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CRM Plugin - Activate the CRM plugin

Article Index

Page 2 of 9

Activate the plugin.
After starting osFinancials, the Plugin List screen will popup. You need to activate the CRM plugin to use it.
To activate the plugin, select the CRM plugin (from the "Generic Plugins" plugins menu) and click the "Activate Plugin" button.
 

Then you need to put to use.
This is done via the menu option "Settings => Tools => Plugins => Generic plugins => CRM" by the administration pugin.