CRM Module Overview supports a way to track current client relationships and sales prospects, as well as related tasks and opportunities. It is a great tool for your Sales Reps or teams to communicate to the managers and back office where they are in the sales pipeline. This article will give you a brief overview of how to navigate this feature.

To get started: 

The new CRM function can be enabled by checking the 'Show CRM Module' checkbox within Settings >  Preferences >  System Options.

From the Latest Activity tab, you can filter to find a specific Counterparty or Opportunity. You can only add notes and tasks for existing Counterparties. Using the filters on the Counterparty set up, you can designate it to be 'Active', 'Inactive', or a 'Prospect'. Alternatively, you can search by Opportunities. 

Please note: to create and use opportunities, you will need to create them in Settings > Common Information > Opportunities

To create a New Note, click on the CRM NOTE icon and fill in the required fields. allows any type of attachments, within 800KB file size. To view the entire relationship or an ongoing conversation for this Counterparty, click on the Note. 

To delete a Note from Latest Activity, roll your mouse over the note till the trash can icon pops up at the bottom. Click on it and confirm you want to delete it. You cannot access deleted notes.

To Create a New Task:

You can do this from the Latest Activity Tab, the header of, or from the counterparty drill down notes page. From any of these options, click on Add a New Task and fill in the required fields. 

This task will now appear in the Task Notifications icon, on the sidebar on the Latest Activity tab, and on the Counterparty drill down pages. 

To remove a task, or mark it complete, simply check the box. you will be prompted to confirm that the task has been completed. 

Please Note: We do not currently support unique user roles or permissions for this feature, which means if you have your Sales Reps using the CRM features, you can only set restrictions that currently exist. However, we will be unrolling some tighter controls in the future. 

If you have additional questions, please contact the Support Team via email to