Dazos CRM: User Guides
This category contains CRM user guides that show you how to navigate the CRM, configure settings, and complete common tasks.
138 articles
- Dazos Basic User Manual (CRM)
- Dazos Configuration Guide (CRM)
- Dazos Developer / API Manual (CRM)
- Dazos Expressions Manual for Row Level Formulas and Workflows
- How to Change Your Default Record View (CRM)
- How to Fix Google Ads Integration After Multiple Accounts Update (CRM)
- Understanding Deleted Field Recovery Limitations (CRM)
- (INTERNAL) Troubleshooting Google Ads OAuth 'localhost2' Callback URL Error (CRM)
- Understanding Empty Financial Fields in VOB Responses Despite Active Coverage (CRM)
- How to Set Up a Ritten EMR Integration with Dazos CRM
- How to Bulk Import Referral Accounts and Contacts via CSV
- How to Connect an Additional KIPU Account to Dazos
- How to Configure Return URL for Dazos-Generated Webforms
- How to Use Manual Pull Patients from EMR to Retrieve Historical Records
- How to create blank PDF versions of PAA forms for manual completion
- How to Configure Elementor Form Integration with Dazos CRM using Webhooks
- How to Create a Report Showing First-Time Referrals from Each Referral Source
- How to Create a Workaround for Required Task Date Fields Using a Custom Today Field
- How to Send Workflow Emails to Related Contacts Email Addresses
- How to Set Up CTM Text Message Workflow Triggers in CRM
- How to Show Referral Fields for Specific Sales Stages in Intake Opportunities
- How to Build Reports for Events and Tasks in (CRM)
- How to Build Referral Source Activity Reports with Time-Based Criteria (CRM)
- Prerequisites for Sending PAA to Kipu EMR
- How to Set Up API Access to Dazos (CRM)
- How to Import Emergency Contact Information During Account Import (CRM)
- How to Set Up Workflow Notifications for Instant VOBs from iFrame Only (CRM)
- SMS Module 'Select From Number' Field Display with CTM Integration (CRM)
- Understanding Length of Stay Calculation Differences Between Dazos CRM and KIPU EMR (CRM)
- How to Send PAA Forms to KIPU as Evaluation Forms vs PDF Attachments (CRM)
- How to Set Up Additional Treatment Facilities and Connect KIPU EMR + Dazos IQ (CRM)
- How to Sync Date Fields Between Module Tabs Using Workflows (CRM)
- How to Use the Updates Tab to Track Field Changes and Audit Trail (CRM)
- How to Resolve CRM and EMR Census Discrepancies and Integration Issues (CRM)
- How to Set Up Custom Domain Email Sending - DNS Requirements and Domain Verification (CRM)
- How to Add Additional Dialpad Numbers to Existing Integration (CRM)
- How to Fix Report Formula Errors and Special Characters in Column Names (CRM)
- Web Form Lead Source Auto-Population Configuration (CRM)
- Admin Password Reset Permissions and Process (CRM)
- Custom Web Form Creation and HTML Integration (CRM)
- Picklist Dependency Configuration (CRM)
- Document Upload Workflow on Mobile (CRM)
- Creating Additional Preassessment Modules (CRM)
- Alternative to Smart Notifications for missed call alerts (CRM)
- How to access support ticket tracker in CRM (CRM)
- How to preview iVerify Automation Report before it's sent (IVerify)
- How to transfer KIPU integration keys between instances (CRM)
- How to duplicate a workflow (CRM)
- How to restore deleted referral sources not found in recycle bin (CRM)
- How to integrate Google Calendar with Dazos calendar (CRM)
- Field visibility permissions - Profile and Field-Level Security settings (CRM)
- Creating custom list views in CRM
- How to Use Comments on VOB Records (CRM)
- Control Which Tabs Appear on Intake Opportunities Using Role Permissions
- Limit iVerify Auto Re-Verification by Treatment Program
- Targeted Google Ads Conversion Routing (CRM)
- Expand Kipu Multi-Form Integration to Include Custom Modules (CRM)
- Saved Calendar Views and Appointment Improvements (CRM)
- Funnel Chart — User Manual (CRM)
- How to Schedule and Manage Client Appointments in Dazos (CRM)
- How to Set Up Automatic Lead-to-Account Conversion in iConnect (CRM)
- How to Map CTM Fields to Accounts and Update Records on Inbound Calls (CRM)
- Set Up Real-Time Alleva EMR Webhook Integration (CRM)
- How to Set Up AI Assessment Sales Stages with the iScreen Agent (CRM)
- How to Add a Digital Signature When Creating a New Record (CRM)
