User Guide - desktop software

Last Published by Hugo

Chapter 1. Starting SpinOffice CRM
1.1 Registration After the free registration, download of our software and installation, you can log in to SpinOffice CRM with your email address and password. The icon as shown on the left will be displayed on your desktop ...
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, pros...
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 & Mergin...
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...
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. Multipl...
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...
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 chapte...
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 b...
Chapter 9. Kanban board - Task management
For many of our customers, a solid task system is essential. Since 2020 SpinOffice offers a simple but clear way of creating and managing your tasks through the 'Kanban board'. The application will help you get thro...
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 wit...
Chapter 11. Mailchimp integration
More than 5 million people use Mailchimp to design, send, and track email marketing campaigns. Keep your Mailchimp and SpinOffice data updated with this new integration from Mailchimp. Manage subscribers, bounces, and more. ...
Chapter 12. Administration menu options
Fit your data to your business by customizing contact types, keywords, templates, activity codes and many more. How?  Go to the Contacts screen, than menu options Administration. We will explain each menu item. Note: the...
Chapter 13. Roles & Permissions
In general, SpinOffice is an application where all information is available and accessable for all users. It is possible though to hide / shield information (contacts and content) from other database users. Besides that it i...
Chapter 14. Synchronize with mobile devices
Synchronization of data is crucial these days. SpinOffice offers sync of contacts, calendar and email. 14.1 Contacts sync 14.2 Calendar sync 14.3 Email sync   14.1 Contacts sync Both the free Limited and the Pro...
Chapter 15. Training & support
15.1 User support & tickets For Limited free edition users we provide initial free support to help you setting up the account. If you have questions in the first few weeks, please write us an email or call us: ...