APX-06Core CrmLeafAdministrator

Screenshot Capture Checklist

Production checklist for the documentation team, not customer-facing guidance.

Availability: Production checklist for the documentation team, not customer-facing guidance.

Overview

Every article in this manual identifies the images that would materially help the reader. This appendix collects all 167 of them into one capture list, grouped by part, so a single pass through the application can produce every image the manual needs.

How to Use This Checklist

Work part by part. Sign in to an account on the relevant product edition, with the required add-on modules enabled and realistic sample data loaded.
Capture at a consistent window width, and use the same demonstration account throughout so names and figures stay coherent across images.
Highlight the control or region named in the "What to look for" column.
Remove or replace real customer names, email addresses, bank details and salary figures before publication.
Place each image next to the step it illustrates, replacing the amber recommendation block in that article.

Capture List

Part 1 — Platform Setup and Administration

Article	Title	Capture	What to look for
`PLT-01`	How to Sign Up and Create a CrmLeaf Account	Capture the onboarding checklist for one edition with some steps completed.	the numbered step list and the saved completion state.
`PLT-02`	Understanding Companies, Organizations and Workspaces	Capture the workspace picker for a user who belongs to more than one Company, showing both the Company list and the Organization list.	the two separate levels of selection.
`PLT-03`	How to Switch Between Companies and Organizations	Capture the workspace picker open, with more than one Company and more than one Organization listed.	which selection is the Company and which is the Organization.
`PLT-04`	How to Configure Your Company Profile and Branding	Capture the company settings screen with the company details and logo upload visible.	which details are used on client-facing documents.
`PLT-05`	How to Invite Users and Assign Roles	Capture the roles and permissions screen showing the scope selector for one module.	that the choice is a scope, not a simple on or off switch.
`PLT-06`	How to Configure Ownership-Based Permissions	Capture the permission configuration for one role with several modules expanded and different scopes selected.	the five scope values available per permission.
`PLT-07`	How to Enable and Manage Add-On Modules	Capture the module settings screen showing enabled and disabled modules.	which modules the account's package makes available.
`PLT-08`	How to Configure Menu Layouts and Quick Access	Capture the Menu Layouts editor with groups and items visible, and separately capture a user's Quick Access area with several pinned items.	the edition selector on the layout, and the pin limit in Quick Access.
`PLT-09`	How to Configure Currency, Exchange Rates and Language	Capture the currency settings screen showing the currency list, the exchange rate values and the API key field.	where the rate is stored per currency and where the refresh is triggered.
`PLT-10`	How to Configure Tax Rates	Capture the tax settings list with several named rates, and a document line item showing the rate selector.	that the rate is chosen per line, not per document.
`PLT-11`	How to Create and Use Custom Fields	Capture the custom field configuration screen and a record form showing the resulting field.	the relationship between the configured label and the label on the form.
`PLT-12`	How to Configure Notifications, SMTP and Slack	Capture the SMTP settings screen with the test control visible, and the notification settings screen showing the list of notification types.	the test control on SMTP and Slack, and the breadth of the notification list.
`PLT-13`	How to Configure Security and Two-Factor Authentication	Capture the two-factor authentication settings screen showing the available methods, and the user profile screen where a user enrols.	the two methods, TOTP and email, and where the user enrols.
`PLT-14`	How to Create Personal Access Tokens	Capture the access tokens area with a token list, and the creation form showing the read-only and read-write choice.	the access level choice and the validity period.
`PLT-15`	How to Configure File Storage and Database Backup	Capture the storage settings screen showing the local and S3 choice, and the database backup screen.	which fields appear only when S3 is selected.
`PLT-16`	How to Use the File Manager	Capture the File Manager showing a nested folder tree with files in a folder.	the nesting of folders and the upload control.

