Introduction
One of the basic functionalities of CRM is the ability to record information and events related to customers. It is available in the module Sales of the program mKsiegowa.pl.
Where to find CRM functions in the program?
CRM functions are related to the Customers.
At your disposal, there are:
- customer branches
- contacts
- notes
Notes
The easiest way to add and edit notes and To-Do in the tab Notes in the Customers.
If you set the option New client in the client selection field, the program shows notes for all clients.
Automatically added notes
The program creates notes for a given client in the following situations:
- entering the sales document (order, invoice)
- sending an email to the client
- changes in the Customers
In addition, you can enter notes of a comment type, or a ToDo.
Adding Notes
To add a note, click Add new note/call. The program shows a form for adding a note.
If the functionality of attaching documents is enabled, the program also allows you to attach documents to a note.
Add ToDo
To add a task, click Add new ToDo. The program shows a form for adding a task.
Note Filters
The field Filters allows you to display the form of filtering notes and tasks (ToDo).
The program provides filters according to:
- users who entered a note or a customer document
- note type
- contact entered in the section Contacts
- date range on which the note was entered
Viewing and deleting notes
In the note preview screen, notes of the type Comment can be deleted.