Contents of User Guides

This page presents all the user guides, grouped by their use and purpose and ordered from the very common actions to more system-specific ones. The user guides concern the ways the modules or functions in the system can be used every day.

Some of the guides may include side notes for administrators about how the functions could or should be set up. If the modules or functions require modifications to work differently or more efficiently, please contact an admin user.

 

General Module Functions

 

Filters	Creating filtered views for modules (legacy)
Discussion	Using discussion fields.

 

Calendar and Time Management

 

Activities	Using the Calendar module and managing activities.
— Events	How events are created and used.

 

Marketing

Campaigns	Creating and managing campaigns in the CRM.
Target Groups	Creating and determining target groups.
— Text Messages	Sending text messages to the contacts in a target group.

 

Sales Management

Recurring Invoicing

Activating and using recurring invoicing for sales orders.

 

Product Management

Stock Tracking	Managing warehouses and making products stock tracked.
Price Books	Creating and using price books.

 

Reporting

Home Page Charts	Introduction to charts in graphical and table format and how to share them with sales groups.
— Bar and Line Chart	Creating bar and line charts.
— Pie Chart	Creating pie charts.
— Stacked Chart	Creating stacked charts.
Report Generator	Creating and sharing reports in the report generator.
Work Hour Reporting	Reporting the working hours with projects.
Business Intelligence	Introduction to Business Intelligence reporting and its common features and actions.

 

Portals

Contact Center

The main functions of CRM-service Contact Center.

 

Synchronizing with Outlook and Google Calendar

Outlook Add-in for Users

Using the Outlook Add-in for synchronizing calendars and emails between the CRM and Outlook.