Centres of Interest
What's that? What's that?
Points of Interest allow you to quickly and easily segment your company and contact base.
Video explanation on http://crm-pour-pme.fr/video/2015/ci.html
How to manage them?
See explanations:
How to create points of interest
How to delete points of interest
For more information, see the FAQ section:
http://www.simple-crm-support.com/search/label/Centre%20d%27Int%C3%A9r%C3%AAt
Simple Custom custom fields
Simple Custom is custom fields that you can create in the Contact, Company, Interaction and Project forms.
See explanation on
http://www.simple-crm-support.com/2016/09/creer-des-champs-personnalises-avec.html
Interactions
First of all: know the basics of how Interactions work
Before you start adapting the Interactions, it is essential to know how they work. To do so, please read this explanation:
http://www.simple-crm-support.com/2016/04/limportance-de-maitriser-la-notion.html
Create Interaction Types
See this FAQ:
http://www.simple-crm-support.com/2015/12/comment-creer-des-types-dinteractions.html
See an example of a custom adaptation:
http://www.simple-crm-support.com/2016/05/creation-dun-module-drh.html
Administer Feedback
See this FAQ:
http://www.simple-crm-support.com/2017/08/utilisation-et-administrationpersonnali.html
Create media types
See this FAQ:
http://www.simple-crm-support.com/2016/11/comment-creer-des-medias-personnalises.html
Create e-mail templates
See this FAQ:
http://www.simple-crm-support.com/2014/03/comment-faire-pour-que-simple-crm.html
Create Interaction Models
See this FAQ:
http://www.simple-crm-support.com/2014/01/a-quoi-servent-les-raccourcis-simple.html
Create Recurring Interactions
See this FAQ: http://www.simple-crm-support.com/2016/05/les-interactions-recurrentes.html
Create objectives
See this FAQ:
http://www.simple-crm-support.com/2016/08/definir-des-objectifs-de-vente-de-taux.html
The Projects
Project templates allow you to automatically generate a series of Interactions.
See explanation here:
http://www.simple-crm-support.com/2016/09/comment-gerer-et-utiliser-les-modeles.html
Simple Links
Simple Links allows the creation of custom links and reports that will be added to the application launcher.
See explanation on
http://www.simple-crm-support.com/2017/08/simple-links-creation-de-liens-et-de.html
Link Contact - Company
You have the possibility to change the list of the proposed functions:
http://www.simple-crm-support.com/2016/09/comment-gerer-et-utiliser-les-modeles.html
The documents
You can disable pre-existing types and create new ones:
http://www.simple-crm-support.com/2017/01/comment-changer-la-liste-des-types-de.html
The Users
First of all, please respect the security instructions described on this page in order to understand the different possible options, including rights management:
http://www.simple-crm-support.com/2014/09/comment-securiser-votre-simple-crm.html
How to limit the types of interaction of certain users:
http://www.simple-crm-support.com/2016/02/comment-limiter-les-types-dinteractions.html
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