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ID    Title    Views    Created On    Created By    Last Updated On    Topic Name   
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1
Fax Modems Supported by Active Fax
Topic : FAQ
Recommended Fax Modems For Use With Active Fax:Fax modems that support fax class 1, 1.0, 2 or 2.0      ISDN boards that support the T.30 (Fax Group 3) protocol     Diva Server boards from Eicon     Fax boards from Brooktrout/Cantata     Fax boards from Intel/Dialogic (Cpi series)     RockForce boards from Mainpine     VoIP/FoIP (Voice over IP/Fax over IP)We recommend the following modems, ISDN boards and fa...
599 Jan 30, 2020 02:59 PM administrator Jan 30, 2020 04:59 PM FAQ administrator
2
License FAQ for accessing Quickbooks through Compl...
Topic : FAQ
Q: Would we need a license for each and every member of staff accessing QuickBooks through Complete Contact CRM?A: No. All you need is 1 license for someone to send all information to QuickBooks in a batch. If you want to allow each individual user to send information to QuickBooks then yes, all users will need a license. Also, remember that QuickBooks has concurrent licenses. For example, if you have 5 QuickBooks licenses you can have 20 users in QuickBooks but only 5 can be on QuickBooks at an...
322 Jan 30, 2020 03:04 PM administrator Jan 30, 2020 03:05 PM FAQ administrator
3
Manufacturer Set to Unknown When Importing Custome...
Topic : FAQ
Q: When importing customer requirements, the program sets the manufacturer to unknown. A: If the program cannot match the manufacturer being imported to an existing one on the database, Complete Contact CRM will set the manufacturer to U/K (Unknown) to prevent duplication and garbage getting imported into the system. For example: MOT, MOTO, MOTOROLA, etc. getting imported on your database. You can edit the requirement and use the right manufacturer (creating it if needed) after the import is don...
371 Jan 30, 2020 03:12 PM administrator Jan 30, 2020 05:00 PM FAQ administrator
4
Part numbers changed during export to Excel
Topic : FAQ
Q: When I export part numbers from Complete Contact CRM it changes some of the numbers to dates like 03-09-2011 to 03/09/2011 or when there is a large number it shows up like with an E (e.g. 210005.E ).A: That is a Microsoft Excel problem. Excel "intelligently" decides that the value is a date or a large part number is a number instead of text and formats the cells accordingly to date or to be expressed on engineering notation. You can confirm this by opening the exported file in notep...
540 Jan 30, 2020 03:17 PM administrator Jan 30, 2020 05:01 PM FAQ administrator
6
Import Inventory Lots
Topic : Inventory
Take these steps to Import Inventory Lots:     1. Go to Data – Import Stock     2. If you have multiple companies select the Company that the Stock is being bought under.     3. Select the Vendor you got the parts from.     4. Select the Excel or CSV file that you wish to import.     5. Enter a Reference number, if any (Not required).     6. Select a Warehouse, Terms, and ShipV...
359 Jan 30, 2020 03:32 PM administrator Jan 30, 2020 05:02 PM Inventory administrator
7
Match QB Accounts to CRM Accounts
Topic : QuickBooks
To match QuickBook Accounts with CRM Accounts you must match the current Customers/Vendors in CRM with the Customers/Vendors in QuickBooks.To do that you do the following:     1. Go to Administration – Acct Link Do Not Match screen.     2. Use the navigation arrow buttons (First, Previous, Next, and Last) on the toolbar to move between records.     3. You start with a blank screen.     4. Click on the Next button.&nb...
345 Jan 30, 2020 03:34 PM administrator Jan 30, 2020 05:02 PM QuickBooks administrator
8
Work With RMA's
Topic : RMA
Creating Customer and Vendor RMA Requests: Creating a Customer RMA Request:      You can create a Customer RMA Request from the Invoice Screen by right-clicking on the invoice line item and choosing Create RMA Request. You will be presented with a Dialog where you can make the changes necessary for the Request and save them.Accept/Reject a RMA Request:      Go to the RMA Requests screen under Warehouse – RMA Dashboard – RMA Requests. Find your request and ...
