Articles
How to Add a Contact from the Organizations Page?
Adding a contact from the Organizations Page in a CRM system streamlines the process of contact management for businesses. This functionality ensures that the contact's details are directly associated with the correct organization, promoting accuracy and preventing potential mix-ups. Moreover, by linking contacts to their respective organizations, users can swiftly navigate relationships, track communication histories, and identify potential opportunities or pain points. In Gridlex System, users have various methods to add contacts. This includes: Manually adding contacts. Importing multiple contacts. Adding contacts directly from the organization page. For this guide, we'll focus on adding contacts from the organization page. Follow the steps below: Step 1: Log in to Gridlex App Suite and click on "Organizations" located under the Zip section in the navigation menu. Step 2: Identify the organization where you'd like to add a contact and click on the edit icon adjacent to it. Step 3: After being redirected to the organization details page, find and click on the “Contacts” tab. Step 4: Within the "Contacts" tab, you can see all the contacts already linked to this organization. To add a new contact, simply click on the “Add New Contact to this Organization” button. Step 5: You'll be taken to a new tab where you can input the contact's details. Fill in essential information such as the contact's name, phone number, address, and any other required fields. Once you've entered all the necessary details, finalize the process by clicking the “Submit” button. Your contact is now successfully added and associated with the chosen organization. This method saves time as it directly links the contact to a specified organization, eliminating the need for manually associating contacts with organizations later on. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:31 p.m.
How to Create and Update Sections in Gridlex Zip CRM?
Welcome to our tutorial on creating and updating sections in Gridlex Zip CRM. In Gridlex Zip CRM, Sections are designated areas where you can input specific information in different modules. These fields allow you to add relevant details. This tutorial will walk you through creating and updating sections in Gridlex Zip CRM. Step 1: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. Step 2: Scroll down and click ‘Profiles’ under the Profiles Section. Step 3: Click ‘Create Sections’ from the menu bar. Step 4: Enter a name and description for your section and scroll down. How to Add Standard Fields? Step 5: Click ‘Add Standard Field.’ Note: Please refer to this guide to understand Standard Fields: What are Standard Fields in Gridlex Zip? Step 6: Add standard fields as per your requirement and scroll down. How to Add Custom Fields? Step 7: Click ‘Add Custom Field,’ Note: Please refer to this guide to understand Custom Fields: How to Create Custom Fields in Gridlex App Suite? Step 8: Add custom fields per your requirement, and scroll down. How to Add Custom Object Fields? Step 9: Click ‘Add Custom object Field.’ Step 10: Add custom objects per your requirement and scroll down. Step 11: Add derived field name and order as per your requirement and scroll down. Step 12: If you want to add another section, click ‘Add Section’ on the bottom right. Click ‘Submit’ once you’re down. Your section is now created. How to Update Sections? Step 13: Click ