Year: 2019

You can get a complete view of the existing tasks through the tasks listing page. Name of the task, priority, status, start date and due date are all mentioned here. The listing of tasks can be viewed in in both column and row formats.

• You can perform a quick search by inputting a keyword in the search field.
• You can also search your task 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.
• By selecting check boxes beside the Tasks, you can select one/multiple tasks for mass update.
• The tasks can be added to your favorites by clicking on .
• You can export any task to CSV or PDF format. You can also delete a task by clicking on .
• The task listing page is paginated and you can adjust the number of tasks displayed per page.
• You can add a note/comment or reschedule any task by hovering the mouse on the concerned one.
• The tasks listed can be filtered by selecting any option from the select drop down.
  
• Mass update can be carried out on one/multiple tasks by clicking on action drop down.
  
• New task can be added to the task listing page by clicking on the tab.
• The display of various fields can be customized by making mouse hover on and then selecting the required fields you want to display.
  
• You can add comment, copy or reschedule a task by clicking on the select drop down.
  
• You can do inline edit or delete a task.

The Library module helps you easily collaborate and share your documents within and outside your organization in a secure manner.

• You can create a link for the folder/file by clicking on icon.
  
• Once the link is created, you can set the access details of the folder/file as per your requirement by clicking on
  Clicking on it will pop up a new section from where you can:
  • Copy paste the link
  • Set the access criteria
  • Send the link to specific users.

  Refer to the below screenshots for better understanding.

  • Copy paste the link.
    
    • You can copy paste the link to your email or IM client.
  • Set the access criteria.
    
    • Clicking here you can set the password for accessing the link.
    • Clicking here you can set the expiration date after which the link will fail to open.
    • Clicking here you can restrict the usage of the folder/file by turning the download option on/off.
  • Send the link to specific users.
    
    • You can choose the recipient name among the different users of the CRM.
    • You can write a brief message about the folder/file.

  Other Functions
  

  • If you have an account in Bitly, then you can shorten the link of the folder/file. Clicking on the option will pop up a new section where you need to provide the Bitli Username and Bitli Api Key for shortening the URL.
  • Clicking here, you can set the Access Types of the file/folder.
  • You can invite collaborators to update or share files by clicking on or .
    When you click on on or a new section pops up with the necessary fields to be filled in:

  Email Invite
  

  • You are required to type in the email id of the invitee. If the invitee is an existing user of ConvergeHub, then you can select from the options that automatically appear when you start typing in.
    
  • You are required to type in the message here.
  • You can set the expiry date of the collaboration period from the drop down calendar.
    
    You can click on to cancel the chosen expiry date.
  • When you invite a third party associate to collaborate, you can set the access level from the drop down menu.
    
    Each access level has certain liberty and restrictions. For instance, if you choose editor, then the invitee can upload, download, preview, edit, delete and get link of the file. You are required to set the access level depending how you want the invitee to view or use the file.
  • Hovering the cursor on option provides a chart stating the access types available for each access level.
  • Once you have filled in all the fields, you can click on to send the collaboration invitation.
    If you do not want to send the invitation, click on .

  Share Invitation Link
  

  • Click on the checkbox to generate the customized link and send it within the email invite to the collaborators.
  • You can set the access level for the content that you are sharing through the customized link.
    Note: Each access level has certain liberty and restrictions. For instance, if you choose editor, then using the link the invitee can upload, download, preview, edit or delete the file. You are required to set the access level depending upon how you want the invitee to view or use the file from the link.
  • Hover the cursor on to see a chart that states the access types available for each access level.

Clicking on any folder will redirect you to its dedicated page. Here you can find all the crucial information of the folder such as number of files, history, properties and shareable link.

• Click to sort the order of the files present within the folder on the basis of date, name or size.
• Click to mass delete, download or move and copy files. You can also select DocuSign option from the drop down menu to send the files for e-signature.
• Click on the checkbox to select the files and perform action on them.
• Click to delete, download or move and copy folder. Also you can create a new folder or upload a new file to this folder from this option.
• Upload new files to the folder by clicking on .
• Upload new sub folders to the main folder by clicking on .
• You can create a Link by clicking on .
• You can view the history of the folder such as the users who have shared the folder or downloaded it. Clicking on will pop up a new section showcasing all the details.
• You can instantly share the folder through the link. ConvergeHub enables you to send the link from within the application itself. If required, you can set access levels (password, expiration, restriction), to the folder access.
• ConvergeHub enables you to shorten the customized folder link with the help of Bitly. You are only required to provide the Bitly Username and API Key to avail the feature.
• You can set the access type for the folder. At present the folder is open to anyone with the link and also view able to the collaborators.
• You can see the owner of the folder cited here.
• You can invite collaborators to update or share files in the folder by clicking on or .

Note: You can view the number of collaborators existing for any folder. In the above-mentioned example, there are two collaborators added to the folder which is why numerical 2 is shown beside the term Collaborations.


• When you add more collaborators, the number will automatically increase.
• You can view details of the folder such as name, description, owner, size, creation and updated date. Clicking on icon will pop up a new section showcasing all the information.

The details of a task can be viewed by clicking on the desired task on the Task Listing page.

