📄️ Two-Factor Authentication (2FA)
Enhanced Security with Time-Based One-Time Passwords
📄️ API Key Management
The API Key Management interface provides a web-based UI for
📄️ Customer Attributes
Customer Attributes are flexible key-value pairs that can be attached to
📄️ System Configuration
OmniCRM uses two main configuration systems: crm_config.yaml for
📄️ Customization and Configuration
This guide explains how to customize and configure OmniCRM to match your
📄️ Inventory Overview in OmniCRM
The Inventory system in OmniCRM is designed to manage and track both
📄️ Customer Tags
Tags are handy colour-coded links that can be added to a customer to
📄️ Authentication Flows and Admin Controls
OmniCRM provides comprehensive authentication features including login,
📄️ Create a Customer
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📄️ Customers, Contacts, Sites & Services
We have a simple model of a Customer under this Customer, can have
📄️ Navigation
OmniCRM is designed from the ground up to be responsive and intuitive.
📄️ Payments, Invoices and Transactions
📄️ Billing Tab Overview
The Billing tab provides a unified view of all financial information for
📄️ Provisioning OmniCRM Products with Ansible
OmniCRM products are provisioned using Ansible, allowing for
📄️ OmniCRM API
All functions within OmniCRM are accessible via the API - There is no
📄️ CRM Service / Product Charging Notes
Note
📄️ Provisioning System
OmniCRM uses Ansible to automate the provisioning, configuration,
📄️ Customer Activity Log
Every change made to a customer, contact, site, service, and financial
📄️ Adding a Service
Services are the things we bill the customer for, they could be home
📄️ Assign Plans Workflow
The Assign Plan feature allows staff to provision services for
📄️ Modifying a Service
Services can be modified by the end customer via the
📄️ Service Management
The Service Management interface provides comprehensive tools for
📄️ Service Usage and Balance Tracking
The Service Usage system provides real-time monitoring of customer
📄️ Customer Care
User Impersonation for Support and Troubleshooting
📄️ Cell Broadcast System
The Cell Broadcast System in OmniCRM enables mobile network operators to
📄️ Global Search
The Global Search feature provides a unified search interface to
📄️ Top-Up and Recharge System
The OmniCRM Top-Up system provides a self-service prepaid recharge
📄️ Glossary of Terms
OmniCRM Omnitouch CRM solution for mobile & fixed line service providers
📄️ Complete Product Lifecycle Guide
This guide provides an end-to-end walkthrough of the product lifecycle
📄️ Mailjet Integration with OmniCRM
OmniCRM integrates with Mailjet to manage all email communication
📄️ Payment Processing with Stripe
OmniCRM integrates with Stripe to handle electronic payment
📄️ Changelog
This contains the last 50 changes made to the OmniCRM software stack or
📄️ Payment Methods Management
OmniCRM's Payment Methods system allows customers and staff to securely
📄️ Customer Invoices
Transactions are
📄️ Process Payments
The majority of payments will be processed automatically by the system,
📄️ Customer Transactions
Anything that costs money in the system is recorded as a transaction
📄️ Rule Based Access Control
Roles, Permissions & Users in OmniCRM
📄️ Self-Care Portal
The Self-Care Portal is a customer-facing interface that allows end
📄️ OmniCRM Docs Home
OmniCRM is Omnitouch's BSS / OSS solution for mobile & fixed line
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