In this section, you can manage your CRM features - organizations, contacts, groups, and permissions. You can learn about each feature in related articles.

Header

CRM features

Organizations & Contacts

HyperPortal

HyperPortal - Public User Manuals

HyperPortal documentation - Home

Login process

Groups

Permissions

Data history tab

Activity/Ad-Hoc tasks

Kanban view

Bulk operations with items (update/delete)

Operator

Logical

Text

Math

Date

Computed expressions

Detailed View

List view


Entity creation/managment

Entity type property. Expanded view type

Entity type property. Selector settings

Highlighted properties

Filters

Highlighted referred entities

Email logs

Inline image gallery in the table view

Table widget

Example

Charts

Activity Widget

Workflows tasks widget

Access to Dashboards

Dashboards

Dashboard

Automated processes

Process page

Processes

If node

Entity trigger (event) node

Cron trigger/Scheduler node 

Manual task

Generate document

Send transactional email

Send SMS

Start process

Set process values

Step node

Set entity values

Get entity values

Create entity

Generate form URL

Delay Node

Milestone node

Email feedback node

Mailchimp node

Decision

Loop

Parallel

Tasks aka Nodes

Wоrkflоws

Email builder

Emails

Forms guide

Fоrms 

Documents

Templates

Tenant Configuration

Statistics

GDPR settings

Domains

API key

Webhooks

Settings

F.A.Q