How do I change a user's password?

To change a user's password Simple CRM :

1) Log in to Simple CRM with an administrator ID (default: "admin")

2) Go to the "Admin" page (Top menu -> Admin)

3) Click on the "User List" tab

4) Click on the "Password" button of the concerned user

5) In the password change window, enter the new password twice.

6) Click on the "Save new password" button.

What is Project Management used for in Simple CRM?

What is Project Management for? Simply to better manage your work!

Managing Projects means managing time and risk of delays, managing budgets, and their balance.

Project management in this way will allow you to anticipate problems before they occur.

In case of delay in one of the steps of a Project, Simple CRM will re-plan for you all the sub-steps. You will thus have total control of your schedules, even in the event of problems, because you will know the real impact of these problems and will, therefore, be able to make the right decisions.

Time will be manageable via Interaction lists, Project Calendars, and Gantt charts.

In a Project, you can link the Project budget (administrative budget or tied sale), but also the purchases and production costs. Production costs will be calculated using a stopwatch integrated into the Interactions. When a user starts working on an Interaction assigned to him, he will start the stopwatch by clicking START and stop it by clicking STOP. On the basis of the employee's hourly cost (the average in France-Belgium being 28 Euro per hour), which your internal Simple CRM Administrator will have defined in the user's profile, the chronometer will automatically enter the cost of the service:

Thus, in a Project, you can immediately monitor your financial statements:

Of course, not all users will be able to see the financial statements. The Administrator of your Simple CRM will define who can or cannot see this information (by default, you will not be able to).

Attention that if the Administrator changes a profile, he must re-enter the password and the ICAL feed allowing the synchronization of the calendar on mobile phone or other will be modified. It will therefore be necessary to reconfigure the mobiles.

Another important innovation: Project makes data invisible to other users. Indeed, a Project that is not public cannot be seen by others. Similarly, there is a new type of user called "Project" users: they will see NOTHING Simple CRM except for Projects they have invited to work on, a perfect option for the management of external freelancers, trainees, etc..

When I create an Interaction, the default time is shifted, what should I do?

This happens when you are a non-resident customer in France: it's just jet lag.

To adapt your CRM software to your time zone, simply modify the default time zone in the Administration parameters of your CRM online: HIGH -> ADMIN -> PARAMETERS tabs.

When I click on the magnifying glass, it opens Gmail, why?

The magnifying glass allows to display all the e-mails exchanged with a contact, through a webmail.

By default, Simple CRM opens Gmail / Google Apps.

You can configure your CRM software online to open another webmail. Your choice:

- Outlook online
- OVH
- Amen
- Gandi
- 1&1

To set this choice, go to: HIGH MENU -> ADMIN -> PARAMETERS tabs.

How to activate the SMS module?

To activate the module, you must send an email to your account manager via sales(AT)crm-pour-pme.fr (replace (AT) with @).

To then allow the concerned users to use this function, you must:

Go to the administration area of Simple CRM: Top menu -> Admin -> Settings: then enter the email and pass you use for your SMS subscription.

Then go to the user profile(s) to authorize: Top menu -> Admin -> User list -> Select a user -> Check the box "Allow SMS sending".

The module will then be active and accessible either directly from the SMS icon next to the mobile phone numbers, or from the Application Launcher -> Tools -> SMS.

Read-only user: see but cannot edit and/or create content

If necessary, you can not only restrict access to a user's information (see HERE) but also prevent the user from modifying and/or creating data.

It is, therefore, a read-only user.

To do this, go to Administrator in Top Menu -> CRM Admin -> User List -> click on the username and check the following box:

How to customize Simple CRM user names?

To customize a user's password Simple CRM :

1) Log in to Simple CRM with an Administrator account

2) Go to the "Admin CRM" page (Top menu -> Admin CRM)

3) Click on the "User List" tab

4) Click on the username to customize

5) Modify the "Login" field if you want to modify the user's login ID

6) Modify the "User Name" field if you want to modify the username as it will appear in Simple CRM

7) Click on the "Save" button

Create custom fields with Simple Custom

Simple Custom allows you to add custom fields in:

Company
Contact
Project
Interaction
Product


These fields can be of type:

Text
Digit
Date
Simple choice drop-down menu
Multiple choice scrolling menu

You can, of course, make queries on these fields.

Create fields

The first step, in case you want to propose a drop-down menu, you will need to store the contents of the menu(s).

Imagine that you want to specify the sector of activity of a company.

