FAQ's CRM

By Liam Itzhaki

January 16, 2014

How do I send out event invitations?

Sending an event invitations to your contacts is easy

Create a new event.

Invite your contacts by selecting the tab 'Invite Others'

Send the invitation via email 

Press the button "Send Invitation" to create an email populated with your contacts.

The email opens up with a pre defined template that can be changed.

Sample invitation

Your contact will receive an email that contains the options to accept your invitation or reject it.

When the recipient presses "accept" or "reject" links on your invitation, the system will update the the attendee confirmation status. 

The recipient will be shown the response page below, which can be customized as normal in the CMS module (public site)

By Lei Gao

February 18, 2014

What is the new Calendar?

The new Calendar shows event, tasks, jobs and sales opps in the same screen

The new Calendar is a full-sized, drag & drop calendar. It uses AJAX to fetch events on-the-fly for each month/week/day.

Select from the filters to change the date range and items displayed according to type, category, status and assign to. Items are tasks, events, sales opportunities or jobs which have been entered and scheduled to a day and time. You'll see items in the calendar. Click on the item to see the details of the item. You can switch between the calendar and timeline view any time.

We've listed some handy Calendar Tips at the end of this post so read to the end!

Let's go through all the features:

Calendar and Timeline can be switched easily

Drag & drop or resize!

You can drag & drop an item to change its start time, or drag to resize and change it's duration when you're in the week/day view.

There are 3 views: month, week and day.

Month View;

 Week View;

 Day View;

You can quickly jump to previews or next year/month using the arrows and click on the Today button to jump back to today.

Calendar has 5 filters;

• Categories
• Type
• Date Range
• Status
• Assign To

Categories Filter;

Select multiple Categories to filter your events, tasks, sales opps or jobs.

Type Filter;

Select multiple Types to show events, tasks, sales opps or jobs.

Date Range;

Select one of the Date Ranges to display that range of dates in the Calendar.

Status Filter;

Select to show All, Open or Closed items. Or select one or more task status to show

Assign To Filter;

Select to show items assigned to one or more persons.

Some events, tasks, jobs or sales opps doesn't have a start time, these items are shown below the calendar.

Calendar Tips! Try these out;

• Click a day to create an event on this day
• Click at particular time in week/day view to create an event at that time
• Drag & Drop an item to change the start date, you even can choose the time in week/day view
• Drag the bottom line of an item in week/day view to resize the item
• You can always press "ESC" key to close a filter pop up

Take a free trial and try out the new Calendar, experiment with showing only a small number of filters and then add filters. Enjoy this new module and send us your feedback

Demonstration

By Liam Itzhaki

March 11, 2013

How do you change the welcome page?

You can change the Welcome page in your application to keep your corporate look and feel and branding.

• Click the [CRM] Button in the left navigation menu
• Click the [Sites] Button in the left navigation menu
• Click to open the [public] site

• Click the [Pages] tab
• Click the[Welcome] page

• Click the [Script] tab to update the JavaScript if needed
• Click the [Style] tab to update the style sheet if needed
• Click the[welcome component] to edit the page

• Design your Welcome page
• Save your changes 
• Click the[Publish] button in the site screen

By Liam Itzhaki

March 13, 2013

Advanced text searching on any record or document

Keyword search on reports means it is easy to search for a word across multiple fields.

Overview

A class can have many fields included in the key word search from the current record or related records.

Keyword searches give a powerful search facility in a single "Google" style search box. A convenient and simple search box can be used instead of the more advanced search screen in many cases.

The keyword index uses the Soundex algorithm to create the unique set of words, this allows for direct index searches on either the actual words or the words that sound like those entered.

Search Operators

How to use

You will find the Keyword Search fields at the top of the report screen.

Enter a keyword and click the search icon (magnifying glass) or press enter, the search result will show all the records with matching values in any of the listed fields.

By Liam Itzhaki

April 18, 2013

How does group contact categories work?

