SYSTEM CONFIGURATION


1. How to change the name of a folder or group?

First of all – a context menu is available throughout the entire application. It is available in side lists (a list of folders, a list of contact groups, a list of calendars, etc.) and in the elements lists (a list of e-mails, a contact list, events in a calendar, etc.).

In order to change the name of a folder – or any other element available on the side list – you need to right-click on the chosen element and select “rename” option.

2. How to share information?

In order to share the chosen information, two persons are needed:

Providing person – that is a person who makes the chosen information available to other users,

Connecting person – that is a person who want to have access to data already made available,

The principle of sharing information works in the same way in each of the modules – therefore it may be illustrated with e-mail as an example knowing that the principle of its function is the same in the rest of the modules.

Let us go through the process of sharing e-mails with an example – Jack wants to share his outbox with Victor so that the latter could keep track of information sent to their clients.

1. Jack shares his folder with sent messages – to do this, he points the cursor on the folder, right-clicks it and selects the “Share” option.

2. A window with a list of users groups is displayed – from this list you can choose the users you want to share information with. The information can be available either in the read-only or read-and-write mode. Jack selects the suitable group (Victor belongs to the Marketing group) and clicks “OK”.

3. When the sharing process is confirmed, the mail folder is marked as shared.

4. The folder is ready to be linked. In order to do this, Victor – after logging in to his account – links the folder in his mail module by clicking “Link the shared folder”.

5. Then, a window with a list of groups (left side) is displayed – from this list you can choose elements you want to link for sharing. When you select the group from which information you want to link, there will be a list of users from this group who share information displayed on the right side. When a person is selected, names of shared resources will appear under the lists of groups and users. You mark the resources you want and click “Save”.

6. Victor’s selected resources are now visible for Jack (in the read-only mode, in accordance with the rights assigned to the resources by Victor)

Similarly, you can share contacts, calendars, task groups, sales groups and reports.

3. How do permissions work within groups?

The sharing system is based on a few simple rules:

Shared resources always constitute a container (a group of tasks, a mail folder, a calendar, etc.) and not a single piece of information (a contact, a task, an event, a message, etc.) 

Resources can be shared in the read-only or read-and-write mode. If a user is entitled to write data, he/she is also entitled to read it.

Resources can be shared to a single user as well as to a group of users.

Resources can be shared many times to many groups and/or to users with permissions to both read and write.

Users belong to groups; A user may belong to many groups at a time.

The users groups create a hierarchy. Sharing resources with a superior group, gives the same permissions to the inferior groups.

Permissions sum up.

Administrators have permissions to read all resources.

4. How to report errors in the operation of the service?

Send us an e-mail to pomoc@funnela.pl with a full description of a problem. A description should include:

Account name and the name of the user of the service

Full information concerning the web browser used and the operating system:

Manufacturer and version

Estimated time of the problem occurrence

A description of actions which led to the error occurrence presented as precisely as possible

Error description in one of the following forms:

The exact content of the error message that occurred

The exact description of the expected operation of the application that did not take place

The exact description of the application behaviour that should not take place

Supplementing the description with screenshots or a video is welcome.

5. I want to see groups and contacts of my employee. How to do it?

In order to use another user’s data, they have to be linked earlier. The instructions on how to do it are also available in our Funnela CRM Support Centre at: Sharing and linking folders (from point 4)

6. How can I change my password and my avatar?

A user can change his/her password and avatar in the Settings. Then, you need to select Preferences tab. In the next window you can change the avatar (image) and the password.

7. Can I define the settings of the e-mail footer and a description of the sender by myself?

Of course. E-mail footer and the description of the sender can be defined in the edit window of your account. To do this, you only need to go to Settings tab and then choose My account. A list of accounts available to edit will be displayed in a new window.

8. How to configure the automator transferring messages incoming for one of the accounts?

n order to configure the automator, you need to go to Settings and select “Automators” tab. In the window which will be then displayed, you need to define the source of a message (e.g. from an inbox, an outbox, etc.) and click “Add”. In the next window, a user can define detailed settings of the automator. To configure the transfer of messages to one of the accounts, you need to follow the steps illustrated below.

Within the automator, a user can configure an autoresponder, e.g. during his absence from work (an automatic reply). To do this, instead of the “Transfer message” option, select “Reply” and in the window next displayed, you can write a text which will be automatically sent.

9. How to add an employee to the company?

In order to add an employee to a company, you need to go to Settings and then click the Users tab. When clicking “Add user” button, a new window is displayed. Here you need to define the details of the employee: his/her login, personal data, password, the rights he/she will have in the system and the connected mailboxes to which the employee will have access.

10. How to define which events are to generate notifications?

Events which are to generate notifications in the system can be defined in the Notifications Settings. To do this, you need to click Notifications and then Notifications Settings. In the following part, you can define which event you wish to generate a notification.

ANY QUESTIONS?

If tips don’t resolve your problem, please contact us!