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ActiveBooks
  • ActiveBooks Documentation
  • Importing Data in ActiveBooks
    • Downloading Backups
    • Chart of Accounts Importer
    • Data Export
    • Data Import Tools
  • Printing
    • Printing and Branding
    • Print Settings
    • Print Format
    • Print Format Builder
    • Print Style
    • Print Headings
    • Address Template
    • Terms And Conditions
    • Cheque Print Template
    • Custom Translations
    • Raw Printing
  • Workflows
    • Workflows
    • Workflow Actions
    • Workflow State
    • Assignment Rule
    • Email
      • Email
      • Email Domain
      • Email Account
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      • Email
  • Email
    • Users and Permissions
      • Basic setup of ActiveBooks
        • Setting up Company in ActiveBooks
        • Setting up Taxes in ActiveBooks
        • Setting up Company's Sales Goals
        • Global Defaults in ActiveBooks
        • System Settings in ActiveBooks
        • Letter Head
      • Adding Users
      • Users and Permissions
      • Role and Role Profile
      • Role Based Permissions
      • User Permissions
      • Role Permission for Page and Report
      • Sharing
      • Limited User
      • Administrator
    • Email
    • Email Domain
    • Email Account
    • Email Inbox
    • Email Template
    • Sending Email from any Document
    • Linking Emails to Documents
    • Email Digest
    • Auto Email Reports
    • SMS Settings
    • Notification
    • Document Follow
    • Email Dropbox
  • System Configuration
    • Settings
    • Show or Hide Modules
    • Naming Series
    • Session Defaults
    • Bulk Renaming of Records
    • Bulk Update
    • Milestone Tracking
    • Auto Repeat
    • Domain settings
    • Energy Point System
  • Data Privacy
    • Personal Data Download
    • Personal Data Deletion
  • Articles
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  • Using ActiveBooks
    • Articles
      • Checking Link Between Documents
      • Access Log
      • Duplicate Records
      • To-Do Auto Creation
      • Document Versioning
      • Deleting and Restoring Documents
      • Bulk Rename
      • Renaming Documents
      • Tree Master Renaming
      • Letter Head in the Report
      • Copy Pasting Multiple Records From Excel
      • Adding Attachments to Outgoing Messages
    • Collaboration Tools
      • Assignment
      • Tags
      • Kanban Board
      • Filter by
      • Save Filter
      • Search Filter
      • Collaborating Around Forms
      • Delete Company Transactions
    • Introduction
      • Tools
        • To Do
        • Notes
        • Video
        • Calendar
        • Chat
        • Dashboard
        • Global Search
        • Desktop
  • Automation
    • Automation
    • Assignment Rule
    • Milestone Tracking
    • Auto Repeat
    • Event Streaming
  • Accounts
    • Introduction
      • Setup and Opening
        • Accounting Entries
        • Accounts Settings
        • Company Setup
        • Chart of Accounts
        • Opening Balance in Accounts
        • Cost Center
        • Distributed Cost Center
        • Fiscal Year
        • Accounting Period
        • Finance Book
        • Accounting Dimensions
        • Accounting Dimensions Filters
        • Bank
        • Bank Account
      • Billing
        • Sales Invoice
        • Purchase Invoice
        • Inter Company Invoices
        • Credit Note
        • Debit Note
        • Credit Limit
      • Taxes
        • Item Tax Template
        • Tax Withholding Category
        • Tax Rule
        • Tax Category
      • Pricing
        • Pricing Rule
        • Promotional Scheme
        • Exchange Rate Revaluation
        • Currency Exchange
        • Currency
      • Retail Operations
        • Point of Sale Profile
        • Point of Sale
        • Cashier Closing
      • Tools
        • Bank Reconciliation
        • Payment Reconciliation
        • Period Closing Voucher
        • Payment Order
        • ActiveBooks to QuickBooks Migrator
        • Process Statement of Accounts
      • Accounting Reports
        • Accounting Reports
      • Advanced
        • Multi Currency Accounting
        • Deferred Revenue
