Logging in CRM.COM

Once the Network, Security and User Management modules as well as related Platform modules are set up, you are ready to start using the System. View Getting Started with CRM.COM for more information.

To log in CRM.COM you must provide the following information:

Username: As provided in the Users module
Password: As provided in the Users module
Organisation: The organisation as defined in the General Settings
Unit: The Unit to which the User can login to.
Users can belong to multiple Units and thus you must select the required Unit to log in.
If your User belongs to multiple Units you have the option to switch between Units after you log in.

Understanding CRM.COM User Interface

Once you log in CRM.COM, the screen defined as your Home screen in Users module is displayed

In the following sections, we have provided you with the main attributes of CRM.COM that you should get comfortable with so that you can quickly move through the screens and perform easily and quickly your required task.

Top Menu

HOME BUTTON
Click on the Home button to go to the page set as Home screen on your user account
SHORTCUTS
Click on the Shortcut button and select the module you would like to go. (Available shortcuts can be restricted in Security Profiled)
APPLICATION AREAS
From the application area menu, select the application area that includes the module you would like to go to unless it is a configuration module. For Configuration Modules, click on CONFIGURATION and then select the Application area from the Left Menu
HELP
Click on Help to access CRM.COM Discover - Manuals section
CONTACT US
Click on Contact us to access all the Contact details for CRM.COM
ACCOUNT
Click on Account to check user account related information
- Click on the Name to access the user account information and change your user's information
- Click on LOGOUT to log out from the System
SWITCH UNIT
Click on Switch Unit to switch between units, if your user belongs to more than one

Left Menu

Once you select an Application Area from the Top Menu, the application area's modules and sub-modules are available on the Left Menu.

Hover your mouse over each available module.
- A down arrow is available if the module includes sub-modules.
- An up arrow is available if sub-modules are already displayed
Click on the module you would like to access to move to its Summary page

CRM.COM Page Types

All CRM.COM entities, either transactional or configuration entities, have a Summary and a Data Entry page. While Summary pages display a list of records available in the System for the specific entity, Data Entry pages provide detailed information on a selected record.
An exception exists to some entities that either have only a Summary or only a Data Entry page.

Summary pages

Data Entry pages

Summary pages

Summary pages are made up of 2 sections.

Criteria Section

- Used for defining criteria to filter results to be displayed in the Results section. Just enter the criteria and click on Search.
- If the basic criteria are not enough you have the option to click on ADVANCED to find additional criteria that you can use for your search.
- Click on BASIC to return to viewing fewer criteria
- If you would like to restart your search click on CLEAR

Results Section

- Results section display all the records that meet the criteria used in the Criteria Section.
  - Summary Records: Each summary record displays the main information for the specific entities. Entities will lots of information, include drill-downs where related information is grouped together. Click on the down arrow next to each Group field to expand and see the available information.

Expand Section

Expand section is made visible by clicking the arrow at the right end of each record. Expand section usually contains Log Information. Log Information provides the following:
- - Created By User
  - Updated by User
  - Created by Unit
  - Updated by Unit
  - Date Created
  - Date Updated
    If the entity you are looking at is an explicit entity, it will also include information such as the Group that owns the entity and the Privacy Level

Actions Menu

Perform available actions on an entity or multiple entities by selecting the record and then selecting one of the available actions by clicking on the ACTIONS link at the top of the screen and select one of the available actions.
Actions usually open an intermediate Modal Window, where related information may be required to be entered before the action is submitted and completed

Actions available via the Summary page are limited. Most of the actions allowed for an entity will be available on the Data Entry page.
The advantage to performing actions via the Summary page is the simultaneous update of multiple records, as many records can be selected simultaneously and updated by just a few clicks

Exporting CRM.COM Results

You can export the results displayed in a Summary page (either the current page or all pages retrieved) in one of the following file types: XLS, CSV, XML. The Export actions is available from the Summary page Options Menu

Data Entry pages

Now, its time to pull your sleeves up and get down to the details. CRM.COM Software is designed to provide the ability to view as much information as possible within the same screen, but in the same way making it easy for you to navigate through them and quickly get to the information that you are looking for.

This is achieved by navigating through the various semantic sections provided by the data entry screen.
There exist two types of Data Entry pages.

Horizontal Bar Menu Data Entry pages

Semantic section tabs are aligned at the top of the screen, with the last tab being the Log Information. This type of pages can usually be found in Configuration entities or transactional entities where User input is not allowed. (i.e. you cannot edit the page or create a new record manually)

Vertical Bar Menu Data Entry pages

Semantic section tabs are aligned at the left of the screen, with the bottom tab being the Log Information. This type of pages can usually be found in Transactional entity screens
- You can move through each section either by clicking on the section menu on the left
- Clicking the NEXT button found at the bottom right of the screen

Instructional Text Bar

Data Entry page sections provide Instructional Text in complicated modules or sections, which help you understand what the section is about, and what is required from you.

Tool Tips

Hover over the orange '?' with your mouse, to get more information related to a specific field

Actions Menu

Perform available actions on an entity by selecting one of the available actions by clicking on the ACTIONS link at the top of the screen and select one of the available actions.
Actions usually open an intermediate Modal Window, where related information may be required to be entered, before the action is submitted and completed

Audit Log

Audit Log button will open a modal window that will provide you with information related to any changes performed on the record, including information kept in the Audit Trail. In order for Audit Log to keep information, it must be enabled, as explained at Setting and Using Audit Trail

Table of Contents

Logging in CRM.COM

Understanding CRM.COM User Interface

Top Menu

Left Menu

CRM.COM Page Types

Summary pages

Criteria Section

Results Section

Expand Section

Actions Menu

Exporting CRM.COM Results

Data Entry pages

Horizontal Bar Menu Data Entry pages

Vertical Bar Menu Data Entry pages

Instructional Text Bar

Tool Tips

Actions Menu

Audit Log