Part 2 — CRM and Clients

Article	Title	Capture	What to look for
`WS-01`	Getting Started with the Worksuite Edition	Capture the module settings screen where add-on modules are enabled for the account.	the list of modules with their enabled state.
`CRM-03`	How to Configure Pipelines and Stages	Capture the pipeline configuration screen showing a pipeline with its ordered list of stages and the stage visibility control.	the stage order and the first stage in the sequence.
`CRM-04`	How to Use the Lead Board	Capture the lead board showing several stage columns with deal cards and the per-stage totals.	the stage columns, the totals shown on each column, and a collapsed column.
`CRM-05`	How to Create and Work Deals	Capture an open deal showing its notes, files, follow-up and activity timeline areas.	the activity timeline entries and the follow-up date.
`CRM-06`	How to Embed a Web-to-Lead Form	Capture the web-to-lead form configuration screen showing the pipeline selection, the reCAPTCHA and de-duplication options, and the field selection.	the pipeline the form points to and the generated hosted URL.
`CRM-07`	How to Import Leads from a CSV File	Capture the lead import column-mapping step with a sample file loaded.	the file columns on one side and the CrmLeaf lead fields they map to on the other.
`CRM-08`	How to Manage Follow-Ups and Reminders	Capture the CRM dashboard showing the Open, Won, Needs attention and Overdue follow-up surfaces.	the four surfaces and the counts on each.
`CRM-09`	How to Assign Lead Agents and Set Goals	Capture the lead agent configuration screen showing agents with their categories.	the user and category pairing that defines each agent.
`CRM-10`	How to Manage GDPR Consent for Leads	Capture the GDPR settings area showing the account's consent configuration.	the configurable consent options for the account.
`CRM-11`	How to Manage Clients and the Client Portal	Capture the client company profile showing the tax, GST and e-invoicing detail areas.	the tax registration and e-invoicing fields.

Part 3 — Quote to Cash

Article	Title	Capture	What to look for
`QTC-01`	How to Create and Send Estimates	Capture the estimate creation form with several line items, a discount and a tax rate applied.	the line item table and the calculated totals.
`QTC-03`	How to Create and Send Proposals	Capture the proposal creation form showing the template selection together with the line item section.	the Proposal Template and Design Template selections.
`QTC-04`	How to Create and E-Sign Contracts	Capture the contract record showing the value, the date range and the signature area for both parties.	both the client and the company signature slots.
`QTC-05`	How to Create and Send Invoices	Capture the invoice list filtered by status to show unpaid, partial and paid invoices side by side.	the status column.
`QTC-07`	How to Create EMI and Installment Plans	Capture the EMI plan entry with the principal, down payment, interest rate and EMI amount completed, alongside the generated instalment schedule.	the instalment schedule rows.
`QTC-08`	How to Invoice a Completed Project Milestone	Capture the milestone invoice preview showing the gathered material requisitions, the gathered billable time logs and the BOQ utilisation block.	the planned, used and remaining BOQ columns.
`QTC-10`	How to Record Payments and Configure Payment Gateways	Capture the payment gateways settings area showing the list of available gateways.	which gateways are enabled for the company.
`QTC-11`	How to Manage Expenses and Reimbursements	Capture Manage Expenses filtered to pending expenses, showing the approval actions.	the status column and the approval actions.
`QTC-12`	How to Configure Invoice Settings	Capture the invoice settings area showing the numbering prefix, due-after days, PDF template and the dispatch workflow preset selection together.	the three dispatch workflow preset options.

