Creating New Companies
You can create new companies to add to your CRM database from Clik Remote Manager.
Go to ‘CRM’ in the side menu and select ‘New Company’.
You will then be able to add the relevant details for the new entry. You can select if the contact will be a company or individual person with the ‘Record Type’ drop-down.
You can also select the defined fields you have set up in Clik Service (Settings > Settings > User Definable Fields).
The main site address and invoice address can also be added here. If you are looking to add further sites, you can follow this guide once the company has been created.
When all the details have been filled in, click ‘Save’.
Editing Existing Companies
If you need to make edits to companies or add new fields, go to the CRM and select the company name.
Click on the ‘Edit’ button and then enter in any missing fields or alter address details. This can be useful to fix any spelling mistakes or update your supplier records.
You can also add new contact types by selecting the option from the drop-down found at the bottom of the address fields and clicking on ‘New Item’.
Press ‘Save’ when this process is complete.
Your CRM database will then be updated.
You can also add additional contacts or update existing contacts for a company in Clik Remote Manager. See this video tutorial for the full steps.
Published: April 2020