The display you get is normal.
The interactions whose "Task" box is checked appear at the top of the agenda. Tasks are interactions that you perform at any time of the day.
Interactions whose "Task" box is not checked appear in the calendar at the start date and time of the interaction. These are "Rendez-vous" interactions.
To make the interactions appear at the right time in the calendar, uncheck the "Task" box for each interaction concerned (see screenshot below).
Showing posts with label Calendar. Show all posts
Showing posts with label Calendar. Show all posts
2018/04/24
Recurrent interactions
Recurrent interactions
Recurring interactions allow you to automate the capture of repetitive interactions.
Example: every Monday you must check the state of stock, or every Tuesday and Thursday you must remind customers who have received a quote or every first Tuesday of the month you must bill the customer "Les beaux Sapin" their subscription to your service.
Access recurring interactions
Recurring interactions are accessed either via the application launcher or via the RECURRENCES button in Interaction.
Create a recurring interaction
When you go into the recurrences, you see by default the active recurrences (recurrences in progress and recurrences about to end).
To create a recurrence, click on the button :
In order to illustrate a concrete case, here we will perform a recurrence that will take place once a week and therefore the goal is to follow up with customers who have contacted your support to see if the problem is well resolved.
The system allows recurrences per day:
Per week :
And per month:
For our example, we therefore choose to restart once a week for 1 year.
Once the interaction parameters have been set, click on the "Generate interactions" button. Click "Ok" on the validation message.
You return to the list of recurring interactions. Reopen the recurring interaction you just created. The generated interactions appear below the recurring interaction.
Modify a recurrence
It is possible that at some point you may have to change a recurrence. In our case, let's imagine that we no longer have to remind customers on Wednesdays but on Thursdays.
To do this, go to the list of recurrences and click on the name of the recurrence to modify it:
So we change the day and then launch a regeneration of the interactions:
The system asks you to confirm and you confirm:
Create a recurring invoice
To create a recurring invoice, go to Simple ERP -> Invoice -> click on the button :
The creation process is exactly the same as for making a classic invoice.
So you bind your customer, and add the products.
You can click on the "Preview" button to check the content of the future PDF you will create in due course.
Once the recurring billing settings are set, click the "Generate Interactions" button. Click the "OK" button on the validation message. Interactions are then generated.
On the defined dates, an invoice issuance interaction will be present in your daily calendar. All you have to do is confirm the invoice generation and send it to your customer.
Recurring interactions allow you to automate the capture of repetitive interactions.
Example: every Monday you must check the state of stock, or every Tuesday and Thursday you must remind customers who have received a quote or every first Tuesday of the month you must bill the customer "Les beaux Sapin" their subscription to your service.
Access recurring interactions
Recurring interactions are accessed either via the application launcher or via the RECURRENCES button in Interaction.
Create a recurring interaction
When you go into the recurrences, you see by default the active recurrences (recurrences in progress and recurrences about to end).
To create a recurrence, click on the button :
In order to illustrate a concrete case, here we will perform a recurrence that will take place once a week and therefore the goal is to follow up with customers who have contacted your support to see if the problem is well resolved.
The system allows recurrences per day:
Per week :
And per month:
For our example, we therefore choose to restart once a week for 1 year.
Once the interaction parameters have been set, click on the "Generate interactions" button. Click "Ok" on the validation message.
You return to the list of recurring interactions. Reopen the recurring interaction you just created. The generated interactions appear below the recurring interaction.
Modify a recurrence
It is possible that at some point you may have to change a recurrence. In our case, let's imagine that we no longer have to remind customers on Wednesdays but on Thursdays.
To do this, go to the list of recurrences and click on the name of the recurrence to modify it:
So we change the day and then launch a regeneration of the interactions:
The system asks you to confirm and you confirm:
Create a recurring invoice
To create a recurring invoice, go to Simple ERP -> Invoice -> click on the button :
The creation process is exactly the same as for making a classic invoice.
So you bind your customer, and add the products.
You can click on the "Preview" button to check the content of the future PDF you will create in due course.
Once the recurring billing settings are set, click the "Generate Interactions" button. Click the "OK" button on the validation message. Interactions are then generated.