You have to go:
Administration space
Select the "List management" tab
Enter the name of the list
Click on Save
A new "List Items" button appears: click on it
Enter the items in the list and save
Once this step is completed, return to the administration area and select the "Custom fields" tab, then select the entity where you want to create fields:

Then all you have to do is:
Name your custom field
Choose your type (Text, Numeric or Date)
To link it or not to a drop-down menu list
Click on the "Save" button at the bottom of the page

If you wish to change the order of the fields, simply point your mouse at the Reference of the field, click, then drag and drop.

Perform a search on custom fields
Go to Search
Click on Advanced Search

Switch to Expert Mode
Then at the bottom of the window perform the search on the desired Simple Customs fields

In the Interaction module, the list of interactions is not complete

When you open the Simple CRM Interaction module, you notice that the list of interactions is not complete.

On a daily basis, you are working on recent or planned interactions in the near future. So, by default, Simple CRM limits the list of interactions to those dated within 3 months in the past and 3 months in the future.

If you want to view all interactions on time, clear the filter date fields and click "Search".

If you still want the complete list of interactions in the Interaction module, edit your user profile (CRM Admin -> User List -> Click on the username).

Uncheck the box "Limit the list of interactions to D-90 and D+90", then click on Save.

Use and administration/customization of FEEDBACKS of Interactions

FEEDBACKS allow updating very quickly the evolution of an Interaction, without having to edit the Interaction.

Imagine that you are a sales representative or a delivery follow-up manager and that you have a hundred Interactions to process every day: in one click, you ensure an efficient follow-up.

Of course, the feedbacks are different depending on the type of Interaction: sale, purchase, support, etc..

To enable feedback management, go to the CRM Admin (top menu -> CRM Admin), then click on the "13. Parameters".
Select the "Enable feedback management" check box, then click the Save button.

Simple CRM offers you basic pre-formatted feedbacks. Your Simple CRM Administrator has of course the possibility to modify/delete these feedbacks and create new ones, better adapted to your company's business. To do this, the Administrator of your CRM software must go to: Top Menu -> CRM Admin -> 18. Feedback.

Creating an HRD module

Simple CRM makes it very easy to create custom business modules.

Here we will create a small HRD module.

Each company having a different organization, we will imagine a simple organization that you will, of course, have to adapt and modify according to your real needs.

We will not cover all the needs of a human resources management, because it would be long and anyway, once the two examples are developed and assimilated, it will be very simple for you to implement all the HR processes you want.

For this case study we will work on two key examples :

Vacation management
Expense report management


Basic introduction: the general configuration

The first step is to enter your employees in Simple CRM.

To do this, first, create the company master record for your company.

Then enter your employees and link them to your company master record.

Finally, for each employee, create a PROJECT, whose name will be: HRD / NAME FIRST NAME / FUNCTION

In this project, of course, link your company and the employee.

In this project, you will store all documents related to this employee: CV, employment contract, pay slip, expense reports, etc.

Vacation management

The process

Vacation management in our example will follow the following process:

Request by employee
Study of the request by the HRD
Validation by the HRD or Refusal by the HRD
Vacation benefits


The configuration

To do this, we will create the type: " DRH - VAC ".

Whose steps will be:

HRD - CAV - 01 - Request
HRD - CAV - 02 - Study
HRD - CAV - 03 - Refusal
HRD - CAV - 04 - On Leave


(to do this, you must be Administrator, then go to Admin -> Types of interactions)

Once this is done, go to Admin -> Interaction Templates and we will create an Interaction:

Model Name: Vacation Leave Request
Subject: Vacation Leave
Interaction: Check the TACHE box
Related company: your company
From TYPE: HRD - CAV - 01 - Request
User: your HRD manager
Priority: 1
Media: Email
In the memo, the following explanation is added: "Please enter the start and end dates of your leave (= date of your absence and actual return from the office)".


Filing an application

When an employee wants to apply for leave, he will:

Go to his contact form (therefore his contact form linked to the company)
Launch the template: "Vacation Leave Request".
It completes and records

This interaction will then appear in the personnel manager's work item list.

The employee will study the possibility of this leave, then refuse or validate.

If it validates, it will change the owner of the Interaction by choosing the employee and it will place the right dates, as well as the right TYPE and will link to the employee's PROJECT :

Expense report management

The process

Expense claim management in our example will follow the following process:

Seizure by employee
Study of the request by the HRD
Validation by the HRD or Refusal by the HRD
Reimbursement of expenses.


The configuration

You will immediately see that the implementation follows exactly the same logic as for the first example.

To do this, we will create the type: "DRH - FRAIS".

