7.1 Email/SMTP Configuration 7.2 AWS Email SMTP Setup 7.3 Email Queue 7.4 Email Templates 7.5 Configure Email with Google OAuth 2.0

8.1 New Customer Contact 8.2 Customer Registration 8.3 Sending Proposal to Customer or Lead 8.4 New Customer 8.5 Customer Admins 8.6 Reports 8.7 Exporting Customers' Invoices/Estimates/Payments to ZIP

9.1 Invoices 9.2 Estimates 9.3 Proposals 9.4 Recurring Invoice 9.5 Subscriptions 9.6 Add Items/Products 9.7 Payment Modes

10.1 Add New Project Status 10.2 Timesheets 10.3 New Project 10.4 Invoicing Project 10.5 Disallow Project Members to See All Project Tasks 10.6 Pin Projects 10.7 Finance Overview

11.1 Add New Task Status 11.2 Recurring Tasks 11.3 Disallow Project Members to See All Project Tasks 11.4 Create New Task 11.5 Task Timesheets 11.6 Linking Tasks to Features 11.7 Bill Tasks

12.1 Email Piping / Auto Importing Tickets 12.2 Setup Ticket Form 12.3 Departments 12.4 Ticket Services 12.5 Ticket Email Templates 12.6 Auto Close Tickets 12.7 Allowed File Extensions

13.1 Import Leads from WordPress Contact Form 7 13.2 Setup Web to Lead Form 13.3 Leads Email Integration 13.4 Sending Proposal to Customer or Lead 13.5 Convert Lead to Customer 13.6 Create New Lead 13.7 Lead Sources

14.1 Record Expense 14.2 Expense Reports 14.3 Creating Recurring Expense 14.4 Billable Expense 14.5 Converting Billable Expense to Invoice

15.1 Contracts Templates 15.2 New Contract 15.3 Contract Expiry Notification 15.4 Renewing Contract

17.1 Creating Mail Lists 17.2 Sending Surveys 17.3 New Survey Questions 17.4 Including Mail List Custom Fields 17.5 Viewing Survey Results 17.6 New Survey 17.7 Sending Surveys to Mail Lists

18.1 PDF Customization 18.2 Add Full-Size Login Background Image 18.3 Customers Templates 18.4 Overwrite Translation Text 18.5 Applying Custom CSS Styles

1. Creating a New Wiki Article 2. Mindmap for Articles 3. Bookmarking Articles 4. Public vs Private Articles 5. Managing Categories

1. Module Installation 2. Dashboard 3. SLAs Management 4. Violation Ticket Management 5. KPIs Management 6. Workflow Management 7. Ticket Management 8. Ticket Workflow Management 9. Ticket History 10. Customer Related Information 11. Settings 12. Client Portal 13. Integration with Other Modules

1. Dashboard Overview 2. Job Description Management 3. Organizational Chart Management 4. Onboarding Management 5. HR Records Management 6. Training Management 7. Contracts Management 8. Dependents Management 9. Layoff Management 10. HR Reports 11. Settings and Management Options 12. Employee Self-Service (My Profile) 13. Integration with Other Modules

1. Dashboard and Widget 2. Appointment Management 3. Google Calendar & Outlook Calendar Sync 4. Callbacks 5. Appointment Feedback and Ratings 6. External Forms and iFrame Embedding 7. Email and SMS Notifications 8. Appointment Types and Custom Fields 9. Staff Permissions and Access Control 10. Live Push Notifications and Tracking 11. Google Meet Integration 12. Reports and Export Options 13. Custom Email and SMS Templates

1. Choose an SMS Provider 2. Configure SMS Settings in DigifyCRM 3. Set Up SMS Templates 4. Test the SMS Configuration 5. Use SMS Notifications in Modules

1. Add a New Staff Member 2. Control Staff Permissions 3. Special Permission Settings 4. Department-Based Permissions (Optional) 5. Editing or Deleting Staff Members

1. WhatsApp Cloud API Integration 2. Setting Up Automated Marketing Campaigns 3. Real-Time Chat Management 4. Automated Bot Interaction with Bot Flow Builder 5. Using Custom AI Prompts and Canned Replies 6. Campaign and Chat Reporting 7. Assigning Support Agents

Step 1: Create a Facebook Developer Account Step 2: Create a New App in Meta for Developers Step 3: Add WhatsApp to Your App Step 4: Create a WhatsApp Business Account Step 5: Add a WhatsApp Phone Number Step 6: Generate an API Key (Access Token) Step 7: Configure Webhooks for Incoming Messages Step 8: Use the WhatsApp Cloud API Step 9: Submit Templates for Approval (Optional) Step 10: Integrate WhatsApp API with DigifyCRM

1. Product/Service Management 2. Warehouse Management 3. Inventory Transactions Management 4. Bulk Import/Export 5. Barcode Management 6. Inventory Reports 7. Settings & Customization 8. Integration with Other Modules

1. Dashboard Overview 2 Setting Up Categories for Marketing Automation in DigifyCRM 3. Segments Management 4. Campaign Management 5. Forms Management 6. Email & SMS Channel Management 7. Workflow Builder 8. Point & Stage Management 9. Reports 10. Settings and Customization

1. Attendance Management 2. Project/Task Timesheets 3. Leave Management 4. Shift and Workplace Management 5. Geolocation & Work Routes 6. Overtime Management 7. Reports and Analytics 8. Settings and Customization

1. Understanding Webhooks vs REST API 2. Creating Webhooks 3. Supported Modules and Functions 4. Additional Features 5. Managing Webhooks 6. Examples of Webhook Use Cases 7. Limitations and Compatibility 8. Best Practices for Using Webhooks

1. Setting Up the REST API Module 2. Integrating with Third-Party Applications 3. API Usage Examples 4. Attachments and File Uploads 5. Security and Authentication 6. Reports and Data Retrieval 7. API Limitations and Considerations 8. Best Practices

1. Benefits by Role 2. Supported Data Areas 3. How to Use the Custom Data Tables Module 4. Best Practices

1. Saving and Applying Changes 2. Best Practices

1. What are Custom Fields? 2. Supported Modules for Custom Fields 3. Steps to Create and Manage Custom Fields in DigifyCRM 4. Custom Field Types in Detail 5. Editing or Deleting Custom Fields 6. Custom Fields and Reporting 7. Best Practices for Using Custom Fields

1. How to Set Up and Use the Dynamic Customized Theme Module 2. Advanced Features and Customizations

1. How to Set Up the Facebook Leads Synchronization Module 2. Managing Leads from Multiple Pages 3. Supported Facebook Lead Fields 4. Benefits of Using the Facebook Leads Synchronization Module

Step 1: Create a Facebook Developer Account Step 2: Create a New Facebook App. Step 3: Add Products to the App Step 4: Configure Facebook Login Step 5: Add Webhook Subscriptions Step 6: Generate Access Tokens Step 7: Submit App for Review (Required for Live Use) Step 8: Connect DigifyCRM to Your Facebook App Step 9: Test the Connection