Management Teams
Email Intelligence
Introduction Email continues to be a central means of customer communication within any organization. As you send emails to multiple customers, it becomes progressively challenging to monitor the individual activities within each email. Email ...
Setting Up Email Sharing Permissions
Introduction There are multiple instances when a customer's email needs to be accessible to more than one person within the organization. To facilitate easy access of emails, 1Stop Install provides email sharing options/permissions. Administrators ...
Default Data Sharing Rules
Introduction 1Stop has setup default data sharing rules for each module. This article provides an overview on each of these default data sharing settings but your administrator may have changed these based on your organizations specific needs. Should ...
Find and Merge Duplicates
Introduction To help identify potential duplicate records, the system automatically checks newly created contact records to see if there are other contacts with the same email address or the same phone number. If the system finds other contacts with ...
Create and Edit Custom Views
Introduction Custom Views allow you to display and organize records based on your specific needs. Think of them as queues of records, filtered by criteria, for easy access to the information you need. Although 1Stop provides pre-configured Custom ...
Sync With Google
Introduction If you rely on Google Calendar, you can seamlessly synchronize your calendar events between 1Stop and Google. With the 1Stop Mail Add-on (see Configuring Gmail), you can even integrate your Gmail account directly into 1Stop, ensuring ...
Job Cost Overview
1Stop takes an entirely different approach and has revolutionized the Job Costing process. By leveraging our built-in processes across all aspects of your business, you can finally gain clarity on true profitability at the job level. And the best ...
Customizing Home Pages
Introduction In 1Stop, the home page provides a quick overview of your CRM activities' progress, featuring components from various modules like Tasks, Dashboards, and more. A brief glance at the home page components instantly reveals the status of ...
Social
Introduction Integrating your 1Stop Install CRM account with social media enhances customer communication through real-time data exchanges. While social media platforms provide the opportunity to connect with many individuals, a CRM helps you ...
Portals
Introduction Portals are specifically designed for administrators to extend 1Stop's accessibility to Contacts, Vendors, or Partners. Portal users can access modules and relevant data that have been granted to them, including Products, Invoices, and ...
Signals
Introduction In 1Stop Install CRM, Signals are real-time alerts that inform you about interactions with your leads, contacts, or potential customers. They help you monitor customer engagement across communication channels and take immediate action in ...
Audit Log
Introduction An audit log, often referred to as an audit trail, is a chronological record of all actions carried out by individual users within your 1Stop CRM account. It serves to track and document the specific changes made by each user, helping ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Popular Articles
Designate as Do Not Contact
You may want to designate a contact as Do Not Contact for a variety of reasons. Most often they requested not to be contacted by your company again, but they could also be someone your company simply prefers not to work with again. 1Stop has ...
Setting up Data Sharing Rules
Introduction By default, access to records in 1Stop is set as private, ensuring that only the record owner and their respective superiors have access to those records. However, by utilizing Data Sharing Rules, you have the ability to expand access ...
Data Backup
Introduction Data backup is a fundamental aspect of data management and security. It helps prevent data loss and ensures that you can recover your data when needed. Setting Up Data Backup Preferences In 1Stop, you can decide when to create backups of ...
Storage
Introduction To maintain a clean and efficient system, and ensure you do not exceed your storage limit, it is crucial to monitor the data entered and stored in your 1Stop account. The storage space in 1Stop is divided into two categories, Data ...
Recycle Bin
Introduction Any records and files that are deleted from your 1Stop account will be stored in the recycle bin. You can recover these records from the recycle bin for up to 60 days, after which they will be permanently deleted from your account. ...