Whose steps will be:

HRD - CHARGES - 01 - Introduction
HRD - EXPENSES - 02 - Study
HRD - EXPENSES - 03 - Refusal
HRD - EXPENSES - 04 - Refund

(to do this, you must be Administrator, then go to Admin -> Types of interactions)

Once this is done, go to Admin -> Interaction Templates and we will create an Interaction:

Model Name: Expense Claim Form
Subject: Expense report
Interaction: Check the TACHE box
Related company: your company
From TYPE: HRD - COST - 01 - Introduction
User: your HRD manager
Priority: 1
Media: Email
In the memo, we add the explanation: "Please enter the date of payment, the frame (for which assignment and which customer) and attach an image of the document proving the fee (either a scan or a photo taken with your mobile phone)".


Filing an application

When an employee wants to apply for leave, he will:

Go to his contact form (therefore his contact form linked to the company)
Launch template: "Expense claim".
It shall complete, link the supporting document(s) and record
This interaction will then appear in the personnel manager's work item list.
The latter will study the possibility of reimbursement, they will refuse or validate.
If valid, it will change the owner of the Interaction by selecting the employee, select the TYPE "HRD - COST - 04 - Refund" and link to the employee's PROJECT.
He can then duplicate this interaction in order to make it an interaction of TYPE "purchase".


The DUPLICATE button is located in Interaction, to the right of the table :

Conclusion

So you have understood the principle: Creation of a dedicated interaction TYPE, then a dedicated INTERACTION MODEL.

This logic can be applied to any need, so you are free to create your own custom modules.

How to limit a user's access to certain contacts, companies, interactions and projects, and leave full access to other users?

You want to limit a user's access to certain contacts, companies, interactions and projects that directly concern them. On the other hand, other users must be able to access all contacts, companies,...

Examples of use: prospecting by geographical sectors, trainees, external speakers...
 
To do this, you must create one project per user with limited rights.
A project user is a user who sees nothing, except what he is allowed to see through projects to which he is invited to work.

Proceed as follows:

1) In the Admin module, change the user type for each user whose rights you want to limit (change them to "Project User").

2) Create one non-public project per user
Name the project, for example: "Southeast Prospecting"
Uncheck the "Public Project" box
Save the project.

3) Link this project to the user concerned
In the project user list, select the relevant user.
Click Save.

4) In the project, link the contacts that are concerned by the user to the limited rights.

5) Last step: Assign a default project to the user following the explanations on this article.


That way:

each "Project User" will only have access to the contacts, companies and interactions that concern him, and only those ones

other related users will have access to relevant contacts, companies and interactions

administrators will have access to all information, no matter what happens.

To know how to manage projects, please refer to the Simple CRM documentation downloadable here: http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf

See pages 46 and following for project management, and pages 70 and following for user type management.



Practical example

Pierre is a sales representative who manages a portfolio of 200 clients in his "Southeast" geographic area, whom he must contact regularly.

Here is the procedure to limit Pierre's access to these 200 clients:

1) In the Admin module, the Simple CRM administrator changes Pierre's user type. From "User", Pierre becomes "Project User".

2) In the Project module, the Simple CRM administrator creates a non-public project called "Southeast Prospecting". He adds Pierre to the users of this project.

3) The Simple CRM administrator selects and adds Pierre's clients to the project, either one by one, or directly from an area of interest, through a prospecting campaign.
You can see the video explanation here: http://comment-utiliser-simple-crm.blogspot.fr/2014/04/comment-organiser-une-campagne-de.html

4) Done. Pierre does not see any clients except those assigned to him through the "Prospection Sud-Est" project.


5) Last step: assign a default project to Pierre following the explanations on this article.



Assignment of customers to another sales representative

Now suppose Pierre leaves the company. It is Paul who takes over Pierre's client portfolio.

Here's how to assign all of Peter's clients to Paul:

1) Open the "Southeast Prospecting" project

2) Remove Peter's access to this folder

3) Add user Paul to this folder

4) It's done! In 4 clicks, you assigned Peter's clients to Paul.

How to change the type of a Simple CRM user?

Log in to Simple CRM with an administrator ID.

Go to the Admin module (menu up -> Admin).

Click on the "User list" tab.

Click the ID whose type you want to change.

Enter the user password twice.

Change the user type to the new type.

Click "Save".

Some features have disappeared from the Simple CRM Administration space!

We reassure you, this is not at all the case.

The Administration space, proposed in version 7.0, has a graphical interface different from version 6.0 and some of the functions, when you click to access it, will open the door of Simple Studio, a new configuration space that allows you to sculpt your Simple CRM to measure: creation of views, reports, graphs, etc..