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User Guide

Home Page Chart: Table

Table Introduction This guide helps you to create tables 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 table which shows the […]

User Guide

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 […]

User Guide

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 […]

User Guide

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 […]

User Guide

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 […]

User Guide

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 […]

User Guide

Home Page Charts: Summaries in Tables

Summaries in Tables Introduction This guide represents an example table where operators are used. For more information about creating tables in general, see the guide Table. In this example case, the table is used to report the sub totals of invoices by account from the previous year. The table is therefore grouped by account (account’s […]

User Guide

Home Page Charts: Targets / Forecasts

Targets / Forecasts Introduction This guide helps you to create target and forecast 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. NOTE. The use of the target and […]

User Guide

Home Page Notifications

Home Page Notifications Introduction In addition to all kinds of home page widgets, reports and calendars, you can also have notifications on your own home page. Notifications are personal and they will appear for example in the following situations: The user has an active task (for more information, see Tasks). The user has been added […]

Admin Guide

Web Tracking

Web Tracking With the Web Tracking function it is possible to track the visits of CRM contacts on the company’s website. The tracking makes notes about who has visited the website and how often, and if he/she returns to certain pages. Web Tracking is a tool for enhancing customer care experience and it can be used […]

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