FAQ
Answers to frequently asked questions about using Hanna CRM, settings, and data management.
- Accounting software error messages
- How do I create a module template?
- Bulk actions and data management
- Bulk actions by module
- How do I download an email in .eml format?
- How do I clear browser data?
- Using organizations in Hanna
- Electronic signatures
- How do I create goals?
- Changing your password
- KPO and PPK receipts
- How do I create an opportunity or invoice using item quantities only?
- What should I do if data is not displayed?
- What should I do if a pop-up window does not open?
- What is a non-system user?
- How do I create an email signature?
- Showing and sorting columns in module lists
- How do I record a goods receipt?
- How do I correct customer information in a PDF document?
- How do I create a supplier?
- How do I correct an invoice that has already been sent?
- How do I change the company logo?
- How do I enable system notifications?
- Automated actions in the Leads module
- Managing required and visible system fields
- How do I create job titles for contact people?
- How do I create checklist templates for tasks?
- Applying discounts in sales documents
- Differences between Super Administrator and Administrator roles
- How do I enable low-stock system notifications?
- Marking customers with overdue payments
- How do I change the number of decimal places in prices?
- How do I view cost prices when preparing opportunities?
- How do I create a task for multiple contacts at once?
- How do I create related tasks?
- What does “Email scanning settings must be updated” mean?
- How do I create recurring tasks?
- Integration error messages
- How do I include the full conversation when replying to a ticket?
- Why can’t I delete a credit note?
- How is sales potential calculated?
- Public holidays and non-working days
- How do I change record colors in the calendar?
- Assigning emails using a record link
- How do I send invoices to multiple customers at once?
- How do I create an item manufacturer?
- How do I create folders and subfolders?
- How do I send system notifications from a staff member’s email address?
- How do I send a notification to all staff members?
- How is the exchange rate calculated?
- How do I connect Hanna CRM to Claude AI?