Part 4 — Orders, Dispatch and Projects

Article	Title	Capture	What to look for
`ORD-03`	How to Configure the Order Dispatch Workflow	Capture the Invoice Settings screen showing the three dispatch workflow preset options and which is selected.	the selected preset and the Save action.
`ORD-04`	How to Manage Dispatches and Record Delivery Proof	Capture the delivery completion step showing the proof image upload and the signature capture area.	both delivery evidence inputs together.
`PRJ-02`	How to Use Project List, Calendar and Card Views	Capture the project card view showing several tiles with progress bars, status and the budget health indicator.	the health block reading on-track, warning or over-budget.
`PRJ-05`	How to Import a Project Template from Excel	Capture the project template import screen showing the sample file download and the upload control.	the sample file download next to the upload field.
`PRJ-07`	How to Use the Project Roadmap	Capture the roadmap showing task distribution, the per-member counts, the milestone donut and the hours-versus-budget summary together.	all four summaries visible in one screen.
`PRJ-08`	How to Configure Project Settings	Capture the Project Settings screen showing the default status, the category list and the deadline reminder options.	the reminder recipient choice between members and project administrators.

Part 5 — Tasks, Time and Collaboration

Article	Title	Capture	What to look for
`TSK-01`	How to Create and Assign Tasks	Capture the task creation form with the project, milestone, assignee, priority and billable options visible.	the project and milestone selectors together with the billable option.
`TSK-02`	How to Use the Taskboard	Capture the taskboard with several columns populated, including the completed and waiting approval columns.	the column headings and a card mid-drag between two columns.
`TSK-03`	How to Send Tasks for Approval	Capture the waiting approval column of the taskboard with more than one task in the queue.	the waiting approval column heading and the queued cards.
`TSK-04`	How to Manage Subtasks and Task Dependencies	Capture an open task showing its subtask list with a mix of complete and incomplete subtasks.	each subtask's assignee, dates and completion state.
`TSK-05`	How to Configure Task Settings, Categories and Labels	Capture the task settings screen showing the field toggles together with the category and label lists.	the status and priority toggles and the existing category entries.
`TIM-01`	How to Track Time with the Timer and Manual Entries	Capture a task with a running timer, showing the pause and stop controls and the break option.	the running timer state and the break control.
`TIM-02`	How to Submit and Approve Weekly Timesheets	Capture the weekly timesheet for one user showing the days of the week, the project and task per entry, and the weekly total.	the per-day entries and the submission state of the week.
`TIM-03`	How to Bill Tracked Time on an Invoice	Capture an invoice built from billable time logs, showing the hours and the resulting amount.	the time-derived lines and the invoice total.
`TIM-04`	How to Use Resource Utilization Views	Capture the Workload lens for one team across a period, and the Timeline lens for the same team.	per-person workload against capacity, and where commitments cluster in the timeline.
`COL-01`	How to Use Project Discussions	Capture a project discussion thread with several replies and a reply marked as Best Answer.	the thread category, the replies in order, and the Best Answer marker.
`COL-02`	How to Publish Notice Board Announcements	Capture the notice creation form with the audience selection visible, and the notice list showing read-tracking.	the audience options and the read indicator per recipient.
`COL-03`	How to Create Events and Use the Calendar	Capture the calendar view showing events across a month together with company holidays.	events and non-working days shown on the same calendar.
`COL-04`	How to Give Awards and Appreciations	Capture the award types list and the form used to give an award to an employee.	the award type selection and the employee selection.

