Administration & Configuration - CRM
This category includes administrative and configuration documentation for managing users, permissions, modules, fields, workflows, and system preferences.
237 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
- 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 edit the Dashboard Date range (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)
- How to Disable CTM Lead Source and Campaign Source Automatic Mapping
- How to Use Time Interval Workflows for One-Time Bulk Updates (CRM)
- How to Set Up Keragon Integration with EMRs (CRM)
- CTM Integration Call Logging: Inbound and Outbound Calls (CRM)
- How to Refresh EMR Connection When New Treatment Program Doesn't Appear in CRM Mapping Dropdown (CRM)
- How to Map CTM Reporting Tags to Dazos (CRM)
- How to Restrict Field Edit Permissions to Specific Users/Roles in Dazos CRM
- How to Configure Pre-Admission Assessment Fields by Level of Care (CRM)
- Talk Further Integration Field Mapping Limitations (CRM)
- How to Set Up Workflow Conditions for Multiple Options (All vs Any Conditions) (CRM)
- Lightning Step Integration Reactivation (CRM)
- How to manually link EMR patient records when the Pre-Assessment push fails (CRM)
- How Users Appear in Dashboard Reports Based on Record Assignments
- Troubleshooting VOB Workflow and Email Issues (CRM)
- How to View and Configure Alleva EMR Integration Field Mappings (CRM)
- How to Configure Additional Fields in Convert Lead Modal (CRM)
- How Assigned To Field Auto-Population Works in Dazos (CRM)
- How to Add Multiple Email Recipients in Workflow Emails
- How to Reorder Main Menu Modules in the Left Sidebar
- How to Set Up Automatic Email Logging with Mail Converter (CRM)
- How to Upgrade from CTM Version 1 to Version 2 (CRM + CTM)
- How to Build Reports Using Event Data in Dazos - Use the Calendar Module (CRM)
- How to Enable Outbound Referrals from KIPU EMR 'Discharging To' Field (CRM)
- Does CTM Log Outbound Calls in Dazos CRM? (CRM)
- How to Troubleshoot Gravity Forms Webhook Field Mapping Issues with Dazos (CRM)
- How to Configure Main Menu Settings to Control Module Visibility (CRM)
- How to Map Insurance Payers Between Dazos and Kipu EMR (CRM)
- How to stop CTM/CallRail Caller ID from populating or overwriting City, State, and Zip fields (CRM)
- How to Set Up a Custom SMTP Server (Others) as Your Outgoing Mail Server (CRM)
- How to Track Historical Status Changes with Workflows in Dazos (CRM)
- How Email Replies from iCampaign Campaigns Work — and How to View Them in the CRM (CRM)
- Understanding CTM Webhooks: Record Creation vs. Record Update (CRM)
- Referral Source Field Locked When Creating New Intake Opportunity for Existing Patient (CRM)
- How to Migrate from KIPU v3 to v4 (CRM)
- How Kipu Integration Handles Duplicate Intake Opportunity Matching (CRM)
- Sunwave EMR Integration: VOB Document Pushing vs. Live Form Field Mapping (CRM)
- Understanding Webhook Limitations and Zapier Integration for Stage Change Automation (CRM)
- How to Access iVerify Credit Usage History Reports (CRM)
- What happens to records when a user is deleted from Dazos? (CRM)
- How PAA Forms Are Sent to KIPU as Both Evaluation Forms and PDF Documents (CRM)
- How to Move Fields to the Account Summary Section for Better Visibility (CRM)
- How to Disable PDF Password for PAA Documents in KIPU Integration (CRM)
- How to Use Lead Conversion Data Mapping to Automatically Populate BD Rep Fields (CRM)
