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Admin Guide

Automatic Emails

Automatic Emails From the CRM In CRM it is possible send automatic emails based on email templates to predetermined target groups. The emails can also have online surveys (Q&As) linked to them to gather important information regarding e.g. a campaign or event. There are two ways to send and automate emails: The email is sent based […]

Admin Guide

Configuring GDPR Tools

Setting Up GDPR-Related Tools Introduction The European Union’s general data protection regulation (GDPR) came into force in May 2018 and placed demands on how the personal data of EU citizens must be handled. The regulation highlighted for example the person’s right to ask a company to send them all the information they have on them […]

Admin Guide

Consolidated Invoicing Module Tool

Consolidated Invoicing Module Tool With Consolidated Invoicing module tool, you can combine sales orders or quotes of the same account into one invoice from the account card.  It is also possible to use parameters to determine default values for the new invoice (e.g. subject). The tool, like all the module tools, can be created in Settings […]

Admin Guide

Contact Portal: Settings and Actions

Campaign Settings and Actions in Contact Portal In addition to the regular modules, an admin user in Contact Portal can see the Admin module, where it is possible to manage campaign settings. These include i.a. assigning the agents to campaigns, activating survey and email templates and determining tools and other settings for the campaign. The […]

Admin Guide

Convert Lead

Convert Lead Module Tool A lead in CRM system can be easily converted to a contact, account, potential or all of these. For this you’ll need to create a module tool and map out, which information in the lead’s fields will be copied for the contact/account/potential. The tool, like all the module tools, can be created […]

Admin Guide

CSV Import

Importing CSV files CSV data importing is supported in many modules in the CRM system. The Import button  is located in the toolbar at top of the page of every module. The visibility of the tool is determined in user profiles, where an admin user can set users’ rights for the tool (for more information, see the guide System […]

Admin Guide

Document Templates – Using Tags in ODF/OOXML Templates

Template Management For example the Word (.docx, .rtf) and Excel (.xlsx) files and PDF and Open Document format files can be used as document templates for quotes, sales orders, invoices, support tickets, campaigns and invitation events. The templates can be prefilled with images and text. In addition, you can use different tags in the document to […]

Admin Guide

Document Templates – Convert ODF / OOXML to PDF

Convert ODF/OOXML to PDF General An admin user can create a conversion tool in the Document Templates that converts ODF/OOXML files to PDF when you open the template from the CRM. Any file in a right format can be converted. The template can include the company logo and layout, as well as fixed text. For more information […]

Admin Guide

Document Templates: Certificate Templates

Creating Certificate Templates Introduction You can send certificates by email to all the contacts that have attended a certain invitation event directly from the invitation event. The certificate is always event-specific and the information about the event, like the event name, time and place, must be written manually on the certificate template. The information about […]

Admin Guide

Email Templates

Email Templates Several CRM modules and features handle and send emails, including the following: Modules Email, Target Groups, Campaigns and Invitation Events Send email template -module tool Discussion typed fields Portal Settings; emails concerning the support and self service portals Additional Settings; the field Email template for user password The permanent Change Comments template, which […]

Admin Guide

Interest Groups

Creating and Managing Interest Groups Interest Groups can be used to create different links between CRM entities. Their purpose is to ease up the visibility and handling of different account and contact links, since all possible linkings simply can not be seen in the entity’s information. You can use a interest group e.g. when a […]

Admin Guide

Invoicing Purchase Orders

Invoicing purchase orders through quotes CRM-service offers the possibility to copy product rows from purchase orders to quotes by selecting the orders under Projects and Additional Information –tab. This enables the user to move multiple product rows from different purchase orders to a quote and make sure that all the information stays the same. Below […]

Admin Guide

Mail Scanner

Configuring and Using the Mail Scanner The Mail Scanner function can be used to create trouble tickets to CRM from the received emails of a certain email account. With scanner conditions and actions it is possible to identify the emails that should be scanned and perform the right actions to create the tickets. When the […]

Admin Guide

Managing and Creating Document Templates

Creating Document Templates You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document Templates. In the settings you can see all the created templates, which can be edited deleted and activated/disabled (see the picture below). You can add a new template by clicking the Add […]

Admin Guide

Mobile Settings

Adjusting the Mobile Interface The settings of the mobile version of the CRM system can be examined and edited in Settings → under the Other Settings Mobile settings. The picture below shows the settings of the mobile version that can be edited. When changes are made, remember to click the Save button at the top right […]

Admin Guide

Module Tool Parameters and Settings

Module Tool Parameters and Settings This guide is about defining module tools’ parameters and other possible tool-specific settings. For more information about the module tools in general, see the guide Module Tools. There is also a separate guide for creating and using the Convert Lead tool, Convert Lead. Parameters You can set parameters for the module tool to […]

Admin Guide

Module Tools

Module Tools This guide concerns the module tools in general and the settings for showing and running them. For more information about defining the parameters and possible other settings for the tools, see the guide Module Tool Parameters and Settings. With module tools it is possible to create tools for entity cards (= information view of […]

Admin Guide

Q&A Templates

Q&A Templates  With the survey templates attached to an email it is possible to gather information from the contacts regarding e.g. a campaign or an invitation event. For more information about linking the QA template to an email and sending and automating the emails, see the guide Automatic Emails. Creating and editing the QA templates […]

Admin Guide

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 […]

Admin Guide

Tags in Emails Sent by Module Tools

Tags in Emails Sent by Module Tools Tags are used in three places in the CRM: document templates, email templates and in certain module tools that send email. In addition to these, you can also use tags in emails in ECP. This guide is about the tags in module tools. You can learn how to […]

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