1CRM 8.6 Online Guide
Copyright © 2004-2021 1CRM Corp.
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1.0 Welcome
1.1 Principal Features
1.2 What’s New in this Version?
1.3 About this Guide
1.4 Who Should Read this Guide?
1.5 Additional Documentation
2.0 1CRM: Getting Started
2.1 Before You Begin
2.1.1 Technical Requirements
2.1.2 Web Browser and Window Controls
2.1.3 Log In Information
2.2 Accessing 1CRM
2.2.1 To log in to the System…
2.2.2 CRMFlex for Android and iOS
2.2.3 1CRM Mobile App for iPhone
2.2.4 1CRM Mobile App for Android
2.2.5 If you cannot log in…
2.2.6 Security Timeout
2.3 Managing Your Password
2.3.1 To change your password…
2.3.2 If you forget your password…
2.4 Logging Out of the System
3.0 An Introduction to CRM
3.1 What is a CRM System?
3.2 What Does a CRM Look Like?
3.2.1 Theme Choices and Interface Changes
3.2.2 Exploring the User Interface
3.3 What’s in a CRM?
3.4 How Do I Operate a CRM?
3.4.1 Selecting a Module…
3.4.2 List View Screens and Module-Level Searching
3.4.3 System-Level Searching
3.4.4 Smart List Tabs
3.4.5 Keyboard Shortcuts
3.4.6 Detail View Screens and Sub-panels
3.4.7 The 1CRM Online Guide
3.5 CRM Workflow Basics I: Accounts and Contacts
3.5.1 The Beauty of CRM Navigation
3.5.2 Main Panel and Sub-Panels
3.5.3 Edit View Screens
3.5.4 Linking and Searching/Filtering
3.6 CRM Workflow Basics II: Leads and Opportunities
3.7 CRM Workflow Basics III: The Sales Pipeline
3.7.1 The Sales Charts Dashboard
3.8 CRM Workflow Basics IV: Calendaring
3.9 CRM Workflow Basics V: Sales Activities
3.9.1 Creating a Note
3.9.2 Creating a Task
3.9.3 Scheduling a Call or Meeting, Calling with Skype
3.9.4 Calling with RingCentral
3.9.5 Receiving Calls with RingCentral
3.9.6 Managing Emails
4.0 Today’s Activities
4.1 The Home Dashboard
4.1.1 Editing Dashboard Info
4.1.2 Editing the Dashboard Layout
4.1.3 Dashlet Controls
4.1.4 Module View Dashlets
4.1.5 Chart Dashlets
4.1.6 External Data Dashlets
4.1.7 Tools Dashlets
4.2 The Action Items Dashboard
4.3 The Calendar Module
4.3.1 The Calendar Display and Main Controls
4.3.2 Calendar Modes
4.3.3 Calendar Day Layout, and Printing Today’s Calendar
4.3.4 Working With Calendar Items
4.3.5 All Day Calendar Items
4.3.6 Public or Private Calendar Information
4.3.7 Scheduling New Calls and Meetings
4.3.8 Holidays, and Holiday Packs For Other Regions
4.3.9 Google Calendar Synchronization
4.3.10 CRMSync CalDAV Calendar Synchronization
4.3.11 Calendar Grid Layouts for Scheduling Multi-Person Meetings
4.3.12 GoToMeeting Integration
4.3.13 Vacations & Sick Days
4.3.14 Calendar Dashlet
4.4 The Meetings Module
4.4.1 Joining a GoToMeeting Session
4.5 The Calls Module
4.6 The Tasks Module
4.7 The Notes Module
4.8 The Email Module
4.8.1 HTML Editor
4.8.2 Uploading and Using Images in HTML
4.8.3 Advanced Editing
4.9 The Forums Module
4.10 The Chats Module
5.0 Sales & Marketing
5.1 The Accounts Module
5.1.1 Printing Monthly Statements
5.1.2 Emailing Monthly Statements
5.1.3 Invoicing for Time Booked to Projects and Cases
5.1.4 Re-Assigning Accounts
5.1.5 Copying Account Addresses to Related Contacts
5.1.6 Creating a New Account
5.1.7 Account Popup Messages
5.1.8 Display Multiple Accounts on a Map
5.2 The Contacts Module
5.2.1 Live Business Cards
5.2.2 Google Maps Integration
5.2.3 Category Mass Update
5.2.4 Email Contacts: Ad Hoc Bulk Email
5.2.5 Quick Email Campaigns
5.2.6 Mail Merge Using RTF Template
5.2.7 Export vCards
5.3 The Campaigns Module
5.3.1 Create Campaign (Classic): An Email Campaign
5.3.2 Campaign Wizard: A Newsletter Campaign
5.3.3 Testing Your Campaign
5.3.4 Running Your Campaign and Tracking Results
5.3.5 Creating Web-to-Lead Forms
5.3.6 Creating Web Forms with 1CRM WordPress Plugin
5.3.7 Advanced Lead Forms Usage
5.3.8 Creating Target Lists from List Views
