Accessing Customer Accounts within Cloud Accounting & Inventory Management Systems

This article outlines how to access a customer account within a cloud accounting/ERP system via the CRM.

Written by Isobel Honour
Updated over a week ago

User Preference - Default Rows Per Page

This article outlines how to change the default number of rows displayed per page.

Written by Isobel Honour
Updated over a week ago

Creating Contracts

This article outlines how to create Contracts within the CRM.

Written by Isobel Honour
Updated over a week ago

User Preference - Setting Recall Limits

This article outlines how to set recall limits within the CRM based on a user's preference.

Written by Isobel Honour
Updated over a week ago

User Preference - Change Date Display Format

This article outlines how to change the date display format within the CRM.

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.

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.

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.

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.

Written by Isobel Honour
Updated over a week ago

Creating an Individual Contact

This article outlines how to create an Individual Contact record within the CRM.

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.

Written by Isobel Honour
Updated over a week ago

CRM Layout

This document outlines the general layout of the CRM.

Written by Isobel Honour
Updated over a week ago

Hierarchy

This document outlines the hierarchical structure of the CRM.

Written by Isobel Honour
Updated over a week ago

Contact Layout

This article outlines the general layout of the Contact record within the CRM.

Written by Isobel Honour
Updated over a week ago

Division Layout

This article outlines the general layout of the Division record in the CRM.

Written by Isobel Honour
Updated over a week ago

Company Layout

This article outlines the general layout of a Company record within the CRM.

Written by Isobel Honour
Updated over a week ago

Setting an Account Manager on a Division Record

This article will outline how to set an Account Manager against a Division record.

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.

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.

Written by Isobel Honour
Updated over a week ago

Changing or Adding Secondary Address to a Contact

This article will outline how to add a new address to an existing Contact record.

Written by Isobel Honour
Updated over a week ago

Searching for Records

This article outlines how to use the global search within the CRM.

Written by Isobel Honour
Updated over a week ago

Adding Additional Communication details to a Contact Record

This article outlines how to enter additional information such as phone email and social media to an existing Contact record.

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 record.

Written by Isobel Honour
Updated over a week ago

Marking a Contact as 'Left Company'

This article will outline how to mark a Contact as 'Left Company'.

Written by Isobel Honour
Updated over a week ago

Deleting a Contact Record

This article will outline how to delete a Contact record from within the CRM.

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.

Written by Isobel Honour
Updated over a week ago