- How to Configure CTM Star Rating Triggers for Selective Lead Transfer (CTM)
- How to Rename CRM Modules (CRM)
- How to Create an Age Calculation Workflow Using Date of Birth (CRM)
- How to Selectively Push Documents to KIPU Using Folder Mapping (CRM)
- How to Add Pie Charts to Reports in Dazos CRM (CRM)
- How to Calculate Days Since Record Creation in Workflows (CRM)
- How to Configure VOB Insurance Policy Mapping in CRM Settings (CRM)
- How to Create Internal Users in Dazos CRM (Internal User Checkbox and Email Domain Requirements) (CRM)
- How to Manually Email Multiple Documents from Account Records in (CRM)
- How to Make Lead Source Field Read-Only to Prevent CTM Data Overwriting (CRM)
- How to Save Picklist Values After Adding Them (CRM)
- How to Disable PDF Password Protection in (CRM)
- KIPU API Limitations for Allergy Field Mapping (CRM)
- Understanding Alleva EMR Integration Data Flow Limitations (CRM)
- How to Handle Duplicate Detection and Merge Records (CRM)
- Understanding Workflow Automation vs Initial Run Options (CRM)
- How to Upgrade from CTM Version 1 to Version 2 (CRM)
- How to Create Win Rate Calculations in Outbound Referral Reports Using Row-Level Formulas (CRM)
- How to Configure CTM Score Call and Transcript Mapping to Dazos CRM
- How to Set Up Google Calendar Sync for Business Development Reps in Dazos (CRM)
- How Campaign Spend Tracking and Google Ads Integration Works in CRM (CRM)
- How API Timezone Handling Works in Dazos (CRM)
- Google Analytics Integration with Dazos (CRM)
- How to Find PDF Password for Exported Reports (CRM)
- How to Use 'Do Not Follow Up' Checkbox to Prevent Alumni Task Creation (CRM)
- How to Configure Workflows to Trigger Only Once Instead of on Every Record Update (CRM)
- How to Use Workflows to Bulk Update BD Rep Assignments Based on Referral Source Ownership (CRM)
- How to Populate Fields from Intake Opportunity to PAA Automatically (CRM)
- Understanding iConnect Live Transfer Configuration: Dazos vs. RVK Responsibilities (CRM)
- How to Remap the KIPU Discharging To Field with Dazos Opportunities (CRM)
- How to Enable Billing CRM Integration: Access Requirements and Prerequisites
- How to Set Up 'Other' Option for Referral Source Contacts with Automated Notifications (CRM)
- How to Map KIPU Program Field to Multiple CRM Fields for Static and Dynamic Level of Care Tracking (CRM)
- How to Hide Fields and Set Default Values in iVerify iFrame (CRM)
- How to Activate Field Mapping in CRM iCampaign Mapping (CRM)
- How to Handle Cross-Module Field Updates for Historical Data Tracking (CRM)
- How to Set Up New Treatment Programs for iVerify Integration (CRM)
- How to Create Unique Pre-Assessment Forms and Restrict User Access to Treatment Programs (CRM)
- How to Access and Use the Data Label Panel in DocuSign Template Setup (CRM)
- How to configure which sales stages trigger the Outbound Referral popup (CRM)
- How to Track Referral Status Changes Over Time with Historical Reporting (CRM)
- Refreshing Integrations When Reactivating Archived Instances (CRM)
- Understanding Mass Delete Timeouts and Session Impact (CRM)
- KIPU PAA Field Mapping Limitations: Conditional Questions and Special Field Types (CRM)
- Understanding CTM Call Activity Reports vs Lead Creation Reports (CRM)
- How to Set Up and Use the Navix EMR Integration (CRM)
- How to Set Up Reverse Reference Fields to Display Child Record Data (CRM)
- Why New Picklist Values Don't Appear in Dropdowns with Dependencies (CRM)
- How to Set Up and Use Digital Consent Forms in the Patient Portal (CRM)