5.4 The Leads Module
5.4.1 Import Options: Test Run & Custom Mapping
5.4.2 Quick Campaign
5.4.3 The Convert Button & Smart Convert
5.5 The Opportunities Module
5.6 The Partners Module
5.6.1 Partner Access to the Customer Connection Portal
5.7 The Marketing Events Module
5.8 The Forecasts Module
5.8.1 Committing Personal and Team Forecasts
5.8.2 Setting Personal Sales Quotas
5.8.3 Setting Team Sales Quotas
5.9 The Documents Module
5.9.1 Drag and Drop Support
6.0 Order Management
6.1 The Quotes Module
6.1.1 Creating a Quote
6.1.2 Grouped Items, Discounts, Taxes, Shipping
6.1.3 Line-Item Level Discounts
6.1.4 Generating PDFs
6.1.5 Business Workflow for the Sales Process
6.1.6 Quote Approvals
6.1.7 Exchange Rates
6.1.8 Tax Rates and Tax Codes
6.2 The Sales Orders Module
6.2.1 Milestone Billing
6.3 The Invoices Module
6.3.1 Creating a Credit Note
6.3.2 Charging a Credit Card
6.3.3 Shipping Products with the Ship It! Button
6.3.4 Creating Supported Products from Line Items
6.3.5 Creating an Invoice or Statement PDF
6.3.6 Applying Incoming Payments
6.3.7 Invoicing for Time Booked to Projects and Cases
6.3.8 Invoicing Individual Service Cases
6.3.9 Invoicing Individual Projects
6.4 The Credit Notes Module
6.4.1 Crediting an Invoice
6.4.2 Crediting an Account
6.5 The Shipping Module
6.6 The Payments Module
6.7 The Purchase Orders Module
6.7.1 Business Workflow for the Purchasing Process
6.8 The Bills Module
6.8.1 Applying Outgoing Payments
6.9 The Receiving Module
6.10 The Product Catalog Module
6.10.1 Creating a New Product
6.10.2 The eStore Product Catalog & Catalog Sync
6.11 The Discounts Module
6.12 The Subscriptions Module
6.13 The Commissions Module
6.14 The Price Books Module
7.0 Project Management
7.1 The Projects Module
7.1.1 Project Gantt Charts
7.2 The Human Resources Module
7.2.1 HR Documents
7.3 The Booked Hours Module
7.3.1 Booking Hours from Cases and Project Tasks
7.3.2 Booking Hours from Calls, Meetings & Tasks
7.4 The Timesheets Module
7.5 The Expense Reports Module
7.6 The Booking Categories Module
8.0 Customer Service
8.1 The Service Subcontracts Module
8.2 The Supported Products Module
8.3 The Recurring Services Module
8.3.1 Collecting Payment for Recurring Services
8.3.2 Authorizing a Credit Card
8.4 The Cases Module
8.4.1 Case Queue Workflow
8.4.2 Cases Notifications
8.4.3 Booking Time to Cases
8.4.4 Using Service Parts on a Case
8.4.5 Invoicing a Case
8.4.6 Debiting Case Costs to a Subcontract Pre-payment
8.4.7 Email Interaction on a Case
8.5 The Software Bugs Module
8.6 The Knowledge Base Module
9.0 Reports & Settings
9.1 The Reports Module
9.1.1 Running Standard Reports
9.1.2 Creating New Reports
9.1.3 Setting Report Filters
9.1.4 Defining your Report’s Column Layout
9.1.5 Report Sorting
9.1.6 Defining your Report’s Chart Layout
9.1.7 Working with Related Sources
9.1.8 Specialized Reports
9.2 The Dashboards Module
9.3 The Activity Log Module
9.4 The System Bulletins Module
9.5 The Data Privacy Module
10.0 Your User Profile
10.1 My Account
10.1.1 Header Information
10.1.2 User Information
10.1.3 User Settings
10.1.4 Service Skills
10.1.5 Submit User Photo
10.1.6 Locale Settings
10.1.7 Layout Options
10.1.8 Email Options
10.1.9 Outbound Email Settings
10.1.10 Monitored Mailboxes
10.1.11 Phone Calls Settings
10.1.12 RingCentral Settings
10.1.13 Google Account Settings
10.1.14 Google Calendar Settings
10.1.15 Google Drive Settings
10.1.16 Google Contacts Settings
10.1.17 CRMSync for Contacts (CardDAV Server)
10.1.18 CRMSync for Calls, Meetings, Tasks (CalDAV Server)
10.1.19 GoToMeeting Credentials
10.1.20 DropBox Integration Settings
10.1.21 LiveChat Integration Settings
10.1.22 My Account Settings Screen Images
10.2 Directory
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