- How to Run Contracts Independently of Companies in Dazos CRM (CRM)
- View Dashboards and Reports by User Group (CRM)
- Set Up Custom Google Ads Conversion Rules (CRM)
- How to Display Custom Module Records on the Calendar (CRM)
- Using Summary Calculations on Module List Views (CRM)
- How to Control iVerify Button Access by User Role (CRM)
- Duration Field on Pre-Assessments: Track How Long Assessments Take (CRM)
- Filter by User Groups in Workflows, Reports, and Lists (CRM)
- Set a Default Number of Records Per Page (CRM)
- How to sync Google Ads campaign data with Dazos CRM (CRM)
- How to Create and Use Metered Gauge Charts in Reports (CRM)
- Actual Revenue Data on Each Opportunity (CRM)
- View Recent Intake Opportunities on Account Pages (CRM)
- How to Create Custom CRM Modules with Module Builder (CRM)
- Export Reports and Dashboards as PDF (CRM)
- Alumni Module v2: Automated Data Sync and Formula Fields (CRM)
- Sending $0 Balance Patient Statements (CRM)
- Picklist Editor Dependency Warnings (CRM)
- Readable Header Text on Any Background (CRM)
- Workflow Name Shown in Record Updates Tab (CRM)
- Week Grouping for Chart Reports and Chart+Detail Reports (CRM)
- Revenue in CRM — Actual Revenue on Each Opportunity (CRM)
- Generate AI Content Directly Inside the Email Builder (ICampaign)
- Allow Patient Sync Without Admission Date for Kipu EMR Integration (CRM)
- Global Dashboard Filters & Enhanced Dashboard Management UI (CRM)
- Expected Daily Revenue: Auto-Calculated Field on Intake Opportunities (CRM)
- Freeze (Pin) Columns in List Views (CRM)
- Export Summarized & Raw Data Table Reports (CRM)
- Using Related Tabs to Link Records Across Modules (CRM)
- Subscribe to Release Notes via Email (CRM)
- The Redesigned iCampaign Navigation Menu (IC)
- Search Reports Across Every Page (CRM)
- Treatment Program Tokens & Token Warnings in Email Workflows (CRM)
- Viewing Activities Across Referral Sources and Referral Contacts Using Roll-Up (CRM)
- Call Log Workflows — Create Tasks & Events (CRM)
- Appointments Calendar's User Guide (CRM)
- Customize Related Contacts Table Columns (CRM)
- Use a CRM Field as Your Google Ads Conversion Value (CRM)
- Merging Duplicate Webform Submissions into the Existing Record (CRM)
- Push to EMR (CRM)
- Text Conversations by Phone Number (CRM)
- iEngage Alumni Followup Agent (CRM)
- Per-Announcement "Hide Do Not Show Again" Checkbox Setting (CRM)
- Time-Based Workflow Conditions (Within Time Window) (CRM)
- View Detailed Campaign Bounce Analytics (ICampaign)
- Set up click tracking for your verified email domains (ICampaign)
- Share Dashboards with External Users (CRM)
- Use Insurance Policies and Related Contacts in Workflow Conditions (CRM)
- Module Tables as Primary in Reports (CRM)
- User Dropdown Filtering: Hide Inactive Users (CRM)
- How to Set Up Phone Number Formatting (CRM)
- How to Add New Picklist Values on the Fly (CRM)
- CAPTCHA - Modern Spam Protection for Your Webforms (CRM)
- Quick Comments and Task Type on the Calendar (CRM)
- Automate Comments with the"Log Comment" Workflow Action (CRM)
- Calendar Quick View: Record Links and Date Context
- Dynamic “Assigned To” Parent Record Tokens in Workflow Create Task & Create Event Actions (CRM)
- Show Only Global Picklists Toggle (CRM)
- In-Network Rate Switching in the iVerify Calculator (CRM)
- iAssist Agent — Setup & Configuration Guide (CRM)
- Dynamic Tagging in the Add-Comment Workflow Action (CRM)
- Troubleshooting: Users Can't See Pipeline, Dashboard, or Intake Opportunities Due to Invalid Treatment Program Value (CRM)
- How Alumni Records Are Automatically Created in the CRM Alumni Module (CRM)
- How to Duplicate a Workflow (CRM)
- How to Restore Deleted Referral Sources Not Found in Recycle Bin (CRM)
- How to Access Knowledge Base Articles from Support Links (CRM)
- How to Set Up Auto-Population of Lead Source for Web Form Submissions (CRM)
- How to Manage Field Visibility Settings in User Profiles (CRM)
- How to Create Additional Preassessment Modules (CRM)
- How to Create Custom List Views in CRM
- How to Connect Google Calendar to Dazos Calendar (CRM)
- How to Set Up Google Ads Offline Conversion Tracking Integration (CRM)
- How to Add Legacy IDs for Insurance Providers in Sunwave EMR for Dazos Integration (CRM)