Practical advice on HR operations, payroll compliance, CRM pipeline management, and getting the most out of Horilla.
A CRM detail page can quickly become crowded when everything is displayed in one place. A Lead, for example, may have its basic information, activities, related records, notes, attachments, and history. Showing all of these...
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In a CRM, users may want to view the same records in different ways. A lead list might be useful...
Horilla CRM already provides several layouts for list pages. Depending on the page, users can switch between List, Kanban, Card,...
If you have worked with Horilla, you may have noticed the circular “+” button at the bottom-left of the sidebar....
Horilla’s main Settings page is divided into different sections such as Base, Forecast, Opportunity, and others. Each section can be...
When a CRM starts filling up with leads, contacts, accounts, and opportunities, finding the right record quickly becomes important. Users...
Django’s built-in permission system is great at answering one important question: “Can this user edit Opportunities?” But real-world CRM applications...
When you’re working with a CRM, users constantly need to perform actions on records. For example, a user may want...
Horilla’s CRM dashboard is more flexible than it might seem at first. It isn’t built around a fixed list of...
When you’re working with a list of records, a table is usually enough. You can see the important fields, sort...