User Guide - desktop software

Last Published by Hugo

Chapter 1. Starting SpinOffice CRM
1.1 Registration After you have downloaded the application from our website or the App Store, the following icon will be stored on your PC or Mac Launchpad. If you click on the icon our registration page opens. Fill in your first name, last name, company name & email address to create your free account. Your personal user name and password will be sent to your email address directly on registration. You will be taken direct to your personal encrypted database. Subsequently, each ti...
Chapter 2. General information
SpinOffice will help you to manage your relationships; in the long run it will really save you time. You will stay connected with your friends and business contacts and save time by getting organized. All your customers, prospects, email, calendar, tasks and memos, documents, projects and archive will be in one central database and will be accessible for you and your colleagues. Any file or message is stored in the cloud, encrypted and only you will receive the key. When working with mu...
Chapter 3. Contacts section
3.1 Screen layout 3.2 Explanation of labels & fields on the contact card 3.3 Adding new contacts 3.4 Editing name & address information 3.5 Adding, editing & deleting contact details 3.6 Deleting & Merging contacts 3.7 Searching contacts 3.8 Filtering contacts 3.9 Mass mailings based on filters 3.10 Mass contact change 3.11 Contact types: customizing card formats 3.12 Tab items below the contact card 3.12.1 Contacts tab 3.12.2 Note tab 3.12.3 Extra info tab 3....
Chapter 4. Archive section
The archive gives an overview of all correspondence with a contact. All emails, tenders, attachments, tasks, files and (telephone) notes are clearly displayed on this screen in a recognizable Outlook-style. All communication in the archive can be linked to folders. More about this later in the next paragraph. 4.1 Screen layout 4.2 Archive menu items under right-click 4.3 Drag & Drop option in the archive 4.1 Screen layout The archive is divided into 4 parts. Below we e...
Chapter 5. Integrating your email
In order to import your previous communication and to build up your database it is essential that you have configured your email. Go to the inbox and provide SpinOffice the correct IMAP settings of your email account. Multiple accounts can be added, please add them via menu item Administration -> Email -> Email settings. In the free Limited edition we only synchronize the last 30 days of your inbox, sent items and your trash folder. In the Pro edition all email history is being fe...
Chapter 6. The inbox
All email messages will be displayed in your inbox. Incoming messages that are recognized will automatically be linked to a corresponding contact. If the recipient is unknown you can add the contact to your database as new or link it to an existing contact. In the following paragraphs we will explain more about the tools that the inbox contains. 6.1 Screen layout 6.2 Linking emails to contacts 6.3 Linking emails to a folder 6.4 Linking emails to colleagues 6.5 Converting emails ...
Chapter 7. The Calendar
In general, the calendar in SpinOffice does not differ very much from any other calendar client, but our calendar has some smart tools that make it a very useful and distinctive from others. We will discuss them in this chapter. 7.1 Screen layout 7.2 Create new appointment 7.3 Set up recurrence 7.4 Linking appointments to contacts, folders or colleagues 7.5 Showing birthdays 7.6 Sending appointments by email 7.7 Marking appointments as private 7.8 Gear-icon menu options in right c...
Chapter 8. Files, folders & the folder list
In order to make SpinOffice your daily working environment, you need to import all your contact related files into your database. Create folders in order to have your files structured and organized. Almost any file can be imported into the application. 8.1 Adding files to a contact 8.2 The file list 8.3 Creating folder and subfolders 8.4 Adding items to a folder or subfolder 8.5 The folder list 8.1 Adding files to a contact Via Drag & Drop ...
Chapter 9. Kanban board - Task management
For many of our customers, a proper task management component is essential. SpinOffice provides a simple and clear way of creating and managing tasks. 9.1 Creating tasks 9.2 The task list 9.3 Reminders 9.4 Finishing / checking tasks 9.1 Creating tasks When on a contact card, click on the ‘Task’ icon in the toolbar menu or via the menu item New -> Task. The following window will appear: Many fields can be filled in besides scheduling, prioritizing and adding a note to ...
Chapter 10. Call reports & memos
Both call reports and memos are smart tools for archiving communication with relations, for internal use or in order to retrieve information. Call reports and memos are stored in the contact's archive. When working with multiple users, these messages can be linked to other team members. The message will then be sent and placed in team member’s inbox. 10.1 Inbound and outbound calls 10.2 Memos 10.1 Inbound and outbound calls Nowadays a lot of communica...