        • Deferred Expense
        • Process Deferred Accounting
        • Bank Guarantee
          • Budgeting
        • Loyalty Program
        • Auto Repeat
        • Invoice Discounting
      • Subscription
        • Subscription
        • Subscription Plan
        • Subscription Settings
      • Shareholder Management
        • Share Holder
        • Share Transfer
        • Share Reports
      • Articles
        • Articles
        • Freeze Accounting Entries
        • Post Dated Cheque Entry
        • Adjust Withhold Amount in the Payment Entry
        • Bulk Payment Entry
        • Difference Entry
        • Changing Parent Account
        • Withdrawing Salary from Owner's Equity Account
        • Common Receivable Account
        • Freeze an Account
        • Round of Account Validation Message
        • Purchase Tax or Charges Categories
        • Types in Sales and Purchase Tax Template
        • Manage Foreign Exchange Difference
        • Recurring Orders and Invoices
        • Delivery from Sales Invoice
        • Exchange Rate Field Frozen
        • Fiscal Year Creation
        • How To Customize Cash Flow Report
        • Immutable Ledger In ActiveBooks
        • Purchase Invoice - Account Type Error
        • Fixing Fiscal Year Error
        • Stock and Accounting Module Integration
        • Merging Accounts
  • Stock
    • Basics
      • Introduction
      • Warehouse
      • Item
      • Opening Stock
      • Accounting Of Inventory Stock
      • Price Lists
      • Stock Settings
    • Item Variants
      • Item Variants
      • Item Attribute
    • Setup
      • Item Price
      • Item Group
      • Unit of Measure (UoM)
      • Manufacturer
    • Stock Transactions
      • Material Request
      • Purchase Receipt
      • Delivery Note
      • Stock Entry
      • Packing Slip
      • Shipment
      • Retaining Sample Stock
      • Landed Cost Voucher
      • Pick List
      • Putaway Rule
    • Serial and Batch Number
      • Serial Number
      • Batch
      • Installation Note
    • Tools
      • Quality Inspection
      • Stock Reconciliation
      • Quick Stock Balance
    • Return
      • Sales Return
      • Purchase Return
    • Advanced
      • Delivery Trip
      • Projected Quantity
      • Perpetual Inventory
    • Stock Reports
      • Stock Ledger Report
      • Stock Level Report
      • BOM Explorer
      • Stock Value and Account Value Comparison Report
      • Articles
        • Allow Over Delivery/Billing
        • Auto Creation of Material Request
        • Delivery Note Negative Stock Error
        • Stock Entry Purpose
        • Purpose of Stock Received but not Billed
        • Item Valuation Methods and Transactions
        • Maintain Stock field Frozen in the Item master
        • Managing Rejected Finished Goods Items
        • Return Rejected Items
        • Track Items Using Barcode
        • Item Valuation Fifo And Moving Average
        • Item Codification
        • Serial No. Naming
        • Opening Stock Balance Entry for Serialized and Batch Item
        • Managing Batch wise Inventory
        • Sales Return Management
        • Managing Fractions in UOM
        • Repack Entry
        • Material Transfer from Delivery Note and Purchase Receipt
        • Mode of Payment
        • Migrate To Perpetual Inventory
        • Depreciation Entry
  • CRM
    • Introduction to CRM
    • Sales
      • Lead
      • Opportunity
      • Customer
      • Contact
      • Address
      • Appointment
    • Reports
      • CRM Reports
    • Setup
      • Lead Source
      • Opportunity Type
      • Sales Stage
      • Sales Person
      • Customer Group
      • Email Group
      • Contract
      • Appointment Booking Settings
    • Marketing
      • Campaign
      • Email Campaign
      • Newsletter
      • LinkedIn Settings
      • Twitter Settings
      • Social Media Post
    • Articles
      • Automate Lead Creation
      • CRM Analytics
      • Difference between Lead, Contact and Customer
  • Selling
    • Selling
    • Quotation
    • Sales Order
    • Sales Partner
    • Brand
    • Blanket Order
    • Territory
    • Setup
      • Selling Settings
      • Product Bundle
