How To Use

How To Use

Postby TECOrange » Wed May 09, 2012 2:30 pm

Administrator Functions

Notice: When you click “configuration” from top menu you may see a warning message. Most of the times it is because your server will not have appropriate pdf convention software that the system could use to turn content to pdf. Don’t worry about this.

Creating CRM Users
Login as Administrator. If this is the first time you login as Admin remember to change your password by clicking the “Edit Admin Details” shortcut on the top bar.
Also click “Site Information” to change your site logo, slogan and so one. You can also change the appearance of your site using the top menu.
To add a user click “People” in the top bar and then “Add User”. Remember to set the role of the user to “CRM User”. The role “CRM users” is for personnel that operates the CRM. Can add contacts, edit own contacts etc. CRM Users cannot create other users. Admins have full access on all content and users.

Sending Newsletter
As admin you can create and send newsletters. Newletters are also published in the home page of your crm site for everyone to access.
To add user e-mail to newsletter click on top right the link “Newsletter Mails”
Then click “Mass Subscribe” to add one or more e-mails. Using the same link you can remove a mail from the mail list.
Administrators can create and send newsletters and/or create newsletter categories.

Articles and Basic Page
Only administrators can add articles and pages, this is content that can be accessible to everyone … not only crm users but even simple guests can have access to it. You can place information for customers or anything, but not sensitive data.

Taxonomy
Using taxonomy you may change some values used in various drop downs. We recommend to avoid this since may influence some reports.
Translating Content and Interface
You can localize you CRM using standard Drupal localization modules.

Customization - Hosted Solution
The system based on Drupal so is very flexible to localize, to add new functionality e.g. invoicing, time sheets, PM and many more. Also it can become your web site, offering personalize experience you your visitors and /or members, showing your products online or using as your e-shop.
If you need special things or to host your CRM site, contact us at this link http://www.tecorange.com/index.php/contact-us-rear
We will do our best to help!

CRM Users Functions

Creating a Contact (Simple Contact, Lead, Customer)
As a CRM User or Administrator you can add contacts. Contacts are the mail element of Orange CRM. A contact can be a simple business or personal contact, a lead or a customer.
To add a Contact, click at the left the link “Basic Contact Details” under “Add Content” menu.
Contact title is the name of the person or the business title - if it is a business. If you have typed before the same value in this field you will see it while typing for easier selection.
If this is a business contact or if this individual is part of organization or contact you have to fill the “Business Title” field. If it is a business and not individual, this field should have the same value as the field above “Contact Title”.

To add user e-mail to newsletter click on top right the link “Newsletter Mails”
Then click “Mass Subscribe” to add one or more e-mails. Using the same link you can remove a mail from the mail list.

Administrators can create and send newsletters and/or create newsletter categories.

Adding Notes on Every Contact
After adding a contact, any crm user or admin can add notes. Notes can be actions, incoming or outgoing, or anything related to this contact.

Personal Notes and Public Notes
You can add short personal notes as reminders for yourself. These notes appear on your home page until you deleted. It’s a good practice to delete a note when you don’t need it any more. Personal notes are visible only to you.
Public notes are visible to all CRM users and admins at home page (not to non registered users –visitors, customers-). Use Public notes to share something with other users.

Library
You can click “Library” at the left to add content in library. You can add documents, forms and any kind of information you want to share. It can be a repository of common templates, training and information for all CRM users (e.g. contract templates, manuals etc).
From the top right menu you can browse library contents

Campaigns
You can add details for marketing campaigns you run. Contacts can be related to marketing captains.

Products

When you add a product to a Contact submission, system keeps this as taxonomy term so you can filter contacts by products.

Statistics and Reports
Using Statistics and Reports you can views various reports and details and filter with many options. to

Calendar Date
Add a calendar item vissible to all CRM users from home page. You can use this for appoitments, for own notice and to let other people know were you are.

Printing and E-mail
You can print or share with e-mail any content page
TECOrange
Site Admin
 
Posts: 41
Joined: Sun Jul 17, 2011 4:59 pm

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