Sage CRM 7.3 Customer Relationship Management System User Guide

Sage CRM 7.3
Contemporary Theme
Introduction
The Contemporary Theme is an optional User Interface theme for existing Sage CRM
customers and the default theme for new Sage CRM customers. The theme has been
designed to help you be more productive and access the information you need more easily.
In the sections below, we introduce what’s different in this theme and explain how to take
advantage of new features such as your user profile and horizontal navigation.
The Contemporary theme differs from the default Sage CRM theme in several ways.
1. Top Bar icons and buttons let you quickly view your notifications, recently viewed
records, and your profile area. You can also easily return to your home page, and find
and create new records.
2. Main Menu drop-down lists let you access all Main Menu options, including My CRM
and Team CRM options, from anywhere in Sage CRM.
3. The Find field lets you quickly search for other Sage CRM users, so you can switch
from My CRM Mode to the My CRM Mode of a colleague. You can also switch from
your Team CRM Mode to the Team CRM Mode of another team. Your System
Administrator must grant you permission to do this.
4. Horizontal tabs allow you to easily navigate through all subpages of an existing
record.
5. Restyled action, workflow, and Help buttons are located on the right-hand side of
each screen so you always know where to find them.
6. The Administration area has new icons and a new background color to match the look
and feel of the Contemporary Theme UI.
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Changing the default theme at a system level
As a System Administrator, you can apply the new Contemporary theme across the Sage
CRM system. However, if a user has already selected a preferred theme, your system
change won’t affect that user’s preference.
1. Click Administration | System | System Behavior. The System Behavior page is
displayed.
2. Click Change.
3. Choose Contemporary from Default System Theme and click Save. The new
theme is displayed the next time you log on.
Changing the default theme at a user level
As a user, you can set the new Contemporary theme as your preferred theme.
1. Click My CRM | Preferences.
2. Click Change.
3. Choose Contemporary from Preferred Theme and click Save. You must log off and
log on again to see the new theme.
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Top Bar
Use the Top Bar to quickly
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Navigate to your homepage
Manage your notifications
Return to recently viewed records
Search existing records
Access your profile
Create new records and communications
Navigating to your home page
Click the Sage CRM logo on the left side of the Top Bar to return to your preconfigured home
screen. You can configure your home screen in <My Profile> | Preferences | Log me Into.
Managing your notifications
Click Notifications
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on the Top Bar to display a list of outstanding notifications.
Notifications are usually reminders for tasks or appointments, but can also be system
alerts set up by you or your System Administrator.
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The number of notifications you have is displayed above the Notifications icon.
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Click a notification in the list and click View Original to open the record, appointment
or task it relates to on the main screen.
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To clear a single notification reminder, click X beside the notification. To dismiss all
notifications, click Clear All.
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To snooze a single notification reminder, click Snooze for beside the notification and
choose a snooze duration.
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To snooze all reminders, click Snooze all for at the top of the list and choose a
duration.
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To close your Notifications list, click Notifications.
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Returning to recently viewed records
Click Recent
on the Top Bar to quickly find and return to the records you were most
recently dealing with.
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Company, Person, Opportunity, Quote, Order, Lead, Case, Solution, Campaign, and
Group records are saved in the Recent list. The list displays a limit of 10 records per
entity.
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Click a record name to open it on the main screen.
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Click an entity icon to open the entity's Find screen.
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To empty your Recent list, click Clear at the bottom of the list.
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To change the maximum number of records in your Recent list, contact your System
Administrator. The default maximum number is 40 records.
Searching existing records
Click Find
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on the Top Bar to quickly search for Sage CRM records in three ways.
Using Find screens: To perform a search across a particular Sage CRM entity, click
Find and click the entity type from the list. For example, to search across all
Company records, click Find | Company.
•
Using Advanced Find: To perform a complex database search across Sage CRM
entities, click Find | Advanced Find. For more information, see Using Advanced Find
in the User Guide.
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Using Keyword Search: To perform a search across all main Sage CRM entities at
once, click Find | Keyword Search. For more information, see Searching Using
Keyword Search in the User Guide.
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Accessing your user profile
Click <My Profile>
on the Top Bar to:
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Access and edit your Preferences.
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Go to the Administration area if you've got Administrator rights.
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Navigate to the Sage CRM Community. You'll find blog articles, additional PDFs,
white papers, customer stories, and user forums.
•
Log off Sage CRM.
Creating a new record or communication
Click New
on the Top Bar to create a new record, task, appointment or email from any
area in Sage CRM. You can also perform a mail merge from here.
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To add a new record or communication in the context of the record that's currently
open, click New.
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To create a mail merge that exports to a PDF document, click Merge to PDF.
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To create a mail merge that exports to a Word document, click Merge to Word. The
availability of this option depends on your system settings.
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Main Menu
Use the Main menu options to navigate to commonly used areas in Sage CRM. These
include your Dashboard, your Calendar, and primary entities that you work with such as
People, Companies, and Opportunities, as well as any entities created with the Advanced
Customization wizard. The Contemporary Theme allows you to access the Main Menu
options from anywhere in Sage CRM. The options are grouped into four drop-down lists that
are always displayed at the top of the UI, regardless of the context you’re in.
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To open a Main Menu option, click the relevant drop-down list and choose a menu
option. For example, to open your Dashboard, click My CRM | Dashboard.
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You can easily configure the tabs that are included in the My CRM, Team CRM, and
Reports drop-down lists. Just click <list name> | Configure. Select the tabs you
want to include and click Save.
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For more information about Main Menu options, see the User Guide.
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Drop-down list
Main Menu options
My CRM
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Dashboard
Calendar
Contacts
Leads
Opportunities
Cases
Shared Documents
Groups
MailChimp Campaigns
Team CRM
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Calendar
Leads
Opportunities
Cases
Solutions
Reports
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My Favorite Reports
Activity Reports
Campaigns
Communications
Customer Service
General
Lead Reports
Marketing
Sales
Outbound Calls
Administrator Reports
All Report Categories
Marketing
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Campaign List
E-Marketing
Mass Email Status
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