Part 6 — Support and Project Budgeting

Article	Title	Capture	What to look for
`SUP-01`	How to Create and Manage Tickets	Capture the Tickets list showing the status column and the action used to create a ticket.	the four status values and the filter controls.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	Capture the ticket configuration area showing the sections for types, groups, channels and agents.	the per-group agent enablement list.
`SUP-02`	How to Configure Ticket Types, Groups and Agents	Capture the customisable ticket form configuration with the field sort controls.	the control used to reorder fields.
`SUP-03`	How to Set Up Round-Robin Ticket Assignment	Capture the ticket settings area showing the agent assignment configuration.	the automatic assignment setting and the enabled agent list.
`SUP-04`	How to Use Canned Replies and Internal Notes	Capture the ticket reply area showing the choice between a public reply and an internal note, and the canned reply selection.	the control that marks the entry as internal.
`SUP-05`	How to Turn a Mailbox into Tickets	Capture the mailbox connection form showing the mailbox type choice and the authentication options.	the Gmail, Microsoft Graph and IMAP options and the OAuth2 authorisation step.
`SUP-06`	How to Build a Knowledge Base	Capture the knowledge base showing the category list and the search control.	how articles are grouped under their categories.
`BUD-01`	How to Create a Project Budget	Capture the budget create form showing the plan shape choice and a line with its actuals source selected.	the source selection on each line.
`BUD-01`	How to Create a Project Budget	Capture the budget detail dashboard showing the per-line planned-versus-actual table including the Uncategorised row.	the Uncategorised row.
`BUD-02`	How to Submit, Approve and Revise a Budget	Capture the budget detail view of a budget in pending approval, showing the approve and reject actions and the status.	the status indicator and the version number.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	Capture the budget detail dashboard with the KPI header and the Earned Value Management panel visible.	the cost and schedule indices side by side, and any N/A values.
`BUD-03`	How to Read Budget vs Actual and EVM Analytics	Capture the burn-down chart and the category breakdown.	the trend line against the projected exhaustion date.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Capture the Budget vs Actual report showing the per-line comparison and the export options.	the Uncategorised rows and the CSV and PDF export options.
`BUD-04`	How to Use Budget Reports and Threshold Alerts	Capture the company budget settings showing the warning threshold configuration.	the threshold that drives the notifications.

Part 7 — Human Resources Core

Article	Title	Capture	What to look for
`HR-01`	How to Add and Manage Employees	Capture the employee record form showing the designation, department and reporting manager selections together.	the designation, department and reporting manager fields on one screen.
`HR-02`	How to Import Employees	Capture the import grid with at least one row flagged by validation and one row accepted.	the row-by-row validation feedback beside the affected row.
`HR-04`	How to Manage Departments	Capture the department list showing a parent department with its sub-departments and member counts.	the parent and child relationship in the list.
`HR-05`	How to Create Shifts and Assign Rosters	Capture the shift calendar for a week showing several employees on different shifts.	per-employee rows against dates, and any day without a shift.
`HR-08`	How to Configure Holidays and Weekly Offs	Capture the holiday calendar view for a month that contains both a company holiday and the configured weekly offs.	the difference between a dated holiday and a recurring weekly off.
`ATT-01`	How to Clock In and Clock Out	Capture the dashboard clock-in modal showing the work-from choice before the punch is confirmed.	the work-from option and the shift the clock-in applies to.
`ATT-02`	How to Configure Attendance and QR Code Clock-In	Capture the attendance settings screen showing the QR-code option, the default shift and the auto clock-in with location option together.	the three settings on one screen so readers can locate them.
`ATT-03`	How to Mark, Bulk-Mark and Import Attendance	Capture the attendance list filtered to one month showing several employees, including a day with a late flag and a day with no record.	the per-employee, per-day layout and the flags on each record.
`LV-01`	How to Apply for Leave	Capture the leave application form showing the leave type and the duration options together.	the full day, half day, hourly and multiple day duration options.
`LV-02`	How to Approve or Reject Leave	Capture the pending leave list showing employee, leave type, duration and dates before a decision is taken.	the pending status and the approve and reject actions.
`LV-03`	How to Configure Leave Types and Quotas	Capture the leave settings screen showing the leave types alongside the approval permission options.	the leave types list and where approval permissions are set.
`LV-04`	How to Apply for Leave by the Hour	Capture the leave application form with the hourly duration selected and the start and end time fields visible.	the time window fields that appear only for an hourly application.

