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Basic Record Management
Basic Record Management
38 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!
Written by
Isobel Honour
Updated over a week ago
Display Unleashed Customer Type within Prospect CRM
Displaying Unleashed's Customer Type to help segment customers within the CRM.
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!
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.
Written by
Isobel Honour
Updated over a week ago
Setting Tags (Preview)
Using tags to help profile your Division and Contacts.
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.
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.
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.
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.
Written by
Isobel Honour
Updated over a week ago
Creating Appointments
This article outlines how to create appointments from the CRM.
Written by
Isobel Honour
Updated over a week ago
Setting Urgent Notes
This article outlines how to set an Urgent Note within the CRM.
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.
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.
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.
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
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
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 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 a Contact within the CRM.
Written by
Isobel Honour
Updated over a week ago
Division Layout
This article outlines the general layout of a Division in the CRM.
Written by
Isobel Honour
Updated over a week ago
Company Layout
This article outlines the general layout of a Company within the CRM.
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.
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 a Secondary Address to a Contact
This article will outline how to add a new address to an existing Contact.
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
This article outlines how to enter additional information, such as phone, email and social media links, to an existing Contact.
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.
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.
Written by
Isobel Honour
Updated over a week ago
Deleting a Contact
This article will outline how to delete a Contact from 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