576 Jan 30, 2020 03:45 PM administrator Jan 30, 2020 05:06 PM RMA administrator
9
Upload a new Company Logo
Topic : General
Go to the Administration/Company Information screen.Click the magnifying glass and enter your Company.Click the magnifying glass and select your new logo. You may want to put the new logo in the same folder the old logo was before looking for it.You should also make sure the Emails Logo is a URL (Ex: http://www.yourcompany.com/..../logo.jpg) , so your Customers/Vendors see your logo when they receive your Emails.
380 Jan 30, 2020 04:03 PM administrator Jan 30, 2020 05:09 PM General administrator
10
Use The Scheduled Calls Feature
Topic : General
Information on using the Scheduled Calls Feature:      On the "Contacts" screen, define the correct information for your contact. Here you can set the Call Back Date and the Frequency, in case you want to set up an automatic recurrence for the call back. You can also write a Call Note which is some text that will show up on the Scheduled Calls screen to help remind you about the purpose of your call.      The Call From/To and the Time Zone areas ...
364 Jan 30, 2020 04:11 PM administrator Jan 30, 2020 05:08 PM General administrator
11
Close Reqs by Date
Topic : General
Check with the administrator to make sure that the user has permission to close reqs. Go to the Administration Tab/ Employees Screen and make sure "Can Close Reqs" has a check next to it for that user. To close Requirements by Date we go to the “Reqs” screen in the "Sales" tab.   Click the button on the left panel called “Close by Date”.   Now you select a date. All reqs before that date, including that date, will be closed.   After choosing the date you want t...
349 Jan 30, 2020 04:42 PM administrator Jan 30, 2020 05:10 PM General administrator
12
Add a PDF attachment to each Customer Quote E-Mail...
Topic : General
Each user has the ability of configuring the emails to include a PDF attachment or not. Click on the CRM button on the top-left and choose “Choose E-Mail Format”.Make sure to select HTML + PDF Attachment from the available formats.​
487 Jan 30, 2020 04:48 PM administrator Oct 10, 2022 04:35 PM General administrator
13
Apply Customer Payments to a Specific Invoice
Topic : General
Q: When applying customer payments Complete Contact CRM automatically chooses the first invoice on the grid to apply the amount to. But I want to apply the amount to a different invoice. A: CCCRM tries to intelligently figure out which invoice you are applying payment to; but you can just click on that field and enter the applied amounts as you wish for the invoices that you wish. First you have to 0 out the automatically populated row and then enter the amounts as you want applied.
365 Jan 30, 2020 04:55 PM administrator - General administrator
14
Unreceive a Part
Topic : Inventory
To un-receive a part you go to the Warehousing/Stock screen.Find your part number.On the "Received Lot" tab, highlight the batch in question and click the "Edit" button.Adjust the QTY Received accordingly and click "Save".
336 Jan 30, 2020 05:15 PM administrator Feb 4, 2020 06:38 PM Inventory administrator
15
Cancel an Invoice
Topic : General
Go to the Warehousing/Invoice screen.   Although invoices cannot be canceled, the QTY of each batch can be changed to zero so the parts are shown "In Stock". Choose the invoice you are working on and change the QTY at the bottom.   After changing the QTY, click "Save".   On the Administration/Employees screen. You must have permission to "Edit Invoices" checked to perform this action.
387 Jan 30, 2020 05:16 PM administrator - General administrator
16
Send a single requirement to a Vendor with a link ...
Topic : General
To send a single RFQ, we go to the Sales/Reqs screen. After highlighting your requirement, click the "New =>" button on the left panel to enter a new "Vendor Quote".  Once your Vendor Quote has been filled, click on the "Email" button to quickly send the RFQ.The Email will have the link for the Vendor to Autoresponse through.
371 Jan 30, 2020 05:18 PM administrator - General administrator
17
Allocate Stock to a Sales Order
Topic : Inventory
You go to the Sales/Sales Orders screen. Enter a Sales Order using Manual Entry. Or go to the Sales/Quotes screen.Select a Quote and click on the "Create SO" button.Back on the Sales/Sales Orders screen, highlight the Sales Order line item you want to allocate stock for and click on the "manage Allocations" button with your Sales Order open.Highlight the line you want to allocate the parts to and right click on your stock.You get a popup where you can choose to allo...
