CRM Archives - Page 2 of 2 - SQLWorks

Fact Sheet: Adding Emails

Adding emails

SQLWorks integrates with your email inbox to let you view, send and use emails to complete other tasks: here’s how.

To add your email account to SQLWorks, click ‘User Prefs’ under Preferences (1) in the main navbar. Select your User ID, and under the ‘Employee Info’ Tab put your email settings into email settings fields, including your account ID and password. This will give SQLWorks permission to see the contents of your email inbox.

In the main Companies List (1) by clicking the ‘Emails’ Tab (2) under a selected company’s record you can view the contents of your inbox on the left hand panel, and emails saved within SQLWorks on the right hand panel.

Dragging an email from the left panel to the right panel saves a copy to the system and makes the email visible to other SQLWorks users, whilst selecting an email makes the message content visible in the yellow viewing box below.

This is most useful for adding emails which are to valuable to just sit in your inbox – emails which your team will need to be able to share or recover details from in your absence.

You can also use this tool to place important emails within the system, linking important correspondence to projects, sales leads, quotations and more.

 

SQLWorks can even be configured to recognise significant emails and automatically add them to projects and other areas – for additional information, ask the SQLWorks team today.

Did you know? Removing Companies

Removing Companies

Keeping on top of your data means cleaning old entries and removing companies you don’t need every now and then – but what’s the best way to do this?

Your SQLWorks includes an ‘inactive’ status for removing companies, which allows you to effectively tidy your database whilst avoiding deleting data you might need later. – SQLW

We recommend using this feature because outright ‘deletion’ of a company is normally not the best option. Most companies have linked information connected to other parts of SQLWorks: including phone logs, tasks and more, which makes deletion impractical.

To make a company inactive, right click its name in the main Companies List and click the ‘Toggle Active’ button to move a company to inactive status.

Inactive companies can be recovered later if users need to access older data, whilst keeping their main working list up to date for other time-sensitive tasks, e.g.: when generating mailshots, and ensuring your company files always remain accurate.

Did you know? Changing Your SQLWorks email password

If your company email password has changed, SQLWorks won’t be able to integrate with your email – here’s how to fix that.

You can update your SQLWorks integrated email password via ‘Preferences’ in the main Nav Bar (1). Clicking ‘User Prefs’ will open your company’s SQLWorks users, giving you access to some of your own accounts settings by clicking your own name on the user list.

This opens the Employee Info window shown above. In the bottom right panel your email settings are saved (2) – here you can update your User ID and Password, along with other integrated email settings such as your email signature.

Higher security user settings can only be changed by a designated system administrator, or the SQLWorks team by formal request.

 

Contact us for more information: 01272 375999

Fact Sheet: Projects

Project management is a powerful function of SQLWorks CRM, which allows users to collaborate on bigger projects and coordinate work from different areas of your business.

With careful planning, you can use SQLWorks’ Projects tool to more easily collate your team’s efforts towards an overarching goal onto a single dashboard, saving time and money.

‘Projects’ can be accessed under the SQLWorks CRM dropdown in the main navbar (1) and displays your live projects within the list panel (2). Key information and editing buttons for the selected project is displayed at the top of the main window (3).

SQLWorks Projects acts as a collection point for entries from across SQLWorks (including financial elements, tasks, documents and much more) relating to a chosen project, in one place under the correct tab (4). You can create new linked items (of any type) direct from projects by right clicking the correct window from within the project screen, which will also added in the relevant section elsewhere in SQLWorks. For example, a new phone log created inside “projects” will also display in SQLWorks phone logs.

This becomes most powerful in reverse however – when creating new entries elsewhere in SQLWorks, users can tag this as part of a specific project. This is the case for almost any SQLWorks item (including individual lines from quotes, orders or invoices for project costings) which can all be linked to an open Project.

SQLWorks can have multiple project types for managing different sorts of projects at once, each with their own data capture or layout – for example, financial projects may require access to financial entries from SQLWorks Accounts. The SQLWorks team can add new project types for your business on request.

For staged projects, a SQLWorks project can be segmented into saved ‘Stages’ which prompt automatic action when reached, for example emailing a contact or completing a task.

Security groups prevent unauthorised users from accessing restricted projects, or sections within a certain project (for example: confidential data) and this can also be configured on request by the SQLWorks team.

SQLWorks Projects can help you easily gather information and organise stages of a more complex set of related jobs, or pool the work of a larger team in a coordinated way.

 

For more information on SQLWorks CRM tools, contact our team today: http://www.sqlworks.co.uk/contact-us/

 

Lineal launches new SQLWorks website

Lineal Software Solutions have launched of our new sqlworks website for our SQLWorks Business Management Software (www.sqlworks.co.uk).

Managing Director of Lineal, Mike Matthews, explained: “This is a big year for SQLWorks, as we’re due to release Version 8 in conjunction with the release of Omnis 8, and we wanted to overhaul our SQLWorks website too.”

“We always aim for our software to work how you work: we’ll now be offering 3 different delivery models to suit different businesses’ needs, with SQLWorks available in on-premise, hosted and cloud versions.”

SQLWorks, Lineal’s leading software for Accounting, CRM & Stock Control was first developed for manufacturing in 1983, and has evolved substantially over 33 years.

