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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.

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