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Archive for the ‘Bits and Bobs’ Category

Controlling Access to Contacts

Written by help on Thursday, August 19th, 2010

Tactile CRM has a simple permissions system for controlling access to the contacts in your account. But to understand how the permissions system works, you must first understand how the different types of record are related to each other. Organisations, People, Opportunities and Activities are the four basic types of record, and the following diagram expresses the relationships between them:

Record types further down the stack pictured above may belong to any combination of types above them. For example, you can specify that an Opportunity relates to a particular Person and Organisation, or just a particular Person. An Activity could relate to an Opportunity, a Person, and Organisation, all three, etc.

If you would like to control access (that is, who can look at a record and who can edit it) to your data in Tactile CRM, you will need to make use of the permissions system present on Organisations. By default, when you create a new record in Tactile CRM it will be visible by all users in your account, and editable by the same:

Let’s say you have a small team of sales staff, whom you’ve given access to Tactile CRM, but you wouldn’t want to give permission to change any of your contact data. To implement such a restriction, you can use the ‘Access Permissions’ controls present on the New/Edit Organisation forms:

To restrict who has permission to edit this Organisation, you would either select the ‘Just Me’ option from ‘Read & Write Access’, or the ‘Select Users…’ option, then choose appropriately. Similarly, by removing a User’s ‘Read Access’, they will no longer be able to view the record. Bear in mind when selecting permissions that a User with write access will be given read access also.

Organisations are the only record type you can specify permissions for in Tactile CRM, but all items related to an Organisation will inherit its permissions.

Tactile CRM has a couple of features for making the editing of permission settings easier. The first is the ‘Change Access Permissions’ control, present when selecting multiple records from an index page:

This will allow you to change the permissions for a large number of Organisations at once.

The other feature is the ‘Default Permissions’ set of controls, found on the ‘User Permissions’ section of the admin panel. Using this page, you can choose what the default permission settings are for each User in your account, and whether they are fixed or not. User with fixed permissions cannot change them.

This can be useful for keeping two groups of users separate from each other. For example, you may have multiple teams responsible for inputting contact data into Tactile CRM, but you would like to keep each group’s data separate. By setting up the default permissions so that each group’s default read permissions do not allow the other group access, all Organisations and related records will be shown only to their respective groups.

Adding your business’ logo

Written by help on Wednesday, August 18th, 2010

Tactile CRM allows you to customise its appearance for your users, a process also known as ‘rebranding’. The controls available on the ‘Customise Appearance’ section of the admin panel will let you change the colours used by the website, and upload a logo to display on the login page.

To upload a logo, it’s first important to choose a suitable image. The logo area on the login page has a maximum height of 75 pixels, and a maximum width of 268 pixels. The image file you upload will be scaled to an appropriate size for you, but images which are wider than they are tall will scale better. We currently accept the JPEG, PNG, and GIF image formats, and your image file must be less than 2MB in size.

Once you have your image, select it via the prompt in the ‘Login Page’ panel on the right-hand side of the page:

Once uploaded, the image will be resized for you and displayed:

Your upload will now also have replaced the Tactile CRM logo on the login page:

Linking Contacts

Written by help on Monday, July 26th, 2010

Tactile CRM provides several ways to express relationships between your Organisations, People, Opportunities, and Activities. In some of the input forms in Tactile CRM, you may notice some fields have the text ‘Type to find’ in them:

These fields are for linking two things in Tactile CRM together. There are three ways they can be used.

The first, is when you are wanting to link to an existing record in Tactile CRM. For example, if you want to add a new Person to an existing Organisation, you can search for the Organisation by typing its name:

If any results are found, they will be displayed in a list under the input, with any you have recently viewed at the top of the list:

Clicking on any of these results will select it, and the field will change to show your selection. If you wish to cancel the selection, click on the ‘Clear’ link:

The second way is when you wish to create a new record when the form is submitted. For example, you are adding a new Person, and want to specify the Organisation they belong to, but neither are present in your system yet. Simply type the full name of the object, and by choosing not to select from any matching results, the text ‘New’ appears next to the field:

Submitting the form in this state means that a new Organisation with the name ‘Tasty Sandwiches’ will be created, and the new Person will be linked to them.

The third way to use these fields is when you want to create a new record, but wish to specify more than just the name. When the ‘New’ indicator is displayed, by clicking on the plus sign next to it you can launch a window where you can add more information:

When the popup form is submitted, the field is populated as if you had chosen from a search result; the new Organisation is already saved.

An update on “Updates”

Written by george on Monday, June 21st, 2010

We’ve been busy over the last few months on a number of updates that we have been rolling out for Tactile CRM and we thought it was about time we became a bit more vocal about what we have been doing.

We will still announce new updates via the Tactile CRM dashboard and newsletter when they are available, but we will now be providing more regular updates on our new updates page on the Tactile CRM website.

