Creating on the fly
From the CRM, right-click on the customer or suppliers name in the list and select create from the drop-down menu. You can create Jobs, Quotes, and Invoices for customers – Purchase Orders for suppliers in seconds.
Adjusting list views
You can add and remove columns from any list view (such as job sheet list) by right-clicking on any of the columns at the top of the list and selecting ‘column chooser’ from the menu. Double click to add columns into a list, drag unwanted ones into the column chooser box to remove. If you tick ‘save/load grid layout’ in the settings of the program it will remember the way you have adjusted the table even when you close and restart the program.
Export to Excel
On most lists you’ll see an export button on the right hand side. You can use this to export the list, as its currently filters, to excel or html. Click on the export button and choose either ‘to excel’ or ‘to html’ and save the file to your desired location.
Has one of your members of staff gone out, leaving themselves logged into Clik? You can view all the users in Clik by clicking on tools at the top menu of the program and select ‘online users’ – this will show you both users of the desktop and remote applications.
Keeping track of communications is an essential part of any business. The communications tab is prominent through all the key modules of Clik. From here you can click on ‘new call’ to create and log the details of a conversation you’ve had with a customer. You can also create a call back for yourself – or anyone else in the company – by clicking on the ‘create call back’ option. Call backs will display in the diary and also give you a pop up reminder if enabled.
On many parts of the program you will notice a document tab. This is provided for you to create a link to an external document. This can either be linked to where currently saved or can be directly saved into the database of Clik. If you use Clik Remote the save to database option will allow remote users to see any documents saved directly to the job sheet or site associated.
Vehicle and tools modules
Tucked away under the modules menu is two small but very useful modules – Vehicles and Tools. The vehicles module allows you to store key information of all your company’s vehicles such as purchase dates, which employee is using and when any actions are carried out on the vehicles using the log feature. Perhaps the most useful part of these small module is the ability to log MOT, tax, insurance and service dates for each vehicle. You can furthermore then create reminders that will appear both in the diary and pop up on the users selected.
The tools module works in a similar fashion – allowing you to log when tools are issued to engineers, sites or vehicle. You once again have options to create reminders – this time for service, calibration and warranty dates.
Written by Tom Ford, Network Manager.