On the defined dates, an invoice issuance interaction will be present in your daily calendar. All you have to do is confirm the invoice generation and send it to your customer.
I want to see all the Interactions of my collaborators in the same calendar, how to do?
Simply select your employees from the calendar via "User list" and click on the "Apply filter" button.
The Simple CRM calendar disappears from my iPhone, what happens?
Most of the time, this malfunction comes from the iPhone which is too "charged": the phone's processor load is too high.
To correct this problem, do the following.
1) First, check the calendar settings on the iPhone by following the explanations on this page.
2) We will now check the CPU load of your iPhone:
install the free Battery Memory System Status Monitor application on your iPhone
launch this application
you get an iPhone charge analysis screen
if the CPU load ("Usage") is 90% or more, you need to clean your iPhone to free up enough CPU to update the Simple CRM Calendar correctly.
To do so, carry out the manipulations described on this page
3) Then go to Settings -> Mail, Contacts, Calendar -> Calendar (at the bottom of the window) and set the general settings this way :
4) Delete the calendars you don't use:
go to Settings -> Mail, Contacts, Calendar
Click on each account to delete and touch "Delete".
5) To finish: turn off the iPhone, wait 45 seconds and restart.
----
If this still does not work, go to Setting -> iCloud -> and disable Calendar synchronization with iCloud.
Then delete all calendar accounts, turn off the iPhone, wait 45 seconds, restart and add the Simple CRM calendar again.
To correct this problem, do the following.
1) First, check the calendar settings on the iPhone by following the explanations on this page.
2) We will now check the CPU load of your iPhone:
install the free Battery Memory System Status Monitor application on your iPhone
launch this application
you get an iPhone charge analysis screen
if the CPU load ("Usage") is 90% or more, you need to clean your iPhone to free up enough CPU to update the Simple CRM Calendar correctly.
To do so, carry out the manipulations described on this page
3) Then go to Settings -> Mail, Contacts, Calendar -> Calendar (at the bottom of the window) and set the general settings this way :
4) Delete the calendars you don't use:
go to Settings -> Mail, Contacts, Calendar
Click on each account to delete and touch "Delete".
5) To finish: turn off the iPhone, wait 45 seconds and restart.
----
If this still does not work, go to Setting -> iCloud -> and disable Calendar synchronization with iCloud.
Then delete all calendar accounts, turn off the iPhone, wait 45 seconds, restart and add the Simple CRM calendar again.
How to export free tracks from your Simple CRM calendar?
You wish to provide an external service provider, for example a telephone company,
with the free areas of your Simple CRM calendar so that the service provider can make
an appointment with one of your customers.
with the free areas of your Simple CRM calendar so that the service provider can make
an appointment with one of your customers.
The provider must not be able to consult the details of your appointments, only the free or busy beaches.
In the same way that you can export your complete Simple CRM calendar (with details),
to Outlook or a smartphone or an Apple or Android tablet, you can provide a service provider
with your anonymized calendar.
to Outlook or a smartphone or an Apple or Android tablet, you can provide a service provider
with your anonymized calendar.
To do so, send the URL of the anonymous calendar located on the user list to the provider.
How to change the expiration date of an interaction in orange in the Simple CRM calendar?
In the Simple CRM diary, the end of an interaction is materialized by an orange appointment.
To change the timing of an interaction:
click on the orange zone of the deadline
a bubble opens, click on "Modify details".
change the due date and click on "Save".
Can I time my work time in Simple CRM and link a production cost to it?
Yes, absolutely.
When you enter an Interaction, you can start a stopwatch.
When you stop it, it will then charge a cost to the work done.
The cost is calculated on the basis of your hourly cost that your Simple CRM administrator / internal manager will have assigned to your user profile from the administration interface.
The average cost of an employee is 28 Euro per hour.
https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLw_aUsWpPJI_SSsqULKtUqoOPWmf2hykMaRNPOlPyjB96eHH3IkHuMcPmjqrpN5RfEW0-qh3U1MKISvoLp-lm_sgSuXLRYS0QHrKzBXlN6AvWp90zkaYYxyd8NJzo5DeAnltwmFDSN4tU/s1600/chronom%C3%83%C2%A8tre.gif
When you enter an Interaction, you can start a stopwatch.
