Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.
Showing 7 of 395 synchronized guides.
How administrators keep Marketing secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.
A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Marketing module package.
ERPat Marketing command center. Consolidates the email-campaign surface and extends it with a CRM acquisition pipeline, tracking/attribution, consent/suppression, a social publish queue, automations, and AkbAI (Hermes) assistance. Owns its controllers, views, permissions, menu, migrations and language via the HMVC compatibility layer.
Evidence gathered from the current Marketing module files — controllers, models, configs, and migrations — before writing these user guide pages.
The routine operating manual for staff who run Marketing day to day — the core screens, records, and workflows to use once setup is complete.
Answers to the most common setup, access, workflow, and support questions for the Marketing module, with troubleshooting and support guidance.
A practical first-run checklist for enabling Marketing, granting the right permissions, preparing your starter data, and training the first users.