Quick Start guide. Create new

Transcription

1 Quick Start guide SuperOffice Pocket CRM is completely re-written and has alot of new features prior to the earlier versions. We have therefore created this guide to help you get started with your new app. The Navigator The navigator appears on the left of the main pages in Pocket CRM. Here you select the icon for the page you want to go to: Calendar, Contacts, Sales, Projects or Images Screen optimization On devices with small screens, the navigator is hidden automatically. You select this icon on the left to display the navigator. Tabs The main pages and associated sub-pages consist of tabs. You can see which tab is selected, because its icon will be highlighted. Notify If the navigation icon looks like this, it means that you have overdue sale. The same icon can appear in the Calendar that indicates a new (unread) notifications/invitation Search To view other employees diaries select your name and search by name. Appointments for the person in question are displayed. This also apply in the sales page The Task menu On many pages, at the bottom left, you will find the Task menu. This contains options that are relevant for the currently active page. These may be logging in or out, settings, filtering, sending SMS/ , map display etc. Create new The new button creates a new entry in the database. What type of entry that is created depends on which page you currently are browsing.e.g. Appointment, Company, Contact or Sale

2 Copy contacts to local addressbook Show address in map To copy a contac from SuperOffice to the local addressbook on your device follow these steps: 1. Naviagte to the Contact page 2. Open a Contact (either in the history list or search for any) 3. Select Task > Copy to contact list on your device To view any address on either a Company or Contact in Pocket CRM follow these steps: 1. Naviagte to the Contact page 2. Open a Company or Contact (either in the history list or search for any) 3. Naviagte to the Details tab 4. Select Task > Show address in map The contact will be added to the local addressbook in the account specified under Phone contact accounts Pocket CRM will open the default map service on the particular device and show the address of the selected Company or Contact. Note: The Map URL can be changed under system settings and may vary depending on the device.

3 How to work with Pocket CRM There are a lot of new features & function in this version, use the following table to get to know the most important ones. I would like to.. Where? How? Send an / SMS You can send an SMS and/or an to one or more persons from the following places in Pocket CRM: The Projects and Selection tab on the main Contacts page. The Group tab on the main Contacts page The Task menu in the Details tab of a person. The Task menu in the Participants tab of an appointment. Click on the address on a Company or Contact to send an or on a Contact s mobile number to send an SMS. Write your message in the message field. Select Send. Open and read documents and s Search Add participants and resources to appointments View my sales forecast and pipeline You hav access to all documents and s stored in the database from Pocket CRM. Each main page has it own document tab. In all main pages you can serach for information stored in your SuperOffice. In the Calendar you can create and modify appointments and invite collegues and add resources to that particular appointment. From the sales pages you can update forecasts for future sales, conclude sales and create new ones. Also track the status of all sales that you and your colleagues are responsible for. Navigate to a Company or Contact, a Sale or a Project. Browse to the documents tab and select the document you required. This will take you to the document dialog where you can open the document or send it as . If the document type is you can forward,reply all or reply to the recipients of the . Go to the main page for Contacts, and select the Search tab to search for Companies/Contacts. To search on Projects, go to the main page for Projects and select Search. In appointments and sales; select your name, and then search by name. Navigate to the Calendar page and click on an appointment ( where you are the owner). Go to the Participant tab > Click on Add participant. Search for the contact you are looking for and select him/her. The person is added to the appointment. To add a resource go to the Participant tab, click on Task > Add resource Naviagte to the Sales pages. Select the Upcoming or Status screen. In the Upcoming tab you see a list of sales withdate of today or ahead. The Status contains a summery of sales activities for a spesific period. Change period by selecting Task > View Quarter/Month/Week

4 Adjust the filter settings Archive an image Sometimes the number of activites stored on a single Company can be very large. To narrow this down use the filter settings in the documents and activities tab 1. Naviagte to the Company or Contact page 2. Select a Company or a Contact ( search or from history list) 3. Click on the documents tab 4. Select Task > View open only, View mine only or Hide s Pictures are more and more used as documentation. The need to use your device camera and store this might come in handy. Here s how: 1. Naviagte to the Image page and open the documents tab 2. Select Add Image from Camera and take a picture with your device 3. Adjust the size before uploading it 4. Archive this pictures on a spesifict Company, Contact and/or Project This wil reduse the number of activities making it easier to find what you are looking for. The image will be visible for all user momenterely on the coresponding Company

5 But wait, there s more! SuperOffice Pocket CRM has it s own tablet version as well, optimizing the resolution on each device. Notify If the Calendar navigation icon looks like this, it means that you have a new (unread) notifications/invitation in your diary. The same icon can appear in Sales that indicates an overdue sale. Search To find a Company or Contact use the search button Contact Images Apply an image on Contacts to easier recognize who you are communicating with. Click on the image to change or add it. Tabs The main pages and associated sub-pages consist of tabs. You can see which tab is selected, because its icon will be highlighted. The Navigator The navigator will always appears on the left of the main pages in Pocket CRM. Here you select the icon for the page you want to go to: Calendar, Contacts,, Sales, Projects or Images The Task menu On many pages, at the bottom left, you will find the Task menu. This contains options that are relevant for the currently active page. These may be logging in or out, settings, filtering, sending SMS/ , map display etc. Screen optimization/layout On devices with large screens tilting the device (landscape), will make the App use the entire screen. Showing the details page on the right side. /SMS Click on the Contact or Company s address to send an . To send an SMS click on the mobile phone number of any Contact. Back To navigate back to the previous page use this button. By holding it down 3 seconds it will take you back to start.

6 Setting up an account First time use/login. In order to use and be able to send within Pocket CRM an account needs to be configured. 1. From anywhere in Pocket CRM select Task >Settings > settings After you have downloaded Pocket CRM and before you can start using you newly installed App a server URL needs to entered. This URL will be the server address of your companies Pocket CRM server installation. The URL must be provided by your ITdepartment. 1. Access AppStore or Google Play depending on your device 2. Download and install SuperOffice Pocket CRM 3. Start SuperOffice Pocket CRM 4. Enter the correct server URL for your company 5. Login using your username & password Note: The name of the server and use of SSL may differ depending on the configuration and policy of your corporate server.