• You can bookmark the task by clicking on
• You can edit the task by clicking on the link.
• You can navigate away to the previous page by clicking on .
• You can add notes to the task by clicking on .
• You can select the Action drop down menu to Copy and Edit the respective task.
  
• The General tab displays information such as Task Name, Status, Task Priority, Assigned To, Related To, Start Date, Due Date, Created By and Last Modified By. You can add a reminder to the task if required by clicking on option.

  Please note – You can do inline edit of the fields as per your requirement by clicking on and discard editing by clicking on .

• The Tags display the tags added to the Task.

You can set a reminder for the task in the form of an alert or an e-mail.

• Clicking on will open a few fields to be filled in.
  
• You can choose the type of reminder you would want for the task (alert or e-mail).
  
• You can choose the time when you would want to get reminded about the task.
• You can save the reminder.
• You can delete the reminder.

Clicking on a file will redirect you to its dedicated page. Here you can find all the crucial information of the file such as history, properties and shareable link.

• You can add Partners, Leads, Accounts, Contacts and Deals related to the file by clicking on this Sub-Panel option.
• You can navigate away to the previous page by clicking on
• You can send the file through DocuSign option.
• You can do multiple actions to the file by clicking on the drop down file option.
  
• You can download the file by clicking on .
• You can view the history of the file such as the users who have shared the file or downloaded it. Clicking on will pop up a new section showcasing all the details.
• You can get a customized link for the file by clicking on the option. The link can be used to share the file with others.
• You can set the access type for the file. At present the file is open to anyone with the link and also view able to the collaborators.
• You can view the number of collaborators existing for the file. In the above-mentioned example, there is no collaborator added to the file so the number is 0. When you add collaborators, the number will automatically increase.
• You can invite collaborators to the file by clicking on or .
• You can view details of the file such as name, description, owner, size, creation and updated date. Clicking on icon will pop up a new section showcasing all the information.

New task can be added to the task listing page by clicking on link at the left panel or clicking on tab in the task listing page.
You can add New Task by filling in the fields set in the General and Tags tabs and then clicking on the button.

• The Name field is mandatory.
• Task is automatically assigned to the person who has created it. To edit this, click on the text box and type. An auto-suggestion list of users will appear for you to select from.
  
• You can edit the start date, due date, start time and due time of the task.
  
• Status of the task such as started, not started, cancelled can be edited.
  
• You can change the importance level of the task as High, Medium or Low through through the Priority tab.
• On the Related To field, you can type or choose from the auto-suggestion list of ConvergeHub regarding Accounts, Contacts, Leads, Cases and Users to whom you want to relate this task.
  
• You can edit the description of the task.
• You can edit the reminder for the task.

Projects can be edited by clicking on the link in the Project details page. All the content which are added to a Project can be edited through the below-mentioned fields.

• Edit the name of the project.
• Increase or decrease the project progress percentage from here.
• Change the starting date of the project. Choose a new date from the calendar.



• The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
• Edit the unique project code.
• If required, you can replace the existing account with some other from the CRM database.
• You can also add more accounts to the project by clicking on .
• Give a new deadline for the project. Choose the date from the calendar.



• Change the status of the project from the drop down option.
• Click on to apply the changes in the project details section. Or else, click on.

ConvergeHub allows users to view files without collaboration.

• Upload files related to a lead.
• The assigned sales rep can automatically view the file in the sub-panel of the Lead Details Page. (S)He does not have to wait for the file to be shared through collaboration in order to view it.

Task can be edited by clicking on the link on the Task details page. Once the required editing is done, changes made to the task can be implemented by clicking on the tab.

• The Name field is mandatory.
• Task is automatically assigned to the person who has created it. To edit this, click on the text box and type. An auto-suggestion list of users will appear for you to select from.
• You can edit the start date, due date, start time and due time of the task.
  
• Status of the task such as started, not started, cancelled can be edited.
• You can change the importance level of the task as High, Medium or Low through through the Priority tab.
• On the Related To field, you can type or choose from the auto-suggestion list of ConvergeHub regarding Accounts, Contacts, Leads, Cases and Users to whom you want to relate this task.
• You can edit the description of the task.
• You can edit the reminder for the task.

New project can be added by clicking on in the left panel or by clicking on tab in the upper right corner of the project listing page.

• Fill in the name of the project (This option is compulsory).
• Fill in the progress% of the project.
• Fill in the date from when the project will commence.



• The Contact automatically gets assigned to the person who has created it. To change this, click on the text box and type. An auto-suggestion list of users will appear from which you can select names by ticking the check boxes. One Contact can be assigned to multiple users.
• Enter the unique code of the project.
• Enter the account name in relation to the project.
• You can add multiple accounts to the project by clicking on when you click on this option, a pop up appears from where you can add the other accounts.



• Put in the project deadline from the calendar.



• Set the present status of the project from the drop down option.



• Click on to add the new project to the project listing page. Or else, click on cancel.

Project is a newly added feature into ConvergeHub. It enables the users to effectively execute, manage and monitor their organization-wide projects from the CRM itself. A set of Actions related to the Project can be set such as – Milestone, Task, Sub task, Time-sheet, Billing and Deadline. Further you can also assign the tasks and sub tasks of the project to your team members.

You can learn about Project from the following: