How to create a Guest List At the top of your client files there is a a guest list icon. By clicking this you can send...
What is the Events table? To view Events navigate to ‘Calendar’ in the main left hand menu of CRM. Under Calendar you can select view...
Clearing Cache and Browser History in Chrome To clear the Cache using the Google Chrome browser, click the three dots in the top right hand corner of...
Sending an invoice from Firehawk CRM to Xero To send an invoice to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Invoices’. From...
Sending a payment from Firehawk CRM to Xero To send a payment to Xero, from the main left hand menu in CRM select ‘Finances’ and then ‘Payments’. From...
Add pricing to a stock item Open the stock item, scroll to pricing section and open it if it is collapsed. Click the ‘+’ icon next...
How to add an address on a supplier To add an address for a supplier, from the main left hand menu in CRM, click on ‘Supplier’. Choose your...
Pay on time discount to Xero When an invoice is sent to Xero with a pay on time discount applied, FireHawkCRM can add a new line...
How to complete an annual update of stock pricing Navigate to ‘Reports’ from the main left hand menu in CRM. Select ‘Stock Master List’ from the template picker at...
Detailed Run Sheet Export Navigate to ‘Exports’ from the main left hand menu in CRM. Select ‘Detailed Run Sheet’ from the list of available...
Sending emails direct from Firehawk Firehawk has the ability to send and receive emails, helping keep everything for your client in the one area. Select...