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 […]
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 […]
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
Managing Campaigns Campaigns in the CRM can be used for many purposes. At their simplest, the campaigns can be utilized to plan customer listings, but you get more out of them when managing newsletterlistings. Campaigns are also used to define the contacts in the Contact Portal call campaigns. Note! The most efficient way to work […]
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 […]
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-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, […]
Email Templates: Sending Mass Email
Introduction 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. […]
Filters in legacy interface
Filters Introduction A filter means the module’s general list view which shows the entities in that module as a list. The filter determines which fields are shown on the list, in which order the entities are listed and whether the entities are actually filtered. Each module can have several filters for different kinds of needs. […]
Filters in modules
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 […]
Home Page Charts
Home Page Charts Introduction 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 […]
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 […]
Managing events with mass-events module
CRM-service provides a tool for event management called Mass Events. The tool is used in cooperation with contacts (the attendees), surveys, e-mail templates, and invoices. The registration form CRM-service provides via Self-Service Portal functionality or Anonymous form or the customer can use custom integration from their website provider. Custom fields, dynamic fields, and formulas, work […]
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
Work in progress to translate Yleistä Massatapahtumien triggereillä voidaan hallita tapahtumaan liittyvää automaattista sähköpostiviestintää osallistujille sekä henkilöstöön merkityille kontakteille. Tyypillisimpiä triggereitä ovat osallistujille lähetettävät ilmoittautumisvahvistukset sekä muistutus tapahtumasta muutamaa päivää ennen tapahtuman alkua. Tässä ohjeessa kuvataan esimerkit edellä mainituista tapauksista. Triggereitä voi olla useita per massatapahtuma, ja tarvittaessa niitä on mahdollista määritellä erikseen osallistujien tai […]
Mass Invoicing
Introduction Mass invoicing can be used to create similar invoices at once for a selected group of customers (accounts or contacts). Mass invoicing always uses a sales order as a template for the created invoices and you can use the function to create invoices only once or make use of the sales orders’ recurring invoicing […]
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
Portals and Channels for Customer Care Automation EFFICIENCY FOR MANAGING CUSTOMER ENCOUNTER AND SELF-SERVICE 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.
Potential Management
Potential Management Introduction CRM-service provides tools to manage the Sales pipeline with the Potentials module. This module can be used to handle all sales phases in the sales pipeline. The sales pipeline phases can be also be processed so that e.g. the Leads module contains marketing phases and the Potentials module sales phases. Therefore there […]
Price Books
Defining the Price Books 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. A new price […]
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 […]
Sending Text Messages to Target Groups
Sending Text Messages to Target Group’s Contacts The function to send text messages can be separately activated in the CRM. Text messages are always sent to target groups and the contacts in them – the phone numbers of the accounts therefore can not be used as recipients. When the recipients have been created as a […]
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 […]
Tasks
Tasks This guide is about tasks/to dos. For information about activities and the Calendar module in general, see the guide Activities. A task denotes a to do-typed entry, which is handy to use to write down jobs and tasks that have not been precisely scheduled (apart from a due date). If you need to reserve […]
Work Hour Reporting
Reporting the Working Hours in the CRM The work hour reporting is done for the projects that the user is linked to. Because of this, there needs to be a project to which the hours are reported to. This guide will first go through how to create a project and link users to it and […]