Part 8 — Payroll and HR Edition

Article	Title	Capture	What to look for
`PAY-01`	Getting Started with the Payroll and HR Edition	Capture the Payroll & HR Getting Started checklist showing all nine steps with completed and outstanding steps visible.	the saved progress indicator on completed steps.
`PAY-02`	How to Configure Payroll Settings and Pay Periods	Capture the payroll global settings screen and the payroll period configuration together, so readers can see which settings are account-wide and which define the cycle.	the separation between global settings and period settings.
`PAY-03`	How to Create Salary Components and Salary Groups	Capture the salary component creation form showing the component behaviour and variable options.	where a component is marked as an earning, a deduction or a statutory item.
`PAY-04`	How to Assign Employee Salaries and Increments	Capture the employee salary record showing an assigned salary group with its component breakdown.	the earnings and deductions breakdown and the net figure.
`PAY-05`	How to Run Payroll and Generate Payslips	Capture the payroll run screen with the cycle and department selection visible, and a generated payslip list awaiting review.	the cycle and department selectors, and the payroll status.
`PAY-05`	How to Run Payroll and Generate Payslips	Capture a generated payslip showing the earnings, deductions and statutory breakdown.	where statutory deductions appear on the payslip.
`PAY-06`	How to Review, Email and Download Payslips	Capture a payslip with the earnings and deductions sections and the net pay figure visible.	the statutory deduction lines and the net pay total.
`PAY-07`	How to Import Salary Data	Capture the payroll import screen during an import, with the progress indicator visible.	the import progress display and the processed row count.
`PAY-08`	How to Configure Statutory Components	Capture a statutory component configuration showing the statutory type, rate and wage base.	where the statutory type is selected, since this drives statutory reporting.
`PAY-09`	How to Generate Government Compliance Forms	Capture the statutory filings screen showing the form selection and the period selection.	the list of available statutory forms and the period selector.
`PAY-10`	How to Configure Overtime Policies and Approve Overtime	Capture the overtime request list showing submitted requests with their statuses and the approval actions.	the status of each request and where an approver actions it.
`PAY-11`	How to Calculate Gratuity	Capture the gratuity calculation showing the employee, the service period used and the calculated amount.	the service period and the salary base the calculation used.
`PAY-12`	How to Process a Full and Final Settlement	Capture the full and final settlement record showing amounts payable and recoverable with the net settlement figure.	the breakdown of amounts making up the net settlement.
`PAY-13`	How to Sync Payroll Data with Tally	Capture the Tally integration configuration area and the payroll sync action, so readers can see where the connection is set up and where the sync is triggered.	the connection state and the payroll sync action.
`PAY-14`	How to Connect and Manage Biometric Devices	Capture the Devices list showing device status, and the Recent activity view.	the device status and the most recent device communication.
`PAY-14`	How to Connect and Manage Biometric Devices	Capture the device attendance view showing punches with a captured photo.	a punch record and its captured photo.
`PAY-15`	How to Use Payroll Reports	Capture the payroll report for a period with the department filter and the totals visible.	the period selection, the department filter and the payroll totals.
`PAY-16`	How to Use Employee Self-Service	Capture the employee self-service view showing the clock-in action and the leave request action.	the clock-in control and your current attendance state.

Part 9 — Recruitment and Performance

Article	Title	Capture	What to look for
`REC-01`	How to Create and Publish Job Openings	Capture the job opening form with the category, type, skills, location and salary sections visible.	the custom questions and interview stages areas of the form.
`REC-02`	How to Configure the Careers Site and Job Board	Capture the recruitment settings area showing the job board, global and email notification settings groups.	the separation between job board presentation options and email notification options.
`REC-04`	How to Schedule Interviews and Record Evaluations	Capture the interview schedule form showing the stage, interviewer and meeting detail sections.	where the evaluation and comments are recorded after the interview.
`REC-06`	How to Set Up Candidate Onboarding	Capture an onboarding policy showing its steps and the tasks under one step.	the relationship between the policy, its steps and their tasks.
`PRF-01`	How to Create Objectives and Key Results	Capture an Objective with its Key Results and the progress status.	how Key Result progress rolls up into the Objective.
`PRF-02`	How to Record OKR Check-Ins and Track Scores	Capture the performance dashboard showing OKR scores and progress status.	how Key Result scores roll up into the Objective's progress.

