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User Guide

Last Published by Hugo, November 2016

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 ...
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 arch...
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...
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 t...
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...
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...
Chapter 7. The Agenda
The agenda in SpinOffice does not differ very much from the one you are used to, but this agenda has some tools which make this a useful feature. We will discuss them in this chapter. 7.1 Screen layout 7.2 Adding appointments 7.3 Linking appointments to contacts, folders or colleag...
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 contac...
Chapter 9. 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 ...
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. ...