Fit your data to your business by customizing templates, contact types, info fields, keywords, tags, activity codes, and many more. How? Many of the customization can be done within menu options Administration. We will explain each menu item.
The available menu options in Administration may differ per user; this depends on the rights that you have been granted by the 'super administrator' in your database. So if you do not find the items below within Administration menu, please ask the 'super administrator' within your organization for the right user rights.
Manage all the company settings from here. All changes are applicable for all users.
This menu option is only shown to users with 'Administrator' rights. Manage many preferences in order to personalize the database. For instance the option to adjust date format, the ability to show an extra company name line, street numbers and US states.
All items in CRM preferences are discussed in Chapter 16. All options in CRM preferences.
Manage all the settings per user.
By default your profile is loaded. Select the user of your choice in top corner on the left for whom you want to manage the settings.
We explain all the tabs for you:
Personalize your profile and complete missing information. Any information you enter here can also be used in your own email template. Under the sub-tab 'Security' you can disable a user by entering a no longer employed date. This ensures that a user can no longer log in.
This part give the option how to sort your contacts everywhere they are shown. For instance Company (Last name, First name) or Firstname, Lastname (Company). Besides that, a grid is shown where you can define which contact types you want to be able to see. Exclude contact types that are not interesting for you, and you will not be able to find any of the contacts in your database.
Activate the sync options. Both the Limited and the Pro edition support synchronization of all contacts and calendar in SpinOffice with your iPhone, iPad and Mac and Android mobile device via a CardDAV / CalDAV sync account. Enable the options and an email with details will be send to you. More information about the sync can be found in chapter 14.
Define the style of notifications on your desktop, when the application is open. For Mac, it is possible to overrule the notification style via System preferences -> Notifications on your Mac.
Default tabs / screens
Define the default tabs (on Mac) or screens (on Windows) to open when starting SpinOffice. For Limited users the Home dashboard is shown as starting screen by default.
Here you will find the configured mail accounts for the selected user. Add new mail accounts here. The sender settings can also be found here.
The last two tabs 'Rights' and 'Contact types' are only shown if you have the SuperAdmin rights.
Determine the rights for the selected user. More information about rights in SpinOffice can be found in chapter 13.
Determine which contact types the selected user is allowed to use.
Here you will find all the integrations available for your account. Here you will find all manuals.
Your IMAP email properties are saved here. If you have configured your email in the during first login, the information you have set will be displayed in this admin section. Multiple new mail accounts can be added here by entering IMAP information of any domain in the last empty row. (Chapter 5 Integrating your email)
Define the email addresses per user that he/she may use for sending emails. For instance info@ can be added as outgoing mail address for each user, including his/her name.
Via this menu item you are able to manage your mail templates. By default there is an incoming and outgoing call report template and an email template. New templates can be added, edited and saved. This menu item is also accessible via the arrow next to 'Email' in the toolbar menu. (Paragraph 5.4 Managing email templates)
Manage template tabs
Email templates can be categorized into tab items here. New tab items can be made by entering text in the last row. Next to ‘Default templates’, the following are created in your account; ‘General templates’, ‘Internal templates’ and ‘Tender templates’. As soon as you add a new email template to one of these (via previous menu item), the tab will appear in the menu under the arrow next to 'Email' in the toolbar.
Manage all the contact types that you and your colleagues can use. Read here what you can do with contact types.
Manage the drop-down items of the ‘Salutation’ field on the contact card in this admin menu item. But this feature is smart; you can indicate if salutation is formal or informal and if it should be followed by the first name or last name. This way you are able to create email salutations like 'Dear Mr. Smith' or 'Hi John’. (Paragraph 3.2 Explanation of labels & fields on the contact card)
The keywords that are listed at the bottom of the contact card screen, can be arranged and adjusted via this menu item. There is space for 40 keywords and these are often used for filtering purposes. (Paragraph 3.12 Tab items below the contact card)
Keywords are since 2022 replaced by tags.
Contact card fields
Customize all extra fields mentioned on the contact. These are generic fields; not different per contact type.
You have 4 info fields in Limited version and 20 info fields available in Pro. These are also generic fields.
In this section, mail templates can be linked to all possible actions. You can determine which template should be used when you send, respond to or forward a message and when you write a memo or fill in a call report. (Paragraph 5.5 Action types)
Define default folders based on the types of files that can be added to it. In the folder list via menu item Go To -> Folder list you will find all previously created folders with the default types on the left. Every folder you create requires a folder type. (Chapter 8.5 The folder list)
Define default folders that should be created automatically when a contact of a certain type is added to the database. So it is a place to create rules like; once a contact of the contact type ‘Client’ is added to the database, instantly create the folder in the archive named “Invoices” and “Contract”.
Tasks, appointments and folders can be allocated to an activity. In the task list and folder list you are able to filter on activity. In the calendar, when you add an activity to an appointment (for instance 'Private' or 'Sales'), the corresponding activity code color is shown.
Choose an Info field and make a predefined list of choices that will be chosen for that field. Users can then only choose the entered values from the predefined list. For example, you can use an Info field for 'industries' and enter all industries here. This prevents other values from being entered.
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. Read here How do tags work.
In SpinOffice, credits are used for exporting contacts to Mailchimp and for sending SMS text messages. This menu-option gives a status of the amount of credits left, where credits were spend on and it gives the ability to purchase extra credits. (100 credits cost $5.99)
Extra SMS options
A Pro feature. It allows you to send birthday & scheduled short text messages to your contacts. Plus there is an option to create text message templates.
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