Managing the Knowledge Base in CRMLEAF
What is Knowledge Base?
The Knowledge Base in CRM LEAF is a centralised space to manage and share useful articles and documents with employees or clients. It helps in on boarding, support, training, and internal communication by organising resources into defined categories.
Knowledge Base – Table View
Example
| # | Article Heading | Article Category | To | Action |
| 1 | Sales Training Document | Sales Material | Client | Edit / Delete |
| 2 | Orangescrum Work is now live | New Product Launch | Employee | Edit / Delete |
Add New Article – Form Layout
| Field | Description |
| Article Heading | Enter the title of the article. |
| Article Category |
Choose a category (e.g., Sales Material, New Product Launch).
|
| Description | Add the article’s content or summary. |
| For Employees | Mark if the article is for internal staff. |
| For Clients | Mark if the article is meant for clients. |
| Upload File | Attach any relevant documents or guides. |
Article Category – Table View
Example
| # | Category Name | Action |
| 1 | Sales Material | — |
| 2 | Sales Pitch | — |
| 3 | New Product Launch | — |
Use the search bar to quickly find existing article categories or headings.
Quick Actions – Knowledge Base
| Action | How To |
| Add New Article | Click Add New Article, fill in the fields, and upload attachments. |
| Edit Existing Article | Click Edit next to the article entry in the table. |
| Delete Article | Use the Delete button to remove outdated or incorrect entries. |
| Manage Categories | Navigate to the Category Section to add or view article categories. |
| Filter by User Type | Use “For Employees” or “For Clients” to assign audience-specific access. |
FAQ – Knowledge Base
Q: Who can access the Knowledge Base articles?
A: Articles can be shared either with employees or clients, depending on the selected option during article creation.
Q: Can I upload documents or files?
A: Yes, files such as PDFs, images, or training documents can be uploaded and attached to articles.
Q: Can I categorize articles for easy navigation?
A: Yes, articles can be grouped under custom categories such as Sales Material or New Product Launch.
Q: Is there a search function for articles or categories?
A: Yes, you can search articles or categories by typing keywords in the search bar.
Q: Can I edit or delete an article after it’s created?
A: Yes, both options are available directly in the Knowledge Base table.