# Guides Step-by-step guides to setting up each erxes plugin, from your first pipeline to automations. - [[Projects]](https://erxes.io/guides/projects_2.md): Operation — Manage Projects, Tasks, and Teams The Operation plugin helps you organize and track your team's work through projects, tasks, and teams. Projects The Projects section… - [Tourism — Complete User Guide](https://erxes.io/guides/tourism-complete-user-guide.md): 1. Tourism Module Overview Path: Frontline → Tourism The Tourism module provides two systems for managing properties and tours: PMS (Property Management System): Manages property… - [[Forms]](https://erxes.io/guides/forms.md): Frontline Forms — Complete User Guide 1. Forms List Page Path: Frontline → Forms What it does The Forms section lets you create, manage, and publish data collection forms. Forms c… - [[Reports]](https://erxes.io/guides/reports.md): Frontline Reports — Complete User Guide 1. Reports Main Page Path: Frontline → Reports What it does The Reports section shows analytics and statistics about your Frontline activit… - [[Brands]](https://erxes.io/guides/brands_2.md): Brands — Filter Conversations by Brand The Brands section lets you organize and filter conversations by the brand they belong to. This is useful when your organization manages mul… - [[Team inbox]](https://erxes.io/guides/team-inbox.md): Team Inbox — Shared Team Channels The Team Inbox contains shared communication channels that your whole team can access. Each channel represents a connected source, such as a supp… - [[My inbox]](https://erxes.io/guides/my-inbox.md): My Inbox — Your Personal Inbox My Inbox contains your private and direct conversations. Under this section, you will find the Personal inbox , which stores messages that are only… - [[Work Queue]](https://erxes.io/guides/work-queue.md): Work Queue — Manage Your Assigned Tasks The Work Queue helps you keep track of conversations that need your attention. It is divided into four main views: Assigned To Me , Mention… - [[My Tasks]](https://erxes.io/guides/my-tasks.md): Operation — Manage Projects, Tasks, and Teams The Operation plugin helps you organize and track your team's work through projects, tasks, and teams. Tasks The Tasks section helps… - [[Tickets]](https://erxes.io/guides/tickets.md): Frontline Tickets — Complete User Guide 1. Tickets List Page Path: Frontline → Team Inbox → Tickets What it does The Tickets page shows all support tickets created in your Frontli… - [[Surveys]](https://erxes.io/guides/surveys.md): Surveys — Create and Manage Customer Feedback Surveys The Surveys section in Frontline lets you create, send, and track feedback surveys. Surveys help you collect customer opinion… - [[POS]](https://erxes.io/guides/pos_3.md): Sales — Manage Deals, Pipelines, and POS Orders The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipe… - [[Sales Pipeline]](https://erxes.io/guides/sales-pipeline_2.md): Sales — Manage Deals, Pipelines, and POS Orders The Sales plugin helps you manage your sales process, from deal tracking to point-of-sale orders. It has two main areas: Sales Pipe… - [[Knowledge Base]](https://erxes.io/guides/knowledge-base.md): Knowledge Base — Build Help Articles and Guides The Knowledge Base in Frontline helps you create and organize help articles for your team and customers. Content is structured in t… - [[Inbox]](https://erxes.io/guides/inbox.md): Frontline Inbox — Complete User Guide 1. Inbox Main Page Path: Frontline → Inbox What it does The Inbox is the main place where all customer conversations come together. It shows… - [[Help Center]](https://erxes.io/guides/help-center.md): Help Center — Create a Public Support Portal The Help Center lets you build a public support portal for your customers. You can connect your Knowledge Base articles, ticket forms,… - [[MSDynamic]](https://erxes.io/guides/msdynamic.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Erkhet Sync]](https://erxes.io/guides/erkhet-sync.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Put Response]](https://erxes.io/guides/put-response.md): Mongolian Plugin — Manage Local Integrations and Syncs The Mongolian plugin contains tools for managing local Mongolian service integrations. It includes three main sections: Put… - [[Нөөц үлдэгдэл]](https://erxes.io/guides/item_8.md): Reserve Remainders The Reserve Remainders section (Нөөц Үлдэгдэл) shows reserve stock levels by product and branch. How to open Reserve Remainders In the left sidebar, click Accou… - [[Тооллого]](https://erxes.io/guides/item_7.md): Safe Remainders The Safe Remainders section records physical stock counts. How to open Safe Remainders In the left sidebar, click Accounting . Expand Inventory . Click Safe Remain… - [[Үлдэгдэл]](https://erxes.io/guides/item_6.md): Accounting Inventory — Manage Live Stock, Stock Counts, and Reserve Levels The Inventory section inside the Accounting plugin helps you track current stock levels, perform physica… - [[Мэдээ тайлан]](https://erxes.io/guides/item_5.md): Check Sync The Check Sync section (Мэдээ Таталт) lets you review and sync financial data from other modules. How to open Check Sync In the left sidebar, click Accounting . Click C… - [[Тайлан]](https://erxes.io/guides/item_4.md): Reports The Reports section lets you generate financial reports. How to open Reports In the left sidebar, click Accounting . Click Reports (Тайлан). The reports menu includes: Acc… - [[Бүрэн бус баримтууд]](https://erxes.io/guides/item_3.md): Incomplete Documents The Incomplete Documents section (Бүрэн Бус Баримтууд) lists transactions that are missing required information or are not yet balanced. To open it, click Inc… - [[Журнал бичилт]](https://erxes.io/guides/item_2.md): Journal Entries The Journal Entries section lets you view all posted accounting entries grouped by journal category. How to open Journal Entries In the left sidebar, click Account… - [[Баримтууд]](https://erxes.io/guides/item.md): Accounting — Manage Transactions, Journals, Reports, and Tax Settings The Accounting plugin helps you manage your company's financial records, including transactions, journal entr… - [[Complete User Guide]](https://erxes.io/guides/complete-user-guide.md): Segments — Complete User Guide Getting Started with Segments Path: Frontline → Core modules → Segments Segments let you group records by shared conditions. You can build segments… - [[Leads]](https://erxes.io/guides/leads.md): How to Create and Manage Leads Path: Frontline → Core modules → Contacts → Leads The Leads tab tracks potential customers before they are converted. Click Add Lead to create a new… - [[Client Portal Users]](https://erxes.io/guides/client-portal-users.md): How to Create and Manage Client Portal Users Path: `Frontline → Core modules → Contacts → Client Portal Users** Client Portal Users are contacts who can log in to a dedicated clie… - [[Companies]](https://erxes.io/guides/companies.md): How to Create and Manage Companies Path: Frontline → Core modules → Contacts → Companies The Companies tab stores business accounts. It starts empty if no companies have been adde… - [[Customers]](https://erxes.io/guides/customers.md): Contacts — Complete User Guide Getting Started with Contacts Path: Frontline → Core modules → Contacts The Contacts module is the central place to manage people and organizations… - [[Coupons]](https://erxes.io/guides/coupons.md): How to Create and Issue Coupons Step 1 — Open Coupon settings Path: Settings → Loyalty config → Coupon Click Add coupon campaign . Step 2 — Configure the coupon campaign On the Ca… - [[Agents]](https://erxes.io/guides/agents.md): How to Create Agents Path: Frontline → Loyalty → Agents The Agents section lets you set up customer-specific loyalty rules, such as prepaid and discount percentages, with optional… - [[Assignments]](https://erxes.io/guides/assignments.md): How to Create and Issue Assignments Step 1 — Open Assignment settings Path: Settings → Loyalty config → Assignment Click Add assignment campaign . Step 2 — Configure the assignmen… - [[Scores]](https://erxes.io/guides/scores.md): How to Create and Give Scores Step 1 — Open Score settings Path: Settings → Loyalty config → Score Edit or create a score campaign. Step 2 — Configure the score campaign Set: Titl… - [[Donates]](https://erxes.io/guides/donates.md): How to Create and Record Donations Step 1 — Open Donate settings Path: Settings → Loyalty config → Donate Click Add donation campaign . Step 2 — Configure the donation campaign Se… - [[Spins]](https://erxes.io/guides/spins.md): How to Create and Issue Spins Step 1 — Open Spin settings Path: Settings → Loyalty config → Spin Click Add spin campaign . Step 2 — Configure the spin campaign Set: Title and Buy… - [[Lotteries]](https://erxes.io/guides/lotteries.md): How to Create and Issue Lotteries Step 1 — Open Lottery settings Path: Settings → Loyalty config → Lottery If no lotteries exist, click Add lottery campaign . Step 2 — Configure t… - [[Vouchers]](https://erxes.io/guides/vouchers.md): Loyalty — Complete User Guide Getting Started with Loyalty Path: Frontline → Loyalty The Loyalty module is where you build and manage customer reward programs. It includes Voucher… - [[Web Builder]](https://erxes.io/guides/web-builder.md): Web Builder — Complete User Guide Main Page / Overview Path: Frontline → Content → Web Builder What it does The Web Builder is a visual, drag-and-drop tool for creating and editin… - [[Settings]](https://erxes.io/guides/settings.md): Settings General settings The Settings page controls site-wide CMS options. Under General , you can set: Website Name — The name of the site. Short Description — A brief descripti… - [[Custom Post Types]](https://erxes.io/guides/custom-post-types.md): Custom Post Types Custom Post Types list Custom Post Types let you create new content types beyond the default Post and Page. The list shows each type's name, description, and cre… - [[Custom Fields]](https://erxes.io/guides/custom-fields.md): Custom Fields Custom Fields list Custom Fields let you add extra data fields to posts, pages, categories, and other content types. The list shows each field group by name and type… - [[Menus]](https://erxes.io/guides/menus.md): Menus Menus list Menus control the navigation links on your site. The list shows each menu label, URL, and kind (header, footer, or main). Use the All , Header , and Footer tabs t… - [[Tags]](https://erxes.io/guides/tags_2.md): Tags Tags list Tags are short labels that describe the topic of a post or page. The Tags list shows the tag name, slug, and creation date. Click + Add Tag to add a new tag. New Ta… - [[Categories]](https://erxes.io/guides/categories_2.md): Categories Categories list Categories help group related posts and pages. The list shows each category's name, description, parent category, and creation date. Click + Add Categor… - [[Pages]](https://erxes.io/guides/pages.md): Pages Pages list Pages are used for static content such as About Us, Contact, or Home. The Pages list shows the page name, parent page, URL slug, creation date, and last update. C… - [[Posts]](https://erxes.io/guides/posts.md): CMS — Complete User Guide Main Page / Overview Path: Frontline → Content → CMS What it does The CMS (Content Management System) is where you create and manage all the content for… - [[Hermes Agent]](https://erxes.io/guides/hermes-agent.md): Company Brain — Complete User Guide Main Page / Overview Path: Frontline → Agents → Company Brain What it does Company Brain is where you create and manage AI assistants for your… - [[OpenClaw Assistant]](https://erxes.io/guides/openclaw-assistant.md): Company Brain — Complete User Guide Main Page / Overview Path: Frontline → Agents → Company Brain What it does Company Brain is where you create and manage AI assistants for your… - [PMS — How to Create and Manage Reservations](https://erxes.io/guides/pms-how-to-create-and-manage-reservations.md): PMS — How to Create and Manage Reservations :root { --bg: #f8fafc; --surface: #ffffff; --surface-2: #f1f5f9; --surface-3: #e2e8f0; --text: #0f172a; --text-secondary: #475569; --te… - [[Channels]](https://erxes.io/guides/channels_2.md): Frontline Channels — Complete User Guide 1. Channels List Page Path: Settings → Frontline → Channels What it does The Channels page shows all the communication channels your team… - [[Notification]](https://erxes.io/guides/notification.md): Settings → Notifications The Notifications page lets you control which events and plugins can send you notifications. You can turn notifications on or off for each plugin and choo… - [[Profile]](https://erxes.io/guides/profile.md): Settings → Profile Path: Settings → Profile URL: /settings/profile Simple explanation The Profile page is where you manage your personal account information, profile picture, cont… - [[Change Password]](https://erxes.io/guides/change-password_2.md): How to change your password in erxes Next (SaaS) Step 1: Open Settings Click Settings at the bottom of the left sidebar. Step 2: Select Change Password Go to Settings → ACCOUNT →… - [AI Automation Creation Guide](https://erxes.io/guides/ai-automation-creation-guide.md): AI Automation Creation Guide A complete guide to creating an AI Agent with Kimi for Code in erxes, connecting Facebook/Instagram Messenger bots, and building an automation that se… - [Tags](https://erxes.io/guides/tags.md): How to use: Access tag management by selecting "Tags" from the WORKSPACE section in the settings sidebar. Browse