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| − | Welcome to the | + | [[File:Logo_charitylog_crossdata_dizions.png|centre]] |
| + | __NOTOC__ | ||
| + | ==Welcome to the system manual== | ||
| − | + | This manual is a full guide to get the best out of your CRM and its [[Modules]]: | |
| + | * How-to-guides | ||
| + | * [[Webinars]] | ||
| + | * A dedicated page for every page in the CRM - click the question mark in the top right. | ||
| − | + | You can also contact our customer support team at support@dizions.co.uk. Customers on our One and Plus plans can also call 0333 222 5957. Please provide the support team with your account number (click the question mark in the top right). | |
| − | == | + | ==Logging In== |
| + | Edge, Firefox, Chrome and Safari are supported. Internet Explorer is no longer supported. It is important that your browser is kept up to date as we only support the two latest versions. | ||
| − | + | Please DO NOT log into two systems (e.g. your live and training systems) on the same browser. If you work on different systems, please use two separate browsers. | |
| − | + | {{#ev:youtube|ZDswvem1rwo|790}} | |
| − | + | ==Screen Layout== | |
| − | + | The main menu contains all your day-to-day tasks, like the Action List, Calendar and lists of organisations and people: | |
| − | [[ | + | [[File:clog_top_menu.png|alt="Main Menu tabs"]] |
| − | + | The user menu has links to your user settings, home page, dashboard and this manual: | |
| − | [[ | + | [[File:clog_user_menu.png]] |
| − | + | The search bar lets you search the whole system, including people: | |
| − | [[ | + | [[File:clog_search.png]] |
| − | + | The settings cog is for administrators to configure the system: users, projects/services, settings etc: | |
| − | [[ | + | [[File:clog_settings_menu.png]] |
| − | + | ==Browser Add-ons== | |
| + | An add-on is a small program that has been downloaded and installed on to the browser. Some browsers may read and capture the data from the websites that you visit, this would include any online CRM system. These add-ons may seem to be innocent but even spelling and grammar checkers may upload your data and store it on their own systems. It is important that you trust your add-ons and have viewed the privacy policy of these third parties. | ||
| − | + | ==System Updates== | |
| − | + | Your system receives a [[Updates|major update]] three times a year. Your test system is updated before your live so you can preview new features. | |
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Latest revision as of 12:31, 7 February 2024
Welcome to the system manual
This manual is a full guide to get the best out of your CRM and its Modules:
- How-to-guides
- Webinars
- A dedicated page for every page in the CRM - click the question mark in the top right.
You can also contact our customer support team at support@dizions.co.uk. Customers on our One and Plus plans can also call 0333 222 5957. Please provide the support team with your account number (click the question mark in the top right).
Logging In
Edge, Firefox, Chrome and Safari are supported. Internet Explorer is no longer supported. It is important that your browser is kept up to date as we only support the two latest versions.
Please DO NOT log into two systems (e.g. your live and training systems) on the same browser. If you work on different systems, please use two separate browsers.
Screen Layout
The main menu contains all your day-to-day tasks, like the Action List, Calendar and lists of organisations and people:
The user menu has links to your user settings, home page, dashboard and this manual:
The search bar lets you search the whole system, including people:
The settings cog is for administrators to configure the system: users, projects/services, settings etc:
Browser Add-ons
An add-on is a small program that has been downloaded and installed on to the browser. Some browsers may read and capture the data from the websites that you visit, this would include any online CRM system. These add-ons may seem to be innocent but even spelling and grammar checkers may upload your data and store it on their own systems. It is important that you trust your add-ons and have viewed the privacy policy of these third parties.
System Updates
Your system receives a major update three times a year. Your test system is updated before your live so you can preview new features.
