Administration

The “Administration” tab gives you the ability to customize all fields within the Customer Relationship Manager interface, as well as manage Group Security and SMTP Settings. Click on the “Administration” tab to see the following drop down items:

List Maintenance

Add, remove, and edit fields for Contacts, Campaigns, Events, Proposals, Transactions, Issues, Tasks, Status, and Priority Ratings.

Group Security

Administrators can grant specific users access to particular groups within the CRM. Any contact assigned to a group will display in the assigned user’s account. You can add new groups here as well as in the “List Maintenance” section.

User Defined Fields

User defined fields are custom fields you create to track information specific to certain subject areas. Create an unlimited amount of custom fields for information that is not already captured by the system, e.g., county or customer number. These fields will appear in the contact details under the “Additional Detail” tab.

SMTP Settings

Complete the required email information so that task & event reminders can be sent out via email from the CRM system. Username and From Address are the same: your full email address. Contact Support for assistance.

Updated on March 26, 2019

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