Easily categorize all your contacts

How does it work: 

In the example below, by selecting the parent category called 'Group 1' , all the sub categories 'Finance,Other,Supplier' are selected automatically.

Or we can only select the sub category (Like the category 'Marketing' In the example below)

Search for contact by category

 How to group categories:

Go to Admin and open the 'pick list manger' and select the table called  'Contact Category', this table holds the list of categories.

Create new category like 'Group 1', this category will be the parent group.

Find the child category and set the parent category ('Group 1' in the example )

By Tina Odling

January 23, 2014

What is the new Timeline module?

The Timeline module is a clever combination of sliding graphs and map to visualise your events, tasks or sales opps.

Timeline is more than a graphical representation of your JobTrack data, it is interactive allowing you to link back to the item with a click to see the full details, edit and add details.

Select from the filters to change the date range and items displayed according to type, category and status. Items are tasks, events or sales opportunities which have been entered and scheduled to a day and time. You'll see items in timeline bands with a colour line representing their scheduled time and duration. The items you can view on the timeline bands are displayed on the Google map by markers. Click on the item in the timeline band to see a summary above the marker which is also a link to the item. Click on the item summary link to open the item. You can also click on any marker on the map to see the item summary.

There are 3 Timeline Bands;

Hours, Days, Months.

Timeline has 5 filters;

• Categories
• Type
• Date Range
• Status
• Assign To

Categories Filter;

Select multiple Categories to filter your events, tasks, sales opportunities or jobs.

Type Filter;

Select multiple Types to show events, tasks, sales opportunities or jobs.

Date Range;

Select one of the Date Ranges to display that range of dates in the Timeline.

Status Filter;

Select to show All, Open or Closed items. Or select one or more task status to show

Assign To Filter;

Select to show items assigned to one or more persons.

Timeline Tips! Try these out;

• In the Google map, double click the left mouse button to zoom in, double click the right mouse button to zoom out
• In the Categories, Type and Date Range popup, you can use Esc (on the keyboard) hot key to close the popup
• In the Categories selection, hold Ctrl key to select or un-select items, hold Shift key to select a set of items
• Double click the Timeline Band to jump to that date/time (this is my favourite tip!)
• Scroll the mouse wheel to move the time forward/backward when the mouse is hovered over a Timeline Band

Take a free trial and try out the Timeline module, experiment with showing only a small number of filters and then add filters. Enjoy this new module and send us your feedback

Demonstration

By Angus Leck

March 13, 2014

How can stSoftware's CMS be used to manage events and resources?

Events and reasources are managed through multiple modules

Events and Resources are managed through multiple Modules.

They are briefly outlined here;

Events

• Details, site, time and date, duration

• Invite attendees – select attendees then click send invitation button to send template email to all attendees & record status and attendance

Scheduler

• scheduling events - resources according to availability, skill set, location

Admin

• manage staff resources – availability rules, specialisations and rates

Timeline

• Easy graphical interface for tasks, events, jobs (projects)

Calendar

• View events and create new events on the Calendar

By Lei Gao

November 11, 2015

How to enable desktop notification?

Chrome and Firefox allows native desktop alerts.

When you get a new desktop notification, your browser will ask for your permission to show the desktop notification by default.

Chrome:

Click the "Allow" button in the pop up

Firefox:

Select "Always Show Notifications"

You can always change the notification permissions for a site.

Chrome:

1. go to Settings
2. click the "Show advanced settings" link at bottom
3. click the "Content settings" button in Privacy section
4. scroll down to "Notification" section
5. click the "Manage exceptions..." button

Firefox:

1. Open the site you want to change the notification permission
2. right click somewhere in a blank spot (or pressing Ctrl+I on Windows or Cmd+I on Mac) and select "View Page Info" from the context menu
3. go to permissions tab, scroll down to the very bottom until you see "Show Notifications"

Supported Browsers

The web notification is supported by Firefox, Chrome, Safari and Opera very well, however, IE and edge don't support it. (Our notification will be shown in the top right corner of your browser if your browser doesn't support web notification or you don't give permission to show as desktop notification)