111784 downloads since 2008
Simple and easy to use Customer
Relationship Management software
eng rus bgr

FAQ

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