Settings
Hanna administration settings organized by business area.
Custom Fields
Create and manage Custom Field types, visibility, requirements, and use.
Integrations
Telephony, accounting, commerce, marketing, SMS, Webhooks, SSO, electronic signatures, and external file storage.
API and MCP
API and MCP documentation, keys, permissions, and connection guidance.
Staff, roles, and permissions
Staff accounts, roles, record visibility, security, and permission management.
Miscellaneous
General account behavior, data management, and login security settings.
Charts
Chart color palettes, report templates, and Dashboard widget colors.
Tags
Create, find, color, use, and safely delete Tags across modules.
Scheduled automation
Automated reminders, recurring records, and Ticket closure settings.
PDF fonts, colors, images, file storage, and document orientation.
Calendar
Calendar views, working hours, synchronization, visible records, and colors.
Leads
Lead conversion, Kanban, automation, classifiers, and email integration settings.
Tickets
Ticket workflows, departments, messages, automation, files, and classifiers.
Documents
Numbering, classifiers, templates, and field settings for Documents.
Tasks
Administration settings for the Tasks module.
Inventory
Stock and reservation control, inventory document numbering, and Goods Receipt automation.
Finance
Number and VAT formats, financial automation, PDFs, cash documents, and Expense approval.
System mailboxes, synchronization, Staff mailboxes, and email templates.
Notifications
Automated notification rules, channels, recipients, and history.
General settings
Organizations, numbering, languages, dates, currencies, notifications, and email.