Part 10 — Procurement

Article	Title	Capture	What to look for
`PRC-02`	How to Add Vendors and Vendor Price Lists	Capture the vendor record showing the contacts, notes and price list areas of the vendor detail view.	the per-vendor price list and the password-protected note option.
`PRC-03`	How to Create and Issue Purchase Orders	Capture the purchase order form showing the vendor, currency and exchange rate, line items, discount and delivery warehouse together.	the delivery warehouse selection and the line item totals.
`PRC-05`	How to Create a Bill from a Delivered Purchase Order	Capture the create bill form with the vendor selected and the purchase order list showing only delivered, unbilled orders.	the purchase order selector and the line items pulled from the order.
`GR-01`	How to Raise and Process a Goods Return	Capture the create return form showing the source document selection and the return lines pre-filled from the chosen document.	the source type selector and the pre-filled return lines.

Part 11 — Manufacturing CRM Edition and Inventory

Article	Title	Capture	What to look for
`MFG-01`	Getting Started with the Manufacturing CRM Edition	Capture the Manufacturing onboarding checklist with all nine steps visible and progress recorded against the completed ones.	the nine step names in order and the completion state of each.
`MFG-02`	How to Create a BOQ and Group It into a BOM	Capture the project's BOQ list with several material lines entered, and the grouped BOM view beside it.	the relationship between individual BOQ lines and the grouped BOM entries.
`MFG-03`	How to Plan Production and Record Finished Goods	Capture the project's finished goods screen with recorded output and the action used to create a material requisition from it.	the finished item quantities and the link through to the requisition.
`MFG-04`	How to Raise and Approve Material Requisitions	Capture the Material Requisitions list filtered to pending_approval, showing the status column and the approval actions.	the status values and which requisitions are awaiting an approver.
`MFG-05`	How to Return Issued Material	Capture the pending returns screen with one return open, showing the source requisition and the approval actions.	issued quantity against returned quantity on each line.
`MFG-06`	How to Send an RFQ and Collect Vendor Quotes	Capture the Vendor Quotes list for one project, showing several vendors with different statuses side by side.	the status column and which vendors have submitted pricing.
`INV-01`	How to Set Up Warehouses	Capture the warehouse creation form with the type, location, capacity, compliance and manager fields visible.	which fields are mandatory on the form.
`INV-02`	How to Enter Per-Warehouse Opening Stock	Capture the opening stock form for one product showing a quantity entered against several warehouses in the same view.	the per-warehouse rows and the resulting overall opening stock.
`INV-03`	How to Read Stock Levels, Reserved and Available Quantities	Capture the per-warehouse stock list showing the quantity, reserved, stock-out and available columns for one product across two warehouses.	the same product with different available figures per warehouse.
`INV-04`	How to Transfer Stock Between Warehouses	Capture the stock transfer form with the source and destination warehouses selected and two product lines entered.	the source and destination selection and the per-product quantities.
`INV-05`	How to Record Inventory Adjustments	Capture the inventory adjustment form showing the warehouse, product, quantity, reason and file attachment fields.	the reason field and the attached files.

