Filter guides
Document Templates: Certificate Templates
…more information about the tags and how to use them, see Document Templates – Using Tags in ODF/OOXML Templates. When the certificate template is ready, you can upload it…
Document Templates – Using Tags in ODF/OOXML Templates
…fields of the CRM modules. An admin can manage the document templates in Settings → Document Templates. The tags can be used in ODF/OOXML templates and when used in the…
Managing and Creating Document Templates
Creating Document Templates You can manage RTF, PDF, Excel (XLSX) and ODF/OOXML templates used in the CRM system in the Document Template settings: Settings → Document Templates. In the settings…
Document Templates – Convert ODF / OOXML to PDF
…templates, see Managing and creating Document templates. Creating the conversion tool The conversion tool is created in Document Templates settings in Settings → Document Templates. In the main view, a…
Email templates: Creating emails
…a new e-mail template, but the editor works in a completely similar way for e-mails as well. The completed email template can be copied as the email template by clicking…
Configuring GDPR Tools
…contact card in CRM. For more information about creating document templates, see Managing and Creating Document Templates, and for information about writing tags, see Document Templates – Using Tags in…
Setting Up the Module Tool for Sending Individual Emails
…the final block Attachments, you can include a document template and/or files as attachments to the email template (see the picture below): Document template – The document template is to…
Email Templates: Testing Links
…email template as a PDF by following the instructions below. Even though the instructions talk about printing, this means that the wanted template is saved to the computer as a…
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…
– CONTENTS –
…users by the system. Email Templates Creating and editing email templates used all around the system. Document Templates Creating and editing document templates used in modules. — Document Templates –…
2023-01-12 January Release Notes
…(additional settings panel) Mail Scanner now supports Microsoft OAuth 2.0 authentication Old template support removed on document template settings; Invitation event: Nametag Template 54x90mm A4, Namesign Template, Nametag Template HERMA…
Workflows
…a template and use it for the new one. Saving as a template is done by entering the edit mode of the existing workflow, clicking the Save as Template button…
The SOAP Interface
The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service….
Mass event triggers
…about creating email templates can be found in the instruction: Email templates: Creating emails. Start Mass event triggers can be maintained on the Triggers tab. The view shows the triggers…
Mass Invoicing
…the Mass invoicing template, the actual invoices can be created. This starts with opening the created Mass invoicing template and pressing the Actions button . This will open a view…
Sales Orders
…The language of the invoices, if in use. Template – The invoice template for the invoices, if in use. Description – The description of the template, which is copied for…
Help & Glossary
…membership information and event registrations can be handled effortlessly. Target group = Compilation of targets that can be personalized for things like email marketing, telephone contacting, etc. Template = Templates…
Portal Settings
…All the email templates used in portal settings are created in Settings → Email Templates) Reset password template – the email template used, when the customer asks for a password…
2022-10-06, October Release Notes
…content; a new function for several automations and data maintenance procedures Downloaded document templates now show diaresis correctly Type fields in Organizations and Relations are no longer forced to be…
2024-01-04 January Release Notes
…all activities in the current month instead of limiting it to 500. The issue where the existing document template resulted in an error when the user wanted to change the…
Password reset settings
…is Email Only, a new password can be set directly via the link sent to the email entered by the user. Email template for password reset The password reset template…
Contact Portal: Settings and Actions
…Copy agent settings from picklist. On the tabs Email templates and Survey templates you can activate survey and email templates made in the CRM for the campaign, the same way…
2023-06-01 June Release Notes
…show data component to email that links to the email template which is used. When mail is sent by module tools, the component shows what the user has written and…
Tags in Emails Sent by Module Tools
…tools there are specific fields for the email recipient, subject and body text: Email document template (Generic), Notify User (Generic) and Mail reminder (Invoice). Tag can be used in fields…
Target Groups
…The person assigned to this group. If the target group relates to an email template, you will need to add the wanted email template to the field Send email template….
Mail Scanner
…is done in Settings → Email Templates by editing the Change Comments template (see the picture below). The picture below shows an example of a template, that is ready to…
CRM-service CIWS Library for SOAP
…class Program { static void Main(string[] args) { CrmSettings.SearchManager.SetBuffer(int.MaxValue); //code } } } All available methods All available methods can be found from CRM Integration Webservice documentation page: https://yourCrmSite/CrmIntegrationWebservice/service.php?class=documentation…
Service Security Overview
…information, constantly monitoring and improving our application, systems and processes to meet the growing demands and challenges of security. This document outlines some of the mechanisms and processes we have…
CRM-service Active Directory Integration
CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on…
2023-10-05 October Release Notes
…easier to read, added “Amount” value to the potential list that opens when the user clicks the chart. E-sign E-sign supports signing groups. E-sign has a new document settings tab,…
General Terms
…imported to the Service. File denotes documents of any kind (images, spreadsheets, text files, etc.) that are uploaded to the Service by the Client, and are usually associated with a…
CSV Import
…mappings that have passed validation. The log and mapping files can be found under the corresponding folders under the Csv2Crm folder in the user’s Documents folder. Checking the Settings Before…
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…
Complete Guide to Filters
…the filter template to customize it to your liking. Users have the ability to adjust or delete their filters to suit their individual requirements. To retrieve information from another module,…
Contact Portal
…send the contacts email templates that are branded for the company. Therefore in example provide the potential customers with additional information. The managers can create survey templates, that are completed…
2024-05-02 May Release Notes
…left the field without a formula. Email template issue when under certain conditions changes made to the email template before copying it did not transfer the changes to the copy….
