Basic Record Management

Isobel Honour avatar Jess Heald avatar
37 articles in this collection
Written by Isobel Honour and Jess Heald

Companies, Single Company & Company Groups Explained

Learn about the key difference between a Company and a Company Group in this article!
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Written by Isobel Honour
Updated over a week ago

Converting a Single Company to a Company Group

If you need to log multiple Divisions under one Company Group, here's how!
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Written by Isobel Honour
Updated over a week ago

Converting Business Contacts & Individual Contacts

Helpful admin tool to convert Business Contacts to Individual Contacts, and vice versa.
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Written by Isobel Honour
Updated this week

Setting Tags (Preview)

Using tags to help profile your Division and Contacts.
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Written by Isobel Honour
Updated over a week ago

Configuring a Default Email Template

This article outlines how to configure a Default Email Template within the CRM.
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Written by Isobel Honour
Updated over a week ago

Using the Nearby Division Search

This article outlines how to use the Nearby Division Search within the CRM.
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Written by Isobel Honour
Updated over a week ago

Using the Next & Previous Buttons

This article outlines how to use the Next & Previous buttons in the CRM.
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Written by Isobel Honour
Updated over a week ago

Sharing CRM Records

This article outlines how to share a CRM record with other CRM users.
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Written by Isobel Honour
Updated over a week ago

Creating Appointments

This article outlines how to create appointments from the CRM.
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Written by Isobel Honour
Updated over a week ago

Setting Urgent Notes

This article outlines how to set an Urgent Note within the CRM.
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Written by Isobel Honour
Updated over a week ago

Exporting Configure Lists to Excel

This article outlines how to export configure lists to excel within the CRM.
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Written by Isobel Honour
Updated over a week ago

Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems

This article outlines how to access a customer account within a cloud accounting/inventory management system via the CRM.
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Written by Isobel Honour
Updated over a week ago

Default Rows Per Page

This article outlines how to change the default number of rows displayed per page.
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Written by Isobel Honour
Updated over a week ago

Creating Contracts

This article outlines how to create Contracts within the CRM.
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Written by Isobel Honour
Updated over a week ago

Setting Recall Limits

This article outlines how to set Recall limits within the CRM based on a user's preference.
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Written by Isobel Honour
Updated over a week ago

Change Date Display Format

This article outlines how to change the date display format within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a Sales Ledger

This article outlines how to create a sales ledger from the CRM.
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Written by Isobel Honour
Updated over a week ago

Basic Record Management - Introduction

This article introduces the basic record management topic & which levels of the CRM hierarchy it will focus on.
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Written by Isobel Honour
Updated over a week ago

Creating a New Division Under an Existing Company

This article outlines how to create a new Division under an existing Company within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a New Contact Under an Existing Division

This article outlines how to create a New Contact under an existing Division within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating an Individual Contact

This article outlines how to create an Individual Contact within the CRM.
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Written by Isobel Honour
Updated over a week ago

Creating a New Business Contact

This article outlines how to create a new Business Contact within the CRM.
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Written by Isobel Honour
Updated over a week ago

CRM Layout

This document outlines the general layout of the CRM.
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Written by Isobel Honour
Updated over a week ago

Hierarchy

This document outlines the hierarchical structure of the CRM.
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Written by Isobel Honour
Updated over a week ago

Contact Layout

This article outlines the general layout of a Contact within the CRM.
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Written by Isobel Honour
Updated over a week ago

Division Layout

This article outlines the general layout of a Division in the CRM.
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Written by Isobel Honour
Updated over a week ago

Company Layout

This article outlines the general layout of a Company within the CRM.
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Written by Isobel Honour
Updated over a week ago

Setting an Account Manager on a Division

This article will outline how to set an Account Manager against a Division.
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Written by Isobel Honour
Updated over a week ago

Creating a New Record

This document outlines the process for creating a new record within the CRM.
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Written by Isobel Honour
Updated over a week ago

Setting a Relationship

This article will outline how to set a relationship between two records in the CRM.
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Written by Isobel Honour
Updated over a week ago

Changing or Adding a Secondary Address to a Contact

This article will outline how to add a new address to an existing Contact.
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Written by Isobel Honour
Updated over a week ago

Searching for Records

This article outlines how to use the Global Search within the CRM.
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Written by Isobel Honour
Updated over a week ago

Adding Additional Communication Details to a Contact

This article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.
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Written by Isobel Honour
Updated over a week ago

Setting a Contact's Preference Flag

This article will outline how to set the Preference Flags on a Contact.
Jess Heald avatar
Written by Jess Heald
Updated over a week ago

Marking a Contact as 'Left Company'

This article will outline how to mark a Contact as having left the organisation.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Deleting a Contact

This article will outline how to delete a Contact from the CRM.
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Written by Isobel Honour
Updated over a week ago

Changing a Parent Record

This article outlines how to change the parent of a record within the CRM. This can be done from any level of the CRM hierarchy.
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Written by Isobel Honour
Updated over a week ago