Creating a Product
Inventory Export
Transferring Products Between Locations
Product Categories
How to Perform Inventory
Receiving Products
Stock Adjustment
Product Sorting
Units of Measurement
Creating a Supplier Order
Suppliers
Ways to Add Products to Inventory
Shop
All Features
Adding a Customer to a Sale
Product refund
Product Sale
Payments
All Features
Reset the Balance
Deleting income and expense
Payment tags
Payment Methods
Transfer Money
Changing Payment Date
How to count finances
Reports
All Features
Product Report
New
Company Summary Report
New
«History» Report
Income and Expense Report
«Stock Balances» Report
«Orders by Field» Report
«Profit on orders» Report
«Payment Summary» Report
Reports on Products and Services
“Clients by Field” Report
“Refunds” Report
“Salary” Report
“Sales Profit” Report
CRM Trends
Marketing
New
All Features
Email Notifications for Clients
Customer Reviews
Services
All Features
Services
Services Export
Employees
All Features
How to add users (employees)
Deleting an employee
Hide the cost price from employees
Employee Login Errors
Staff notifications
Employees permissions
Employee Permissions by Status
Tasks and Reminders for the Team
Salary
All Features
Deleting Incorrect Salary Accruals
Errors When Calculating Salaries
Fixed salary to an employee
Employee Salary Management
Settings
All Features
Client Fields
Client Types
Order Number Counter
Кассир при пробитии чека
Handbooks
Locations
Ticket Statuses
Ticket fields
Ticket Types
Documents
All Features
Documents
Errors When Working with Documents
Printing Price Tags and Product Labels
Logo
Document Recovery
Account and interface
All Features
App
Email Change
Company Settings
Deleting a Company
Interface Language
Account Password
Interface Theme
Integrations
All Features
BulkGate - SMS provider
Онлайн-касса для Украины
IMEI Database
Онлайн-касса для России
Телефония Mango Office
Messengers
Телефония МоиЗвонки
Телефония OnlinePBX
SMS Центр - провайдер для отправки смс
SMS Notification Setup
«Ticket Status» Widget
Телефония Zadarma
Useful articles
Team Recommendations
Change Calculation
Как заполнить форму уведомления в Роскомнадзор
Parts Write-off Methods
Barcode Scanner
Technical Requirements for Proper Operation
Tender
Incorrect Business Type Selected During Registration
Updates
Contacts
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Поддержка в телеграм
Телеграм канал
Телеграм чат
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Sales/Tickets from Client Cards
No extra steps needed.
When clients call, create sales/orders directly from their profile.