383 Jan 30, 2020 05:19 PM administrator Feb 4, 2020 06:39 PM Inventory administrator
18
Enter 1 or more items of stock
Topic : Inventory
There are 2 ways to enter stock.1.Go to the Purchasing/Purchase Orders screen.Create a PO.  Go to the Warehousing/POReceiving screen.Enter the PO#.And receive it into stock. 2.You can create and Excel Sheet with one item (or more) and import it using the Data/Import Stock screen. Select a Vendor, a File to Import and fill in the blue fields. The blue fields are required and are used so the program can automatically create the PO.Map the fields from the Excel Sheet so the prog...
396 Jan 30, 2020 05:21 PM administrator Feb 4, 2020 06:39 PM Inventory administrator
19
Delete Offers from Vendors
Topic : General
Go to the Purchasing/Vendors screen.Select the VendorClick on the "Delete Vendors" buttonOnly Managers or Administrators can perform this action. If you are not a Manager or Administrator then the “Delete Offers” button will be grayed out as shown below
375 Jan 30, 2020 05:25 PM administrator Jan 30, 2020 05:27 PM General administrator
20
Fix when all fields of Excel get imported into the...
Topic : General
If when importing files from Excel all fields are shown in the first column, this is due to Excel using the computers "Local" setting for the field sseparator during the conversion of the Excel file to a CSV (Comma Separated Value). You can revert back to the original separator after the file has been imported.     Follow the procedure below to change the separator comma.     1. Open the Windows Start Menu.     2. Open "Contro...
563 Jan 30, 2020 05:29 PM administrator Jan 30, 2020 05:36 PM General administrator
21
Delete Offers from Vendors
Topic : General
Go to the Purchasing/Vendors screen.Select the VendorClick on the "Delete Vendors" buttonOnly Managers or Administrators can perform this action. If you are not a Manager or Administrator then the “Delete Offers” button will be grayed out as shown below
363 Jan 30, 2020 05:35 PM administrator - General administrator
22
Change the password on Auto-Import Mailboxes
Topic : General
Go to Administration/General Settings  Auto Control/MailboxesClick next or previous to find the right mailbox Enter password with exact casing Click save to complete.  
321 Jan 30, 2020 05:39 PM administrator - General administrator
23
Export 1(+) Vendors inventory to Excel
Topic : Inventory
Go to Purchasing/Vendor Groups  Click "Add Group" and name your new Vendor Group  Click the "Vendors In Group" tab Next to the Group Name field, click the magnifying glass and select the Vendor Group you created.  You will see there are no Vendors yet in the grid. Click the "Add Vendor" button and add the Vendor. Go to the Data/Data Import-Export screen and select the Export tab    On "What to Export" choose "...
487 Jan 30, 2020 05:42 PM administrator - Inventory administrator
24
Increase Number of Rows Shown on Grids
Topic : General
By Default all Grids Show up to 100 Lines.To increase this number you click on the CRM Icon at the top Left of the screen and select Folder Properties.Choose the Accounts Tab and enter the desired number in the Max Rows field.
345 Jan 30, 2020 05:45 PM administrator - General administrator
25
Add A Site to Online Services List
Topic : General
Go to the Administration/Online Services Edit Screen and press "New" on the Toolbar.Name is the display name. URL is the URL that you want to dis[;ay in the integrated browser when you select it.Order is the order in which it will display. The lower numbers display toward the top and higher toward the bottom of the list.TIP: on the URL: you can insert ###PARTNUMBER### and it will be replaced for the part number that you are currently working on. For example… check the Google ...
381 Jan 30, 2020 05:49 PM administrator - General administrator
30
Import Vendor Offers, Vendor Excess, and Vendor In...
Topic : Import/Export
How-To import offers into Complete Contact CRM1. Select the Data Management Tab2. Click to open the Data Import/Export screen3. Select the Offers/Excess Import tab4. Enter information in the first sectiona.      Find by ID number: Choose vendor by entering their ID number.b.      Buyer: Shows the currently set buyer.c.       Vendor Name: Click magnifying glass to select the vendor a...
131 Oct 13, 2022 09:34 AM administrator - Import/Export administrator