Year: 2019

Accounts involve any Company, Person or Reseller with whom your organization has done transactions, is currently doing or is planning to do in the future. ConvergeHub Accounts module helps you to manage all the details of your accounts (company address, industry, lead source, number of employees, annual revenue etc) efficiently. Further, it helps you to view the relationship the accounts have with your Contacts, Deals and Leads.

ConvergeHub admin users can create custom fields for different modules, such as – Accounts, Leads, Contacts, Deals and Cases etc. You are just required to either click on option in the left panel or click on button in the upper right corner of the custom field listing page.

• Select the module name for which you want to create the custom field. A drop-down menu will appear for you to choose from.
• Input the name you want to view in the user interface.
• Set the field name.
• Set the field type like – Radio, Check Box, List, Text field, Text area, and Date field.
• Input the name of the fields against a set of options (Radio, Check Box, List).
• Choose whether you want to publish the custom field or not.
• Select the tab under which the field will appear.
• Set the help menu for the custom field for better understanding of the users.
• Set a default value for field items.
• Choose whether you want the custom field to be set as mandatory or not.
• Choose whether you want the custom field to have advanced search or not.
• You can choose whether you want the custom field to be applicable under the copy functionality or not.
• Enable to view the custom field in Quick View pop-up or disable it.
• You can choose whether you want the custom field to have inline edit option or not.
• Choose whether you want the custom field to have mass update option or not.
• Enable for ‘Kanban View’ for viewing Custom Field in action drop down of Kanban View
• Show/Enable custom field in Feed Entry section
• Save to create the custom field. The newly created custom field will appear under the selected tab of the respective module.

ConvergeHub is highly customizable and allows users to create custom tabs for different modules, such as – Accounts, Leads, Contacts, Deals, Cases etc.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search the Custom Field by using various advanced search criteria through the Advanced search link.
  
• The various combination of advanced search criteria can be saved and edited with keywords of your desire and can be used to search repetitively.The keywords or phrase you have saved are available on the Saved Searches drop down.
• You can change the position of the custom fields as per your requirement.
  
• You can transfer the lead details into accounts, contacts and deals through the lead mapping option.
  
• You can transfer the target details into leads through the target mapping option. Post clicking on Target Mapping, you will be redirected to a separate Target Custom Field Mapping page:
  
  • Select the lead custom field where you want the data from the target custom field to get inserted.
  • Click on Save to complete the target mapping process.
• Click on tab in the Custom Fields listing page to add a new tab to any module.
• The listing of Custom Fields can be viewed in in both column and row formats.
• Custom Listing fields can be customized by making the mouse hover on the icon and then selecting the fields you want to display.
  
• You can copy a custom field by clicking on the Select drop down option.
  
• You can set the number of rows to be displayed in the Custom Field listing page by clicking on the Show drop down option.
  
• You will be able to export Custom Field by selecting the check boxes beside the custom fields and then clicking on the respective icons. You may delete a custom field by clicking on icon.
• By selecting check boxes beside the Custom Fields, you can can mass update them.

Adding of Custom Fields

• Select the module name for which you want to create the tab. A drop-down menu will appear for you to choose from.
• Input the name you want to view in the user interface.
• Create the fields that you want to display under the tab.
• You can select field type from – Radio, Check Box, List, Text field, Text area, and Date field.
• You can add multiple field items under the new tab.
• You can choose whether you want to publish the custom field or not.
• Select a Tab name.
• Set the help menu for the custom field for better understanding of the users.
• Set a default value for field items.
• If the custom field is mandatory or not during new record creation/update.
• You can choose whether you want the custom fields to have advanced search or not.
• Whether the field can be copied to create a new custom field.
• Enable to view the custom field in Quick View pop-up or disable it.
• You can choose whether you want the custom fields to have inline edit option or not.
• Enable the custom field for Mass Update or disable it.
• Enable for ‘Kanban View’ for viewing Custom Field in action drop down of Kanban View.
• Show/Enable custom field in Feed Entry section.
• Save to create the custom field for the selected module.

You can get an overview of all the templates in the template listing page. You can view Template Listing by clicking on the link in the left column of the Marketing module. New Template can be added to the Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the listing page.

