Difference between revisions of "Main Page"
(→Welcome to the system manual) |
(→Welcome to the system manual) |
||
| Line 4: | Line 4: | ||
This manual is a full guide to get the best out of your CRM and its [[Modules]]: | 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 when calling (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 when calling (click the question mark in the top right). | ||
Revision as of 11:53, 5 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 when calling (click the question mark in the top right).
Logging In
Screen Layout
The system is split up into various sections.
Section 1
This section displays your organisation's name and logo. To update these detail see Organisation Details.
Section 2
In this section you will find;
- View my Dashboard - Click here to view any Dashboard reports you've set up. View Dashboard
- Edit my Preferences - Click on your user name to access your My User Options to change your settings and password.
- Branch (Requires Branch Module) - Displays the name of the current branch you are logged in to. To change branch click on the current branch displayed and select the branch you wish to change to.
- Question Mark - Find a shortcut to the manual for the relevant page you're on, access the Help Centre, and view your account number.
- Text Message Icon - (Requires TextAnywhere integration) - The icon will flash red if you have incoming texts to read. Selecting the icon will take you to the Text Message Centre.
- Inactivity Timer - This clock counts down showing how long the current session has left before you are logged out. The timer will reset when the page changes, normally by navigating to a new page or saving information on that page. You can click on the timer to manually reset the clock. Administrators can reduce the inactivity timer in Operational Rules.
Section 3
This section is the main navigation menu of the system and includes:
- System Menus - The system menus will show you the available parts of the system that you can use. These menus are controlled by Group Access, security groups that define what you can do on the system. These groups are controlled by your system administrators.
- Menu Search tool - The search tool will search all of the menus to find the keyword entered. This is a quick way of navigating around the system. You can also enter numbers to search for either records or referral/cases.
- Admin Menu (System cog) - The Admin Menu contains the set up pages of the system. Most items in the Setup Menu are only accessible by administrators.
Section 4
Section 4 is the Action List. This is where users can view their outstanding actions. The filters will display the default options, as defined in your user record.
System Updates
Three times a year a new updated version of the software is released, see Updates for details of when they are released. If you wish to see the new features before they are made available to your live system it is recommended that you set the update date of your training/test version to be before your live system. For details of changing your update date see Help Centre.
Browser
A browser is an application on a computer or device that is used to access the internet. The system can be used on a wide range of modern browsers including, MS Edge, Mozilla Firefox, Chrome and Safari, our system supports the latest two versions of each these browsers. We removed support for Internet Explorer 11 in line with Microsoft in August 2021.
It is important that your browser is kept up to date with software updates from the manufacturer.
DO NOT log into two systems (live system and a training system) on the same browser. If you work on different systems, maybe your live and training, then you will need to use two separate browsers, one for each system.
Browser Add-ons
Consideration must be made for what browser add-ons you have. 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. For further information, please contact your IT Department. The diagram below displays how this may happen.
