Configuration - Miscellaneous

Miscellaneous

Tagging Important Records

Tag Management

Tags are a way to organize your data in the ways that are more customized to your company. Tags help you find records that are otherwise not easily searchable.

Tags are an easy way of labeling a record using a word, or short phrase. Multiple tags can be associated with a record using comma separated words. They are the most powerful tools which will differentiate the important records from the other records.

If a Sales team wants to tag a set of Leads they met at a Sales event, they can tag them as Sales Event 2018 Leads. Later, you can search for these records using Tag, and create a List for a Campaign.

Getting Started

In this section, you will get to know how to create tags, add it to records, edit tags, and delete tags.

BzCRM provides 2 types of tags - Private Tag and Public Tag.

Private Tags: These are personal tags where only you can view the records associated with private tags.

Public Tags: These are shared tags among users in your Organization.

Note! Public tags (Shared Tags) is shared with all users in the Organization

Tags by default are of Private type when created. As a user, you can make them Public so that they can be viewed by others.

Add a Tag

First, you’ll need to create the tags that you use to organize your data.

Follow these steps to create a tag

  1. Click icon and click on Settings
  2. Click My Preference > **My Tags
  3. Click on Add Record to create a new tag
  4. Under Create new tag section, enter the tag name

  1. To make the tag public, enable the Share Tags checkbox.
  2. Lastly, click on Save.

You can also add or create a new tag instantly from List view or Record view.

List View

  • Select the records that have to be tagged
  • Click on the More button
  • Select Add Tag

  • To create a new tag, under Create new tag section, enter the tag name. You can also select the existing tag from the drop-list.
  • To make the tag public, enable the Share Tags checkbox.
  • Click on Save. A new tag will be created and linked to the selected records.

You will find the list of tags on the sidebar of list view

Record View

  • Select a record from the list view.
  • In the record detail view, click on icon present on actions bar.

  • To create a new tag, under Create new tag section, enter the tag name. You can also select the existing tag from the drop-list.

  • To make the tag public, enable the Share Tags checkbox.
  • Click on Save. A new tag will be created and linked to the selected records.

Rename a Tag

The user can rename a private tag by clicking on the Edit icon of a particular tag and renaming it.

In the case of shared tags, the user can rename it only if there are no records linked other than tag owner’s records.

Delete a Tag

The user can delete the private tags whereas a user can delete the shared tags only if there are no records associated with it, and he is the tag owner.

To Delete the Tag:

  1. Click icon in the top left
  2. Click Settings from drop-list
  3. Click My Preference from drop-list
  4. Select My Tag option
  5. Click on the Delete icon beside the tag that you want to delete
  6. In the confirmation pop-up block, click Yes button. Your tag will be deleted

Unlink a Tag

The user can unlink a tag from records. There are 2 ways to unlink a tag

From List View

  1. Click on the tag name to get records linked to that tag.
  2. Select the records that you want to unlink.
  3. Click More button.
  4. Select Remove tag option.
  5. In the popup, click yes button, your records will be unlinked.

From Record View

  1. Select the record from the list view.
  2. In the record detail view, click the X mark of the particular tag under the tags section.
  3. Simply, the record will be unlinked from the tag.

Jumping to a Selected Page in Live View of Records

Jump to a specific page in large list view

Page Jump

If you have thousands of records in BzCRM account. You may be searching for one particular record and you know where exactly it’s located. Going through each page might consume a lot of time; you would prefer rather simply jump to desired page

Follow few simple steps to jump to specific page in large lists

  1. Click desired module (e.g., Leads, Contacts, etc.)
  2. In the list view of records, click on Page Jump icon on the right side of the list view

  1. Provide the desired page number where you intended to jump
  2. Click Go

Adding Custom Lists to Dashboard

Custom list on your Dashboard (Mini List)

Mini List

Adding Custom lists to Dashboard

If you have a filter (custom list) that holds a lot of significances​, you can bring it on to view on your dashboard.

Follow few simple steps to view desired filter (custom list) on your dashboard

  1. Click icon
  2. Click Dashboard under ESSENTIALS
  3. Click on Add Widget button

  1. Select Mini List
  2. In the pop-up, select desired Module, Filter, and select fields (Max 2)

  1. Click Save

Now the information of records in the filter can be viewed right from Dashboard.

Languages Supported by BzCRM

Customize your CRM in your localized language.

Language Support

You can localize your BzCRM by selecting the desired language from My Preferences.

BzCRM default package is available in 25 different languages — no language pack installation is required.

