Administrators Guide

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Revision as of 11:47, 4 February 2022 by Mark (talk | contribs)
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This document is intended for users with full administrative access to HS.

Remember, if you'd like your HS system to be customized beyond your initial setup, we're here for you. Contact us directly at info@houghtonsolutions.net to discuss your needs.

Company Settings

Many aspects of your HS Instance are controlled from your Company Settings master record. It's important to understand these fields and set them up properly so your HS CRM works properly for your organization.

Sending email from HS

HS Menus

HS User Administration

3rd-Party Integrations

Authorize.net

Stripe

PayPal

Mailchimp