Filter guides
– CONTENTS –
Contents of User Guides This page presents all the user guides, grouped by their use and purpose and ordered from the very common actions to more system-specific ones. The user guides concern the ways the modules or functions in the system can be used every day. Some of the guides may include side notes for […]
Account hierarchy visualization
General Account hierarchy can be used to structure complex organizations and hierarchy visualization will show these parent-child relationships, so it is easy to see how accounts relate to each other. This functionality can be used to show parent company and its subsidiaries, but also as an office map for companies which operate in multiple locations. […]
Activities
Managing Activities Introduction The activities are managed and created in the Calendar module. The default view of the module is shown in the picture below; if your calendar does not look like this, then you are using the legacy version of CRM-service Browsing the Calendar If the activities in the calendar do not fit into […]
Adding a mass event calendar link to email
General Adding a calendar file (.ics) link to a mass event email allows the registered participant to easily add the event to their calendar application with a single click. This simplifies the whole process since the attendee does not need to add the event to their calendar manually. Start After the mass event has been […]
Automatic Deletion of Mass Event’s Survey Answers
Introduction It is convenient to gather all the needed information for organizing an event from the participants with a registration survey. The collected data might however include information, that should not – or based on GDPR, is not allowed to – be kept in the CRM. The mass events have an action for scheduling an […]
Business Intelligence (Qlik Sense)
Business Intelligence Reporting Introduction Business Intelligence reporting is a chargeable plugin to CRM, with which you can analyze your CRM data from multiple perspectives even more thoroughly than with the default reporting features. The CRM-service BI reporting is based on the market’s leading BI technology QlikSense. With BI, you can report the following modules and […]
Campaigns
General Campaigns in CRM can be used for many purposes. At their simplest, campaigns can be used to plan customer lists, but you can get more out of them when managing newsletter lists. Campaigns are also used to define the contacts in the Contact Portal call campaigns. Note! The most efficient way to work with […]
CC Address Field
General CC addresses are used to send copies of the message to wanted addresses. This is available in the HelpDesk module after the “CC Address” field is activated in the settings by the admin user. Start After the field has been activated on settings, it should be visible in the entity. Users can add emails […]
Change Password
General Passwords are used to protect each account, which means that people should use strong passwords. By default, users will get their first password via email when they start using our system. From time to time there rises a need to change the passwords and in this guide, we explain step-by-step how to do it. […]
Complete Guide to Filters
General In the CRM, a filter refers to a general list view in a module, which shows the module’s contents – 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 some criteria delimit the entities. There can be several filters […]
Complete Guide to Work Hour Reporting
General Work hour reporting is a process that utilizes few functions to provide easy to use reporting system. In this guide, we provide all the needed parts in one instruction page. This covers how to use specific parts of the system when doing work hour reporting. You can always find out more about the specific […]
Create Activities
Creating and Editing Events (Activities) This guide is about events. For information about activities and the Calendar module in general, see the guide Activities. There are different ways to create a new event, depending on your settings and needs. You can choose to create the event in the following ways: In the Calendar module (Always […]
Dashboard management
General A dashboard is a place where users can place elements, also called widgets. Users can have multiple dashboard views, and they can also be shared with the reporting group. The dashboard provides users with a quick view of things they like to follow, and it is a place for specialised elements like a widget […]
Discussion
The Discussion Tool The discussion tool is a way to make the company’s internal information flow about the entities smoother. The comments on the discussion are visible only in the CRM and to those users that have a permission to see the entity in the first place. You can also mention another user in a […]
E-Invoicing – Error Conditions
General In practice, sending an e-invoice happens in four stages: The invoice is generated and sent from CRM. The invoice goes from CRM to the operator of the invoicer, who checks the information of the sender of the invoice. The invoice is transferred from the invoicer’s operator to the recipient’s operator, who searches for the […]
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 […]
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, and […]
Email Templates: Sending Mass Email – Complete Guide
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. […]
Email Templates: Testing Links
General In general, the links placed in the email template work flawlessly, as long as the link address is correct. However, if you want to make sure that every link in the email template works correctly, you can use the following instructions to test the links. There are two different options available, from which the […]
Filter Conditions – Complete Guide
General Filter conditions are set after setting up the fields of the wanted filter, and they limit the information shown in the list view. Please note that when using a field in conditions that contain a multi-relation, the system will give you the following notification: Start In the view where filters are created and edited, […]
Filters in modules
Oh bummer! It seems that these instructions started their retirement after the filter update was published. However there is no reason to panic, the new complete guide to updated filters can be found here.
