The New CRM

Filter guides

We found 9 results!
The New CRM

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 […]

The New CRM

E-Signing

E-Signing E-Signing is a separately activated feature, which allows the entire signing process from document management to signing and storing of signed documents to be handled within CRM. No separate agreement is required to activate the electronic signature: it is also covered by the current CRM-Service agreement. The e-signing technology is provided by Scrive. The […]

The New CRM

Email templates: Creating emails

General   The Email Templates module of CRM’s new user interface has a built-in editor for creating emails. The editor works easily and visually on the drag-and-drop principle, so creating an email does not require HTML knowledge. In addition to this, the editor automatically takes care of how the e-mail works on different end devices, […]

The New CRM

Email Templates: Sending Mass Mail

General Mass mailing makes it possible to send e-mails to large groups of recipients directly from the CRM. The mass mailing module takes care of the last step of the sending process – i.e. sending emails – so before that you have to make sure that the email to be sent and the campaign (i.e. […]

The New CRM

Module tools parameters in the new user interface

General   The function of the module tools is basically the same between the current and new user interface of the CRM service, and thus many tools are suitable for use as such in both versions.   Terms Module Tool only visible in the current/new interface. If you want the module tool to be displayed […]

The New CRM

Modules’ Filters

Introduction In the CRM, a filter refers to a general list view in a module, which shows the contents of that module – accounts/contacts/quotes/etc. – as a list. The filter determines which fields are shown as columns, the order in which the entities are shown and if the entities are delimited by some criteria. There […]

The New CRM

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 […]

Admin Guide

Setting Up the Module Tool for Sending Individual Emails

Introduction The module tool CRM2 Send email enables sending email templates in the new interface to individual contacts. You can also include a document template and/or static files from the Files module to be sent as attachments to the email. The tool can be activated for the Contacts module and any module that has a […]

Admin Guide

Translation keys

Most often needed translation keys in CRM -layout These are specific translation keys used with Admin tool Global translations when the CRM-service system terminology is changed to fit the customer needs. New Account Window pop-up when new entity is created the translation key is entity_dialog.new.accounts Where the module can be changed to any example quotes, […]

    Combined Shape