Tactile CRM Help » General

Linking Contacts

david — Mon, 26 Jul 2010 08:52:36 +0000

Tactile CRM provides several ways to express relationships between your Organisations, People, Opportunities, and Activities. In some of the input forms in Tactile CRM, you may notice some fields have the text ‘Type to find’ in them:

These fields are for linking two things in Tactile CRM together. There are three ways they can be used.

The first, is when you are wanting to link to an existing record in Tactile CRM. For example, if you want to add a new Person to an existing Organisation, you can search for the Organisation by typing its name:

If any results are found, they will be displayed in a list under the input, with any you have recently viewed at the top of the list:

Clicking on any of these results will select it, and the field will change to show your selection. If you wish to cancel the selection, click on the ‘Clear’ link:

The second way is when you wish to create a new record when the form is submitted. For example, you are adding a new Person, and want to specify the Organisation they belong to, but neither are present in your system yet. Simply type the full name of the object, and by choosing not to select from any matching results, the text ‘New’ appears next to the field:

Submitting the form in this state means that a new Organisation with the name ‘Tasty Sandwiches’ will be created, and the new Person will be linked to them.

The third way to use these fields is when you want to create a new record, but wish to specify more than just the name. When the ‘New’ indicator is displayed, by clicking on the plus sign next to it you can launch a window where you can add more information:

When the popup form is submitted, the field is populated as if you had chosen from a search result; the new Organisation is already saved.

How do I do a ‘mail merge’?

admin — Mon, 05 Oct 2009 15:32:44 +0000

Tactile CRM doesn’t have a built in ‘mail merge’ system, instead it provides the ability to export contact data (organisations and people) so that you can use it in other applications, such as [Open]Office to perform mail merges, or mass emails with your current mail tools.

When will I get billed?

admin — Fri, 02 Oct 2009 14:42:35 +0000

If you are on our Solo plan – never! It’s free for life (assuming you stay within your account limits, otherwise you’ll need to upgrade).

If you sign up for a paid plan your first 30 days is free for the first user. Your credit card will be billed once the 30 day trial period is over and then every 30 days thereafter unless you cancel or downgrade your account to the Solo edition.

If you add new users we will pro-rata charge your credit card for the remaining period until your next billing date.

What payment methods do you accept?

admin — Fri, 02 Oct 2009 14:42:17 +0000

You can pay by Visa or MasterCard

Do you back up our data?

admin — Fri, 02 Oct 2009 14:42:00 +0000

Yes! All data is backed up daily both to our on-site and off-site back-up facilities.

How reliable is Tactile CRM?

admin — Fri, 02 Oct 2009 14:41:41 +0000

Tactile CRM is built upon our tried and tested (and award winning web platform). It is hosted in the scalable Amazon EC2 platform to ensure the service scales with users needs

Is Tactile CRM secure?

admin — Fri, 02 Oct 2009 14:41:01 +0000

All our plans (including our free versions) come with SSL as standard. SSL is used by e-commerce sites, banks, and Tactile CRM to ensure that your data is encrypted when it is sent across the Internet.

Simply make sure you put https:// before your Tactile CRM URL to take advantage of this and you will see the ‘padlock’ in your browser when you are using it.

Do you provide email/phone support?

admin — Fri, 02 Oct 2009 14:40:35 +0000

We currently offer full email support to all plans between 8am and 5pm (UTC) and phone support to paid plans during these times. Email is mostly answered within a couple of hours.

Can you customise Tactile CRM for us?

admin — Fri, 02 Oct 2009 14:39:34 +0000

If you want custom software we can work with you to provide a solution to fit your needs. Tactile CRM is built upon Award Winning framework and although the Tactile CRM code is not available for customisation, we can quickly build applications for you based upon it.

Can we install Tactile on our own server?

admin — Fri, 02 Oct 2009 14:38:48 +0000

This is something we are thinking about. We won’t provide Tactile CRM for download as there is a lot of complex setup required for the reminders, email integration etc. However, we are currently investigating the possibility of a Tactile CRM Appliance Server which you can install on-site. Drop us a line on sales [at] omelett dot es if you are interested.