Filters: KPI
General KPI is part of the filter settings and the information it provides will be visible at the top of the list view. KPI can be used to display more accurate data in different styles. A maximum of three KPI points can be created and appear at the top of the page. Using KPIs, it […]
Home Page Charts
General With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting options, so that you can determine the perspective for the report very carefully to meet your needs. The charts can be user-specific or you can share them with […]
Home Page Charts: Bar and Line Chart
Bar and Line Chart Introduction This guide helps you to create bar and line charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent […]
Home Page Charts: Pie
Pie Chart Introduction This guide helps you to create pie charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent an example pie about […]
Home Page Charts: Stacked Chart
Stacked Chart Introduction This guide helps you to create stacked charts for the user’s home page. To learn more about the home page charts in general and how to share them among the users in a certain sales group, see the guide Home Page Charts. The pictures in this guide represent an example stacked bar […]
Home Page Charts: Stacked Percentage Chart
Stacked Percentage Chart Introduction This guide represents an example case of a stacked percentage chart. A percentage chart is created in a same way as a “normal” stacked chart (for more information about creating stacked charts, see the guide Stacked Chart), but with using the additional setting Show as % (see the picture below). In […]
Home Page Widgets
General Widgets can be used to quickly access and view specific elements of the system like the calendar, work week, and the sales funnel. Start Widgets are generally easy to use. Some will require only the specific name user wants the widget to be displayed, while some need other information to be filled in. Quick […]
Invoicing Mass Events
General The mass events module enables users to create multiple different types of events, which naturally also means that sometimes those events have invoiceable items, like entrance or lunch fees. It is also possible that the main event is free, but the event has sub-events with separate charges. The mass events module provides users with […]
Kanban
Introduction In addition to listing filters, it is possible to create Kanban views in the general views of CRM modules. Kanban is suitable for describing the process and its progress. Its visual presentation also often makes things easier to deal with and follow up. Any information that involves step-by-step progress can be represented as a […]
Linking survey to email
General Once you have completed the survey, you can distribute it via an email link. The survey can be attached to the email as a text link or a button. In this guide, we will show an example of both. Start For this guide, we assume you already have an email template for sending this […]
Mass editing
Introduction With mass editing, you can edit multiple fields simultaneously. The mass edit option is located in the chosen CRM modules’ top right corner. By default, all the modules in CRM are mass editable. The following field types are editable with mass editing straight from the tools main view: Checklists Checkboxes Date fields The mass […]
Mass Event Surveys
Introduction A person registering to a mass event, can be presented with a registration form, that can be used to collect all the needed information from each registrated person right away. The registration form is unique for each mass event, so the questions and types of questions can be alternated when needed. If registrations are […]
Mass event triggers
General Mass event triggers can be used to manage event-related automatic email communication to participants and contacts marked as personnel. The most typical triggers are registration confirmations sent to participants and a reminder about the event a few days before the event starts. This instruction describes examples of the above-mentioned cases, but these guidelines can […]
Mass Events
…can contain multiple sub-events and sub-events can have their own capacity and price. The capacity of the subevent can’t be more that the capacity of the whole event. The selected…
Mass Invoicing
General These are instructions for using Mass Invoicing after the admin has enabled the settings required for Mass invoicing. To find out how to set up the Mass Invoicing, see the instructions here. Mass invoicing can be used to create similar invoices at once for a selected group of customers (accounts or contacts). In this context, […]
Outlook Add-in for users
Outlook Add-in user guide Before the Outlook Add-in can be used, it needs to be activated by an admin user (instructions: Outlook Add-In Setup). The Add-in is managed on the Add-ins tab in Outlook. On the Add-ins tab, there are buttons for i.a. logging in and out, manual synchronizing and settings (see the picture below). Appointments […]
Portals and Channels for Customer Care Automation
General CRM-service offers several customer self-service portals and tools for e-mail marketing and contact center functions. The customer service operates through portals, sms, e-mails and QA functions. EFFICIENCY FOR MANAGING CUSTOMER ENCOUNTER AND SELF-SERVICE
Price Books
General With the price books, you can define customer-specific prices for certain products. This way the prices of the products added to e.g. an invoice are updated automatically according to the price book based on an agreement with the customer. The price books have their own module, Price Books. Start Price lists have their own […]
Products
General The products module represents everything billable. These can be products with stock, products with unlimited stock, and even things like work hours. Products are used in multiple functions and there are multiple settings available for each type of product. Products can also be offered at different prices for certain customers by using price books. […]