- Conversion Rate Percentage Calculations in CRM Reports (CRM)
- Bedboard Gender Rule: Keep Units and Buildings Gender-Specific (CRM)
- Care Team Block on Opportunities (CRM - Kipu Integration)
- Kipu Allergy Integration: Pull and Sync Patient Allergies into Dazos (CRM - Kipu integration)
- How to Pull Patient Special Diets from Kipu into Your Opportunities (CRM - kipu integration)
- View Activity History in the Activities Panel (CRM)
- Customizing Field Order on the Submit New Lead Form (CRM)
- Early Duplicate Detection and Smart Lead Conversion (CRM)
- Business Hours: Settings and Workflow Timing (CRM)
- Picklist Editor Dependency Warnings User Guide (CRM)
- Listen to CallRail Call Recordings from Dazos (CRM)
- Add Custom Links to the Main Menu User Guide (CRM)
- Copy CTM Lead Mappings to Accounts User Guide (CRM)
- Changes to Summarized Pivot Table (CRM)
- LOC Hx Report Fields — Full Dynamic Filter Operators (CRM)
- Zoom Virtual Agent Setup – User Guide
- Related Tabs for Custom Module Relationships (CRM)
- Business Hours: Settings and Workflow Timing (CRM)
- Auto-Create and Map Leads Fields to Accounts (CRM)
- LOC Hx Report Fields — Full Dynamic Filter Operators (CRM)
- How to Set Up Alleva EMR Integration (CRM)
- Send SMS Workflow Action for Outbound Referrals (CRM)
- How to Set Up Ritten EMR Integration (CRM)
- Create Dynamic Colored Counter Reports (CRM)
- Bulk Delete for Picklist Field Values (CRM)
- Facebook Ads Offline Conversion — Setup Guide (CRM)
- Activities Quick-View Modal (CRM)
- Alleva Pronoun Field — Mapping and Sync (CRM)
- Send Updated PAA PDF to LightningStep EMR (CRM)
- Freeze Columns in Report Views (CRM)
- Updated Vertical Stack Bar Chart Thumbnail (CRM)
- Auto-Cancel Alumni Tasks on New Opportunity (CRM)
- Floating 'Save Layout' Button in Module Layout Editor (CRM)
- How to Recover Deleted Comments from the Recycle Bin (CRM)
- Bulk Importing Historical Call Logs and Emails (CRM)
- Paid-in-Full Statement Emails Hide the Make Payment Button (CRM)
- Alleva Custom Field Sync (CRM)
- Holidays & Time Off for Appointment Scheduling (CRM)
- Auto-Fill Opportunity Dates from Appointments (CRM)
- Clickable Record Links in CRM Text Messages (CRM)
- Add Ascending / Descending Sort Options for Report Charts & Detail Groupings (CRM)
- Surveys for Referral Sources & Referral Contacts (CRM)
- Lead Conversion Reporting with VOB Conversion Rate Metrics (CRM)
- How to Set Up Auto-Fill for Task and Event End Times (CRM)
- Send SMS and View Text Threads with CallRail (CRM)
- Task Reminder Date & Time Picker (CRM)
- Default Sales Stage for Auto-Converted iConnect Leads (CRM)
- myAvatar Form Mapping — Adding Fields from More Modules (CRM)
- How to Create and Update CRM Workflows with the Sensei Workflow API (CRM)
- How to Copy a User's API Documentation Link (CRM)
- How to Enable the VOB Agent Integration (CRM)
- Group Reports and Charts by User Groups and Roles (CRM)
- Control Module Block Visibility by Version (CRM)
- CRM Bedboard vs EMR Bedboard: You Can Only Use One at a Time (CRM)
- What is the iVerify iFrame? (CRM)
- Understanding the 'Days Ago' Condition in Workflows (CRM)
- Users Can't Edit Dashboard Widgets — How to Fix with Dashboard Role Settings (CRM)
- Understanding Last Modified Time vs. Last Comment On Field Behavior (CRM)
- How the Admit Alert Workflow Routes Patients to KIPU EMR Across Multiple Facilities (CRM)
- Insurance Payer Code Mapping Between Dazos and Alleva EMR — Current Limitations (CRM)