Part 12 — Solar CRM Edition

Article	Title	Capture	What to look for
`SOL-01`	Getting Started with the Solar CRM Edition	Capture the solar onboarding checklist showing all nine steps and the completion state of each.	the nine step names in order, and the sample-data option.
`SOL-02`	How to Configure Solar Master Data	Capture the solar settings area showing the master data lists available for configuration.	the separate lists for roof, permit, installation, inspection, financing and maintenance types.
`SOL-03`	How to Create and Approve Solar Sites	Capture the solar site form showing the installation type, utility connection, meter type and ownership sections.	the approval status and the audit trail on a saved site.
`SOL-04`	How to Complete a Solar Site Survey	Capture the survey record showing the status, the result and the attached media.	the three status values and the three result values, plus the upload area.
`SOL-05`	How to Record a Solar Assessment	Capture the solar assessment form showing the lead, site, survey and assessor links alongside the grid, inverter and battery design fields.	the grid type options and the battery and subsidy flags.
`SOL-06`	How to Create Solar Estimates and Proposals	Capture a solar estimate showing its number, its line items and its status.	the status sequence and the cost totals that seed the Solar budget.
`SOL-07`	How to Create a Solar BOQ and Hand It to Procurement	Capture the BOQ for a solar job showing its items and quantities, and the action that groups them into a BOM.	the link from the BOQ into vendor quoting.
`SOL-08`	How to Configure Financing and Subsidy Schemes	Capture the subsidy scheme configuration screen showing a scheme and its eligibility rules.	where eligibility rules are entered and how they relate to the scheme.
`SOL-09`	How to Manage a Solar Installation Project	Capture a solar installation project showing the permit, installation, inspection, utility-connection and commissioning statuses together.	the solar statuses alongside the standard project status and progress.
`SOL-10`	How to Manage Solar Payment Schedules	Capture a solar payment schedule showing installments of different types with their statuses and due dates.	the four installment types and the paid and overdue statuses.
`SOL-11`	How to Schedule Solar Maintenance and AMC Visits	Capture a maintenance schedule showing its type, frequency, priority and status, together with the visit records generated against it.	the separation between the recurring schedule and the individual visit records.

Part 13 — Construction CRM Edition

Article	Title	Capture	What to look for
`CON-01`	Getting Started with the Construction CRM Edition	Capture the construction onboarding checklist with several steps marked complete.	the 10 step names and the completion state of each.
`CON-02`	How to Create and Approve Construction Sites	Capture the construction site creation form showing the work type, building type and structure type selections together.	the three classification lists and the engineer and permit fields.
`CON-03`	How to Complete a Construction Site Survey	Capture the site survey record showing the linked construction site and the attached site evidence.	the site link, the survey status and the attachment list.
`CON-04`	How to Record a Construction Assessment	Capture the construction assessment form showing the site and survey selections and the feasibility fields.	the "Construction Assessment" heading and the linked site and survey.
`CON-05`	How to Create Construction Estimates and BOQ	Capture the project BOQ screen showing item lines and the action used to generate vendor quotes.	the BOQ item lines and the procurement handoff action.
`CON-06`	How to Build a Financial Plan and Payment Schedule	Capture the payment schedule showing dated milestone entries with at least one entry marked paid.	the milestone dates, amounts, and the paid date and method on the paid entry.
`CON-07`	How to Bill Construction Milestones	Capture the milestone invoice preview showing the gathered material requisitions, billable time logs and the BOQ utilization figures.	the two groups of source records and the planned, used and remaining BOQ columns.
`CON-08`	How to Manage Post-Handover Maintenance	Capture a site's maintenance history showing the schedule and the visit records logged against it.	the schedule, the recorded visits and their outcomes.

