Administration & Configuration - CRM
This category includes administrative and configuration documentation for managing users, permissions, modules, fields, workflows, and system preferences.
86 articles
Import your Accounts Related Contacts to the Dazos CRM
How To Import Comments in Referral Sources
How To Export And Import Data In CRM
How to Import Intake Opportunities (CRM)
How to use Webhook Instructions From Dazos Support and apply them in WordPress using Gravity forms
How to Import Contacts from a CSV (Accounts) (CRM)
How to Display Member ID in the Outbound Referral List View in Dazos CRM
How to Import Bedboards From EMR(AVAILABLE WITH KIPU ONLY)
How to change a username in the Dazos (CRM)
How to Prepare Account and Opportunity Data for Import into Dazos CRM
How to set up a Sunwave integration
How to Integrate Collaborate MD (CMD) with Dazos CRM
Exporting records from Kipu CRM for data migration (CRM)
Adding Conversion Actions in Google Ads for Dazos CRM Integration
How To Enable KIPU Webhooks
How to edit and rearrange columns within a list view
Troubleshooting Picklist Editing Issues in Dazos (CRM)
How To Edit Surveys in Dazos (CRM)
How to Access IB Referral Reports in (CRM)
How to add an insurance provider to the payer codes list (CRM)
How to set up Field Mapping from Leads to other compatible modules (CRM)
How to Create A Referral Source and Intake Opportunity Report (CRM)
How to make Mandatory Datetime Fields in Events and Tasks non Mandatory
How to Hide and Reactivate both active and inactive fields.
How to Create Reference Fields in the VOB (CRM)
How to Export from any module in the CRM
How to Add a New Custom Field (CRM)
How to Merge Module Records (CRM)
How to Map Picklist Values in Dazos CRM
How to Integrate Call Rail (CRM)
Understanding the RingCentral VOIP Integration with Dazos (CRM)
What are the different VOIP system integration capabilities? (CRM)
What are the different EMR system integration capabilities? (CRM)
How to Integrate Dazos CRM with KIPU EMR
How to Integrate Alleva with Dazos CRM
Integrate Zapier with Dazos CRM for Lead Creation (CRM)
iVerify to Domain Instructional
How To Configure Stripe Payment Gateway Settings (CRM)
How to Map New EMR Treatment Programs - Post EMR integration (CRM)
KIPU EMR Integration with Dazos CRM (Bidirectional)
How to Set Up Payment Gateway Integration (CRM)
How to map CTM users to Dazos through VOIP Settings
How to Export Historical Client Data from Kipu EMR
How to Diagnose and Resolve Email Rejection with Mandrill (Denylist Issue)
Integrating EMR Provider Information Dazos (CRM)
How to Integrate Facebook Messenger with Dazos CRM
How to Add a Charge to a Patient’s Account in Your (CRM)
How Do I Edit User Role Permissions Within The Dazos (CRM)
How to Securely Remove a User (CRM)
Restore Inactive Users in Dazos (CRM)
How to Add a New User in Dazos CRM
How to Restore Inactive Users (CRM)
How to Reset a User Password (CRM)
How to give users access to only specific treatment programs
How to give access to any role for any dashboard in the Dazos CRM
How to create Webhook Instructions in Dazos (CRM)
How do I map my Google Click ID from Call Tracking Metrics(CTM) to the Dazos CRM
DocuSign Integration Part 2 - How to Set Up DocuSign Integration(CRM)
DocuSign Integration Part 3 - How to Set up a DocuSign Template(CRM)
DocuSign Integration Part 4 - How to Map a DocuSign email template(CRM)
DocuSign Integration Part 1 - Setting up Webhooks in the DocuSign Admin Portal(CRM)
Preparing for Data Migration - Customer Scoping Guide (CRM)
Update Calendar/Time Stamp Settings in Dazos CRM (CRM)
Verifying Call Tracking Metrics (CTM) Integration (CRM)
Configure QBMS Payment Gateway Settings(CRM)
I created an Age field and want it to automatically update based on the Patient's DOB (CRM)
How to Enable the iVerify Automation Report in your (CRM)
How to Set Up Dashboard Date Range Rules in (CRM)
How to Map Webform Fields From CTM to Dazos (CRM)
Product FAQ: Understanding the “Admitting to LOC” Field When Pushing Records to KIPU (CRM)
How to Export Historical Client Data from Kipu EMR (CRM)
How to Add a Direct Intake Opportunity Link to a Workflow Email Alert (CRM)
How to Configure Dialpad Integration in Dazos (CRM)
How to Create a Workflow to Trigger Alumni Follow-Up Tasks in Dazos (CRM)
How to enable my Historical Data Sync (CRM)
How can I manage user accounts and assist with login issues in Dazos CRM?
How to Push VOB Documents to the Kipu EMR's Financial Folder (CRM)
How to Retrieve a User's API Access Key (CRM)
Map Your Dazos CRM Instance to Intercom
Product FAQ: Data Import & Auto-Generated Fields (CRM)
Report Export Permissions: Enabling CSV & Excel File Downloads (CRM)
Custom Domain Email Setup – Domain Verification Process (CRM)
How to Set Up Gmail as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Office365 as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Yahoo Mail as Your Outgoing Mail Server (SMTP) (CRM)
How to Set Up Hotmail (Outlook.com) as Your Outgoing Mail Server (SMTP) (CRM)