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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.
Audit Trails Tracking the data operations made by users.
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.
Custom Report Permissions Granting the users an access to different custom reports.
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.
Automatic Emails Setting up emails sent automatically from Target Groups or Campaigns modules.
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.
Q&A Templates Managing Q&A 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.
Provision Calculation Determining the provision groups and permissions for provision reporting.
Volume Based Commission Creating and managing the Volume Based Commission provision group.
Product Based Commission Creating and managing the Product Based Commission provision group.
Percent Steps Based Commission Creating and managing the Percent Steps Based Commission provision group.

 

Synchronization

CRM to CRM Customer Data Synchronization How to import customer and contact data from another CRM to CRM-service.

 

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.
Dashboard Settings Adjusting the settings for home page dashboards and graphs.
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.
Convert Lead Module Tool Creating the Convert Lead 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
Setting Up Activity Points Setting up the logic for automatic activity point calculation.
Creating and Editing Activity Types Creating activity types (especially the Task type).
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.
Invitation Events All the steps and requirements for creating invitation events and sending an invitation.
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.
Email Contact Portal (ECP)
Email Contact Portal Admin Settings The setting possibilities in ECP.
— List Types in ECP Managing the list types (email unsubscription lists) in ECP.
Web Tracking Setting up web tracking for your website.
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.
Public Registration for Invitation Events Initial settings for public registration pages and how to activate them.
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