tag categories in the left panel organized by section: CORE TAGS (… - [System Logs](https://erxes.io/guides/system-logs.md): How to use: Access system logs by selecting "System Logs" from the DEVELOPER section in the settings sidebar. Use the "Filter" button immediately—logs contain extensive records an… - [2. How to Connect Facebook Messenger](https://erxes.io/guides/2-how-to-connect-facebook-messenger.md): Description: Connecting your Facebook Messenger allows you to receive and reply to customer messages directly inside Frontline . Each Messenger integration must be linked to a spe… - [[Email template] Create, Edit, Delete, Duplicate](https://erxes.io/guides/email-template-create-edit-delete-duplicate.md): Hello, you can create, delete, and edit email templates by following these instructions. Create a new email template: Go to Settings Click on the email template. Click on New emai… - [[Email template] Use on Teaminbox](https://erxes.io/guides/email-template-use-on-teaminbox.md): Hello, you can use the Email template in Team Inbox by following the instructions below. Go to Team Inbox Click on Conversation Go to the Contact section. Click on the Email Icon… - [[Email template] Using IMAP](https://erxes.io/guides/email-template-using-imap.md): Hello, you can use your Email template on IMAP by following the instructions below. Go to Team Inbox Click on a conversation that came in via IMAP connection. Click Reply . Click… - [[Email template] Use in Customer emails](https://erxes.io/guides/email-template-use-in-customer-emails.md): Hello, you can use your Email Template when sending emails to Users by following these instructions. Go to Contact Select your customer and click enter. Click on the email icon. A… - [[Email template] Use in Broadcast](https://erxes.io/guides/email-template-use-in-broadcast.md): Hello, you can use your Email Template when sending mass emails by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Select Email and click… - [[Email template] Use in a form](https://erxes.io/guides/email-template-use-in-a-form.md): Hello, you can use your Email Template to automatically send emails to users when they fill out a form by following these instructions. Go to Forms Click Edit. Go to the Confirmat… - [[Import] Deal](https://erxes.io/guides/import-deal.md): Hello, you can import Sales Field information or sales pipeline (deal) by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to… - [[Import] Task](https://erxes.io/guides/import-task.md): Hello, you can import the Main Activity Field information or Tasks according to the following instructions. Go to the Settings menu. Go to Import & Export and select Import. Enter… - [[Import] Ticket](https://erxes.io/guides/import-ticket.md): Hello, you can import the Complaint field information or Ticket by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to Ticket… - [[Import] Customer](https://erxes.io/guides/import-customer.md): Hello, you can import Customer information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go… - [[Import] Leads](https://erxes.io/guides/import-leads.md): Hello, you can import your registered Leads into the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go to Lead… - [[Import] Companies](https://erxes.io/guides/import-companies.md): Hello, you can import Company information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and select Import. Go… - [[Import] Product & Service](https://erxes.io/guides/import-product-service.md): Hello, you can import your registered Product and Service information into the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and… - [[Import] Team member](https://erxes.io/guides/import-team-member.md): Hello, you can import Teammembers (Employee) information registered in the Erxis system by following the instructions below. Go to the Settings menu. Go to Import & Export and sel… - [[Export] Deal](https://erxes.io/guides/export-deal.md): Hello, you can export a sales pipeline (deal) by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Deal and then click… - [[Export] Task](https://erxes.io/guides/export-task.md): Hello, you can export the Main Action Area or Task by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Task and then c… - [[Export] Ticket](https://erxes.io/guides/export-ticket.md): Hello, you can export your Ticket by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Ticket and then click Next. Sele… - [[Export] Customer](https://erxes.io/guides/export-customer.md): Hello, you can export Customer information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . C… - [[Export] Leads](https://erxes.io/guides/export-leads.md): Hello, you can export Leads registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on Leads a… - [[Export] Product & Service](https://erxes.io/guides/export-product-service.md): Hello, you can export Product & Services information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select… - [[Export] Team member](https://erxes.io/guides/export-team-member.md): Hello, you can export Teammembers registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. Select Export . Click on T… - [[Export] Conversation (Teaminbox)](https://erxes.io/guides/export-conversation-teaminbox.md): Hello, you can export Teaminbox (Conversation) information registered in the Erxis system by following the instructions below. Go to the Settings menu. Click on Import & Export. S… - [[Department] create, edit, delete](https://erxes.io/guides/department-create-edit-delete.md): [Department] create, edit, delete Written by Amura Munguntsetseg 0 Modified atJun 10 2024 Hello, you can create a department by following the instructions below. Create a Departme… - [[Branch] create, edit, delete](https://erxes.io/guides/branch-create-edit-delete.md): Hello, you can assign your team member to a branch by following the instructions below. Create a new branch: Go to Settings Select Structure . Select Branches Click the Add Branch… - [[Product & Service] Insight (Deal)](https://erxes.io/guides/product-service-insight-deal.md): Hello, you can use the Insight plugin by following the instructions below. Go to Insight Select Dashboard and click Add. Select all Deal options. Click the Save button. Click Add… - [[Product & Service] View archived categories Product Category Status](https://erxes.io/guides/product-service-view-archived-categories-product-categor.md): Hello, you can view the Product Category Status of the archived category by following the instructions below. Go to Settings Click on Product & Service The Filter category by Stat… - [[Product & Service] View deleted items Product status delete](https://erxes.io/guides/product-service-view-deleted-items-product-status-delete.md): Hello, you can follow the instructions below to view deleted products Product status delete possible to do. Go to Settings If you enter Product & Service, it will be on the left.