Listed below you will find links to several helpful support documents available for download. Simply click on the blue hyperlink to view the document and download in PDF format.
Fulfillment Response File Spec
OrangeCRM's fulfillment response file specifications.
OrangeCRM's lead file specifications.
OrangeCRM API Implementation Guide
OrangeCRM's API specifications.
Business Intelligence API Implementation Guide
OrangeBI's API specifications.
OrangeCRM training documentation designed for managers who are training CSRs.
OrangeCRM training documentation for CSRs.
OrangeCRM training documentation designed strictly for CRM administrators performing the back-end setup. Provides step by step instructions for a basic OrangeCRM configuration.
OrangeTask/IssueBreeze CSR Training Manual
Training Documentation for CSRs who use the
OrangeTask/IssueBreeze ticketing system.
Merge Tags for Visual Editor Fulfillments
A list of merge tags available for use in Visual Editor fulfillments, along with output descriptions and field locations per record type (Example: Address tab of customer record).
Merge Tags for Email, OrangeTask & Web Site Post Fulfillments
A list of merge tags available for use in Email, OrangeTask and Website Post fulfillments, along with output descriptions and field locations per record type (Example: Address tab of customer record).
Field Search Terms and Descriptions
A list of official field search terms by record type for basic and advanced searches.
A list of payment gateways supported by OrangeCRM.
OrangeCRM's implementation guide for banks that require manual processing.
Landing Page Integration With OrangeCRM
A chart outlining the workflow of the integration between your website's landing page and OrangeCRM.