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Configuring the CRM2 layout
General The CRM2 appearance is defined on the side of the old user interface, and the blocks of each module can be arranged to meet the user’s needs. This guide goes through everything that can be defined with the CRM2 appearance and how to modify the appearance of the module. CRM2 layout You can […]
Custom Row-Level Fields
Custom Row-Level Fields The system has four modules that contain row-level data. These modules are Sales Orders, Purchase Orders, Quotes and Invoice. The row level contains basically only standard column fields of the system, but it is also possible to create new custom fields for the rows depending on the need. Creation and Maintenance Row-level […]
Dynamic field formulas
General With Dynamic Field Formulas, you can for example count values, create conditional clauses, edit fields’ information, etc. within a single CRM-service entity. With Dynamic Fields Formulas, you can also seek information from another module to the entity or count values for rows. It’s also possible to have a certain information field to show on […]
Dynamic Fields
Introduction With dynamic fields, you can set fields visible or hidden under certain conditions. Every field is visible by default, but with dynamic fields you can determine situations, in which some fields will not be visible at all – or on the contrary, in which the fields will be visible and even mandatory. The dynamicity conditions […]
Editing and Dividing the More Information Tab
Editing and Dividing the More Information Tab Introduction Every entity in every module in the CRM has a More Information tab. By default, this tab shows information about other modules’ entities that are linked to the particular entity: for instance the More Information tab of an account could show all the invoices (and contacts, activities, etc.) […]
Entity’s Owner
Entity Owner Settings In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The owner can either be an individual user or a group. Every entity’s assignee settings can be edited in the module’s settings by clicking the Settings button in the right module and then selecting the […]
Examples of Dynamic Field Formulas
General This page contains examples of the most commonly used Dynamic field formulas. The formulas might not be suitable for every situation as they are written here, but they serve as models to write the dynamic field formulas. The formula instructions are color-coded to illustrate which parts of the formula are most likely to change […]
Field Translations
Translating the Fields of the Modules The default language in the CRM system is English and therefore some of the fields in the modules may show in English when not translated individually. You can do and improve the translations to different languages in Settings → Translate Fields. The picture below shows the field translations of the Accounts […]
Formatted Text Area
General Formatted Text Area is designed to give the user more freedom to format the text in the Description fields. You can activate this option from the Layout Editor, where these settings are located at the bottom of the page. Start How to use Formatted Text Area After activation you can format the text in […]
Layout Editor
Layout Editor Introduction The layout of each module can be fully customised in a way that best works for you. The module’s entity cards, meaning e.g. a single account’s information on the Accounts module, consist of blocks and fields in them. You can edit edit, add, hide and remove the fields, and additionally, change their grouping and order in […]
Maintaining the Menu Structure
The Menu Structure Introduction The main body of the system is built around the top menu. The menu is used to navigate around the system and when it is logical, it supports the daily tasks of every user. The visibility of the menu headers and menu items below them can be managed by profile. Therefore […]
Picklist Editor
Picklist Editor Picklists can be created in the layout editor of the module. You can add, edit and remove the values in this picklist in the picklist editor by clicking the edit button on the picklist’s row (see the picture below). Another way to get to the picklist editor is through settings (Settings → Picklist Editor), but this option does not show the […]
Portal Settings
Managing Portal Settings Introduction The Self-Service Portal is a portal for which you can grant access to your own customers. The modules and fields shown in the portal can mostly be managed in the CRM. Moreover, you can create several portal profiles and show them different amount of information if needed (e.g. only the main […]
Process diagram
General With a process diagram, it is possible to show the values of the field more visually. The process diagram can only be activated in the fields which type is the picklist. With the help of the process diagram, the value of the field can be changed with one click. In this instruction, the process […]
Quick view function
General The goal is to quickly see information about any relation, such as Customers, Contacts, Invoices, without having to open them. A magnifying glass with a + sign opens a window with the selected fields. Fields that are visible in the quick view, for example, Account are set in the module Accounts and are always […]
Related Lists
Related Lists Introduction The More Information tabs in each module have permanent default views, which show information related to the entity. Even though these views are handy, they might not always show the right things from the right perspective: a permanent view could e.g. show all the activities of the contact, but the need might be […]
Setting up the Discussion Tool
Setting up the Discussion Tool Introduction The discussion field is available in all the modules and it is an easy way to make the internal communication about certain entities smoother. For more information about how the tool works and can be used, see the user guide Discussion. Creating the Discussion Field You can add the discussion […]