Introduction

Use the CRM module to manage all of your business' records.

There are 10 different top-level categories that can be utilised in the CRM module. These categories can be sub-categorised and customised to model your business operation.

The 10 categories available are: 

  • People
  • Animals
  • Organizations
  • Events
  • Tasks
  • Groups
  • Documents
  • Courses
  • Products
  • Custom

Navigating Records

When you open the CRM module page, the available categories used by your business are displayed in the left pane and a list of existing records is displayed in the main window.

Category Tree

The categories available across the business are displayed in the category tree in the left-hand pane on the CRM screen.

A plus sign next to a category means that there are sub-categories available within.

Click on the + sign to expand a category and display any sub-categories.

Click on the - sign to collapse a category and hide any sub-categories.

Record Lists

When you click on a category in the category tree, all existing records in that category are displayed in the main window.

Filtering Records

You can filter the records displayed using the View Records button at the top of the page.

Check the boxes next to the set of records that you want to display. The list of records updates automatically.

You can Show Deleted Records by clicking on the trash_18x18.png at the top of the page.

Searching Records

You can search for specific records using the Search For or Advanced search functions.

Basic Search

Start typing the name of the record that you want to find in the Search for field at the top of the records pane.

The list of records updates automatically as you type, displaying all matching records.

Advanced Search

Complete the following steps to use the Advanced Search function:

  1. Click on the Advanced button at the top of the records pane. The Advanced Search window is displayed.
  2. Enter search parameters in any of the fields provided.
  3. Click Search to submit the search criteria (or click Cancel to close the window or click Reset to clear all fields and start again). All matching records are displayed.

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