When you stop it, it will then charge a cost to the work done.
The cost is calculated on the basis of your hourly cost that your Simple CRM administrator / internal manager will have assigned to your user profile from the administration interface.
The average cost of an employee is 28 Euro per hour.
https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjLw_aUsWpPJI_SSsqULKtUqoOPWmf2hykMaRNPOlPyjB96eHH3IkHuMcPmjqrpN5RfEW0-qh3U1MKISvoLp-lm_sgSuXLRYS0QHrKzBXlN6AvWp90zkaYYxyd8NJzo5DeAnltwmFDSN4tU/s1600/chronom%C3%83%C2%A8tre.gif
2018/04/23
It's strange, Interactions are no longer sorted by date! What's going on? What's going on?
You simply clicked on a column header and since the column headers are reactive and Simple CRM stores your sorting choices to suit the way you work, the view has been modified.
To change this, simply click DATE.
To know which column header is the sort header, it is necessary to locate the purple tilled dots present under the header of choice of sorting.
On my smartphone or Google Calendar, I don't see all my appointments
In order to improve the performance of the display of the Simple CRM calendar on smartphones, Google Calendar, Outlook..., the period of appointments displayed is limited in time.
By default this limit is 30 days in the past and 90 days in the future.
If necessary, you can increase this limit to a maximum of 90 days in the past and 180 days in the future.
For that:
- connect to Simple CRM with an Administrator account
- go to the Settings tab
- change the "iCal calendar period" ->"Days before" and "Days after" fields
- click on "Save".
By default this limit is 30 days in the past and 90 days in the future.
If necessary, you can increase this limit to a maximum of 90 days in the past and 180 days in the future.
For that:
- connect to Simple CRM with an Administrator account
- go to the Settings tab
- change the "iCal calendar period" ->"Days before" and "Days after" fields
- click on "Save".
2018/04/15
How to enter notes in legible ways?
The readability of the information you store in your CRM online is essential.
Simple CRM helps you to better structure your note taking with the HORODATAGE button.
HORODATAGE will enter your name (or a colleague's if a colleague clicked), date and time.
This ensures a clear and precise traceability of the evolution of your Interactions.
Simple CRM helps you to better structure your note taking with the HORODATAGE button.
HORODATAGE will enter your name (or a colleague's if a colleague clicked), date and time.
This ensures a clear and precise traceability of the evolution of your Interactions.
2018/04/08
Automatic reminder of appointments by e-mail thanks to Happy
Simple CRM can send appointment reminder e-mails automatically, thanks to Happy, the intelligent assistant present in Simple CRM.
For each appointment for which you have activated the e-mail reminder, an e-mail will be sent 24 hours before the appointment date, early in the morning and a second e-mail will be sent early in the morning, on the day of the appointment.
The e-mail content is generated via a default template. This model is a model of type SALE whose name is: "Reminder of our appointment".
If necessary, you can modify the content or even create another template. To do this, go to: Top menu → Admin CRM → Email templates -> and select the template "Reminder of our appointment".
WARNING however that it is necessary to respect a precise syntax:
DATE} : to insert the date of the appointment
TIME} : to insert the appointment time
RECALL_EMAIL} : to insert your e-mail
RECALL_TEL} : to insert your phone
RECALL_NAME} : to insert your first and last name
TZ} : user and de facto time zone of the appointment
Example of a "home-made" model:
Hello {PRN},
I would like to remind you of our SIMPLE CRM appointment: {DATE} at {T TIME}, {TZ}.
If you are unable to do so, please contact your account manager by email: {RAPPEL_EMAIL}.
Sincerely,
{RAPPEL_NOM}
To activate the automatic reminder, the interaction must be placed on the MEDIA: "RDV avec rappel par email via Happy".
Important detail: you must specify the coordinates that you wish to insert in your e-mail reminders. The possibility to insert these coordinates is present in your Simple CRM user profile accessible from the top menu → Admin CRM → User list → Click on your username → Bottom of page :
For each appointment for which you have activated the e-mail reminder, an e-mail will be sent 24 hours before the appointment date, early in the morning and a second e-mail will be sent early in the morning, on the day of the appointment.