Part 14 — Integrations

Article	Title	Capture	What to look for
`INT-01`	Understanding Integrations	Capture the module settings area showing integration-related modules in their enabled state.	the enabled or disabled state of each integration module.
`INT-02`	How to Configure Payment Gateways	Capture the payment gateway settings area showing the list of available gateways and their enabled state.	which gateways are active for the company.
`INT-02`	How to Configure Payment Gateways	Capture the public invoice page with the online payment option presented to the client.	the payment option a client sees for an enabled gateway.
`INT-03`	How to Connect QuickBooks Online to CrmLeaf	Capture the QuickBooks integration settings screen in its connected state.	the connected company and the connection status.
`INT-04`	How to Connect Tally to CrmLeaf	Capture the Tally integration settings screen showing the agent connection status.	whether the local agent is connected and which Tally company is linked.
`INT-05`	How to Configure E-Invoicing	Capture the e-invoicing settings screen with the company configuration completed.	the company-level tax and e-invoicing configuration.
`INT-06`	How to Configure WhatsApp and SMS	Capture the SMS module settings screen showing the configured provider.	the selected provider and the saved sender configuration.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	Capture the CRM email settings screen showing a connected mailbox.	the connected provider and mailbox status.
`INT-07`	How to Connect Gmail or Outlook for CRM Email	Capture a deal showing its email conversation with a sent message and a synchronised reply.	the conversation thread attached to the deal.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	Capture the Google Calendar settings area in its configured state.	the calendar connection status for the account.
`INT-08`	How to Connect Google Calendar, Zoom and Calendly	Capture a lead created from a Calendly booking.	that the booking produced a lead record without manual entry.
`INT-09`	How to Connect Fireflies for Meeting Transcripts	Capture a deal showing an attached meeting transcript with its extracted action items.	the transcript and action items sitting on the CRM record.
`INT-10`	How to Connect DocuSign for E-Signatures	Capture the DocuSign integration settings screen in its connected state.	the connected DocuSign account and status.
`INT-11`	How to Connect Google Drive and OneDrive	Capture the drive integration settings screen in its connected state.	which drive provider is connected for the company.
`INT-12`	How to Capture Leads from Meta Lead Ads	Capture the lead board showing campaign leads at the first pipeline stage.	captured leads arriving in the intended pipeline stage.
`INT-13`	How to Connect Zapier and Configure Webhooks	Capture the webhook configuration screen showing a configured outbound webhook.	the destination and the triggering event.
`INT-13`	How to Connect Zapier and Configure Webhooks	Capture the webhook delivery log showing recorded attempts and their results.	successful and failed delivery entries.

Part 15 — Mobile App, AI Access and Reports

Article	Title	Capture	What to look for
`MOB-01`	How to Install and Sign In to the CrmLeaf Mobile App	Capture the mobile sign-in screen and the app's main navigation for a standard (non-Solar) account.	the grouped navigation areas - attendance, CRM, work, finance, HR and support.
`MOB-02`	How to Clock In with Face and GPS Verification	Capture the mobile clock-in screen showing the photo verification and location capture steps.	the verification prompt shown at the moment of clocking.
`MOB-03`	How to Manage Mobile Push Notifications	Capture the Settings → Notification area showing the list of notification types.	the notification types available and their active state.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Capture the mobile dispatch screen at the delivery step, showing the proof image and signature capture.	the proof-of-delivery capture controls.
`MOB-04`	How to Use Field and Solar Screens in the CrmLeaf Mobile App	Capture the mobile solar site-survey screen in a Solar CRM account.	the survey fields and media attachment controls.
`MCP-01`	How to Connect an AI Assistant to CrmLeaf	Capture the Profile → Access Tokens screen showing the read-only and read-write choice and the expiry.	the token ability selection and the expiry default.
`REP-01`	Understanding Reports and Dashboards	Capture the reports area listing the available reports for an account with Payroll and Budget enabled.	which reports are core and which appear only with an add-on.
`REP-02`	How to Use Lead and Deal Reports	Capture the deal report showing stage analysis and average deal size for a period.	the average deal size figure and the stage breakdown.
`REP-03`	How to Use Finance and Income vs Expense Reports	Capture the income versus expense report showing a multi-period comparison.	the period comparison and the resulting profitability line.
`REP-04`	How to Use Time Log and Task Reports	Capture the time log report showing the billable and non-billable split by person for a period.	the billable versus non-billable columns.
`REP-05`	How to Use Attendance and Leave Reports	Capture the attendance report for a full month showing per-member rows with late and absent indications.	the per-member monthly grid and the export action.
`REP-06`	How to Set Up the Weekly Digest Report	Capture the weekly digest configuration screen showing the active state and recipient selection.	the schedule and recipient options.

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