General

General holds the tools that serve the whole team: chat, notes, notifications, reports, importing and exporting data, and the settings that connect everything else. Many of these work across every area of BunnyCRM.

Turn these features on

Open Settings, then Workspace features, and switch on what you use:

  • Enable Chat: chat with your team.
  • Enable Notes: personal notes. Notes are on by default.
  • Enable Notifications: alerts for things that need your attention.
  • Enable Custom Reports: reports and the report builder.
  • Enable Data Import/Export: importing and exporting records.

Chat

Open Chat to see your conversations with team members. Choose a person to start a conversation or continue an existing one. A count of unread messages shows you when someone has written to you.

Notes

Notes are yours alone. You can write one at any time, even if no workspace is selected. Open Notes to see all of them.

Notifications

Notifications tell you about things that involve you. Open Notifications to see them, and:

  • Mark a notification as read once you have seen it.
  • Delete a notification you no longer need.

Reports

Reports summarise your records, such as the total value of your invoices or the number of open tickets.

Building a report

Open the report builder and choose the record type you want to report on. Then choose:

  • Columns: the fields to show.
  • Filters: which records to include. Add as many as you need.
  • Chart type: a table, a chart, or both. Charts include Bar, Column, Line, Area, Pie, Donut, Gauge and Treemap.

Save a report to find it again in your list of saved reports.

Dashboards

Use the dashboard builder to place widgets, such as record lists, counts and charts, on your dashboard. The dashboard only shows areas you have switched on.

Importing data

Import records from a CSV or Excel file, for example when you move customers from another system.

  1. Download the template for the record type you want to import. It has one column for each field.
  2. Fill in the template and save it.
  3. Upload the file. BunnyCRM shows a preview of your columns and the fields they match. Adjust the matching if a column should go somewhere else, or skip a column you do not need.
  4. Start the import. It runs in the background, so you can keep working. When it finishes, you get a notification.

If you import the same kind of file often, save the import as a template. Next time, you only need to upload the file.

Exporting data

Export any list of records to a file. Open the list, choose the format (CSV, TSV, Excel or JSON), and choose which columns to include and in what order. Save the export as a template to run it again later, with the latest data.

Search

Use Search to find records across the whole workspace by keyword. You can also search by ID or by tag, or use advanced search to combine several conditions.

Workflows

Workflows do routine work for you. Each workflow has a trigger and an action:

  • Triggers: when a record is created, when one field changes, or a set number of days after a date.
  • Actions: send an email, or set a field on the record.

Use workflows for reminders and follow-ups, such as emailing a customer when a ticket has not been updated for a week.

Integrations

Integrations connect BunnyCRM to other services. Set up your email account here, so emails you send go out from your own address. You can also connect WhatsApp, and add custom connections. Open Integrations to manage them.

Trash bin

When you delete a record, it goes to the Trash bin. You can restore it from there. Items stay in the trash for 30 days, then they are removed for good.

Activity logs

Activity logs show who changed what and when. Use them to check the history of a record, or to find out who made a change.

Tips

  • Save your import and export settings as templates, so you do not have to set them up again.
  • Turn on only the features your team uses, so the menus stay easy to follow.
  • Check your notifications at the start of the day.