Core CRM Pro (version 1)

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Knowledge Base | Productive Computing, Inc.

Version one of the Core CRM Pro FileMaker CRM template.

Updated 1 week ago

Articles

Installing Core CRM Pro for Windows or Mac

Adding Users to Core CRM Pro

Removing Users from Core CRM Pro

Setting Up QuickBooks with Core CRM Pro

Importing QuickBooks Items, Taxes, Customers and Vendors

Adjusting Taxes in Core CRM Pro

Adjusting Items in Core CRM Pro

Pushing Contacts to QuickBooks from Core CRM Pro

Creating a Recurring Event

Organizing with Event Categories

Pushing Invoices to QuickBooks from Core CRM Pro

Simple Item Inventory Management

QuickBooks Statuses

Installing Core CRM Pro for Windows or Mac