Main settings
To see and delete the records of each operator related to the chash flow click on Settings - Accounting - Delete
Tue, 22 Mar, 2016 at 11:49 AM
To add a cash register -> Settings - Cash Registers - Add
It is mandatory to add Cash Registers before using them and activate them automatically...
Tue, 22 Mar, 2016 at 12:04 PM
You can create a list of the the main types of CRM goals (related to CRM tasks) by clicking on Settings - CRM Goals.
Click on the button Add Type to...
Tue, 22 Mar, 2016 at 12:12 PM
Each CRM task has to be linked with a specific type of action.
Settings - CRM Tasks - Add Type:
Name
Visible in the agenda: it defines if ...
Tue, 22 Mar, 2016 at 12:10 PM
CRM Outcomes are necessary to make the most of SportRick's CRM.
To add or edit task-related outcomes, click on Settings - CRM ...
Thu, 7 Apr, 2016 at 5:24 PM
To be able to send notifications automatically via email or text message -> Settings - AutoSend - Detail
Type: sms or email
Enabled: t...
Tue, 22 Mar, 2016 at 1:08 PM
One of the most useful tools to filter your searches and create categories is the creation of tags. They can be assigned to:
Person: tags to provide d...
Tue, 22 Mar, 2016 at 1:59 PM
In order to use your own user database (in Excel format) click on Settings - Upload Members' Database - Download
Open the Excel file, ...
Tue, 22 Mar, 2016 at 2:49 PM
To widen the choice of the default fields in the user database you can add new fields -> Settings - Extended Properties - Add
You can choose the Type o...
Tue, 22 Mar, 2016 at 2:57 PM