Deleting staff member in TT CRM is not a feature. If you need to delete it just set the staff member to inactive. In this case the staff member wont be able to login.

Lets back to the question Why I cant delete staff member? TT CRM tracks each activity for each staff member inside the CRM like invoice changes, estimate changes, deleting data (Utilities->Activity log), changing data etc…so in this case ADMIn have all the necessary activity for each staff member.

The staff ID (from database) is used all over the admin area and if you delete the staff member an errors will occur.

Ex. sometime can happen some data (invoice,customer etc..) to be deleted/changed and you can easily track who did that change by going to Utilities->Activity Log

30% of the Clients get confused with the login.

TT CRM admin area is separated from the customers area.

Often happen TT CRM buyers to get confused and trying to login as admin in the customers area.

Admins needs to login at yourdomain.com/crm/admin

Customers login at yourdomain.com/crm/clients

Hope this will help you.

If you are experiencing this problem make sure that your/other staff members belongs to the department which this ticket is assigned.

Only the staff member that belongs to the department where the ticket is created receive email messages.

By default access to tickets to none staff members will be disalowed.

If you need want to allow access go to Setup->Settings->Tickets and set Allow access to tickets for none staff members to YES

After you convert the lead to client the lead will be auto moved to the default system status Client if is not already there.

Make sure you dont rename the default system status Client to something else to avoid confusions.

If the logged staff member is not administrator wont be able to see all media library data.

Each staff member have separate folder inside the media/ folder in your server except the administrators.

The attachments the none admin staff member upload will go to their own folder.

In future if you make this staff member admin then will be able to see all media uploads.

By the default all project related tasks are visible to all project members. If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to projects

To achieve this go to Setup->Settings->Misc->Tasks and set Allow all staff to see all tasks related to projects to NO

Non staff member is feature in TTechnologies which allow you to have member like contractor worker and work on projects.

Some area of the CRM is disabled for non staff members.

Here is a list of the disabled features for non staff member.

Announcements

Newsfeed wall

Leads

Support – Default is NO you can adjust this for your needs at Setup->Settings->Tickets

Public Calendar Events

Google Calendar Events

You can add if you want other Permissions to this staff member like Invoice [VIEW] permission and this staff member will be able to access.

The export from the table works like this way only the current view so if a lot data is found in the database to prevent crash thats how the datatables export work.

You will need to export by page.

There is a tricky for this if you want to export change the Tables pagination limit in settings ex. to 1000 Settings->General -> Tables Pagination Limit and you will be able to export the data.

Here is a list of the disabled features for non staff member.

When list any table you can see how much records is in there ex. Showing 1 to 50 of 800 invoices set the settings field to 800 and in this case you will be able to export all the data.

TTechnologies CRM by default record all transactions (invoices,estimates,expenses,proposals) in the base currency.

Changing the currency while recording a transaction is not possible.

If you need to record the transaction in different currency you need to set customer currency.

Navigate to Customers-> Click on the customer and set currency in the customer profile, note that if the customer have already recorded transactions you wont be able to change the currency. You need to delete all previous transactions to change the currency. Once the transaction is recorded ability to change the customer currency will be disabled.

Try creating new eq. invoice and select the customer the currency will be auto changed based on the currency you set for this customer.

For all future transactions for this customer the customer currency will be auto selected.

If you have any general questions dont hesitate to contact us on support@ttechnologies.in