fields

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Admin Guide

Completing Contact Information When Creating an Activity

Completing contact information when creating an activity With this functionality the user can update missing information while booking a meeting or making any other activity in the CRM. An admin is able to determine which fields of a contact card need to be completed if an activity is created for the contact. When an user is […]

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

Dynamic Field Formulas

Dynamic Field Formulas Introduction With Dynamic Field Formulas, you can for example count values, create conditional clauses, edit fields’ information, etc. within a single CRM-service entity. With Dynamic Fields Formulas you can also seek information from an another module to the entity or count values for rows. It’s also possible to have a certain information field to show at the […]

Admin Guide

Dynamic Fields

Dynamic Fields Introduction With dynamic fields, you can set fields visible or hidden under certain conditions. Every field is visible by default, but with dynamic fields you can determine situations, in which some fields will not be visible at all – or on the contrary, in which the fields will be visible and even mandatory. The […]

Admin Guide

Editing and Dividing the More Information Tab

Editing and Dividing the More Information Tab Introduction Every entity in every module in the CRM has a More Information tab. By default, this tab shows information about other modules’ entities that are linked to the particular entity: for instance the More Information tab of an account could show all the invoices (and contacts, activities, etc.) […]

Admin Guide

Entity’s Owner

Entity Owner Settings In the CRM-service system there is only one owner or assignee for every entity (Account, Contact, Sales Order, etc.). The owner can either be an individual user or a group. Every entity’s assignee settings can be edited in the module’s settings by clicking the Settings button  in the right module and then selecting the […]

Admin Guide

Examples of Dynamic Field Formulas

Examples of Dynamic Field Formulas On this page, there is a small collection of examples of some commonly used dynamic field formulas. The formulas might not be fit for every need as they are, but they show you the way of how the similar formulas can be written. The formulas in this guide are written […]

Admin Guide

Field Translations

Translating the Fields of the Modules The default language in the CRM system is English and therefore some of the fields in the modules may show in English when not translated individually. You can do and improve the translations to different languages in Settings → Translate Fields. The picture below shows the field translations of the Accounts […]

User Guide

Filters

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. […]

User Guide

Find Duplicates

How to Find and Merge Duplicates With the Find duplicates tool you can merge the data in entities in the modules such as Accounts, Contacts, Potentials, Products, etc. This tool is located in the menu bar of the module (see the picture below). Options In the Options section you can determine, what happens when the duplicates are merged. The […]

Admin Guide

Layout Editor

Layout Editor Introduction The layout of each module can be fully customised in a way that best works for you. The module’s entity cards, meaning e.g. a single account’s information on the Accounts module, consist of blocks and fields in them. You can edit edit, add, hide and remove the fields, and additionally, change their grouping and order in […]

Admin Guide

Picklist Editor

Picklist Editor Picklists can be created in the layout editor of the module. You can add, edit and remove the values in this picklist in the picklist editor by clicking the edit button  on the picklist’s row (see the picture below). Another way to get to the picklist editor is through settings (Settings → Picklist Editor), but this option does not show the […]

Admin Guide

Related Lists

Related Lists Introduction The More Information tabs in each module have permanent default views, which show information related to the entity. Even though these views are handy, they might not always show the right things from the right perspective: a permanent view could e.g. show all the activities of the contact, but the need might be […]

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