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

Change primary relation

Activity/Ad-Hoc tasks

Activity

Conditional display properties

Quick Actions

Timeline tab

Data history tab

Kanban view

Bulk operations with items (update/delete)

Operator

Logical

Text

Math

Date

Computed expressions

Detailed View

Metrics

Table grouping

List view


Duplicate check

History

Entity type property. Expanded view type

Address search property

Entity type property. Selector settings

Additional entity settings

Inline image gallery in the table view

Highlighted properties

Entity creation/managment

Filters

Email logs

Global dashboard filters

Table widget

Example

Charts

Activity Widget

Workflows tasks widget

Access to Dashboards

Dashboards

Dashboard

Data-driven steps

Ability to change the definition of a process run

Ability to re-run process nodes

Conditional  quickstart processes

Automated processes

Process page

Processes

Send notification node

WhatsApp node

AI node

Restart node

Redirect

Workflow status trigger

Convert from/to file

Cron trigger/Scheduler node 

If node

Entity trigger (event) node

Manual task

Generate document

Send 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

Adobe Sign via workflows

Workflow templates

Email builder

Emails

Forms guide

Fоrms 

Documents

Templates

App panel

Tenant Configuration

Sections

Properties

Favourite entities

CMS/Workflows

Email blacklist

Statistics

VoIP settings

GDPR settings

Domains

API key

Webhooks

Settings

Mailings

F.A.Q

Quick start

Structured SEO schema configuration

Hero block

Documentation Draft

Blocks

HyperBuilder