Articles

• Set 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
• 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
• 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