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Admin Guide

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.) […]

Admin Guide

Home Page Dashboard Settings

Settings for Dashboard Views You can adjust the settings and functioning of the graphs and reports shown on the users’ home pages in Settings → Dashboard. Graph Settings Chart colors – There are a few options for the colours used on the home page graphs to pick from. Invoice charts – Determine the invoice states that are seen […]

Admin Guide

Permissions – Custom Reports

Custom Report Permissions Custom report permissions can be edited in Settings → Custom Report Permissions. Select from dropdown menu the User Sales Group you want to edit. Click the Hae (Search) button and you will get the list of users in the current sales group. If a user has not been attached to any sales group, they […]

Admin Guide

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 […]

Admin Guide

Reporting Contact Center Data in CRM

Reporting Call Results in CRM In addition to the numeric reports in the portal, the results of the calls performed in Contact Center and Contact Portal can also be reported in CRM. This can be done with the report generator and with related lists on the More Information tabs of Accounts, Contacts and Campaigns. Report […]

Admin Guide

Sales Organization Access

Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users are listed in the view by sales groups; you can search for a certain by selecting a sales group and if wanted, a text to search. If […]

Admin Guide

Web Tracking

Web Tracking With the Web Tracking function it is possible to track the visits of CRM contacts on the company’s website. The tracking makes notes about who has visited the website and how often, and if he/she returns to certain pages. Web Tracking is a tool for enhancing customer care experience and it can be used […]

Admin Guide

Work Hour Reporting

Reporting the Working Hours in the CRM The work hour reporting is done for the projects that the user is linked to. Because of this, there needs to be a project to which the hours are reported to. This guide will first go through how to create a project and link users to it and […]

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