Administration & Configuration - CRM
This category includes administrative and configuration documentation for managing users, permissions, modules, fields, workflows, and system preferences.
164 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)