Help & Glossary

Reading the instructions

We at the CRM-service are proud of the fact that our system is flexible. The customer will get what they need using modules and highly modifiable settings since the system can be scaled to fulfill their needs.

Admin users have multiple options inside the system. This means, for example, that they can hide unnecessary things; conversely, it is also possible to enable hidden parts by default. Naturally, all these settings can also be modified by the admin users at any time.

However, this flexibility has a price. When you read these instructions, the view in example pictures may be very different compared to the system you use. We try to cover as much as possible in the instructions, but since a single form may have over 100 fields that can be set as visible, we must leave some things out when we write our instructions.

While we try to use our best judgment when we are writing the instructions, there might still be gaps in the resources page. Since we want to offer you the best service possible, you can always inform us via the support portal if you feel there is a gap that needs to be filled on the instruction page.

The purpose of this glossary is to clarify the terms we use in the system. Since the system is very highly customizable, admin users can rename multiple things inside the system.

Icons

Arrows are used to switch between spaces in list views.

This icon implies a presence of a dropdown menu.

Pencils are used to edit information in entities etc.

The module tool icon is used for different actions depending on the module itself. Usually, all main activities for selected entities are found here.

Creates a new entity in the module.

Save what you are doing. Note! If you do not press save before exiting, you will lose your edits.

If this icon is visible, it means that Excel export is available.

Button for Mass edit functions.

In some places, you might find Add button, usually accompanied by the text of what it adds (product, account, etc).

Glossary

Activity = Activities are different types of logged events like calls and meetings that can be most easily handled using the calendar.

Admin = Admin user is the person who has the highest level of access to your CRM system.

API = An application program interface. This is needed to customize or integrate software.

Bug = Some kind of fault, error, or issue that causes unexpected and incorrect results in the system.

Campaign = Way to plan and figure out customer lists, newsletter mailing lists, call campaign contacts, and many more.

Contact = Person saved in your CRM, containing information like name, phone number, address, email, etc.

CSV = Comma-separated values, a file format for exporting and importing spreadsheets and databases, like contacts and other data.

Customization = Configuring, adding, or altering the software’s design or functionality to make it meet the requirements of the user.

Dashboard = View of different elements on the home page. Users may have multiple dashboards and the view can be switched from the home page.

Data = All business-related information collected and stored by the CRM system.

Email Reminder = Automatic, scheduled notification that is sent to event attendees on the wanted day before said event.

Entity = One saved record in the system, e.g., one account, product, or quote.

Entity card = Information view of a single entity, e.g., Account card.

Export = Convert data to a file so you can use in another software.

Field = Part of a form for holding a specific piece of information, like text or values.

Filter = Way to show a general list view in a module, showing contents of that module as a list.

Formula = Specific script that allows users to automate certain processes.

Integration = Process of connecting CRM software with other third-party applications for easy use.

Invoice = Bill issued to the customer, member, etc. Invoices can be sent for things like purchase orders, they can be recurring, or they can be sent as a mass invoice to bill multiple entities at once.

JSON = Text-based format used to exchange data between a web application and a server.

Kanban = Visualization tool that is a board with cards that are grouped into different columns. It shows data and processes in a graphical way, which helps to visualize the process.

List view = Displays the list of records that belong to the selected entity type in the CRM. This view is used to search, group, and filter records according to selected criteria.

GDPR = General Data Protection Regulation is a regulation in EU law that covers data protection and privacy in the EU and EEA.

Layout = How the fields and panes are arranged in the system.

Lead = Potential customer which is in the first stage of the sales process.

Import = Loading data into the CRM system.

Mass Event = Event with multiple participants and possibly even subevents. The mass event module is designed to compile multiple modules in the functional mass event handler which makes managing everything from registrations to event personnel very easy.

Mass mail = Module which is used to send emails to large groups of recipients directly from the CRM.

Module = Part of the CRM system that can be used alone, but also joined together with other modules.

Module tool = Used to create multiple tools for entity cards, like a too for an Account card that creates an Activity with default status and type values.

Price book = Way to make custom prices for specific groups.

Product = Billable objects like physical products, services, or work hours.

Quarter = Three-month period within a fiscal year. If, for example, invoices are set to be sent quarterly, customers will be billed once every three months.

Relationship = Relationship is a connection between two entities, which allows displaying the wanted data in the specified field or place in both entities.

Sales funnel = Type of chart on the homepage that is normally used to visualize offers according to their stages in the sales funnel.

Sales order = Module where documents can be created to confirm the sale of products or services, containing the wanted data about the sold services/products, like prices. Sales orders can also be used as invoice templates for Mass Invoicing.

Self-Service Portal = Service platform for your customers, where things like 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 are specific forms that can be created and saved for later use, so there is no need to start from scratch every time when sending things like monthly newsletters or creating documents.

UI = User interface which determines the overall design and layout of the system.

Widget = Element in the graphical user interface which can be used to display information or provide specific functions in the dashboard.

Workflow = General term used to describe automated actions in modules that work through trigger-based rules.