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Automatic Emails (Legacy use only)
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 […]
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 […]
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 […]
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 […]
Credit Invoice -How to build the process
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, dynamic […]
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 […]
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 […]
Email Templates (legacy use only)
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 […]
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 the […]
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 […]
Managing and Setting Up Invitation Events
Managing Invitation Events The Invitation Events module is used for creating and managing different types of events and their registrations inside the CRM. For some instances, these events can for example be used for training purposes and thus the module is often also named and used as a “Training” module. Through this module it is possible […]
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
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. 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 […]
Module tool’s special parameters
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. Visibility conditions: Module Tool only visible in the current/new interface. If you want the module tool to be […]
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 […]
Q&A Templates (legacy use only)
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 […]
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 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 […]