Contents of Admin Guides

 

This page presents all the admin guides. The headers and order of the guides have been adapted from the admin settings panel – in addition, there are independent sections for the guides about module-specific settings and features, add-ins and portals.

Note, that these guides are for system administrators – therefore they are about implementing and setting up the system, and the user needs admin rights to carry out the steps in the guides. If you need guidance on using the features that are already set up, see our User Guides.

 

Users and Access Management

System Access	Managing system access for users through Roles, Profiles, Groups and System Access rules.
User Login History	A view for following the login history.
Sales Organization Hierarchy	Setting up the sales organization hierarchy for the CRM system.
Sales Organization Access	Determining the users’ access to custom reports and business intelligence reports regarding different sales channels and groups.
IP Permissions	Setting up permissions for allowed or denied IP addresses.
BI Permissions	Granting the users an access to different business intelligence views.
Web Service API Keys	Managing the CRM system’s API keys.

 

Studio

Module Manager	Activating and deactivating modules in the system.
— Activating Languages in the System	Activating system languages.
Picklist Editor	Creating, editing and managing picklists and the values in them.
Editing and Dividing the Information tab	Managing the views on More Information tabs and dividing the tab into several separate tabs.
— Related Lists	Creating custom related lists for the More Information tabs on each module.
Menu Settings	Adjusting the main navigation.
Field Translations	Managing the translations of the field names in each module.
Global Translations	Managing single term translations throughout the system.

 

Communication Templates

 

System Messages	Activating and determining messages automatically sent to the users by the system.
Email Templates	Creating and editing email templates used all around the system.
Document Templates	Creating and editing document templates used in modules.
— Document Templates – Convert ODF / OOXML to PDF	Creating a tool to convert ODF, OOXML or RTF documents to PDF.
— Document Templates – Using Tags in ODF/OOXML Templates	Using tags in document templates.

 

Currency & Provision Handling

Currencies	Managing the currencies and exchange rates available in the system.
Tax Calculations	Managing default taxes in the system.
Currencies in Roles and Provisions	Determining the currencies available for different roles and the currency used in provisions.
— Product Based Commission	Creating and managing the Product Based Commission provision group.

 

Other Settings

Product Select Popup Customization	Determining the fields shown as filters in product selection popup.
Module Entity Numbering	Customizing the numbering of the entities.
Mail Scanner	Setting up and managing email scanners to create trouble tickets from emails.
Workflows	Creating workflows for different modules.
Security Settings	Managing the brute-force, session timeout and password settings.
Portal Settings	Managing the settings for Support and Self Service Portals.
Module Tools	Creating module tools and defining the rules for showing and running them.
— Module Tool Parameters and Settings	Guide for writing module tool parameters and determining other tool-specific settings.
— Tags in Emails Sent by Module Tools	Using tags in emails sent by module tools.
— Consolidated Invoicing Module Tool	Creating and using the Consolidated Invoicing module tool.
Interest Groups	Setting up interest group types.
Mobile Settings	Managing the mobile version settings.
Approval Queue Settings	Setting up and using the approval queues.
Entity Archiving	Activating archiving for module entities.
Scheduled Tasks	Creating and managing scheduled tasks.

 

Actions and Features

Approvals

Approval Queue Settings	Setting up and using the approval queues.
Travelling Expense Approval	Setting up the commuting expense approval process.

Data Import

CSV Import

Importing data to the CRM with CSV files.

GDPR

Configuring GDPR Tools

Setting up tools for sending and deleting personal data.

Module Settings

Layout Editor	Adjusting the layout and managing the fields and blocks on each module.
— Entity’s Owner	Determining the type of the Assigned To field.
— Setting up the Discussion Tool	Creating discussion fields and setting up automatic notifications of new comments.
Dynamic Fields	Creating dynamicity conditions to hide or show fields under certain conditions.
Dynamic Field Formulas	Writing dynamic field formulas.
— Examples of Dynamic Field Formulas	Examples of useful dynamic field formulas to copy and adjust.
Workflows	Creating workflows for different modules.

Module-Specific Settings

Activities
— Completing Contact Information When Creating an Activity	Determining the settings to enable completing contact information when creating an activity.
— Scheduling Target Group Activities	Determining the additional settings for target group activities and scheduling them.
Invoicing Purchase Orders	Setting up the feature to enable invoicing purchase orders through quotes.
Project Settings	Setting up permissions and other settings for project management.

Outlook Add-in

Downloading the Outlook Add-in	Downloading the latest version of the Outlook Add-in.
Installing Outlook Add-in as a MSI file	Installing the Outlook Add-in as a MSI file.
Outlook Add-in Setup	Activating the Outlook Add-in for the first time.

 

Portals

Contact Center

Contact Center: Settings and Actions	The setting possibilities in the Contact Center.
Reporting Contact Center Data in CRM	Reporting call outcomes in the CRM.

Self-Service Portal

 

Self-Service Portal	Introduction to Self-Service Portal and adding users to it.
Portal Settings	Managing the settings for Self-Service Portal in the CRM.