… - [[Product & Service] Add a picture and description](https://erxes.io/guides/product-service-add-a-picture-and-description.md): Hello, you can add images and descriptions to the Product and Service information registered in the Erxis system by following the instructions below. Go to Settings If you enter P… - [[Product & Service] Create, Delete, Edit](https://erxes.io/guides/product-service-create-delete-edit.md): Hello, you can create, delete, and edit Products and Services by following the instructions below. Create a new product: Go to the Settings menu. Go to Product & Service Select Ca… - [[Product & Service] Category Create, Delete, Edit](https://erxes.io/guides/product-service-category-create-delete-edit.md): Hello, you can create, delete, and edit Product and Service Categories by following the instructions below. Create a new product category: Go to the Settings menu. Go to Product &… - [[System Config] Language](https://erxes.io/guides/system-config-language.md): Hello, you can change the language used in the Erxis application by following the instructions below. Go to Settings Select System configuration . Click on General settings. Langu… - [[System Config] Currency](https://erxes.io/guides/system-config-currency.md): Hello, you can set the product currency to be used in the Erxis application by following the instructions below. Go to Settings Select System configuration . Click on General sett… - [[System Config] With team member restrictions](https://erxes.io/guides/system-config-with-team-member-restrictions.md): Hello, You can set up a setting where only people in a team, department, or industry can mention and assign each other by following the instructions below. Go to Settings Select S… - [[System Config] Theme](https://erxes.io/guides/system-config-theme.md): Hello, You can change your Erxis system to your company's brand colors by following the instructions below. Go to Settings Select System configuration . Click on Theme Logo : Inse… - [[System Config] Common mail config](https://erxes.io/guides/system-config-common-mail-config.md): Hello, You can follow the instructions below to configure which email address to send Notification Email, Team Member Invitation Email, and Forgot Password Email. Go to Settings S… - [[System Config] Constant](https://erxes.io/guides/system-config-constant.md): Hello, you can configure the User Gender, Social Address field, and Organization Industry options in the Contact module by following the instructions below. Go to Settings Select… - [[System Config] AWS S3](https://erxes.io/guides/system-config-aws-s3.md): Hello, you can set up AWS S3 by following these instructions. Go to https://aws.amazon.com/ and create an account. Connect card After logging in, click on AWS Management console.… - [[Permissions] Create, edit, delete, search](https://erxes.io/guides/permissions-create-edit-delete-search.md): Hello, you can create, delete, and edit Permissions settings by following the instructions below. Create a Permissions Group Go to Settings Select Permissions . Click Create user… - [[Internal notes] Conversation](https://erxes.io/guides/internal-notes-conversation.md): Hello, you can use Internal notes by following the instructions below. Go to Teaminbox Select Conversation (Write a note) 🔲 Click on the internal note icon and the conversation s… - [[Internal notes] Task](https://erxes.io/guides/internal-notes-task.md): Hello, you can use Internal notes in Tasks by following these instructions. Go to Task Select your Card (Write a note) Write your notes directly in the New notes section. Click th… - [[Internal notes] Ticket](https://erxes.io/guides/internal-notes-ticket.md): Hello, you can use Internal notes on Tickets by following these instructions. Go to Ticket Select your Card (Write a note) Write your notes directly in the New notes section. Clic… - [[Internal notes] Sales pipeline](https://erxes.io/guides/internal-notes-sales-pipeline.md): Hello, you can use Internal notes in the Sales pipeline by following these instructions. Enter the sales pipeline Select your Card (Write a note) Write your notes directly in the… - [[Internal notes] Customer](https://erxes.io/guides/internal-notes-customer.md): Hello, you can use Internal notes in Customer by following these instructions. Go to Contact Click on Customer Select Customer (Write a note) Write your notes directly in the New… - [[Internal notes] Leads](https://erxes.io/guides/internal-notes-leads.md): Hello, you can use Internal notes in Leads by following these instructions. Go to Contact Click on Leads Select your Lead (Write a note) Write your notes directly in the New notes… - [[Internal notes] Companies](https://erxes.io/guides/internal-notes-companies.md): Hello, you can use Internal notes in Company by following the instructions below. Go to Contact Click on Companies Select your Company (Write a note) Write your notes directly in… - [[Internal notes] Team Members](https://erxes.io/guides/internal-notes-team-members.md): Hello, you can use Internal notes in Team Member by following the instructions below. Go to Settings Click on Team Members Select your Member (Write a note) Write your notes direc… - [[Internal notes] Automations](https://erxes.io/guides/internal-notes-automations.md): Hello, you can use Internal notes in Automations by following these instructions. Go to Automation Select Automation (Write a note) 🗒 Write your notes directly in the New notes s… - [[Broadcast] Sent mass email](https://erxes.io/guides/broadcast-sent-mass-email.md): Hello, you can send a Mass Email by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Select Email and click Next. Who is this broadcast for… - [[Broadcast] Send mass notifications to mobile applications](https://erxes.io/guides/broadcast-send-mass-notifications-to-mobile-applications.md): Hello, you can send mass notifications to people using your organization's mobile app by following these instructions. Go to Broadcast Click on New broadcast. Enter a title. Selec… - [[Broadcast] Send mass messages using Business messenger](https://erxes.io/guides/broadcast-send-mass-messages-using-business-messenger.md): Hello, you can send mass messages to people who visit your organization's website by following the instructions below. Go to Broadcast Click on New broadcast. Enter a title. Selec… - [[System Logs]](https://erxes.io/guides/system-logs_2.md): System Logs - [[Client portal]](https://erxes.io/guides/client-portal_2.md): Client portal - [[Mail config]](https://erxes.io/guides/mail-config_2.md): Mail config - [[File