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 (legacy use only)
…The emails used with the modules and features mentioned above are based on the email template selected. You can manage email templates in Settings → Email Templates. Creating Email Templates…
Email templates: Creating emails
…creating 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…
Q&A Templates (legacy use only)
…QA templates. In QA templates’ settings you can either edit an existing QA template or create a new one, depending on the need. A new QA template is created by…
Configuring GDPR Tools
…information directly from the 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…
Setting Up the Module Tool for Sending Individual Emails
…be left as “None”. In 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 –…
Automatic Emails (Legacy use only)
…In the Email Templates’ settings (Settings → Email Templates) you can create new and edit existing email templates. The email template determines the email sent to the contacts of the…
Managing and Setting Up Invitation Events
…Creating an Invitation Template More information about creating email templates is in the guide Email Templates, but below there are a few remarks concerning especially invitation events. Invitation event needs…
Email Templates: Sending Mass Mail
…ready to send. There is more information about compiling e-mail templates and e-mails in CRM’s new editor in the E-mail templates: Creating e-mails guide, and about creating campaigns in the…
– CONTENTS –
…templates used all around the system. — Automatic Emails Setting up emails sent automatically from Target Groups or Campaigns modules. Document Templates Creating and editing document templates used in modules….
Module Tool Parameters and Settings
…module tools Email document template (Generic) and Mail PDF (Generic) you can email PDF templates by selecting the template from the picklist in Templates or Attachments section. With the Mail…
Public Registration for Invitation Events
…is created in Settings → QA Templates (for more information, see Q&A Templates) and you can use the template in public registration by selecting the template in Public QA template…
Workflows
…Saving as a template is done by entering the edit mode of the existing workflow, clicking the Save as Template button and determining a name for the template. After this…
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….
Tags in Emails Sent by Module Tools
Tags in Emails Sent by Module Tools Tags are used in three places in the CRM: document templates, email templates and in certain module tools that send email. In addition…
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…
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…
Invitation Events in the Self-Service Portal
…events are not shown (excluding the user’s own event history). QA Template – You can select a survey template for the customer to answer while signing up for the event….
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
…up the email template, which is used in the emails. This is done in Settings → E-mail Templates by editing the Change Comments template (see the picture below). The picture…
Contact Portal
…contact’s information, which will then be updated in the CRM right after saving. It is possible to send the contacts email templates that are branded for the company. Therefore in…
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…
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…
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…
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…
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…
Module Tools
…Lead. In addition, there is also a guide for using tags in module tools that send email (e.g. Email document template, Notify User, Mail reminder): Tags in Emails sent by…
3-2022, 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…
6-2022, 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…
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…
General Instructions for Support Portal
…e.g. documents or screenshots concerning a work order or support matter. The ticket is submitted with the Submit button. Commenting on a Ticket After submitting a support ticket, the communication…
Filters in legacy interface
…Creates a new filter. Copy – Copies the current filter to use as a template for a new one. Edit – Edits the current filter. Primarily you can only edit…
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…
1-2022, 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…