What is the difference between the free version of Galloper CRM and the version of Galloper CRM for value?
I have downloaded the personal version of Galloper CRM, where I can find login (username)and password?
I have downloaded the free personal version of Galloper CRM. It takes to be installed on a server. Where and which settings do I need to customize?
How the selection filter of organisations for custom fields does work?
The program does not allow importing organisation database, including import from a template. How this problem can be resolved?
Is it possible to add more than one contact person or telephone number in an organisation’s record?
How can I look at the complete list of agreements?
How the first user can see and change organisations created by the second user and vice-versa?
Why delete button does not work? How to delete organisations out of a list?
Question: What is the difference between the free version of Galloper CRM and the version of Galloper CRM for value?
Answer: Both versions have the same function, but the free version is personal. The paid version can be installed on a network server and accessed on a network.
Question: I have downloaded the personal version of Galloper CRM, where I can find login (username)and password?
Answer: Insert please username: admin. Password: (by default). Having completed a download form on our website to download the personal version of Galloper CRM, an email would be sent on your email address with download link, username and password. Verify you email please.
Question: I have downloaded the free personal version of Galloper CRM. It takes to be installed on a server. Where and which settings do I need to customize?
Answer: Yes, the software can be installed on a server under your control. For that, you need to launch Galloper CRM only via a tab. Use this tab to configure options: <"C:\Program Files\Galloper Personal\GalClient.exe" -noautoupdate -server localhost>.
Question: How the selection filter of organisations for custom fields does work?
Answer: The filter for this custom works due to logic«AND». Therefore, having adjusted field1 and field2 - then the filter shows only organisations with similar search field combination. Logic custom fields can three values: two «active» field values – yes and no, one «inactive»field value.If you manage only one field, the others might be .Field value in a selection filter needs to be checked, because it has the same value by default of person’s name who logged into Galloper CRM. However, different organisations can be managed by a few managers.
Question: The program does not allow importing organisation database, including import from a template. How this problem can be resolved?
Answer: File means for . File means for extended import.
A file must respond to its template, i.e.:
- Signature columns must be equal to those in a template file.
In order to implement simple organisation import:
- Due to this import, you need to note down one telephone number (not over 20 number symbols) per organisation. All of number symbols are deleted, if stringconcatenation is used, telephone numbers will not be imported at all.
For extended organisation import:
- It should use commons [,] as item separation symbol for the following fields: PHONE, CONTACT_PERSON, DUTY, CONTACT_PHONE, EMAIL.
- The following fields CONTACT_PERSON, DUTY, CONTACT_PHONE, EMAIL are connected to each other, thus, all must be completed by a dash [-] at least. If two or more contact persons are put down in the field CONTACT_PERSON, otherwise the same number of contacts (i.e. two or more) must be indicated in the fields DUTY, CONTACT_PHONE, EMAIL.
Question: Is it possible to add more than one contact person or telephone number in an organisation’s record?
Answer: For telephone number or contact person to be added, you need to open section «telephone numbers» (contact persons) in an organisation’s record, then click on the last entry, click on arrow pointing down – you will see new input field.
You can change latitude and order of columns in all lists such as list of organisations, report of invoices, manager’s schedule etc. There is no function of adding and deleting of columns in contact information.
Question: How can I look at the complete list of agreements?
Answer: Click on «Reports», then «Agreements». In an organisation’s record you can easily see the button «Documents» («Agreements») and «Attachments». You can back up any file (less than 1 MB), including text document of standard form contract.
By clicking «Agreements» (in «Documents») you will see a list of client’s agreements. From here, you can add new agreement including:
- Its type, for example, «Equipment sales»
You can custom types of agreements by -> Reference materials -> Types of contracts. Type of contract must be . To save this contract you need to click on icon«apply changes»(icon with green mark).
- Creation date
- Date of deactivation (if agreement is )
- Agreement number (generate automatically or manually entering)
- Agreement validity
- Whether original version of agreement is received or not
To look at a list of all agreements, open «Database statistics» ->«Agreements». Similarly all clients’ agreements are displayed by default according to creation date.
In order to look at agreements created earlier, put down date you need via the selection filter and then click on «apply changes» (green mark). Therefore, all agreements will be displayed and you can be informed from which organisation you did not receive original version of agreement.
Question: How the first user can see and change organisations created by the second user and vice-versa?
Answer: In order to look at full list of organisations and make changes to any organisation, you need rights , , .
You will see a list of organisations created by user logged into the system.
To look through a client list open please a client list, then a selection filter where you find section , there your name is indicated, opposite to which there are three icons:
Use a mark to see a full list of organisations, and then . A list of organisations will be displayed on a single screen. Having closed a list of organisations window, a selection filter will be empty. You should repeat all to above by next input.
- 1. Little man – you name will be put there by clicking on this icon.
- 2. Three dots – you can choose any organisation group. It is useful for big organisations, for instance, where there are several departments and it needs to choose only one of them.
- 3. Double green mark – by clicking on it all managers will be shown (all users registered into system more exactly).
Question: Why delete button does not work? How to delete organisations out of a list?
Answer: Delete button means for deletion out of a list, not out of the database. You may not delete organisations because its records have been created before. We recommend using particular status , for example, and appointing non-existent manager for it.
If you do not receive an answer to your question, write us please an e-mail: email@example.com. Thank you.