upload]](https://erxes.io/guides/file-upload_2.md): File upload - [[Bundle Rule]](https://erxes.io/guides/bundle-rule.md): Bundle Rule - [[Product Rule]](https://erxes.io/guides/product-rule.md): Product Rule - [[Bundle Condition]](https://erxes.io/guides/bundle-condition.md): Bundle Condition - [[Similarity Group]](https://erxes.io/guides/similarity-group.md): Similarity Group - [[General config]](https://erxes.io/guides/general-config.md): General config - [[Categories]](https://erxes.io/guides/categories.md): Categories - [[UOM]](https://erxes.io/guides/uom.md): UOM - [[Product Service]](https://erxes.io/guides/product-service.md): Product Service - [[Brands] Filter Team Inbox and Contacts by brand](https://erxes.io/guides/brands-filter-team-inbox-and-contacts-by-brand.md): Hello, you can sort your Team inbox by brand by following the instructions below. Go to the team inbox. Click on the ☰ symbol Click on Brands You can select the Brand you want to… - [[Brands] Create, Edit, Delete](https://erxes.io/guides/brands-create-edit-delete.md): Hello, you can create, delete, and edit Brands by following these instructions. Create a new brand: Go to Settings Click on Brands Click Add New Brand . Give your name . Click the… - [[Brands] About](https://erxes.io/guides/brands-about.md): We consider this concept of a brand as a distinct entity within an organization, but with many separate operations, sales channels, and customers. For example : We have several di… - [[Properties] Task](https://erxes.io/guides/properties-task.md): Hello, you can add a new field to the Main Action field or Task by following the instructions below. Add a field to a Task: Go to Settings Select Properties Select Tasks . Click A… - [[Properties] Ticket](https://erxes.io/guides/properties-ticket.md): Hello, you can add a new field to the Main Action field or Ticket by following the instructions below. Add a field to a ticket and create it: Go to Settings Select Properties Sele… - [[Properties] Sales pipeline](https://erxes.io/guides/properties-sales-pipeline.md): Hello, you can add a new field to the Main Action field or Deal by following the instructions below. Add a field to a Deal and create: Go to Settings Select Properties Choose Deal… - [[Properties] Customer](https://erxes.io/guides/properties-customer.md): Hello, you can add a new field to the Main Action field, Customer, by following the instructions below. Add a field to Customer: Go to Settings Select Properties Select Customer C… - [[Properties] Companies](https://erxes.io/guides/properties-companies.md): Hello, you can add a new field to the Main Activity field, Companies, by following the instructions below. Add a field to Companies and create: Go to Settings Select Properties Se… - [[Properties] Team member](https://erxes.io/guides/properties-team-member.md): Hello, you can add a new field to the Main Action field, Teammember, by following the instructions below. Add a field to Teammember: Go to Settings Select Properties Select Teamme… - [[Properties] Product & Service](https://erxes.io/guides/properties-product-service.md): Hello, you can add a new field to the Main Activity field, Product & Service, by following the instructions below. Add a field to Product & Service: Go to Settings Select Properti… - [[Tag] Create, Edit, Delete](https://erxes.io/guides/tag-create-edit-delete.md): Hello, you can create, edit, and delete tags or categories by following the instructions below. Create a new Tag: Go to Settings Select Tags Select the plugin you want to create a… - [[Tag] About](https://erxes.io/guides/tag-about.md): A tag is a large classification of entities used to classify, identify, and then report information. A tag is considered a LABEL for a card only. - [[General]](https://erxes.io/guides/general.md): About General - [[Team Member] Invite a team member](https://erxes.io/guides/team-member-invite-a-team-member.md): Hello, you can add your Employee by following the instructions below. Go to Settings Click on Team member Fill in the information in the Invite team member field and save. Email a… - [[Team Member] Deactive (Delete)](https://erxes.io/guides/team-member-deactive-delete.md): Hello, you can disable Team Member access to Erxis by following the instructions below. Go to Settings Select Team Members . Choose Team Member: Select the team member to deactiva… - [[Team Member] Assign to Branch](https://erxes.io/guides/team-member-assign-to-branch.md): Hello, you can assign your team member to a branch by following the instructions below. Go to Settings Select Structure . Select Branches Click on the Edit button. In the Team Mem… - [[Team Member] Assign to Department](https://erxes.io/guides/team-member-assign-to-department.md): Hello, you can assign a team member to a department by following the instructions below. Go to Settings Select Structure . Select Department Click on the Edit button. In the Team… - [[Team Member] View team member number on the erxes XOS mobile app](https://erxes.io/guides/team-member-view-team-member-number-on-the-erxes-xos-mob.md): Hello, you can easily view Team Member information on your mobile app by following the instructions below. Go to Play store / App store Search for erxes XOS and download it. Go to… - [Teams](https://erxes.io/guides/teams_2.md): How to use: Navigate to "Teams" in the OPERATION section of settings to manage your organizational structure. View all existing teams in the table showing TITLE (team names with i… - [Change Password](https://erxes.io/guides/change-password.md): How to use: Navigate to password settings by clicking your profile and selecting "Change Password" from the menu. Enter your current password in the first field to verify your ide… - [Invoices](https://erxes.io/guides/invoices.md): How to use: Access invoice settings by opening "Invoices" under the PAYMENT section in settings. Design invoice templates by customizing layout, colors, and branding—add logo, com… - [Payment Settings](https://erxes.io/guides/payment-settings.md): How to use: Access payment settings by navigating to "Payment Settings" under the PAYMENT section in settings. Connect a payment gateway by clicking "Add Payment Gateway"—select y… - [Deals](https://erxes.io/guides/deals.md): How to use: Access deal settings by navigating to "Deals" in the SALES section of the settings menu. View current deal stages in your sales pipeline showing progression from initi… - [Teams](https://erxes.io/guides/teams.md): How to use: Navigate to "Teams" in the OPERATION section of settings to manage your organizational structure. Create a new team by clicking "Add Team" or "Create Team"—name it acc… - [Channels](https://erxes.io/guides/channels.md): How to use: Access channel