This feature enables you to define inventory terms and conditions in the form of text that is automatically populated in inventory modules such as Invoices, Sales Orders, Purchase Orders and Quotes. This will help you to convey your terms and conditions explicitly. Having the terms and conditions text ready in inventory modules also helps you […]

Picklist dependency setup offers you a seamless way of selecting only desired values from the picklist fields. You’ll need to set-up dependency between two picklist fields (source and target picklist fields). By selecting a value in source picklist field, you’ll have complete control over the target picklist fields. For instance, we will consider a real […]

This feature enables you to create email templates and easily populate them while sending emails. You can design email templates according to your requirements. You can also include rich text, HTML content, Images, etc in your email templates. You can also design your own email templates for regular News letters, Monthly updates, Maintenance alerts etc. […]

Sharing Rules are used to configure data sharing rules across users in role hierarchy. In Simply CRM, the default access for CRM records is set to public, which enables everyone to see all records. When sharing rules are set to private, users can only view records assigned to them and records of users below them […]

Groups can be combination on different users, roles, roles and subordinates and groups within an organization. Groups will help you to build teams to share common set of records. Key features When records are assigned to a group, all members associated with the group can perform operations on the record. This will help your users […]

Profiles are used to control actions that users can perform on records. In addition, profiles can be used to restrict access to specific fields, modules, and features such as import, export, etc. When a profile is associated to a role, the access rights defined in the profile will be applied across all users in that […]

You can mimic your organization-wide hierarchy in Simply CRM with the help of Roles. You can assign identical designations to your employees like Sales Manager, Support Engineer, etc. User’s position in hierarchy will decide which of the records he/she can access. Notes! When Sharing Rules are set to Private, users can always view their own […]

Users are employees in your organization who can log into their Simply CRM accounts, access information, and perform tasks according to permissions that have been defined to them. In Simply, admin users have the ability to create user accounts. Simply CRM supports two types of users: admin users and standard users. Adding New Users Users […]

Campaigns offers your marketing team the ability to schedule and execute mass marketing campaigns. Simply CRM helps you create effective marketing campaigns with selected list of leads, contacts, opportunities and Organizations. Creating Campaigns Manually You can enter Campaign details manually from Campaigns Module. This might come handy if you will have to enter Campaign details […]

This tutorial is designed to help you find duplicates and manage them according to your requirements You don’t like duplicate records; so do we. Duplicate records can cost you a lot of time, money or even a loss of face. That’s the reason why we suggest you to check for duplicates when you import records […]