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Many of us continue to use spreadsheets for customer databases. It might be enough if you have five or ten customers, but to make your business grow an effective tool, like CRM, for tracking your customers is essential. This step by step guide will show you how to save an existing spreadsheet as a CSV file for importing contacts to CRM.
Whether you make a contract, or write an article, or translate a text you might need to interact with people especially at the final stage to specify details or proofread the document. In this case the action sequence is more or less similar: sending document - waiting for the result - correcting and editing - sending document - waiting for the result - correcting and editing and so on till the result satisfy both parties. To avoid this continuous procedure and achieve the best result without wasting time on sending and waiting, make use of the Co-editing feature provided by Document Editor.
If you want to create a complex folder structure with several nesting levels and set different group permissions, it might be useful to know how the permission priority order is implemented in the Documents module.
Using the 'Documents' module and the 'Documents' section of the 'Projects' module, you might have already noticed that there is a number next to the file title that shows the number of file versions. Want to learn more about file versions and revisions? Read this tip!
A context menu represents a menu that appears upon a right mouse click and offers a limited set of choices, i.e. actions related to the selected item within the 'Documents' module. Read this tip to find out what operations you can perform using context menus.
When working with files, you might need to collaborate on it or share a form to fill out. You can easily share files and folders with an individual user or a user group and set access permissions depending on the tasks each co-editor should accomplish.
Send documents, spreadsheets and presentations for electronic signature right from your portal and receive signed documents as PDF files stored in the specified folder of the Documents module.
On 27th June 2013 Documents got a new uniform format - Open Office XML - instead of the internal format (.doct, .xlst, .pptt). The main problems that user can face thereupon are described here.
It's boring to read posts or comments containing pure plain text only. Let's decorate them adding colors, styles, hyperlinks, images, etc. Formatting your text you can not only make it good-looking, but also highlight some important points, demonstrate something using images and videos, give a link to an internal or external source.
Would you like to make your forum more interactive? Just add a poll. This step by step guide will show you how to quickly and easily add a poll to your new forum topic.
It's boring to read posts or comments containing pure plain text only. Let's decorate them adding colors, styles, hyperlinks, images, etc. Formatting your text you can not only make it good-looking, but also highlight some important points, demonstrate something using images and videos, give a link to an internal or external source.
Want to discuss new product models in the ONLYOFFICE forum to select a good one? Or just need to add some pictures as a reference to enhance your blog story? Read these step by step instructions to insert an image directly into your posted message.
Store and organize information creating your own database with ONLYOFFICE Wiki. Read this step by step guide to learn how to create and edit Wiki pages, attach the pages to a category and interlink them.
Building a customer database is essential for getting started with your CRM system. The Import contacts feature will facilitate this process allowing you to add several contacts at once instead of entering them one by one manually. This guide will show you how to transfer your contacts from a CSV file to CRM and restrict access to them.
An effective well-organized customer database enables you to communicate better with your customers and increase your sales. This guide will show you how to maintain your customer database: arrange and update the available contact information.
Do you need to export the customer information from your CRM database as a .csv file to edit and print it later? You can do it right on the portal. Just follow these easy steps.
Want to save time while managing your contacts within the CRM module? Use group operations to delete, set permissions, send an email, add a tag to several contacts at once! The needed instructions can be found in this tip.
Maintaining a contact list within the CRM module it might happen that portal users add the same contact details several times. After finding duplicate contacts, you can eliminate them in a few easy steps. Please refer to this tip for more information.
An opportunity is used to keep track of the potential sales, their estimated due date, budget and success probability and help you manage your sales easily and effectively. This guide will show you how to create and manage your opportunities.
Sometimes working on an opportunity might require the involvement of the whole team of the specialists. In this case creating a project and linking it with the opportunity will help you coordinate the work and manage it more efficiently. Follow the instructions to learn how to link an existing opportunity with a project.
Using case is an effective way to organize a common event for your customers. It allows to coordinate teamwork, keep all the related documentation organized in one place and track the process more efficiently. This guide will show you how to use a case in CRM.