configuration by selecting "Channels" from the FRONTLINE section in the settings sidebar. Create your first communication channel by clicking the "+ Cre… - [Client Portal](https://erxes.io/guides/client-portal.md): How to use: Access client portal management by selecting "Client Portal" from the DEVELOPER section in the settings sidebar. Create a new customer portal by clicking the "+ Create… - [Brands](https://erxes.io/guides/brands.md): How to use: Access brand management by selecting "Brands" from the WORKSPACE section in the settings sidebar. Create a new brand by clicking the "+ Create brand" button—opens a fo… - [Mail Config](https://erxes.io/guides/mail-config.md): How to use: Access email configuration by selecting "Mail Config" from the WORKSPACE section in the settings sidebar. Set the sender email address in the "EMAIL" field—this appear… - [File Upload](https://erxes.io/guides/file-upload.md): How to use: Access file upload configuration by selecting "File Upload" from the WORKSPACE section in the settings sidebar. Review the two sections: "UPLOAD FILE TYPES" for genera… - [Integration Config](https://erxes.io/guides/integration-config.md): How to use: Access integrations by navigating to "Integrations Config" in the FRONTLINE section of settings. Browse available integrations in the marketplace—organized by category… - [POS](https://erxes.io/guides/pos_2.md): How to use: Access POS settings by opening the "POS" section under SALES in the settings menu. Register new POS terminals by adding each register or device—assign names, locations… - [Products](https://erxes.io/guides/products.md): How to use: Access product management by selecting "Products" from the WORKSPACE section in the settings sidebar. Switch between "Product" and "Product Service" tabs at the top to… - [Properties](https://erxes.io/guides/properties.md): How to use: Access properties management by selecting "Properties" from the WORKSPACE section in the settings sidebar. Choose which object type you want to customize by clicking o… - [Projects](https://erxes.io/guides/projects.md): How to use: View all operational projects by opening the Operation Projects dashboard—this shows active projects with their status, progress percentage, and project leads. Click o… - [Frontline Inbox](https://erxes.io/guides/frontline-inbox.md): How to use: Start your day by opening Frontline Inbox to see all new customer messages. The inbox shows conversations from all channels in one list—look for unread messages marked… - [Tasks](https://erxes.io/guides/tasks.md): How to use: Access your personal task list by clicking "My Tasks" in the main navigation. The default view shows all tasks assigned to you across the entire system. Sort tasks by… - [Frontline Reports](https://erxes.io/guides/frontline-reports.md): How to use: Access reports by clicking the "Reports" or "Analytics" tab in the navigation menu. Start with the dashboard overview that shows key metrics at a glance—response times… - [Cycles](https://erxes.io/guides/cycles.md): How to use: View all recurring cycles by opening the Cycles module—this shows currently active cycles, upcoming ones, and completion history. Create a new cycle by clicking "New C… - [Content CMS](https://erxes.io/guides/content-cms.md): How to use: Access your content dashboard showing all published pages, drafts, and scheduled content. Create a new page by clicking "New Page" and selecting page type (standard pa… - [Frontline Call Center](https://erxes.io/guides/frontline-call-center.md): How to use: Log into the call center module at the start of your shift by clicking "Available" or "Ready"—this lets incoming calls reach you. When a call comes in, a pop-up appear… - [Tourism TMS](https://erxes.io/guides/tourism-tms.md): How to use: View all scheduled tours in the tour calendar showing departures by date and tour type. Create a new tour by clicking "New Tour" and selecting the tour package or crea… - [Automation](https://erxes.io/guides/automation.md): How to use: Create a new automation workflow by clicking "New Automation" or "Create Workflow" in the Automation module. Name your automation clearly describing what it does, like… - [Contacts](https://erxes.io/guides/contacts.md): How to use: Access your contacts database by clicking "Contacts" in the main navigation—this displays all people and companies in your system. View contact information by clicking… - [POS](https://erxes.io/guides/pos.md): How to use: Open the POS interface at your sales station or device. Start a new sale by clicking "New Sale" or scanning the first item's barcode. Add products manually by searchin… - [Frontline Tickets](https://erxes.io/guides/frontline-tickets.md): How to use: Create a new ticket by clicking the "+" or "New Ticket" button. Fill in the ticket form with the customer's name, issue description, and priority level (low, medium, h… - [Tourism PMS](https://erxes.io/guides/tourism-pms.md): How to use: Open the property management dashboard to see today's arrivals, departures, and current occupancy at a glance. Create a new reservation by clicking "New Booking" and e… - [Frontline Knowledge Base](https://erxes.io/guides/frontline-knowledge-base.md): How to use: Search the knowledge base by typing keywords into the search bar at the top—the system shows relevant articles as you type. Browse articles by category by clicking on… - [Triage](https://erxes.io/guides/triage.md): How to use: Open the Triage queue to see all new, unprocessed items that need classification. Review each item starting from the top of the queue. Read the item's basic informatio… - [Segments](https://erxes.io/guides/segments.md): How to use: Create a new segment by clicking "New Segment" or "Create Segment" in the Segments module. Name your segment clearly to describe the group, such as "Active Customers L… - [Frontline Forms](https://erxes.io/guides/frontline-forms.md): How to use: Create a new form by clicking "Create Form" and choosing between starting from scratch or using a template. Give your form a clear title that explains its purpose. Add… - [Sales Pipeline](https://erxes.io/guides/sales-pipeline.md): How to use: View your pipeline by opening the Sales Pipeline module—leads and opportunities are displayed in columns representing each stage of your sales process. Add a new lead… - [1. Getting Started with the Operation Plugin](https://erxes.io/guides/1-getting-started-with-the-operation-plugin.md): 1. Getting Started with the Operation Plugin The Operation plugin is one of the core modules in erxes, designed to help your team manage tasks, organize projects, assign responsib… - [6. Navigating Your Tasks: Views, Filters](https://erxes.io/guides/6-navigating-your-tasks-views-filters.md): The Operation plugin allows you to effectively manage and monitor your tasks using views and filters . This helps you focus on what matters most and quickly access relevant tasks.