The e-mail content is generated via a default template. This model is a model of type SALE whose name is: "Reminder of our appointment".
If necessary, you can modify the content or even create another template. To do this, go to: Top menu → Admin CRM → Email templates -> and select the template "Reminder of our appointment".
WARNING however that it is necessary to respect a precise syntax:
DATE} : to insert the date of the appointment
TIME} : to insert the appointment time
RECALL_EMAIL} : to insert your e-mail
RECALL_TEL} : to insert your phone
RECALL_NAME} : to insert your first and last name
TZ} : user and de facto time zone of the appointment
Example of a "home-made" model:
Hello {PRN},
I would like to remind you of our SIMPLE CRM appointment: {DATE} at {T TIME}, {TZ}.
If you are unable to do so, please contact your account manager by email: {RAPPEL_EMAIL}.
Sincerely,
{RAPPEL_NOM}
To activate the automatic reminder, the interaction must be placed on the MEDIA: "RDV avec rappel par email via Happy".
Important detail: you must specify the coordinates that you wish to insert in your e-mail reminders. The possibility to insert these coordinates is present in your Simple CRM user profile accessible from the top menu → Admin CRM → User list → Click on your username → Bottom of page :
How do I manage a project in Simple CRM?
Project management being a complex thing, please consult the complete documentation of Simple CRM via the url: http://crm-pour-pme.fr/pdf/DocumentationSimpleCRMv2_0.pdf
How to display the Simple CRM Calendar in Google Calendar
You can import your Simple CRM calendar to your Google Calendar.
1) Log into your Simple CRM account.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Google" icon
5) Follow the explanations provided.
Important note: Google servers update external calendars only once or twice a day. The Google calendar will only reflect changes made in the Simple CRM calendar after several hours or even the next day.
Simple CRM cannot affect the frequency of Google calendar updates.
1) Log into your Simple CRM account.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Google" icon
5) Follow the explanations provided.
Important note: Google servers update external calendars only once or twice a day. The Google calendar will only reflect changes made in the Simple CRM calendar after several hours or even the next day.
Simple CRM cannot affect the frequency of Google calendar updates.
2018/04/07
How to display the Simple CRM calendar in Outlook?
You can import your Simple CRM calendar into your Outlook email software.
1) Log into your Simple CRM account from the computer where you use Outlook.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Outlook" icon
5) Follow the explanations provided.
1) Log into your Simple CRM account from the computer where you use Outlook.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Outlook" icon
5) Follow the explanations provided.
How to display the Simple CRM calendar on a Mac?
You can import your Simple CRM calendar to your Mac.
1) Log into your Simple CRM account from your Mac, with the Safari browser
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Agenda on Mac" icon
5) Follow the explanations provided.
1) Log into your Simple CRM account from your Mac, with the Safari browser
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Agenda on Mac" icon
5) Follow the explanations provided.
How to import your Simple CRM calendar on your Android tablet or smartphone?
You can import your Simple CRM calendar to your smartphone or Android tablet.
1) Connect to your Simple CRM account with your mobile or Android tablet.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Android" icon
5) Follow the explanations provided.
1) Connect to your Simple CRM account with your mobile or Android tablet.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Calendar on Android" icon
5) Follow the explanations provided.
I need a reminder before every appointment. How do we do that?
Example: call back a prospect 5 days after sending a quote
There are 2 complementary ways to get an appointment reminder from your Simple CRM calendar.
1) Once you have sent a quote, move the interaction (i.e. change the date and time of the interaction) to the date and time you want to call your customer back.
In this way, the tasks and appointments of the day are listed in the module Simple Office CRM (menu top -> Simple Office CRM).
2) You can complete point 1) by displaying your agenda on your smartphone or tablet. Each appointment (call back the contact in your case) will ring your mobile or tablet 15 minutes before the time of the appointment.
To view your calendar on an iPhone / iPad:
http://comment-utiliser-simple-crm.blogspot.fr/2014/02/integrer-le-calendrier-simple-crm-dans.html
On a smartphone or Android tablet:
http://comment-utiliser-simple-crm.blogspot.fr/2015/03/comment-importer-votre-agenda-simple.html
There are 2 complementary ways to get an appointment reminder from your Simple CRM calendar.