      • Sales Person Target Allocation
      • Sales Taxes and Charges Template
      • Shipping Rule
      • Party Specific Item
    • Articles
      • Sales Persons in the Sales Transactions
      • Request for Raw Material from Sales Order
      • Applying a Discount
      • Selling in Different Unit (UoM)
      • Adding Margin
      • Amending Sales Order after Submit
      • Drop Ship
      • Calculate Incentive for Sales Team
      • Shipping Rule
      • Close Sales Order
      • Taxes and Charges
      • Print Settings
      • Payment Terms
    • Selling Reports
      • Sales Reports
  • Buying
    • Buying
      • Request for Quotation
      • Purchase Order
      • Purchase Taxes and Charges Template
      • Supplier
      • Supplier Quotation
      • Supplier Scorecard
    • Setup
      • Buying Settings
      • Supplier Groups
    • Articles
      • Maintaining Supplier's Item Code in the Item Master
      • Purchasing in Different Unit (UoM)
      • Amending Purchase Order after Submit
      • Procurement Tracker Report
  • HR
    • Employee
      • Employee
      • Employment Type
      • Branch
      • Department
      • Designation
      • Employee Grade
      • Employee Group
      • Employee Health Insurance
    • Attendance
      • Attendance
      • Employee Attendance Tool
      • Attendance Request
      • Upload Attendance
      • Auto Attendance
    • Leave Management
      • Leaves
      • Holiday List
      • Leave Type
      • Leave Period
      • Leave Policy
      • Leave Policy Assignment
      • Leave Allocation
      • Leave Application
      • Compensatory Leave Request
      • Leave Encashment
      • Leave Block List
      • Leave Ledger Entry
    • Recruitment
      • Recruitment
      • Employee Referal
      • Staffing Plan
      • Job Opening
      • Job Applicant
      • Job Offer
      • Appointment Letter
    • Training
      • Training Program
      • Training Event
      • Training Result
      • Training Feedback
    • Employee Life Cycle
      • Employee Life Cycle Management
      • Employee Onboarding
      • Employee Promotion
      • Employee Seperation
      • Employee Transfer
      • Employee Skill Map
    • Payroll
      • Payroll Setup
      • Payroll Management
      • Payroll Period
      • Income Tax Slab
      • Salary Component
      • Salary Structure
      • Salary Structure Assignment
      • Salary Slip
      • Payroll Entry
      • Additional Salary
      • Retention Bonus
      • Employee Incentive
    • Employee Tax and Benefits
      • Setting Up Income tax Deduction
      • Employee Tax Exemption Declaration
      • Employee Tax Exemption Proof Submission
      • Employee Other Income
      • Employee Benefit Application
      • Employee Benefit Claim
    • Travel and Expense Claim
      • Travel Request
      • Employee Advance
      • Expense Claim
    • Gratuity
      • Gratuity
      • Gratuity Rule
    • Loans
      • Loan Type
      • Loan Application
      • Loan
    • Shift Management
      • Shift Management
    • Fleet Management
      • Fleet Management
      • Vehicle
      • Vehicle Log
    • Setup
      • Human Resource Setup
      • HR Settings
      • Daily Work Summary Group
    • Reports
      • Human Resources Reports
    • Articles
      • Articles
      • Leave Calculation in Salary Slip
      • Workdays Calculation in the Salary Slip
    • Performance
      • Appraisal
  • Projects
    • Project
      • Project and Managing Expenses
      • Salary Slip from Timesheet
      • Activity Type
      • Project Template
      • Timesheet
      • Projects
      • Introduction to the Project Module
      • Project Profitability
      • Project Reports
      • Project Type
      • Project Update
      • Project from Customer Portal
      • Activity Cost
      • Project Costing
      • Project
      • Tasks
      • Project Views
      • Sales Invoice from Timesheet
      • Delayed Tasks Summary
      • Project Profitability Report
    • Articles
      • Make A Colorful Gantt Chart
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Last updated 3 years ago

Lead Source
Opportunity Type
Sales Stage
Sales Person
Customer Group
Email Group
Contract
Appointment Booking Settings