Admin Guide ArticlesSet Up your Organization Information Personalize your Logo Changing the system language in Cirrus Shield Set Organization Time Zone Set Up Fiscal Year Set Currency Customize Your Cirrus Shield Organization Objects Fields Buttons Page Templates Tabs Apps Views Filter Criteria Getting started guide User Management Licences Profiles Positions Groups Add a New User Emails Import Wizard 1- Clean your Excel File 2- Requirements and Formats 3- Convert your file in CSV and UTF-8 encodage with LibreOffice 4- Import the file in the CRM 5- Correct the error file Data Manager Templates Template Word Document Template Setup Generate the Template Items display order Template Error Messages Plugins Sendinblue Stripe HelloSign Calendly Outlook Plugin 1- Installation 2- Connection to Cirrus Shield Environment 3- Contact settings and synchronizations 4- Event settings and synchronizations 5-Troubleshooting WordPress Form 1- Installing the Cirrus Shield plugin in WordPress 2- Connect to your Cirrus Shield environment 3- Creating the form 4- Customization of the registration process 5- Customize your subscription messages 6- Add the form to your WordPress page 7- History of submissions and errors Deduplication Wizard Access the deduplication wizard Choose the criteria fields Merge duplicates System Requirements and Supported Browsers Compatible operating systems Supported Browsers Doc navigation← User GuideKnowledge Base → Was this article helpful to you? Yes No How can we help? Name Email subject message