List of languages offered by BzCRM is as follows

  1. US English
  2. DE Deutsch
  3. ES Spanish
  4. British English
  5. IT Italian
  6. ES Mexico
  7. PT Brasil
  8. Turkce Dil Paketi
  9. Romana
  10. Francais
  11. NL-Dutch
  12. HU Magyar
  13. Russian
  14. Polish
  15. Swedish
  16. Arabic
  17. Chinese, Simplified
  18. Traditional Chinese
  19. Slovak
  20. Vietnamese
  21. Hebrew
  22. Croatian
  23. Bulgarian
  24. Portuguese
  25. Japanese

Follow few simple steps to personalize your BzCRM with desired language

  1. Click on your username in the top right corner
  2. Click My Preferences

  1. Click Edit
  2. In More Information block, click Language drop-down, and select desired language

  1. Click Save

Language Support in Print Templates

The amount in Words field referred in Print Templates is shown in User Preferred language.

Disabling and Configuring Fields in Summary View

Summary View

The summary view shows all the important details of a record on one single page.

Choose Fields to be Displayed in Summary View

View all important information in summary view of the record. The great advantage of the summary view is that you don’t have to click on different tabs to view information scattered in different places. Summary view projects all such important info on one single screen.

You can easily configure Summary View details.

Follow few simple steps to select either Summary view or Detail view

  1. Click on user icon from top right corner
  2. In the drop-down, select My Preferences
  3. Click Edit
  4. Locate Default Record View field, and select the desired view — either Summary view or Detail view
  5. Click Save

Choose fields you want to be displayed in Summary view

This feature allows you to configure the fields you’d like to view in a Summary view.

Here’s how you can configure them to be displayed on Summary view

  1. Click icon and select Settings
  2. Click Module Manager > Module Layouts & Fields
  3. Select a module from the drop-down
  4. Click on the Key Fields icon to activate/inactivate the fields.

  1. Click pencil icon to edit the options

  1. Click on the Summary view checkbox to activate/inactivate the fields.

  1. Click Save.

Performing Mass Operations on Selected Records

Mass Actions

To perform mass operations on the selected records in the module, the Mass Edit icon in Layout Editor has to be enabled. The mass operations that you can perform are - Edit, Delete, Add Comment, Send Email, Import, Export, Send SMS and much more.

Mass Actions Follow Few Simple Steps to Perform Mass Actions on the Records

  1. Select the desired module (e.g., Leads, Contacts, etc.)
  2. Select the records that you want to edit/delete.
  3. Click on Edit button.
  4. Select the action that you want to perform on the selected records.

Mass Edit

This feature allows a user to change the values in multiple fields of multiple records directly from the list view.

With this feature, a user can edit multiple records from the list view by just selecting them and selecting Edit, to get the mass edit view. In that Mass Editing View, enter the details that are to be updated and click on Save.

Mass Email

You can send emails to multiple users by using Select All feature in the list view or you can send emails to individual users by clicking on Send Email link in the detail view of the record.

This feature can be useful to perform Operations on all the records present in the Module; for instance, Contacts. When you click on the check-box option to select the records in the current page, Select all Contacts link will be shown by clicking on which you can be able to select all the records across the pages.

Instantly, the link Deselect all Contacts will be displayed by clicking on which you can deselect all the selected records.

You can be able to exclude few records by deselecting them. It facilitates you to perform operations only upon desired records.

Now select More > Send Email.

Instantly, a pop-up window will be opened where you can provide additional information.

  1. Click Select Email Template to select the existing email template.
  2. Compose Mail,
  3. Click Send to send Email to the selected records.

Exporting Comments

Comments

When you export records from CRM, you also might want to have comments posted on those records, in the export file. The default export feature doesn’t offer you the ability to transfer comments. That’s not the end of the story. You can export your records, and comments associated with them, with the help of Reports feature.

Here’s how to export your comments through Reports

  1. Click Reports icon on the top right
  2. Click Add Report
  3. Select the Detail Report from the drop-down list.
  4. You have following options while exporting comments -
    • If Comments is all that you want to export, select Comments as >Primary Module
    • If you’d like to export comments related to any particular module, say Leads, select Leads as Primary Module and Comments in Select Related Modules

  1. Click Next. Now select the fields(columns) you’d like to export alongside Comments

  1. Click Next.
  2. Add a filter condition, if required
  3. Click Generate Report

You can export your comments either in CSV or Excel by clicking on corresponding buttons on the top right corner.