About This Manual
How this manual is organised, the terminology it uses, the product editions it covers, the permission model behind every screen, and how the professional services lens works.
FM-01About This CrmLeaf Helpdesk ManualAll editions. This article explains how the manual is organised and how to find what you need.FM-02Documentation Conventions and TerminologyAll editions. This article explains the notation used throughout the manual.FM-03Understanding CrmLeaf Product EditionsAll editions. Read this before any other feature article - it determines which parts of the manual apply to you.FM-04Understanding Roles, Permissions and Record VisibilityAll editions. Core behaviour - no add-on required.FM-05CrmLeaf, PSA and the Service Lens in This ManualAll editions. This article explains how the manual layers general platform documentation with professional services context, and how to read the two together.FM-06The Professional Services Delivery LifecycleAll editions, most directly the Worksuite edition. Several stages depend on paid add-on modules, noted stage by stage below.
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