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6. How to Delete an Action
Deleting an Action permanently removes it from the system. Only do this if the entry was created ...
4. How to Create an Action
The Actions module is where you log every client interaction—notes, calls, comments, etc.—across ...
3. How to Create a Request
The Requests module is your single pane of glass for all client-initiated actions—support tickets...
12. Configurations
The Configurations module in Core Banking allows managing project-specific settings. Unlike a glo...
5. How to Set Payment Methods
The Payment Methods module is used to configure payment systems (e.g., ApplePay, LiqPay) that all...
8. How to Manage Documents
The Documents section lets you store and control downloadable files on your site—PDFs, licenses, ...
7. How to Manage Banners
The Banners section lets you upload, localize, and control the display of your website’s header g...
5. How to Manage Texts
The Texts section is where you handle longer content blocks—like notification bodies, modal descr...
4. How to Manage Translations
The Translations module is your single source of truth for every short text element in the Client...
9. Configurations: Verification Documents
In Configurations, the Verification Documents section allows administrators to define the require...
7. Clients Types in Configurations
Clients Types define different types of clients within the system. By default, there are two sta...
6. How to Manage Texts
Long, structured content—such as notifications, email bodies, tooltips, and rich messages—is mana...
5. How to Manage Translations
Short UI elements—like button labels, menu items, and field names—are handled in Settings > Trans...
Calendar Overview
The Calendar allows users to schedule and manage events efficiently. It supports different event ...
Notifications: Overview
The Notifications panel (bell icon, top-right) collects alerts from across the CRM—events, assign...
2. Google TFA
Google TFA (Two-Factor Authentication) is a method of identity verification using an external app...
9. Configuring Action Subtypes
Subtypes let you further categorize each Action Type (e.g. Note, Call, Comment), enabling finer f...
1. Actions: Overview
The Actions module in Wifox Business Core Solution centralizes all client‐facing activities—such ...
7. How to Deactivate a Client
Sometimes you need to remove a client from active workflows—whether they’ve closed their account,...
4. How to Assign an Employee to the Project and Desk
In Wifox Business Core Solution, employees with restrictive roles (e.g. “View Own”) must be expli...