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 […]
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 […]
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.) […]
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 […]
Permissions – Business Intelligence
CRM-Service Analytics (Business Intelligence) Introduction CRM-Service Analytics (Business Intelligence) is a chargeable plugin for the CRM-service system. The BI module contains tools for online analysis of the CRM data in different views. The technology used is based on the best BI-technology on the market, Qlik Sense. BI permissions are always personal (named CRM-service user). These users’ […]
Permissions – Custom Reports
Custom Report Permissions Custom report permissions can be edited in Settings → Custom Report Permissions. Select from dropdown menu the User Sales Group you want to edit. Click the Hae (Search) button and you will get the list of users in the current sales group. If a user has not been attached to any sales group, they […]
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 […]
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 Organization Access
Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users are listed in the view by sales groups; you can search for a certain by selecting a sales group and if wanted, a text to search. If […]
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 […]