User Guide - desktop software

Last Published by Hugo

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. 11.1 What can you do with it? 11.2 How does it work? 11.3 Find or Generate your MailChimp API Key 11.4 Available for all users 11.1 What can you do with it? SpinOffice’s integration with Mailchimp allows for two-way interaction between your customer datab...
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 available menu options in Administration may differ per user; this depends on the rights that you have been granted as a user by the 'super administrator' within your database. We cannot adjust this for you, so if you do not find the items below within Admini...
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 is possible to set restrictions per user. Let us explain that briefly in this chapter. 13.1 How to set roles & permissions per user? 13.1 How to set roles & permissions per user? In SpinOffice CRM, a user is one who manages records, their own o...
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 edition support synchronization of all contacts in SpinOffice with your Contacts application on your iOS (iPhone/iPad) or Android device. In SpinOffice, on the Contacts screen please go to menu option Administration -> Personal Settings -> Synchronization to ...
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: +1 (360) 209-5609 (US support)   +31 70 311 5400 (Dutch)   +39 386 776 085 (Italian) Skype (English) is also possible. After initial support, email and phone support will cost $45 per support item. Once you have upgraded to Pro, you will be enti...
Chapter 16. All options in CRM preferences
Let us discuss all options that are found under menu option Administration -> CRM preferences. There are two important things to keep in mind: CRM preferences is only accessible for users with 'Administrator' rights, because it contains settings that can have major consequences for the use of the software. All changes made inCRM preferences apply to all users within the database. When you go to menu option Administration -> CRM preferences, it shows a popup with 6 tab...