Basic Record Management

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33 articles in this collection
Written by Isobel Honour

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 this week

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 this week

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 this week

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 this week

Creating Appointments

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

Setting Urgent Notes

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

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 this week

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 this week

Default Rows Per Page (User Preference)

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

Creating Contracts

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

Setting Recall Limits (User Preference)

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 this week

Change Date Display Format (User Preference)

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

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 this week

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 this week

Creating an Individual Contact

This article outlines how to create an Individual Contact record within the CRM.
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Written by Isobel Honour
Updated this week

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 this week

CRM Layout

This document outlines the general layout of the CRM.
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Written by Isobel Honour
Updated this week

Hierarchy

This document outlines the hierarchical structure of the CRM.
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Written by Isobel Honour
Updated this week

Contact Layout

This article outlines the general layout of the Contact record 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 the Division record 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 record within the CRM.
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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.
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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 Secondary Address to a Contact

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

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