How do tags work?
Tags are the successor to the current keywords option in SpinOffice. Use tags to distinguish and group your business contacts. Decide for yourself which tags you want to use for your contacts. For example, make a distinguish between certain products or services, categories, a certain status or customer characteristics. Then give the correct tag(s) to any contact in your CRM. This way you can search, categorize and filter your contacts even more efficiently. How do you tag your contacts? When you add or edit a contact in SpinOffice, you will find the tags as a tab on the left side of the Add contact / Edit contact details screen. Add new or predefined tags here for this specific contact. It is also possible to add tags directly from the Contact list screen. To do that, go through these steps: Go to the Contact list screen. Find the desired contact for which you want to add tags. You will find the tags option under the CONTACT DETAILS widget on the right. Add tags as you want by entering them manually. Or choose previously selected tags from a drop-down list. AAll added tags are immediately shown. Go through your contacts to add your tags. You have an unlimited number of tags at your disposal. Manage all tags As mentioned, you can determine and manage all your tags yourself. Go to the main menu and choose option Administration -> Tags. Here you can add and remove an unlimited number of tags. See an example below. All tags that you have manually used for contacts are also shown in this screen. Important: In the Pro and Enterprise versions you have access to tag groups. This offers the possibility to create categories and use different colors. Search and filter contacts based on tags Searching by tags is very easy. Start the search with a hashtag "#" and then enter the tag. Below is an example where we filter on the tag "hot prospect". Pressing #hot will show the tag. Click on the tag in search list and all contacts with the tag "hot prospect" will be filtered and displayed. Another way to make a filter of your contact based on a filter is to create a filter on an existing tag at a contact. First, go to a contact that has the tag you want to filter on. Then click on the 'tag' icon next to the tag shown. Choose Apply filter. All contact with this tag are filtered and shown. Removing tags Of course you can easily remove the tags from an individual contact by clicking on the 'tag' icon next to the displayed tag and choosing Delete. Do you want to delete an entire tag? Then go to menu option Administration -> Tags and remove the tag itself. The tag will be removed for all contacts. Watch the following short video where we explain to you how tags work in SpinOffice and what you can do with it.
Modified on 26 May 2023
I don't succeed to integrate my Google or Gmail account. What should I do?
Since May 30, 2022, Google no longer allows "third-party apps" (such as SpinOffice CRM) that use your username and password only to log in to your Google account. Google does this to protect your account. From that date, it is a requirement that third-party apps connect to your Google account via a so-called App Password. Read more about the change here. SpinOffice meets Google's security standards, but it is not a "Google" product, so SpinOffice is considered "third-party apps" and therefor requires the use of an App Password from May 30, 2022. To add a Google or Gmail account in SpinOffice with an App Password, follow the steps below. Go to your Google-account. Select Security on the left side of your screen. Go to the 'Signing in to Google' part and choose App Passwords. You may need to sign in. Not given the App Passwords option? Then first make sure that 2-Step Verification is set up for your account. That is a requirement: Click on 2-Step Verification. You may need to sign in. Follow the steps by entering your phone number and choose a way you want to receive a verification code (voice or text message). Enter the code and choose Turn on. Return to your Google Account home screen and choose App Passwords. On the App Passwords page, at the bottom click on Select app and select Other (Custom name). Fill in SpinOffice and click on Generate. A unique App Password is generated. The App Password is a sixteen-character code in the yellow bar. Copy this password to your clipboard. Go to SpinOffice and enter the App Password in the password field of the email configuration wizard. Choose Connect and SpinOffice will then use this App Password to connect to your Google / Gmail account. Also watch the instruction video in which we show the steps: If you have problems going through the above steps, please contact us.
Modified on 26 May 2023
How to add a Google or Gmail account with App Password?
SpinOffice meets Google's security standards, but it is not a "Google" product, so SpinOffice is considered "third-party apps" and therefor requires the use of an App Password from May 30, 2022. Below you will find instructions on how to create and use an app-specific password in SpinOffice. The steps apply to both new and existing email configurations. Go through the following steps: Go to your Google-account. Select Security on the left side of your screen. Go to the 'Signing in to Google' part and choose App Passwords. You may need to sign in. Not given the App Passwords option? Then first make sure that 2-Step Verification is set up for your account. That is a requirement: Click on 2-Step Verification. You may need to sign in. Follow the steps by entering your phone number and choose a way you want to receive a verification code (voice or text message). Enter the code and choose Turn on. Return to your Google Account home screen and choose App Passwords. On the App Passwords page, at the bottom click on Select app and select Other (Custom name). Fill in SpinOffice and click on Generate. A unique App Password is generated. The App Password is a sixteen-character code in the yellow bar. Copy this password to your clipboard. Open SpinOffice CRM. Go to the Inbox. Is the email configuration wizard displayed? Then choose Gmail and enter the generated App Password and go to step 13. If the wizard is not shown, click the gear icon in the top right corner of your Inbox. Choose Email Accounts. Click on the Google or Gmail account to open the settings and choose Enter password. Enter the generated App Password in the password field. Choose Connect and SpinOffice will then use this App Password to connect to your Google / Gmail account. Also watch the instruction video in which we show the steps: If you have problems going through the above steps, please contact us.
Modified on 26 May 2023
How do I add my Office 365 email account?
We advise to configure your Office 365 account in SpinOffice with OAuth 2.0. With OAuth 2.0, instead of storing the username and password of your account, we use an access token and refresh token provided by Microsoft. These tokens are given to us as third-party, not the actual login data. Follow the steps to add your Office 365 email account: Before integrating your email account, make sure to sign out of your Office 365 account. This is to prevent us from connecting to an incorrect Microsoft account that is already signed in. Return to SpinOffice. On the Home dashboard or the Inbox, click on Configure email. Choose Office 365. Please input your email address and click on Start. SpinOffice will give "Settings found!". Click on Connect to continue. You will be redirected to the Microsoft login page within a new browser tab. If this page does not open, check if your web browser blocks the action and allow the popup. Log in to your Office 365 account with your login details. After you log in, you are requested to give permission for SpinOffice to access your mail. Click on Accept. You are done now, and you will be lead to our website. Return to SpinOffice CRM and your email account should be ready to use. Also watch the video below where we show you the configuration steps too. If you have problems going through the above steps, please contact us.
Modified on 26 May 2023
Video (01:30) - The benefits of the email integration
In the short video, we explain to you the benefits of the email integration and what you can do with it.
Modified on 25 May 2023
Video (01:25) - Office 365 email account configuration
In this short video we explain how to configure an Office 365 email account in SpinOffice.
Modified on 25 May 2023