… - [5. How to Track and Prioritize Your Work](https://erxes.io/guides/5-how-to-track-and-prioritize-your-work.md): The Operation plugin helps you monitor your tasks and keep focus on the most important ones. By using Status , Priority , Tag , and View configuration , you can better manage your… - [4. Organize Your Work Using Teams and Cycles](https://erxes.io/guides/4-organize-your-work-using-teams-and-cycles.md): The Operation plugin helps you organize your work effectively by structuring tasks around Teams and Cycles . By assigning tasks to teams and distributing them across time-bound cy… - [3. Create Your First Task and Project](https://erxes.io/guides/3-create-your-first-task-and-project.md): The Operation plugin is designed to help users and teams manage their daily work in an organized and trackable way. The first step to getting started is to create your first Task… - [2. Understanding the Operation Workspace Structure](https://erxes.io/guides/2-understanding-the-operation-workspace-structure.md): The Operation plugin is designed to help you and your team manage work efficiently. The workspace is made up of key components: Tasks , Projects , Cycles , and Teams . Understandi… - [4. How to Connect erxes Messenger to Your Website](https://erxes.io/guides/4-how-to-connect-erxes-messenger-to-your-website.md): Description: The erxes Messenger integration allows you to add a live chat widget to your website. Once connected, visitors can chat with your team directly through your site, and… - [3. How to Connect Facebook Post](https://erxes.io/guides/3-how-to-connect-facebook-post.md): Description: Connecting your Facebook Post integration allows you to receive and manage comments from your Facebook Page posts directly inside Frontline . Each Facebook Post integ… - [1. How to Create a Channel](https://erxes.io/guides/1-how-to-create-a-channel.md): Description What is a Channel? A Channel helps you organize different customer communication sources (like Facebook Messenger, Page Posts, or Website Chat) into separate groups. E… - [5. Using the Team inbox Module](https://erxes.io/guides/5-using-the-team-inbox-module.md): Description: The Teaminbox module brings together all customer conversations in one place, enabling Team members to reply, filter, label, assign, and resolve conversations efficie… - [5. Using the Teaminbox Module](https://erxes.io/guides/5-using-the-teaminbox-module.md): The Teaminbox module brings together all customer conversations in one place, enabling Team members to reply, filter, label, assign, and resolve conversations efficiently. Accessi… - [1. Registration and Payment Instructions](https://erxes.io/guides/1-registration-and-payment-instructions_2.md): Description: Step-by-step guide for registering and purchasing a product through erxes.io: Steps: Visit erxes.io . Click the Sign Up button. Choose Email & Password as the sign-up… - [1. Registration and Payment Instructions](https://erxes.io/guides/1-registration-and-payment-instructions.md): Description: Step-by-step guide for registering and purchasing a product through erxes.io: Steps: Visit erxes.io . Click the Sign Up button. Choose Email & Password as the sign-up… - [9. Integration with Sales and Frontline Modules](https://erxes.io/guides/9-integration-with-sales-and-frontline-modules.md): Integration with Sales and Frontline Modules Visit erxes.io and navigate to the Guide section. Select the relevant product, such as Sales or Frontline , from the product guide opt… - [8. Operations Dashboard Overview](https://erxes.io/guides/8-operations-dashboard-overview.md): Creating a Dashboard Go to the main page of erxes and select Insight from the menu. Click the Add Dashboard button next to the Dashboard name field (the button marked with a (+) s… - [7. Customizing Tasks with Additional Fields](https://erxes.io/guides/7-customizing-tasks-with-additional-fields.md): Hello, you can add a new field to the Main Action field or Task by following the instructions below. Add a field to a Task: Go to Settings Select Properties Select Tasks. Add Grou… - [6. Setting Task Access Permissions](https://erxes.io/guides/6-setting-task-access-permissions.md): Setting Task Access Permissions Go to Task Pipeline Settings Find and click on the Task Pipeline you want to edit Under the settings, locate the option Show only the user's assign… - [5. Using Calendar and Setting Reminders](https://erxes.io/guides/5-using-calendar-and-setting-reminders.md): Go to Task Settings Open the Task you want to set a Close Date for In the task details, locate the Close Date field Click on the Close Date field to select a date from the calenda… - [4. Import Tasks Information](https://erxes.io/guides/4-import-tasks-information.md): Go to the Settings menu Go to Import & Export and select Import Enter the Task by clicking the Next button Click on Download template to download the Excel template and enter your… - [3. Create a Task Process](https://erxes.io/guides/3-create-a-task-process.md): Go to Settings Select Task Process from the menu Click Add New Board , type "Tasks," and click Save Click Add New Process (Note: This is where you can define and manage task statu… - [Creating and Adding Custom Fields](https://erxes.io/guides/creating-and-adding-custom-fields.md): This guide explains the steps to create custom fields for a plugin in erxes, specifically for users, and how to add additional properties. Instructions Step 1. Go to the Settings… - [Categorizing Conversations and Generating Reports](https://erxes.io/guides/categorizing-conversations-and-generating-reports.md): By categorizing conversations using tags and generating reports, you can track and analyze user issues. Instructions Step 1. Create a conversation category Go to Settings . Click… - [Creating and Placing a Pop-up Form for Customer Feedback](https://erxes.io/guides/creating-and-placing-a-pop-up-form-for-customer-feedback.md): This guide will explain the process of creating and placing a pop-up form on a website to collect customer feedback. Instructions 1. Prepare the form content Prepare the names of… - [Creating a Knowledge Base and Client Portal on the erxes System](https://erxes.io/guides/creating-a-knowledge-base-and-client-portal-on-the-erxes.md): This guide outlines the steps for creating a Knowledge Base with frequently asked questions (FAQs) and answers for users on the erxes system, as well as setting up a Client Portal… - [Creating and Using Response Templates](https://erxes.io/guides/creating-and-using-response-templates.md): Responses, or