Sites Module Overview
The sites module is an important aspect of the Clik Service CRM module. You can store relevant information for customer addresses here when servicing or repairing equipment.
If your customer has multiple addresses that you service, they can be stored and organised individually in this section of the CRM. Instead of creating lots of different accounts in the CRM database.
Go to the CRM, select your contact and click on the ‘Sites’ tab. Here, you will see a list of sites related to the main CRM address and any equipment listed against the highlighted site.
Creating New Sites
Click on the New > New Site to create a new site entry.
This will open the address details window.
Fill in the address details and site description as something that makes the site easy to identify.
On the right of the window are the user-definable fields. Here, you can create and add additional fields that you may want to store additional information related to the site.
Click on the arrow next to the classifications button at the bottom and then click ‘New‘. Select the field and click ‘Ok’ to add.
If you have not already set up the fields in the settings, go to Classifications > New > Edit. To add a new field, click on User Fields > New and add the details required. Make sure to then tick the ‘Available’ box for the address option.
Double-click on a site to see more details. The ‘Notes’ tab allows you to add site-specific information. This information can be then copied and printed out in other sections of the program such as job sheets.
The ‘Documents’ tab allows you to link or store documents against the site, for instance, PDF’s.
To link or store documents click on ‘New’, then choose ‘Store document in database‘ or ‘Link document‘ depending on what you want to do.
If you choose to link a folder, it will link to the files original location. Folders, however, cannot be stored in the database.
You can also drag a file or folder into this area, where it will store documents in the database but link folders.
If you are linking items they ideally need to be stored in a network location. If you try and link a document that is stored on your PC, unless the folder is shared across the network, other users will find that the folder/file is not accessible.
If you double-click on a linked document or folder, it will open in the external program.
To remove any items, highlight them and click the ‘Delete‘ button.
Please be aware if the item is stored in the database this won’t be retrievable once deleted.