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Turn optional parts of the CRM on and off, and what happens to their data when you do.

Some parts of Marker CRM are optional. You turn them on when you need them, and off when you do not, so the menus show only what your team uses. Open Add-ons in the Marker CRM menu. You need permission to manage settings to see it.

The Add-ons page, with a switch beside each optional part of the CRM

Each row names an optional part, says what it does, and has a switch.

Add-on What it adds
Companies Keep the businesses your contacts work for, and see everyone at one of them together. Adds the Companies tab under Contacts. See Companies.

Companies is off on a new site.

Click the switch.

  • Turning one on reloads the page, and the new screens appear in the menus.
  • Turning one off hides it everywhere: its menu items, tabs and screens.

If the page says The modules could not be read, click Try again. If it keeps failing, check that you are still signed in.

This page is for parts of Marker CRM itself. Connections to other plugins and services, such as WooCommerce, are set up under Settings → Add-ons and integrations.