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Where Orders Come From and What Sources Are

Let’s explore what sources are, why they matter, and how orders can come into your Key CRM workspace.

Written by Владислав Пономарь
Updated 1 day ago

Viewing Orders

In this article, we’ll show you where to find your orders in KeyCRM and how to work with them efficiently.

Written by Владислав Пономарь
Updated 1 day ago

Customizing the Order List View

Let’s see how to customize the columns in your order list.

Written by Владислав Пономарь
Updated 1 day ago

Searching Orders by Text and Filters

KeyCRM gives you powerful, flexible tools to search through your orders. Here’s how to use them — and how to save search templates for quick access later.

Written by Владислав Пономарь
Updated 1 day ago

Creating and Managing Orders

Editing an Order

Learn how to edit orders in KeyCRM and what updates automatically during processing.

Written by Владислав Пономарь
Updated 1 day ago

How to Manually Create an Order

In Key CRM, orders can be generated not only automatically from marketplaces, online stores, or via API but also manually during your workflow.

Written by Владислав Пономарь
Updated 1 day ago

How to Cancel an Order?

Sometimes customers decide to cancel their orders, or the received items may not meet their expectations, prompting them to request a return or exchange. This article explains how to process such orders.

Written by Владислав Пономарь
Updated 1 day ago

How to Merge and Copy Orders?

Here’s how to copy an order without creating it from scratch — and how to merge multiple orders from the same customer.

Written by Владислав Пономарь
Updated 1 day ago

How to View Order Change History?

KeyCRM keeps a detailed history of every action taken on an order. You can always check who made changes, when the status was updated, a tracking number was created, products were edited — and more.

Written by Владислав Пономарь
Updated 1 day ago

Bulk Editing of Orders Fields

In KeyCRM, you can perform the same action on multiple orders at once. Here's how bulk editing works and how it can help speed up your workflow.

Written by Владислав Пономарь
Updated 1 day ago

Order Settings (for Admin)

How to add a source for orders creation

In this article, we’ll show you how to set up a source for orders coming from social media, telephony, landing pages, and more.

Written by Владислав Пономарь
Updated 23 hours ago

How to Create Extra Fields in Orders

Let’s walk you through adding your own fields to the order card, in case the default ones aren’t enough.

Written by Владислав Пономарь
Updated 23 hours ago

Pipelines, Order Statuses

How to Move an Order Through the Pipelines (Change Status)

Each order follows a specific path — a pipeline — until it’s either completed or cancelled. In this article, we’ll explain how order status changes work in KeyCRM.

Written by Владислав Пономарь
Updated 23 hours ago

How to limit the time an order is in a certain status? (For Admins)

A business owner can monitor whether employees are processing orders on time. To do this, it’s enough to set a time limit for how long an order can remain in a specific status.

Written by Владислав Пономарь
Updated 22 hours ago

Managing Customers

How to Add and Edit Customers

Explaining how to add new customers and work with saved ones.

Written by Владислав Пономарь
Updated 22 hours ago

Filtering and Bulk Actions with Customers

Learn where to find your customer database, how to use search and filters in the customer list, and how to perform bulk updates.

Written by Владислав Пономарь
Updated 21 hours ago