1) Once you have sent a quote, move the interaction (i.e. change the date and time of the interaction) to the date and time you want to call your customer back.
In this way, the tasks and appointments of the day are listed in the module Simple Office CRM (menu top -> Simple Office CRM).
2) You can complete point 1) by displaying your agenda on your smartphone or tablet. Each appointment (call back the contact in your case) will ring your mobile or tablet 15 minutes before the time of the appointment.
To view your calendar on an iPhone / iPad:
http://comment-utiliser-simple-crm.blogspot.fr/2014/02/integrer-le-calendrier-simple-crm-dans.html
On a smartphone or Android tablet:
http://comment-utiliser-simple-crm.blogspot.fr/2015/03/comment-importer-votre-agenda-simple.html
Integrate Simple CRM Calendar into iPhone Calendars under IOS7
You can import your Simple CRM calendar on your iPhone or iPad
1) Log into your Simple CRM account from your iPhone or iPad.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Agenda on iPhone" icon
5) Follow the explanations provided.
1) Log into your Simple CRM account from your iPhone or iPad.
2) Click on the application launcher
3) Click on the "Synchronization" tab
4) Click on the "Agenda on iPhone" icon
5) Follow the explanations provided.
2018/04/06
What are the Simple CRM shortcuts at the top right?
Simple CRM offers to generate Interactions for you, based on models that will automate the input of information.
For example, create the template : Sales / Apples / 1000 Kilos / YEARmonthJOURidCompany
and choose an option an Interaction of type "Sale - 1 - Making contact", state "In progress", with a budget of 1200 €.
Once you launch this template (PLUS icon at the top right of the screen), the Interaction title, type, status, and budget will be pre-encoded.
To help you understand this new feature, we have created a series of templates that you can adapt to your needs:
Create a Support Ticket
Create a Sales Opportunity
Register a Purchase Invoice
Register a Sales Invoice
Managing a purchase
Managing a delivery
Schedule a Sales Call
Schedule a Support Appointment
Planning a Contract Renewal
Miscellaneous administrative tasks
Accounting Task
Implementation Task / Project
HRD Task
Marketing Task
These templates are to be created and modified from the Administration area.
Video demonstration:
For example, create the template : Sales / Apples / 1000 Kilos / YEARmonthJOURidCompany
and choose an option an Interaction of type "Sale - 1 - Making contact", state "In progress", with a budget of 1200 €.
Once you launch this template (PLUS icon at the top right of the screen), the Interaction title, type, status, and budget will be pre-encoded.
To help you understand this new feature, we have created a series of templates that you can adapt to your needs:
Create a Support Ticket
Create a Sales Opportunity
Register a Purchase Invoice
Register a Sales Invoice
Managing a purchase
Managing a delivery
Schedule a Sales Call
Schedule a Support Appointment
Planning a Contract Renewal
Miscellaneous administrative tasks
Accounting Task
Implementation Task / Project
HRD Task
Marketing Task
These templates are to be created and modified from the Administration area.
Video demonstration:
What is a resource in Simple CRM?
You can manage your machines, vehicles, rooms, etc... without worry by creating Resources.
A resource is an inanimate thing that cannot connect to Simple CRM but has a calendar.
You can thus manage reservations / uses and thus quickly visualize using the calendar if a resource is free or used.
To create a resource :
connect to Simple CRM with an Administrator account
go to the Admin module (menu up -> Admin)
click on the "User list" tab
click on the "Add Resource" button
a form appears, enter the name of the new resource (for example: Meeting Room)
click on the "Save" button
To reserve a resource, create an interaction by entering the start date and duration of the interaction. As the user of the interaction, select the resource concerned.
A resource is an inanimate thing that cannot connect to Simple CRM but has a calendar.
You can thus manage reservations / uses and thus quickly visualize using the calendar if a resource is free or used.
To create a resource :
connect to Simple CRM with an Administrator account
go to the Admin module (menu up -> Admin)
click on the "User list" tab
click on the "Add Resource" button
a form appears, enter the name of the new resource (for example: Meeting Room)
click on the "Save" button
To reserve a resource, create an interaction by entering the start date and duration of the interaction. As the user of the interaction, select the resource concerned.
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