Getting started

1 Set up your business Name, GSTIN, state and financial year — the settings everything else derives from. 2 Numbering series Prefixes and sequences per document, per branch, per year. 3 Invite your team Users, roles, and deciding who sees what. 4 Import your existing data Bringing customers, leads, items and documents in from a spreadsheet. 5 The Android app Which build a phone is running, how it finds out there is a newer one, and why the… 6 Your subscription What you are paying for, how close you are to the limits on it, and what autopay does. 7 Appearance: style, bars, page, colour and saved templates Choose how JAI CRM is drawn (six styles), the colour and shape of the sidebar and top bar,… 8 Find any setting Settings opens on one page with every setting in groups, a search that knows what things are called,…