Setting up the Discussion Tool
…button (see the picture below). In the email notification picklist, you can select the email template (for more information about creating the templates, see Email Templates) and in the automatic…
2022-03-10, March Release Notes
…in the Activities module Fixes in credit notes’ totals if discount is used Fixes in activities’ guide texts Fixes in module tools that send document templates by email Fixes in…
2023-08-03 August Release Notes
…fields correctly on different mobile devices. Fixed an error where document templates gave an error if there was a group user without a first name attached to it as a…
2023-12-07 December Release Notes
…been added to the billing company information to add a logo that can be used for billing. To prevent overlapping information, document template tags can be used to specify more…
2024-02-01 February Release Notes
…a new feature, Mailing Tool Advanced and Professional products will no longer include the Powered by CRM service logo. This only affects new email templates, and old templates and their…
Setting up Mass Invoicing
…for it is the More Information -block unless it is moved to another block by the admin user. Check that the Mass invoicing template is not hidden in the Sales…
Contact Center – SMS Messages
…side of the view. Select the number to display in the message is where you can switch the number that is shown to the receiver. Choose template is where you…
Linking survey to email
…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 survey. Go to the entity…
2022-06-09, June Release Notes
…individual contacts in the new interface You can now use a module tool in the contacts module to send an email template to an individual contact. The tool can be…
Module tool’s special parameters
…by manually rewriting the © entry. Copying the sub-event when copying the mass event (Link to another module) When using the template for mass events and you also want to…
Surveys – Setting up a new survey
…required information is filled in, the user can press the Save button and the empty survey template is created. Quick Start Guide Go to the survey module and press New….
Mass Events
General 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. Custom fields, dynamic fields,…
2024-04-04 April Release Notes
…instead of the ID number. Added support for Sales Orders, Quotes, Invoices and Potential tags, allowing those tags to be added to email templates. These tags are not available in…
Surveys – Basic Guide
…templates that automatically save specific settings in each survey during the creation of the survey. If you are interested in your own custom template(s), please contact our support team and…
Surveys – Themes
…example, before you enter the title of the survey, you are unable to adjust the Survey title settings. CRM-service is also happy to offer customers pre-made templates in case there…
Files – How to activate it to your CRM usage
…is necessary to find under that invoice entity in CRM. Customer-signed documentations are under that customer. Therefore the related list is needed to build to all those modules the module…
Integrating Web Services
…their up-to-date documentation, see the following guides: The SOAP Interface The REST Interface CIWS Libraries There are CIWS libraries for using SOAP and REST interfaces. The libraries are published under…
2022-12-01, December Release Notes
…the new interface; date fields can now be emptied with formulas Fixes with ‘CRM2 Only’ interface setting Modules have been deprecated; Invitation Events, Plans, Targets, Dashboards and Documents can no…
2022-01-12, January Release Notes
…after the original end date, the end date will also be updated to the same date automatically Updated PDF templates’ icon Fixes and improvements in rows; row’s comment field is…
2023-04-20 April Release Notes
…and merging them into a single PDF. Mass Invoicing Mass invoice symbols now work as a link so mass invoicing templates can be edited with ease. When creating one-time mass…
2024-06-06 June Release Notes
…copies the product. User field tags can now be used in email templates. The UI of the search page has been improved. General improvements to REST Docs functionalities. General improvements…
2022-11-03, November Release Notes
…now be used in email templates Settings that only concern the old interface now have ‘(Legacy Only)’ text after them Improvements in the main menu; Reports and Target Groups now…
System Access
…template by clicking the Copy button on the right user row. When you delete a user, you will also have to choose another user as an assignee for the deleted…
2023-05-04 May Release Notes
…paid invoices. Partial reminders and pre-paid invoices. Disabled by default as this should be noticed in the PDF template of the invoice. RI-message handling Added support to handle DELETE-messages correctly…
2023-09-07 September Release Notes
…can now be filled in to match the information of the logged-in user. This is done by writing the necessary parameters on the template of the e-mail to be sent….
2023-02-02 February Release Notes
…that the work is started. Entity Selection Pop-Up fields are as default the same as in the Default list on filters; Campaign, Spaces, Files, Vendors, E-mail templates and Mass-Events Entity…
2024-10-03 October Release Notes
…filled and overwritten when the contact answers the mass event survey. It will be possible to create ready-made templates for registration forms, which can be used to add the desired…