When the sales cycle is completed, you can create an invoice for the products and services you have provided and send it to the client. CRM allows you to do it quickly and easily. Just fill in the fields of the invoice form and send it as an attachment to your client using Mail.
The VoIP feature allows you to receive incoming calls from your customers and make outgoing calls right from a web browser using virtual numbers provided by the Twilio service. Incoming calls from new phone numbers that are not stored in your customer base are automatically saved as new CRM contacts.
Did you notice that it takes lots of time to create a project with all associated stuff like building a project team, planning milestones, tasks and discussions? Now you can create a template for similar projects and save time you spend each time on entering the same data.
Need to know what companies are involved in certain projects and be able to manage them easily? Just link your project with contacts (persons or companies) from your customer database. This guide will show you how it can be done a few mouse clicks.
Want to keep track of some projects at your portal? Just click a link and you'll receive notifications about everything new in the needed project by email.
Need to attach an existing task to another milestone without creating the same task once again? Just follow step-by-step instructions in this tip to learn how to do that.
Want to learn the fastest and easiest way to view all active tasks assigned to you? Read this tip and you will learn how to do that.
Once the tasks are created, to determine the order in which they will be completed you need to create the task dependencies, i.e. link them. Projects allows you to link tasks in two different way: on the task description page or using the Gantt Chart view. This guide will show you how to determine the dependency relationships between tasks in a few mouse clicks.
The Gantt Chart is a great way to build your project schedule and visually judge its progress. Read this guide to learn how to plan milestones, manage tasks and create task dependencies using the Gantt chart view.
Regardless of the billing method you use (per hour or per project) tracking time is a great possibility to assess the productivity of your team and of each its member and make the necessary corrections to achieve the best result. This article will show you how to track time and manage your time sheet using the Time Tracking feature offered by Projects.
This tip is aimed at those ONLYOFFICE users who bother their head each time they need to enter time spent performing a certain task. Now you can use the timer that will automatically calculate how long you have been working on the task. The only thing you'll have to do is to start the timer with one mouse click.
Need to know the full details of the current status of all projects? In the Projects module, you can get this information using the Reports.
Are you tired of generating reports manually? Now you can set up needed parameters once and regularly receive automatic reports by email on certain date and time. You save lots of time and keep up with everything new at your portal.
If you often send emails of the same type or need to reply to similar messages from time to time, you can speed up the communication process by using the Templates option of the Mail module.
The main problems that user can face while integrating the mail service into the Mail and configuring it are described here. Please read this question and answer section to find out the answers to most questions arising when connecting some popular web mail services, such as Gmail.com, Hotmail.com, Yahoo.com and Mail.ru and some other mailboxes to portals.
An all-day event is an event that lasts an entire day or longer. For example, if you plan a seminar or a training for two days you can select a start and end date and check the All-day event feature instead of entering the time. This guide will show you how to create an all-day event.
A recurring event is an event that repeats on a regular basis: daily, weekly, monthly or yearly. For example, if you have to make a report every Monday, you can add the same event to your calendar several times or create this event once and specify how often it occurs using the Repeat Event feature. This guide will show you how to set a recurring event.
Assigning different colors to your calendars helps you distinguish events that belong to them at a glance or even group your calendars. For example, you can select a single color for all project-related or shared calendars to find the needed events easily or to set priorities on them. Please refer to this tip for more detailed information.
It's very convenient to receive notifications about coming events in time. Select a time zone in the calendar settings and keep up with all the events. You'll find the instructions in this tip.
Synchronize your portal calendar with a third-party calendar on an Android or iOS device via CalDAV protocol
Want to view the read-only version of a third-party calendar within Calendar with no need to switch between them? You can add the iCal feed link of this calendar to Calendar and save your time and effort tracking all the events from both calendars. Read this tip to do that.
The Feed list encompasses all recent events on your portal that concern each user individually or are common for all users.