Basic Record Management

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

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 this week

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