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In 2Desk CRM, there is a new major feature added that will help you to bill your customers in a more faster way based on subscription billing. Subscription payments is provided ...
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Items is 2Desk CRM feature that will allow you to create predefined items which will speed up the process when creating new invoices/estimates/proposals.
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Create new currency
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Create new tax
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To add new payment mode go to Setup->Finance->Payment Modes and click on the top left button New Payment Mode
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There is a new unique feature added in 2Desk CRM for tracking sent emails if they are opened for the “sales” features. This feature will help you to easily determine...
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If you are using total to words in your transactions you need to add the currency words manually into the translation.
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