- Analytics (1)
- Configuration (11)
- Customization (3)
- General Settings (5)
- Integrations (1)
- Profile (2)
- CPQ/Sales (9)
- CRM (9)
- Getting Started (7)
- Masters (12)
- Uncategorized (4)
Category: Configuration
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Data Sharing
What is Data Sharing? In Zhylar CRM, data sharing means sharing records you own with another user. This allows users who cannot access those records to collaborate.… Read more
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Document Templates
What are document templates? Document Templates in Zhylar offer pre-designed formats ensuring consistency, saving time, reducing errors, and creating professional documents. Three default templates are provided for… Read more
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Roles and Hierarchies
What is Role Hierarchy? In a CRM system like Zhylar, roles determine user data access levels. They assign permissions to each user within the organization. Roles ensure… Read more
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User Management
What is User Management? User management is a system that controls access to software or platforms. It assigns role-based privileges such as Admin or Sales Rep. It… Read more
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Document Series
What is a document series? A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency,… Read more
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Email Configuration
What is Email Configuration in a CRM system? Email configuration refers to the setup process that connects your business email account (IMAP or Outlook) with the CRM.… Read more
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Email Templates
Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment. Getting Started Add New Template… Read more
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Organization Details
What is an Organization in a CRM system? The organization refers to the company or business that is using the Zhylar portal itself. This serves as the… Read more
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General Settings
View Recent Selling Price When turned on, recent selling price is reflected under “Item Details” wherever an item is added in the following modules: Under the added… Read more
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Bank Details
In a CRM system, bank details refer to the financial information of customers, vendors, or partners. This information is utilized for billing, invoicing, refunds, and financial transactions… Read more
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