Home Frequently Asked Questions

Frequently Asked Questions

Christian Thor
By Christian and 1 other
• 5 articles

How to create Price Books in Simply CRM

Simply CRM allows you to configure Price Books to help you better manage your products and services. Price Books act as catalogues and they help you create more flexible pricing options and customize your offers for individual customers. For example, Price Books allow you to configure wholesale and retail prices, and offer seasonal promos or discounts, without editing the product itself. In fact, you can vary the prices of your products whenever and however you want. This lets you reward your best customers or leads with personalized discounts and special offers. How to install Price Books in Simply CRM Before you start creating Price Books for your products/services, you will first need to activate the Price Books module in Simply CRM. To achieve that, visit your Settings page and select Apps from the App management option in the main menu. Browse through the new window to find the Price Books app. Then press the Activate button in the bottom right corner. When you activate Price Books, you’ll get access to configure the module’s settings directly from the Apps list. The Options button on the left allows you to quickly configure the Price Book module layout, workflows, picklist values and numbering settings. For more details on how to edit module settings, please visit our guide on adding and editing module fields. Once you activate Price Books, you can access the app by opening the Inventory tab on the left menu and choosing Price Books. Important: After you activate Price Books, you’ll need to refresh your page to see it in the menu. On the module page, press the Add Price Book button in the top left corner. Price Books List ViewIn the new window, you’ll be able to configure the Price Book name, currency and status. If you wish to create an inactive Price Book, simply uncheck the Active box. Optionally, you can also add a brief description of the Price Book. When you finish configuring the Price Book settings, press Save. Your new price book will be listed on the Price Books module page, as shown below. New Price Book in the List ViewSelect the Price Book from the list to open its detailed view. Then, click on the Products tab. Price Book Products in SimplyTo set up special pricing for your products, click the Select Product button. Select Product in Price BooksIn the resulting pop-up window, you’ll be able to select the products that you want to add to your Price Book as well as configure their selling price. Simply press on the check mark box on the left side next to the Product Number column to add it to the Price Book. Once you finish selecting the products and setting their prices, press the Add to PriceBooks button. Important: The selling price you choose here will only be applied to products within the Price Book. Outside of the Price Book, the product will retain its original price. The products you add to the Price Book will now appear in the Products tab in the detailed view of your Price Book, as shown below. Product List in Price BooksIn case you want to add services to your Price Book, follow the same steps described above. Just select the Services tab at the start. Services in Price BooksYou can also add products and services to Price Books from the detailed view of individual product/service records. Locate the desired record in its module, click on it to open the detailed view and then select the Price Books tab. In the Price Books tab, you’ll be able to create a new Price Book by clicking on the Add Price Book button as well as add the product to an existing Price Book by using the Select Price Book button. How to use Price Books As mentioned earlier, Price Books allow you to offer unique pricing models for your products and services. Using Price Books, you can reward long-time customers or encourage new clients to purchase your services/products by offering them special deals. You can achieve this by applying Price Books when creating invoices, quotes and sales orders. First, navigate to the desired module, for example, Invoices. Then, click on the Add Invoice button in the top left corner. Fill out the invoice details according to your needs. If you’re unsure how to fill out an invoice, please check our in-depth guide on creating invoices in Simply CRM. When you scroll down to the Item Details block, select the product or service that you want to add to your invoice. Then, you’ll see the Price Book icon in the Selling Price column. When you press the icon, you will get a pop-up window in which you’ll be able to select what Price Book you want to apply to the invoice. Simply click on the Price Book name to apply its selling price. Price Book Selection in InvoicesOnce you select the Price Book, the Selling Price column in the invoice will be automatically updated to reflect the new price imported from the Price Book you selected. Important: The pop-up window will only show you the Price Books that contain the item that you added to your invoice. When you finish creating the invoice, press the Save button at the bottom of the page. If you want to apply Price Books to sales orders or quotes, follow the same procedure in the appropriate module.

Last updated on Aug 27, 2024

Simply CRM Outlook plugin

Getting Started with Simply Outlook Plugin Introduction: Are you looking to boost your productivity and enhance your customer relationships by integrating your CRM with your email system? If so, you’ve come to the right place! The Simply Outlook plugin is a powerful tool that allows you to access and manage your CRM data directly from your Microsoft Outlook inbox. In this support article, we’ll cover everything you need to know about the Simply Outlook plugin, from installation and configuration to troubleshooting common issues. Section 1: Installation To get started with the Simply Outlook plugin, follow these easy steps to install the plugin on your computer: 1. Visit the Simply CRM website and navigate to the Download section. 2. Locate the Simply Outlook plugin and click on the download link. 3. Run the installation file, and follow the on-screen instructions to complete the installation process. 4. Restart Microsoft Outlook to enable the Simply Outlook plugin. Section 2: Configuration Once you’ve successfully installed the Simply Outlook plugin, you’ll need to configure it to connect to your Simply CRM account. Follow these steps to configure the plugin: 1. Open Microsoft Outlook and click on the Simply tab located in the main menu. 2. Click on the Settings button to open the Simply Outlook plugin settings window. 3. Enter your Simply CRM URL, username, and password in the corresponding fields. 4. Click the Test Connection button to verify your account credentials. If the connection is successful, you’ll see a message indicating a successful connection. 5. Configure the sync options according to your preferences. You can choose to sync contacts, calendar events, tasks, and emails between your Simply CRM and Outlook accounts. 6. Click Save to apply your settings. Section 3: Using the Simply Outlook Plugin Now that you’ve installed and configured the Simply Outlook plugin, it’s time to explore its features. Here are some of the core features and how to use them: Creating and linking contacts: The Simply Outlook plugin enables you to create and link contacts between your Outlook and Simply CRM accounts. To create a new contact, click on the Simply tab, and select New Contact. Fill in the contact details and click Save. To link an existing Outlook contact with your Simply CRM, open the contact, click the Simply tab, and select Link Contact. Creating and linking calendar events and tasks: To create a new calendar event or task, click on the Simply tab, and select New Event or New Task, respectively. Fill in the required details and click Save. To link an existing Outlook event or task with your Simply CRM, open the item, click the Simply tab, and select Link Event or Link Task. Tracking emails: The Simply Outlook plugin allows you to track your email correspondence with your contacts in Simply CRM. To track an email, open the email, click the Simply tab, and select Track Email. The email will be automatically added to the corresponding contact’s record in Simply CRM. Accessing CRM records: You can access and manage your CRM records directly from Outlook by clicking on the Simply tab and selecting the appropriate option (Contacts, Calendar, or Tasks). You can search for records, view their details, and edit them as needed. Section 4: Troubleshooting Common Issues Here are some common issues and their solutions to help you troubleshoot any problems that may arise while using the Simply Outlook plugin: Connection issues: If you’re having trouble connecting to your Simply CRM account, double-check your account credentials and ensure you’ve entered them correctly. Also, verify that your Simply CRM URL is correct and that you have a stable internet connection. Sync issues: If your data is not syncing between your Simply CRM and Outlook accounts, ensure that you’ve configured the sync options correctly. If the issue persists, try reconfiguring the sync options or disabling and re-enabling the sync feature. Missing Simply tab: If the Simply tab is missing from your Outlook main menu, ensure that the plugin is properly installed and enabled. You can check this by going to File > Options > Add-Ins, and making sure that the Simply Outlook plugin is listed under Active Application Add-ins. If it’s listed under Disabled Application Add-ins, select it and click Enable. Slow performance: If you’re experiencing slow performance while using the Simply Outlook plugin, try disabling other add-ins that may be running simultaneously in Outlook. You can do this by going to File > Options > Add-Ins and disabling any unnecessary add-ins. Additionally, ensure that your computer meets the minimum system requirements for running Microsoft Outlook and the Simply Outlook plugin. Error messages: If you encounter an error message while using the Simply Outlook plugin, take note of the error message and consult the Simply CRM support documentation or contact the Simply support team for assistance. Section 5: Getting Help and Support If you need additional assistance with the Simply Outlook plugin, there are several resources available: Simply CRM Support Portal: Visit the Simply CRM Support Portal to access a wide range of support articles, FAQs, and documentation covering various aspects of the Simply CRM platform, including the Outlook plugin.Simply CRM Community Forums: Join the Simply CRM Community Forums to connect with other users, share your experiences, ask questions, and learn from others who are using the Simply Outlook plugin. Contact the Simply Support Team: If you can’t find the information you need in the support portal or community forums, you can always reach out to the Simply support team for personalized assistance. The support team can be reached via email, phone, or live chat. Conclusion: The Simply Outlook plugin is a powerful tool that streamlines your workflow, enhances your customer relationships, and increases your productivity. With this comprehensive support article, you should now have a better understanding of how to install, configure, and use the Simply Outlook plugin, as well as troubleshoot any common issues. If you need further assistance, don’t hesitate to reach out to the Simply support team or consult the available support resources.

Last updated on Aug 27, 2024

Searchable Documents in Simply CRM

User Guide: Making Documents Searchable in Our CRM Introduction This guide explains how to make documents (PDF, DOCX, TXT) searchable within our CRM system. This feature is particularly useful for quickly locating information within files. Getting Started 1. Document Formats Supported: Our CRM system supports PDF, DOCX, and TXT files for the searchable feature. 2. Enabling Searchable Content: - Locate the document you wish to make searchable. - Check the “Make document searchable” checkbox. This is essential for activating the search feature for your document. 3. Searchable Content and Last Updated Fields: - Upon enabling the search feature, two fields are added to your document: “Searchable content” and “Last updated.” - The “Last updated” field gets automatically updated with the current date and time once the document is processed. 4. Document Processing: - The CRM extracts flat text from the attached document, subject to certain settings (explained below). - The extracted text is then stored in the “searchable content” field, allowing users to search through the file efficiently. Settings for Text Extraction 1. Strip Tags (Default: Checked): - Removes all HTML or XML tags from the text, ensuring only the plain text is stored. 2. Remove Duplicates (Default: Checked): - Stores only unique words from the document. For example, if the word “is” appears multiple times, it will be stored once. - This significantly reduces the storage space required and makes the search process faster. 3. Character Limit (Default: 3000 Characters): - Sets a limit on the number of characters to be stored from a document. - The system processes duplicates first before applying the character limit, making it more efficient. For instance, a document with 4000 characters might fit within the 3000 limit after duplicate removal. Additional Notes - Scheduler Service: - Ensure the “Re-index document search” service is active in the CRM’s scheduler. This is necessary for the system to process and update the searchable content regularly. - Update Handling: - If a document is updated, re-indexing will occur automatically as long as the “Last updated” date is older than the document’s date. Conclusion By following these simple steps, you can make your documents searchable within our CRM system, enhancing your ability to quickly find important information. If you have any questions or require further assistance, please contact our support team.

Last updated on Aug 27, 2024