System Admin in CRM

If you are a system administrator in CRM, this is a quick guide to the relevant areas of CRM you will be using.

Managing users, security and access

Click on your name in the top right corner of CRM to reveal a menu where you can manage the following aspects of CRM:

• Users – from here you can set up people with access, remove existing access, reallocate licences and determine the permissions each person has. See this guide for more information.
• Teams – here you can create groups with permissions that determine what your Users can see, do and touch in CRM. See this guide for more information.
• Employees – these are brought in from your accounting system and you can convert any required people over to Users.
• Portal Users – this area relates to Customer Portal and allows you to view and manage which of your customers and suppliers has access to your portal.

Other options here:

• If you have multiple databases, you can move between them using the Switch Company option.
• If you need to reset your password, you can do so with the Change Password option.
• The Account and Billing option is currently under construction; if you’d like to make any changes to your subscription, please email us at [email protected].

 

Managing settings, options and preferences

From Admin > General you can access a page of settings, options and preferences that you can set at a system-level.  Some of the options available here are:

• Company details
• Quote settings
• Credit control
• Invoice settings
• Regional settings
• Pricing settings
• Product settings
• System security
• Sales & purchase settings
• PDF and Email Template settings
• Manufacturing settings
• Landed Costs
• Time Billing

Within these options, there are also some of Automated Workflows you can configure to suit your needs.

 

Customising your database

From Admin > Settings you can customise a range of templates and configure numerous dropdown lists in different areas of the system to suit your preferences and use your terminology.

Templates you can customise:

• Email Templates
• SMS Templates
• Web Quote Templates
• Web Sales Order Templates
• Web Invoice Templates
• Web Request For Quote Templates
• Web Purchase Order Templates
• Quote Form Templates
• Service Report Templates
• PDF Templates

Dropdown fields you can configure:

• Customer fields
• Sales pipeline fields
• Price Types for sales
• Product Category and Product Group
• Couriers and Courier Services
• Work Order Stages
• Project fields
• Ticket fields
• Job fields
• Asset fields

Other frequently used options here:

• If you use CRM for manufacturing, you can also create Resources to use in Production.
• You can set up multiple Locations for your stock.

 

Managing your integrations

From Admin > Integrations you can connect and manage all of your integrations with CRM.