• • You can carry out a quick search of different templates by putting keywords in the search field.
  • You can carry out an advanced search of the different templates by filling in the various search criteria. The search criteria will open up once you click on the link.

• • You can save the criteria that you put in the Advanced Search option. The criteria you save will be available on the drop down. Doing this will prevent you from typing in the same criteria repetitively.
  • You can click on the check-box to select one or multiple templates for mass delete.
  • The templates can be added to your favorites by clicking on icon.
  • You can mass delete the templates by clicking on the Action drop down. (Please note you need to select the check boxes besides the templates to mass delete them).
  • You can choose the display pattern (column view or row view) of the templates listing by clicking on either of the options.
  • Template Listing fields can be customized by making mouse hover on and then selecting the fields you want to display.

• • You can copy a template by clicking on the select drop down option.
  • You can edit or delete a template by hovering the mouse on it.

• You can delete one/multiple templates by clicking on icon.
• You can set the number of rows to be displayed on the page by clicking on the show drop down.

You can get a descriptive view of the templates by selecting the respective template from the Template Listing page.

• You can bookmark the template by clicking on
• You can edit the template created by clicking on the link.
• You can navigate away to the previous page by clicking on .
• From the Action drop down, you can Copy and Edit the corresponding template.

New Template can be added to the Listing page either by clicking on link in the left column or by clicking on tab in the upper right corner of the listing page.

• Name field is mandatory to fill.
• You can set broadcast type for which you want to create the template.
• The Template variables can be added by selecting the required modules from the drop down option and then selecting the required field.
• You can Add Subject in the subject field.
• You can select from the predefined Templates to create a template as per your requirement.
• Once you have made the changes, you can click on the option to preview the template.
• Once you have created, you can click on the option to preview the template.

ConvergeHub admin users can make audio call to all their contacts through the CRM itself. They are just required to download the Voice Call Twilio App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click on Get App option to include the Voice Call Twilio app in the My Apps section.
  
• Click on settings to complete the integration of the Voice Call Twilio app in the user account.
  
  Note: Clicking on settings will pop up a new section where you need to provide the Phone Number, Account SID and Auth Token.
  
• Post the successful integration of the Voice Call Twilio app into the user account, you will get the call option for all leads and contacts (provided you have feed in their contact numbers into the system).
  
• Clicking on the call option , a pop up window will appear from where you can make the call to the respective contact.
  

Template can be edited by clicking on the link in the Template Details page. You can also click on the icon from the Template Listing page to edit the template.

• You can edit the name field. (Please note that Name field is mandatory to fill.)
• You can edit the broadcast type for which you want to create the template.
• You can edit the template variables by selecting the required modules from the drop down option and then selecting the required field.
• You can Add Subject in the subject field.
• You can select from the predefined Templates to create a template as per your requirement.
• Once you have made the changes, you can click on the option to preview the template.
• You can choose the template in the All Categories drop down list.

The templates are predefined formats that you can use to design mails and newsletters to send to your clients. You can also edit and add new templates in ConvergeHub for more personalized experience.Under this section of user guide you will find detailed guidance on how to:

ConvergeHub admin users can send SMS to their leads, contacts and accounts through the CRM itself. They are just required to download the SMS App from the ConvergeHub Apps Store and integrate it into their ConvergeHub user account.

• Click here to integrate the app in your ConvergeHub user account.
  
• Click on settings to complete the integration of the SMS app in the user account.
  
  Note: Clicking on settings will pop up a new section where you need to provide the Phone Number, Account SID and Auth Token.
  
• Post the successful integration of the SMS app into your account, you will get the SMS option for all leads, contacts and accounts in their respective details page (provided you have feed in their contact numbers into the system).
  

Admin users can integrate their QuickBooks Online account with ConvergeHub and synchronize Customers, Contacts, Products and Invoices between both the platforms.

• Click on Details to read the benefits that you get on integrating QuickBooks Online within ConvergeHub.
  
• Click here to integrate the app in your ConvergeHub user account.
  
• Click on settings to setup the app and complete the integration in the user account.
  Note : Clicking on settings will pop up a new section. Click on Connect to QuickBooks.
  
  Provide login credentials to authorize ConvergeHub to connect to your QuickBooks Online account.