Tactile CRM Help » How To/Tutorials

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 to capture web leads directly into Tactile CRM

admin — Tue, 13 Oct 2009 10:25:46 +0000

Tactile CRM has a built in tool for you to easily add a web form to your website so you can capture leads and customer data directly into Tactile CRM. Check out the 30 second video below on how to set it up, or scroll down to see more information:

Setting Up A Web Form

Setting up a web form in Tactile CRM is easy. Login as an admin user, visit the admin section and chose the ‘Configure Tactile CRM Web Form’.

You’ll need to choose which values you want to capture and make sure you tick the ‘Enable Web Form’ box to turn this feature on.

Click save and copy the code Tactile CRM gives you into your website and start collecting leads from your website. Check out our website to see a web form in action

How do I subscribe to my activities in Google Calendar/GCal?

admin — Tue, 06 Oct 2009 07:00:10 +0000

Tactile CRM provides an iCal feed you can subscribe to in your favourite calendar application. These instructions show how to easily add your events to Google Calendar where they will be automatically kept up to date:

Sign into Tactile CRM, visit your preferences, and under ‘External Access’ copy your ‘Calendar URL’, if you don’t already have one you can click the button to automatically generate it
In your Google Calendar simply click the add button (on the left hand side, under ‘Other Calendars’) and then the ‘Add by URL’ link
In the pop up window, paste the calendar URL from (1), click ‘Add Calendar’ and you events will be pulled through to Google Calendar and kept up to date.

Google Calendar does not currently deal with ‘ToDo Items’ so only events that are added in Tactile CRM will appear in Google Calendar

Google Calendar will periodically update with the latest changes from Tactile CRM, and events other people assign to you will also show up in your iCal feed/Google Calendar.