Keeping up with the times, the new website has been designed to be fully responsive, for use on mobile and tablet devices. More and more people will use SQLWorks on the move in the future, from a variety of devices, so the SQLWorks website should mirror this.

Existing SQLWorks users will also receive additional support, accessing learning materials via the SQLWorks News page. Extra features, including a live SQLWorks demo and our SQLWorks help guide, will be available soon – watch this space!

 

Discover SQLWorks today: visit www.sqlworks.co.uk or call 01271 375999

Did you Know? Global Search

Sometimes you just need to be able to search all of SQLWorks at once – so SQLWorks’ Global Search function has been built to allow users to easily search anywhere (or everywhere) for that elusive file, record or entry.

Pressing the keyboard shortcut ‘Ctrl G’ (or ‘Cmd G’ on Apple devices) opens the Global Search window (1), from which users can select sections of SQLWorks they want to search through using the checkboxes in the top left (2) (e.g.: ’CRM’, ‘Stock’ etc, or simply ‘All’).

Type the intended search term in the text field, and specify the terms of the search: ‘Begins With’ the search term or ‘Contains’ the search term, using the radio buttons, and click the magnifying glass or press return to begin the global search (3).

Global Search will list any and all results in the List Menu below, including where those entries were located. As always, right clicking a list option and click ‘Get Info’ to see more information about that entry.

Double clicking a list item opens that entry from the relevant part of SQLWorks, wherever it has been found.

 

For more information, contact our team today: 01271 375999

Fact Sheet: Calendar

SQLWorks Calendar is an essential part of the SQLWorks CRM module, with a collaborative diary so that your whole team can plan ahead, audit trail your every interaction with other companies, and track progress from other areas of SQLWorks.

Calendar can be found in the NavBar under the SQLWorks CRM module, and opens a configurable calendar display in the main window (2). From here you can book a range of appointments into the calendar, share with other users or among groups, and set reminders.

The preview in the top right hand corner (3) allows users to easily cycle through past, present or future months (which display in the main window), or refocus the calendar on today’s date by clicking the central down arrow.

Below the preview are checkbox lists (4) entitled ‘Show Users’, ‘Show Groups’ and ‘Show Layers’. Checking or unchecking items on these checklists filters the calendar in the main window; showing or hiding appointments for specific users, groups of users (for example: ‘accounts team’), or types of appointment (for example: holidays) respectively.

SQLWorks Calendar updates once a minute, and users can simply click and drag events between days in the main window. Along the base of the SQLWorks Calendar is your toolkit (5) where you can add or edit calendar appointments in more detail. Double clicking a day in the main diary window adds a new event, and the ‘Owner’ of the event can set the type of event, some notes, the start and end time/date of the event, and add known users to the event who can be notified automatically be email when the owner of the event clicks ‘Save’.

Existing events can also be edited here, with the toolkit allowing you to ‘Search’ the calendar, view ‘Limbo’ events with user changes pending approval, send email notifications, ‘Cancel’ incorrect entries or set ‘Options’ for the appearance of your calendar. Dragging the sliding scale can be used to change the timespan of the calendar in the main window, ‘View’ toggles your calendar into list view to reorder by a specific field, and clicking ‘Sync’ manually updates your SQLWorks Calendar across smartphones or other linked devices.

Clicking the ‘Notify Me’ checkbox allows users to set automated reminders for events – prompting future you (and other users) via SQLWorks popup notifications, private emails, or both, at a chosen time and date(s).

SQLWorks Calendar also remembers past users and archives deleted events, so that your calendar can always recover historic data, errors or edits from any point in time.

Our development team can set any bespoke extensions of SQLWorks your team uses to appear automatically if they have date fields (e.g: Purchase Orders) so that your diary always shows exactly what you need.

SQLWorks Calendar coordinates your workflow – allowing your team to plan and track shared projects, log sales or orders, control billing or more – and integrates your CRM with SQLWorks Accounting and Stock modules to make the best use of your time.

For more information, contact our team today: http://www.sqlworks.co.uk/contact/

Did You Know? Custom Search

Lineal SQLWorks Custom Search is designed to help you manage even the largest of business databases quickly and efficiently, so being able to find what you need easily is vital.

When a simple search isn’t quite cutting it, trying using SQLWorks’ ‘Custom Search’ tool for a more targeted search. This can be found by clicking the small dropdown arrows beside the ‘Search’ Field on the Search Bar, and selecting ‘Custom Search’ at the bottom of the list. This opens the ‘Custom Search’ window (pictured below.)

Custom Search

From here users can search different attributes of list entries in the left hand field, using a search criteria in the middle column (such as ‘contains’, ‘begins with’ etc.) relating to the text typed in the right hand field.

By pressing the (-) or (+) buttons on the right, users can also add or subtract extra conditions to build a more complex and specific custom search query, helping to find the needed entries.

‘Search for all records matching’ chooses the criteria searching, such as ‘Any’ or ‘All’ of the chosen terms, and by using the ‘Saved Searches’ dropdown menu users can set Custom Search to the ‘Last Search’ or save a custom search for next time.

Press ‘Search’ and SQLWorks will narrow down your list to the chosen custom search terms. Happy hunting!

 

For more information, contact our team today: 01271 375999