Projects
General Projects can be used to make it easier to manage even large projects. Projects are used, for example, in connection with expense tracking and work-hour reporting. The participating persons are related to the projects, then record the working hours related to the project. There are different ends available for projects, will have their own […]
Recurring Invoicing
Creating Recurring Invoicing for Sales Orders Introduction It is possible to create recurring invoicing for sales orders. With this function, you can bill automatically the same customer for the same products or services e.g. monthly or annually. The invoices in recurring invoicing are formed retroactively, which means that the invoice is always generated at the end […]
Report Generator
Viewing and Sharing Reports The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the CRM data and provide material to base decisions on. The created reports can be viewed directly in a browser (a new tab will be opened) by clicking on a report on the front […]
Sales Funnel
General With the sales funnel, for example, offers can be displayed according to their stages in the sales funnel. A sales funnel can be created on the front page and thereby shared with others in the reporting group. Additional instructions on front page. This guide goes through the different settings and definitions of the funnel. […]
Sales Orders
In the Sales Orders, you can create new Sales Orders or create invoice templates for Mass Invoicing. Here are the explanations for some of the most common fields used in Sales Orders: Status – The status of the template will also determine the initial status of the invoices. Due date – The due date for […]
Scheduling mass mailing
Scheduling mailing Mass mailings can be sent as soon as they are created, but they can also be scheduled to go out at the desired time. You can schedule mass mailing using the following steps: Press the Actions button. Select Schedule now. Set the desired date and time. The easiest way to do this […]
Search functions
General Search functions are designed to make it as easy as possible to find information. Our CRM system provides users with both a site-wide search engine and search engines for individual parts of the system, to make it as easy as possible for users to find what they want in the system. The site-wide search […]
Stock Tracking
Stock Tracking Introduction It is possible to keep track of the quantity of your products by setting them stock tracked. When stock tracking is activated for a product, purchase orders will increase and sales orders decrease the amount of the product in stock. You can also for example have the CRM system notify the vendor […]
Surveys – Basic Guide
General Surveys are used for various purposes, from gathering feedback to collecting and updating contact information in the CRM. This guide refers to the full survey editor that creates surveys that can be shared via a link. The editor can be used with a combination of mouse and keyboard, but it also supports keyboard-only inputs. […]
Surveys – General Settings
General The survey settings are divided into three parts. This article will go through the general settings, the page settings, and survey-wide question settings. The survey section guides you through the general settings of the survey. The general settings that are used for all pages and questions are made in the survey settings. For fine-tuning, […]
Surveys – Question and Element Settings
General In this guide we go through all possible settings the users have when adding questions and elements to the survey. To learn more about the Survey editor, check this guide here. Surveys support ten elements — seven question types and three special elements. Each question and element has special settings that can be modified. […]
Surveys – Question and Element Types
General Surveys support ten elements — seven question types and three special elements. In this guide, you’ll learn how to add these to the survey and see examples of the most common use cases for each element. To learn more about the Survey editor, check this guide here. For more information on the different question […]
Surveys – Setting up a new survey
General In the surveys module, it is possible to create different surveys that can be sent to users via email or during mass event registrations. This guide explains how you create a new survey in the Survey module. You can find the instructions for the survey editor here. Instructions for surveys made specifically for mass […]
Surveys – Survey Editor
General In the survey editor, you can create the survey by adding the questions and adjusting the survey settings on the whole survey and each page separately. You can also customise the survey theme to personalise the layout of the survey. Each question can also have its own individual settings. We will now introduce the […]
Surveys – Themes
General Theme editor allows users to use and edit different themes, so the surveys represent the wanted brand or look. The editor has basic and advanced settings, which we will explain in this guide. It is good to note that you are not able to adjust the look of the element if it is not […]
Whiteboard
General The Whiteboard planner is a Kanban view that can be added to the homepage. With Whiteboard the user can drag and drop entities added to the Whiteboard from one of the modules to arrange them according to their choice. A whiteboard is added to the homepage in the same way as other widgets on […]
Widgets: Work hour reporting
General Users can add widgets to their system’s front page and two of those widgets are linked to the work-hour reporting. These widgets are called Workhours and Project hours. Project hours can be used to track worked hours on different projects. Workhours, on the other hand, give the person a summary of tracked work hours […]