Archives : August-2015

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When you create a new sale and the ‘Use Auto Increment Sale Number‘ box is ticked, the sale will automatically be given a number, rather than you inputting a persona..

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Role Groups refer to the roles which users on your Xeus can have. The two drop down menus under ‘Role Groups’ give you the default options for new users, both in your organisation, and belonging to your clients. Choose your preferred role for both these users. See the chart below to decide what role you ..

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This is the section where you can customise your sales pipeline, found under ‘sales’ in the side menu. Here you can manage the status of your sales which show up in the pipeline. You can add, edit or delete sale statuses. By ticking or unticking the boxes under ‘Show in Pipeline’ you can choose whether ..

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Customise Form Fields Here you are able to customise and configure form fields for each type of business object. Fro the list of business objects (i.e. ‘Client’, ‘Enquiry’, ‘Product Category’ etc.) you are able to change the form fields for this business objects. Once you select a business object, you are given 3 options: ‘Form ..

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Xeus allows you to import an excel or csv datasheet containing your client data. The first row of your datasheet should contain column headers – Xeus will use these to try and guess how the columns should be mapped to fields in the CRM. For instance, if you have a column whose title is First Name, ..

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Using the advanced search form, you can search on any attribute of the current business object. When searching on multiple fields, the terms are chained in a logical AND together, thus bringing back a more specific set of search results. After running an advanced search (or in fact any type of search), a ‘save search as ..

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The payment details section of Xeus will only appear once you have upgraded from the introductory tariff to a premium tariff. The page will securely store your payment details to save you time if you need to change tariff in the future. It also allows the user to update their payment details in the event of ..

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Active users is one of two ways that the Xeus CRM determines tariff usage. An organisation is allowed any number of users regardless of their tariff. These users will be added to the organisation, their information can be edited and attachments can be added to them. However, the user will not be able to logon and ..

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