The sites module is an important aspect of the Clik Service CRM module. All the relevant information on a customer's address can be stored here when servicing or repairing equipment.
If your customer has multiple addresses that you service, instead of creating lots of different accounts in the CRM database, they can be stored and organised individually in this section of the CRM.
When you first click on the sites tab in your chosen contacts CRM entry, you will see a list of sites related to the main CRM address and any equipment listed against the highlighted site.
Creating New Sites
- Click on the new > new site to create a new site entry.
- This will open the address details window.
- Fill in the address details and site description as something that makes the site easy to identify.
- On the right of the window are the user definable fields. In here you can create and add additional fields that you may want to store additional information related to the site.
- Click on the arrow next to the classifications button at the bottom and then click new. If you have not already set up the fields in the settings click on edit within this window to create new fields.
The notes tab allows you to put site-specific information in here. This information can be then copied and printed out in other sections of the program such as job sheets.
The documents tab allows you to link or store documents against the site, for instance, PDF’s.
- To link or store documents click on the new button then choose store document in database or link document depending on what you want to do.
- If you choose to link folder, it will link to the files original location. Folders, however, cannot be stored in the database.
- You can also drag a file or folder into this area, where it will store documents in the database but link folders.
- If you double-click on a linked document or folder it will open in the external program.
- To remove any items, highlight them and click the delete button.
NOTE: If you are linking items they ideally need to be stored in a network location. If you try and link a document that is stored on your PC, unless the folder is shared across the network, other users will find that the folder/file is not accessible.
NOTE: Please be aware if the item is stored in the database this won’t be retrievable once deleted.