CRM Manuals

Records management We have covered the different views that are presented to you, so now we will move on to record management. In this section, we will cover all areas of record management so that you can efficiently store and manage customer data. Creating Records You can create records within the modules from several different … Read more

Views Within the CRM you will be presented with several views. These views are structured to present you with key information through the records management process. There are three main points of view: – View of the list – Details view – Edit view All of these views have specific purposes and are described in … Read more

Homepage The home page is the first page that is displayed for subsequent authentication. The home page has several elements that can be used and configured, such as Dashlets, Tabs, and the Sidebar. Dashlets Dashlets are user-configurable sections that are displayed on the home page that give you a quick overview of your records and … Read more

Navigation elements The ability to easily view and navigate CRM areas is key to improving productivity and user adoption. SuiteCRM has a clear user interface that has several elements that we will deal with in this section. Top navigation menu The top navigation menu is the main menu that users will use to navigate to … Read more

Manage user accounts There are many configuration options available to users once they log in to the system. You can modify your preferences by clicking on their name in the upper right section of the navigation menu. User profile sheet Once you have clicked to access your preferences, you will be directed to the “Profile” … Read more

1. To log in to SuiteCRM we will go first to the following link: https://suitecrm.btactic.net 2. The following page will open, in which we will have to fill in the fields through the data provided by our bTactic provider. NOTE: Before logging in, we can select the language we want to use.   3. Once … Read more

1. To archive Zimbra emails in SugarCRM we will go first to the Zimlets section located in the lower left, in the main Mail screen. Here, we will click on the zSugar icon and log in with our CRM account (if we do not find it, we will consult the manual How to implement Zimlets … Read more