canned response templates, allow you to quickly send messages with the same content that you frequently send to your users. This saves users time and helps standardi… - [Connecting IMAP](https://erxes.io/guides/connecting-imap.md): Step 1: Add the IMAP Integration Go to Settings . Navigate to Integration . In the IMAP section, click +Add . Step 2: Fill in the IMAP Information Email Address : Enter the email… - [Connecting Viber](https://erxes.io/guides/connecting-viber.md): Step 1: Add the Viber Channel Go to Settings . Navigate to Integration . In the Viber section, click +Add . Name : Enter a name for your Viber channel (e.g., "[Viber] Business Sup… - [Connecting Web Messenger](https://erxes.io/guides/connecting-web-messenger.md): Step 1: Add and Configure Web Messenger Go to Settings . Navigate to Integration . In the Messenger section, click +Add . Appearance section : Enter your branding colors for the m… - [Connecting Instagram Post](https://erxes.io/guides/connecting-instagram-post.md): Instructions to help you make the right Instagram Post connection. Connect Instagram Post Go to Settings . Navigate to Integration . Select Instagram Post and click +Add . Click C… - [Connecting Instagram Messenger](https://erxes.io/guides/connecting-instagram-messenger.md): Follow these steps to connect Instagram Messenger to erxes successfully: Go to Settings . Navigate to Integration . Select Instagram Messenger and click +Add . Click Continue with… - [Connecting to Facebook Post](https://erxes.io/guides/connecting-to-facebook-post.md): This guide will help you connect your Facebook Page's post comments to erxes correctly and troubleshoot if needed. Connect Facebook Post Go to Settings . Navigate to Integration .… - [Connecting to Facebook Messenger](https://erxes.io/guides/connecting-to-facebook-messenger.md): This guide explains how to correctly connect your Facebook Page Messenger to erxes and test whether it's working properly. Connect Facebook Messenger Go to Settings . Navigate to… - [7. Creating a 7-Day Customer Service Report and Custom Charts](https://erxes.io/guides/7-creating-a-7-day-customer-service-report-and-custom-ch.md): This tutorial explains how to generate a weekly report specifically for the Customer Service Team and how to create a custom chart in the Insight module. Prepare a Report for the… - [6. Instructions for Registering and Resolving Customer Feedback and Complaints](https://erxes.io/guides/6-instructions-for-registering-and-resolving-customer-fe.md): This guide helps simplify the process of documenting and managing feedback or complaints from Customers through a clear pipeline. Create a Feedback and Complaints Board Go to the… - [4. Setting Up Communication Channel Integrations](https://erxes.io/guides/4-setting-up-communication-channel-integrations.md): This section explains how to connect all available communication channels in the erxes application, helping you choose and integrate the right channel for your business needs. Ins… - [3. Create a Channels and Brands](https://erxes.io/guides/3-create-a-channels-and-brands.md): The Channel and Brand features in erxes help teams manage customer conversations more efficiently. Channels let you route inquiries to the right teams, while Brands allow you to o… - [2. Creating an Organization, Adding Teams and Team Members](https://erxes.io/guides/2-creating-an-organization-adding-teams-and-team-members_2.md): This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structu… - [2. Creating an Organization, Adding Teams and Team Members](https://erxes.io/guides/2-creating-an-organization-adding-teams-and-team-members.md): This section allows you to build your organization’s structure by creating branches, departments, and team members. The erxes platform’s permission system aligns with this structu… - [[Notifications] Receive by email](https://erxes.io/guides/notifications-receive-by-email.md): Hello, you can receive notifications from the erxes via email by following the instructions below. . Go to Settings Select Notification config. Click on the Notification bar and s… - [1. Invite Team Members](https://erxes.io/guides/1-invite-team-members.md): 1. Go to Settings - Navigate to the Team Members section 2. Click the ➕ I nvite team members: Fill in the required fields in the form: - Email address - Enter the team member's em… - [1. Signing up](https://erxes.io/guides/1-signing-up.md): Introduction - To successfully sign up for Erxes and start using it right away, you need to follow these two simple steps: 1. Create your Global Profile. 2. Create your organizati… - [What is erxes Milestones?](https://erxes.io/guides/what-is-erxes-milestones.md): We are currently piloting this rewards program to offer our customers even more reason to enjoy erxes. By joining this program, you could receive up to $80 in credit, receive our… - [What do I need to do to unlock the second stage: Catalyst?](https://erxes.io/guides/what-do-i-need-to-do-to-unlock-the-second-stage-catalyst.md): Invite other businesses and you will earn $20 credit for 4 successful referrals. You can choose to redeem it right then or wait until you collect all $40 credits. Just let us know… - [What is CSO?](https://erxes.io/guides/what-is-cso.md): A Continuous Securities Offering (CSO) is a new, updated way for companies to raise funding. A Continuous Securities Offering (CSO) is a new investment vehicle, updated for the di… - [Who can invest?](https://erxes.io/guides/who-can-invest.md): This investment opportunity is open to everyone around the world, with the exception of US accredited investors. This investment opportunity is open to everyone around the world.… - [When does the offering start and end?](https://erxes.io/guides/when-does-the-offering-start-and-end.md): Nov 23, 2020 at 08:00 PM PST. The CSO launch date is Nov 23, 2020 at 08:00 PM PST. As for the closing date, contrary to other offerings, CSO runs continuously. - [When can I start selling or transferring my $ERXS?](https://erxes.io/guides/when-can-i-start-selling-or-transferring-my-erxs.md): After 12 months Your purchased $ERXS can only be sold or transferred after 12 months. - [What does erxes mean? How do you pronounce it?](https://erxes.io/guides/what-does-erxes-mean-how-do-you-pronounce-it.md): erxes (pronounced 'erk-sis') is a Mongolian word meaning “galaxy”. A galaxy is a system of stars, stellar remnants, interstellar gas, dust, and dark matter bound together by gravi… - [3. Create your Brands and Channels](https://erxes.io/guides/3-create-your-brands-and-channels.md): How to create your brands and channels in erxes? You need to distinguish your brands for their respective integrations, automation, forms, etc For example, erxes have two differen…