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Configuring GDPR 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 or to delete their […]
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 […]
Credit Invoice -How to build the process
General Invoices sometimes need credit invoice pairs to even out the income expectations. To users, this is simply one button on the invoice called ‘Credit invoice’ and it will copy the invoice, convert it to the minus and add a relation to the parent invoice. We are using settings about layout editor, dynamic field formulas, […]
CSV Import
General CSV data importing is supported in many modules in the CRM system. The Import button is located in the toolbar at the 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 […]
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 […]
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 […]
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 […]
Files – How to activate it to your CRM usage
Files is a storage module for a different types of files that relates to other modules like quotes, accounts, and invoices. Activate the file module Activation happens from the module manager, but in many environments, it is activated already. File module is like any other module and it has its own access rules via Profiles […]
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 […]
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 […]
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 […]
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 […]
Merge Entity module tool
General This tool is used to merge the information of duplicate entities, including relations. You can do this with entities that are located either in Accounts or Contact modules. The tool must be activated by the admin user. This tool allows users to easily merge duplicate entities by selecting a target entity and then selecting […]
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 […]
Module Tool Parameters and Settings
General 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. Parameters You can set parameters for the module tool to for example fetch/supplement information from the source entity or fill in the field with certain information: The formula […]
Module tool’s special parameters
General The functionality of the module tools is fundamentally similar between the old Legacy CRM service interface and the new V2 interface, and therefore many tools are suitable for use as such in both versions. Conditions: Module tool visible only in the current/new interface If you want the module tool to be visible only in […]
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 […]
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 […]
Tags in Emails Sent by Module Tools
Tags in Emails Sent by Module Tools Tags are used, foe example, in email templates and in certain module tools that send emails. This guide is about the tags in module tools. You can learn how to use the tags with other tools in other guides by clicking the links above. There are multiple module […]