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Knowledge Base

CRM

CRM

Setup & Config

What is CRM?

CRM Basics

CRM Master Information

Configuring CRM

Can I create my own honorifics?

What is an honorific?

Address Verification Package

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Projects

How do I add tasks to a project?

How do I link a project to a customer?

What are project tasks?

What are projects used for?

Do you have basic project management information?

In project tasks, what is the difference between budgeted and actual?

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Time & Expense

What is a worksheet?

Can time and expenses be charged to customers?

How do I process and approve worksheets?

TimeTrex Payroll Integration

Installing and Running TimeTrex

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Incidents

Why can't I see all my incidents?

What are incidents?

How can I see the work others have done on an incident?

What is the importance of incident categories?

Do incidents need a resolution?

Can incidents be linked to each other?

How are incident resolutions used?

What is the difference between incident status and incident resolution?

How are incident severities used?

Are incident severities configurable?

Do I need to assign an incident severity?

What are incident status colors?

Can I change the sequence for incident numbers?

Are incident categories required?

Incident Tracker

Where are priorities used?

Do I need to assign priorities to incidents?

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Contacts & Accounts

Can the customer number be different from the CRM account number?

Contact Merge

Do all accounts need parents?

How do I add contacts to an account?

Can I delete an account?

Can I change the contact number?

How do I associate contacts with accounts?

Do contact records need to include an honorific?

What is the difference between contacts and accounts?

What is a person's last name?

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Opportunities

What is an opportunity type?

Can I filter by opportunity type?

Where are the opportunity reports?

What are opportunities?

Can files be linked to opportunities?

Are opportunity sources required?

What is an opportunity source?

Are opportunity stages required?

Why do I need opportunity sources?

How are opportunity stages used?

Do I need an opportunity type?

Managing Opportunities

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Characteristics

Working with CRM Characteristics

How are characteristics used?

What is a characteristic role?

What are characteristic types?

Are the advanced characteristic options required?

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Addresses

Can I change the list of countries?

What is the best way to add a state?

How do I handle provinces?

Can I use abbreviations for state names?

Tasks

What are to-dos used for?

How do I organize my to do list?