Whilst we were at it, we’ve also updated the roadmap to be more accurate about our current plans, and a new release page shows what the major releases we have been working on it.

All these pages will be kept regularly updated as part of our new plans to keep you in the loop of what has been going on.

Contactology integrates with Tactile CRM

Written by george on Tuesday, April 6th, 2010

We’re pleased to announce the latest integration with Tactile CRM thanks to the hard work of the team at Contactology.

Contactology is an email marketing software built for business that allows you to easily create, send and track email messages, newsletters and more. Using the new Tactile CRM import driver users can:

  • Import contact data directly into your Contactology account from Tactile CRM.
  • Contactology imports the Tactile CRM custom field data allowing users to personalise their email marketing campaigns
  • Contactology automatically dedups your list
  • All unsubscribe data is managed within Contactology, eliminating the need for Tactile CRM users to manage email marketing preferences.

You can see how the integration works in the video below, and full details are available on the Contactology blog.

New: Updated View Pages

Written by Jake on Monday, October 26th, 2009

If you log into Tactile CRM today, you’ll notice that we’ve made some changes to the way you view organisations, people, opportunities and activities.

As the first stage in making the view pages more useful we’ve added the ability to show/hide the information relating to the item and the ‘Recent Activity & Notes’ – so if you are more interested in notes/emails etc., you can hide the items details, or vice versa.

New Item View

This new view applies to organisations, people, opportunities and activities.

We’ve also moved the permissions/created/last updated information in to the main area to remove some of the clutter from the right hand side and added this information to opportunities and activities (it was not displayed before).

We hope you find this update useful and it makes using Tactile CRM even easier. Keep an eye out for more updates coming soon, and as always do please let us have any feedback.

New Help Pages

Written by Jake on Tuesday, October 6th, 2009

We’ve been really busy with lots of new features for Tactile CRM recently but the current help system has been a bit lacking to tell people how to use them.

Today we’re really pleased to announce the new help system for Tactile CRM located at http://help.tactilecrm.com. We’ll be adding to it over the coming months and would love to hear your thoughts and feedback on what is currently there and what we can expand on.

The new help site has built in search, the ability to rate help articles and allows for you to add comments to articles too.

Like a phoenix from the ashes, our blog is reborn

Written by admin on Thursday, September 24th, 2009

We’ve been doing a bit of internal house keeping over the last few weeks, and one of the changes has been to the blog.

Behind the scenes it was actually run from our main blog on omelett.es (our company blog). This caused us a few problems with replication and commenting. Without getting too technical we were trying to be too clever by running several blogs from one.

We’ve bitten the bullet and moved the Tactile CRM blog to a new location.

What does this mean for you? Hopefully not a lot of disruption, but a few new features! The RSS feeds will continue to work as they always have, and commenting should be a bit smoother. There’s a new search for the blog, and will be adding some new things over the coming months.

A phoenix from the ashes

The old blog posts are still available, but like a phoenix, the Tactile CRM blog has been born again (photo credit: Jon Tucker).

Make easy money with the Tactile CRM referral program

Written by admin on Wednesday, September 16th, 2009

We’ve really pleased to have just released our referral program after lots of feature requests by our users – we wanted you to be able to share in our success, so all do you need to do to start earning 20% of all paid for plans is login and visit the admin section.

You can sign up for the referral program and start earning straight away. Full details are on the Tactile CRM website, and you can track referrals in real time from your account:

referrals

Why I’m not worried about the new Salesforce edition, but I am.

Written by Jake on Thursday, September 3rd, 2009

I’m often asked the question: “is Salesforce your biggest competitor to Tactile CRM“? Up until now the answer has always been no. Kind of.

In our target market of 2-10 people organisations/departments you’d traditional be paying between $35-$65/user/month for Salesforce.com. That’s roughly 4-7 times the price of Tactile CRM and could save you up to $6720 per annum. A tidy sum.

And for that reason we don’t see Salesforce as a direct competitor. However on brand awareness we do.

Our users and prospective users are nice people, and we’ve been aware for a while that Salesforce were launching a smaller package (it competes on the same price point as Tactile CRM) as they [our users] have let us know that they have been offered the $9 pricing and there has been some information about it on the site for a while.

Now that is out in the open there are 2 things to note. First of all the $9 pricing is for a cut down version, and only for 1-2 users. Once users start looking above that then we’re back to the old scenario (hence why I’m not worried).

However, I’m betting users don’t think like that.

We’ll either have to start ‘objection handling’ the questions that go along the lines of “ah, but Salesforce have a $9/user/month edition” or help people migrate away once they grow and don’t want the ‘real’ pricing.

Salesforce have a big PR machine/budget/awareness and this new product is already spreading thick and fast. Time will tell what happens but I’m looking forward to increased awareness of CRM amongst SME/SMBs and hope that in the long run it will do us some good too.