Logging in
How to log in and resetting your password if you've forgotten it.
User permissions on contacts
This feature enables Account Owner and Administrator users to control which contacts your users have access to.
Merging duplicate contacts
Detect possible duplicate when adding a new contact and merge them.
Security in Stantia
As a CRM, Stantia holds sensitive personal data about your customers and users. Protecting that information is a top priority, and the system has been designed with security at its core.
Opening links in new browser tabs
How to open links in a new browser tab. This is especially useful when you're going through a list of searchable items such as boats or contacts and don't want to lose your place after editing/viewing each item.
Stantia CRM full demo video
An in-depth walk-through video demonstrating the main features of Stantia CRM. How to edit boats, contacts, and set up interest matching between your boat inventory and contacts.