In this tutorial we describe possibilities of detail wizard in bpm’online. Use the detail wizard to add new and modify the existing section details.

Learn how to use the section wizard to create and modify sections in bpm'online. This tutorial explains how to create a new 'Ideas' section with two different types of records.

The system designer is the configuration hub of bpm’online.

To setup mobile application, use bpm’online mobile application wizard that is displayed in the system designer block. Each section of the mobile application can be customized in such a way as to display only the required information.

Learn how to use and set up lookups in bpm'online. Manage lookups content and configure system settings step by step. The tutorial contains case examples for better hands-on user experience.

Use universal import from Excel to add large-scale data to bpm’online. You can add a customer base, a list of products or other data from an Excel file in a matter of minutes.

Learn how to integrate and synchronize your email account with bpm'online to receive and send email directly in the communication panel. You can also connect emails to records and run business processes through email.

Learn how to set up access permissions for the system records, objects, operations and specific record fields in bpm'online.

You can set up the organizational and functional roles of your company’s employees in bpm'online CRM system.
Use the organizational roles to model the administrative structure of your company divisions.

Learn how to create contacts and assign them to users, manage user access rights in bpm'online CRM software. The tutorial also explains the licensing steps, so that you can easily manage and configure the licensing for the users in bpm'online.