Quick Start Guide

1. Activate Modules

The default modules that come with the subscription may not be activated, navigate to Setup->Modules to perform activation or required modules.

2. Set Base Currency

Navigate to Setup->Finance->Currencies – If your currency is not listed add your own currency. By default with the installation comes only EUR and USD currency.

3. Set Tax Rates

Navigate to Setup->Finance->Tax and create the local taxes applicable to your sales.

4. Localization

Navigate to Setup->Settings->Localization to configure date format and language.
Country specific options – Read more here

5. Configure Outbound Email

Setup Email integration by navigating to Setup->Settings->Email

6. Scheduler

Read more how to configure the job scheduler here

7. Create your first “Customer” organisation

8. Setup user roles by navigating to Setup->Roles

9. Create accounts for additional Staff or Collaborators

10. Optional Setup and Information 

10.2. Customise email templates by navigating to Setup->Email Templates
10.3. Create offline payment modes by navigating to Setup->Finance->Payment Modes
10.4. Setup you base sales lifecycle pipeline
10.5. Predefined sales items – You can add items by navigating to Sales->Items
10.6. Set up the support system and departments by navigating to Setup->Support->Departments

11. Request additional services

Learn about security configuration here

Learn about Ixonn Syetem Hotkeys here

Learn about contact permissions here

Learn about collaboration and staff permissions here