The Setup-module revolves around various objects found within the other modules in Microbizz e.g. tasks and companies.
The essentials
Before you can start using the module, there are some configurations you have to get acquainted with.
The essential functions are:
- Forms
- Notes
- Documents
- Filters
- Integration
Forms
To read more about it, please refer to the following section: Forms
Notes
To read more about it, please refer to the following section: Notes
Documents
To read more about it, please refer to the following section: Documents
Filters
To read more about it, please refer to the following section: Filters
Integrations
To read more about it, please refer to the following section: Integrations
Next steps
Now that you have learned about the basics of the Setup-module, and are familiar with the basics, you are ready to learn more about them in detail within the following pages.