Find out how to configure the ONLYOFFICE CRM for your small business wants

The ONLYOFFICE CRM software may help you enhance your buyer relations, and it solely takes a couple of minutes to get it set as much as meet the wants of your small business. Jack Wallen reveals you ways.

Picture: iStockphoto/Olivier Le Moal

ONLYOFFICE is a strong platform that provides loads of instruments and options to satisfy the wants of your small business. It consists of Paperwork, Initiatives, Mail, Folks, Group, Discuss, Calendar, RSS and a CRM. That CRM software could be very useful for the administration of your clients (which is the aim of CRM) with options like contacts, duties, alternatives, invoices, instances and experiences. And given it’s built-in with the entire different ONLYOFFICE options, this CRM may be simply the platform your small business has been lacking.

I’ve already addressed deploying ONLYOFFICE utilizing Docker and the best way to use the mission administration software. This time, I wish to aid you get the CRM prepared to make use of.

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What you’ll want

The one stuff you’ll must comply with together with this how-to is a operating occasion of ONLYOFFICE and a working e mail account you should utilize.

Find out how to arrange an e mail account in ONLYOFFICE

The very first thing you need to do is about up an e mail account ONLYOFFICE will use. That is obligatory for the invoicing function (as you possibly can’t ship invoices with out it). You need to use both an inside or exterior account, as long as you’ve the e-mail server settings for each incoming and outgoing emails. You’ll want the server handle, port quantity, authentication kind, SMTP server handle and password for the account. So, earlier than you begin configuring ONLYOFFICE, monitor down that data first.

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After getting the required data, log into your ONLYOFFICE occasion and click on Mail from the primary web page (Determine A).

Determine A

The ONLYOFFICE touchdown web page is the place you acquire entry to all of the options.

On the ensuing web page, from the left sidebar, click on Account Administration (Determine B).

Determine B

The E mail app settings web page is accessed from this sidebar.

Click on Add New Account after which, when prompted, click on Superior (Determine C).

Determine C

You’ll wish to go proper to the Superior setup so as to add all the small print on your mail servers.

Fill out the entire required particulars on your e mail account (Determine D) and click on Save. Nearly instantly you need to see the Inbox populate with e mail. Congratulations, your default account has been created.

Determine D

Ensure that to fill in each setting with an asterisk.

Find out how to configure CRM invoicing in ONLYOFFICE

The subsequent step for you may be including services for invoicing. Earlier than you do this, you’ll first wish to configure your organization profile inside the Invoices settings. It’s best to discover a itemizing for Group Profile underneath CRM | Settings (Determine E).

Determine E

The Profile settings itemizing for ONLYOFFICE CRM.

From the Group Profile settings web page (Determine F), customise it to your liking. This data might be included in your bill, so it’s vital that you just take the time to do that.

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Determine F

Customizing the ONLYOFFICE bill settings.

Find out how to arrange taxes in ONLYOFFICE

In case you’re promoting merchandise, you may must arrange taxes. That is carried out in Settings | Bill settings | Taxes. On that web page (Determine G), click on Create Tax.

Determine G

Making a tax for the ONLYOFFICE Invoicing system.

Within the ensuing popup (Determine H), fill out the knowledge for the brand new tax setting and click on Save.

Determine H

You may create as many tax choices as you want.

Find out how to add services for invoicing in ONLYOFFICE

Subsequent, we have to add services for invoicing functions. To do that, click on Bill settings | Merchandise & Companies (within the left sidebar) after which click on Create Merchandise (Determine I).

Determine I

It’s now time to create a product that may be invoiced.

Fill out the entire data for the brand new merchandise (Determine J) and click on Save (or Save and Create New Merchandise).

Determine J

Creating a brand new merchandise for the ONLYOFFICE invoicing software.

The subsequent factor you may wish to do is add customized consumer fields. By default, the consumer fields are fairly widespread. You’ll discover identify, firm, place, e mail, cellphone, web site/social, handle, tags, forex and outline. Let’s say you wish to add a area for pursuits (which could be useful, given that is all about managing buyer relations). For that, you’ll must go to Settings | Different settings | Consumer Fields. From there, click on Create Consumer Area (Determine Okay).

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Determine Okay

Including a customized consumer area could be useful.

Within the ensuing popup (Determine L), give the brand new area a reputation, choose a sort and customise the dimensions.

Determine L

Including a brand new customized area for Pursuits.

When you’ve added the customized area, it would present up once you go so as to add a brand new contact in Individuals (Determine M).

Determine M

Our new Pursuits area is prepared for use.

At this level, it’s only a matter of repeating all of this (including merchandise/providers, individuals/companies) till you’ve the CRM software populated together with your sources. As you get deeper into the product, you’ll discover there are different superior settings that can serve you effectively. Till you get to the purpose the place you want these options, try to be good to go for a while.

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