Apps: modules and plugins

Admin → Apps is the list of what the desk runs. A module is a room: CRM, ERP, Calls. A plugin adds to one room or to the whole desk. Anyone can read the page; only an admin switches.

Turning something on

1. Open Admin → Apps. Modules are at the top. Plugins are below, each under the module it extends, or under The whole desk.
2. Press Turn on on a module, or Install on a plugin that has never been used. One that is installed already has a switch.
3. Answer the sheet, if one opens. When a module needs another that is off, the sheet names it and offers to turn both on. When it needs a connection that is not made yet, the sheet gives a Connect button, and nothing turns on until the connection is made.
4. Open its settings. The card's Settings button leads to the page where the module or plugin is set up.

Everyone on the desk sees the room appear within a moment, and each switch is written to the audit with your name. Somebody who is not an admin sees Ask an admin to turn it on instead: the admins get the request in the bell, with the person's name.

What the words on a card mean

Turning something off

• Switching off never deletes anything. The card's Kept line says what stays.
• A module that others need takes them off with it. Before you confirm, the sheet lists what goes off, what stays installed and waits, and what keeps working.
• The plugins of a module that is off stay installed. They start again by themselves, with their settings, when the module comes back.
• Deleting a module's records is a separate action on its own page. It asks twice and is written to the audit.

Plans and trials

• A module outside the Free plan asks before it turns on: try it without a card for the number of days the sheet states, once per module, or subscribe at once.
• When a trial ends, the module turns read-only until a plan is chosen: its screens and exports stay open and nothing is deleted.
• The plan, the price and the invoices are behind Plan and billing on the Apps page.

The modules

The plugins

Admin → Apps is the list of what the desk runs. A module is a room: CRM, ERP, Calls. A plugin adds to one room or to the whole desk. Anyone can read the page; only an admin switches.

Turning something on

1. Open Admin → Apps. Modules are at the top. Plugins are below, each under the module it extends, or under The whole desk.
2. Press Turn on on a module, or Install on a plugin that has never been used. One that is installed already has a switch.
3. Answer the sheet, if one opens. When a module needs another that is off, the sheet names it and offers to turn both on. When it needs a connection that is not made yet, the sheet gives a Connect button, and nothing turns on until the connection is made.
4. Open its settings. The card's Settings button leads to the page where the module or plugin is set up.

Everyone on the desk sees the room appear within a moment, and each switch is written to the audit with your name. Somebody who is not an admin sees Ask an admin to turn it on instead: the admins get the request in the bell, with the person's name.

What the words on a card mean

Turning something off

• Switching off never deletes anything. The card's Kept line says what stays.
• A module that others need takes them off with it. Before you confirm, the sheet lists what goes off, what stays installed and waits, and what keeps working.
• The plugins of a module that is off stay installed. They start again by themselves, with their settings, when the module comes back.
• Deleting a module's records is a separate action on its own page. It asks twice and is written to the audit.

The modules

The plugins