The Company CRM

You have the ability to link contacts to the School, which will then provide you with contact numbers, emails and their role at the school. To confirm your eligibility for the Company CRM, gain more information and pricing, or to begin the setup process, please contact the Support Team.

How does the Company CRM differ from a regular account?

The Company CRM allows you to add Roles/Types to contacts and link them to a School or Company. This relationship management system links contacts such as Principal’s, Vice Presidents, and Teachers to a School for example. You can then grant restricted access to teachers and contacts to login in order to view this information.

Adding Companies or Schools

Adding a Company within the Control Centre allows you to insert a series of default fields and will allow you to also link a CUSTOM Group that can display for your schools if required such as a Diocese or Region.

To create a new Company or School, navigate to the Companies/Schools tab in your left hand side panel and select New Company. You are only required to insert a Name for your Company/School however can also include a number of other additional details.

The default fields that can be populated are:

• Name:
• Phone:
• After Hours Phone:
• Mobile:
• Fax:
• Email:
• Web Address:
• Business Number:
• Business Number Type:
• Trading Name:
• External ID:

Adding Additional Custom Fields to your School or Company

If you require additional information fields to be collected for your School or Company, you can add these by adding Custom Fields to your School on edit.

Creating the Field Group

The field group will be used to ‘sort’ your data fields used to store the additional information. Unless you are looking to separate your information into multiple sections, it is recommended you simply name this ‘School Information’ and list all your requested fields under a single field group.

1. Log in to your Control Centre and select the Settings menu tab.
2. Once expanded, click the Custom Fields tab.
3. Select Company from the list of available Objects.
4. Click New Field Group and populate a Name and Description (optional).
   Note: we recommend usually calling this School Information.

Creating the Data Fields

1. Log in to your Control Centre and select the Settings menu tab.
2. Once expanded, click the Custom Fields tab.
3. Select Company from the list of available Objects.
4. Click the Field Group you have created prior, most likely called School Information.
5. Select Add Field from the top menu ribbon.
6. Select the type of field that you wish to collate information for.
   Note: If you are unsure, the most compatible type will be a ‘text’ field.
7. Once expanded, fill in the fields for description, help text, a default value, min and max length if you need to restrict the capacity, as well as the input restrictions being limited to either; None, Alphabet Characters, Numeric or an email.
8. You can toggle if a field should be Mandatory for adding to a new School/Company or not before selecting Save.

You can repeat the above steps for the various data fields, before having them available for inputting data for them to your School or Company.

Populating the Data Fields

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to add the Custom Data Fields.
3. Select the Edit Button from the menu ribbon.
4. Scroll to the bottom section where you should see the name of the Field Group you have created, along with your custom Data Fields available.
   Note: this will most likely be called School Information.
5. Populate the additional data fields you require, including any Mandatory fields you require before selecting the Save.

Adding a Location to your School or Company

The company CRM allows you to list a number of different Locations for your users, such as  physical address, postal address, shipping address, billing address, and ‘other’.

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to add the location for.
3. Select the Location tab and click on + New Location.
4. Populate the Name of this location, as well as the Address Type (physical, postal, shipping, billing, other).
   Note: if your School campus has a Senior and Junior campus you can create a location for both of the campuses.
5. Once you have populated the information required then select Save.

Adding Notes to your School or Company

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to add the Note for.
3. Select the Notes tab and click on + New Note.
4. Populate and format the content of your Note, using the content window, and select Save once done.

Adding Files to your School or Company

You may wish to add or link certain files to a School or Company to make them available to users, such as agreements or policies that are specific to that client, or multiple clients.

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to add the File for.
3. Select the Files tab and click on + Add File.
   Note: you can also link to an already uploaded file, or unlink a file using the prompts at the bottom.
4. Populate the Name of the File as well as a Title if required and any Comments.
   Note: The Title and Name can usually be the same thing and are mainly used for showing versioning of a file to the user.
5. Select the file from your Computer using the Choose File prompt and then select Save.

Linking a Contact to a School or Company

Before linking a contact to a School you will need to ensure they are already a contact within your CRM.

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to link the contact for.
3. Select the Link Contact button, and then search for and select the checkbox for the contact you would like to link.
4. Select the Link Type from the top of the console and then select the Link.

Unlinking a Contact to a School or Company

If a contact is no longer at a certain School or Company you will want to remove them from the Company they are linked to.

1. Log in to your Control Centre and select the Companies/Schools menu tab.
   Note: This may be called a different name as part of your setup process.
2. Search or select the name of the School you would like to unlink the contact from.
3. Select the checkbox next to the contact/s you would like to unlink, and select the Unlink Contact button.

The Members Dashboard

The Members Dashboard is a customisable landing page for your members to access when they log into the Control Centre for your account.

You can tag items in your account to display for your members such as important documents or links to forms within your account allowing a easy to manage central hub for files and user records.

Adding Quick Links

The Quick Links are Web Pages that are tagged to display in a handy list on your Members Dashboard.

To add a Quick Link you will need to ensure that the item you are wanting to link to is created as a web page.

1. Log in to your Control Centre and select Content menu tab.
2. Once expanded select Web Pages.
3. Search for and select the Title of the Web Page you would like to apply to the Quick Links section.
4. Select Edit Page from the menu ribbon.
5. In the Menu Settings section, select the ‘Dashboard Quick Links’ tag (this may be called a different name as part of your setup process.)
6. Select Save from the bottom right hand corner.

Removing a Quick Link

1. Log in to your Control Centre and select Content menu tab.
2. Once expanded select Web Pages.
3. Search for and select the Title of the Web Page you would like to remove from the Quick Links section.
   Note: you can also use the tag filter to select ‘Dashboard Quick Links’ to find the page.
4. Select Edit Page from the menu ribbon.
5. In the Menu Settings section, remove the ‘Dashboard Quick Links’ tag (this may be called a different name as part of your setup process.)
6. Select Save from the bottom right hand corner.

Reordering a Quick Link

1. Log in to your Control Centre and select Content menu tab.
2. Once expanded select Web Pages.
3. Search for and select the Title of the Web Page you would like to adjust the order of.
4. Select Edit Page from the menu ribbon.
5. In the Menu Settings section you can specify a Weight value for the item.
   Note: higher the value, the further up the list it will display.
6. Select Save from the bottom right hand corner.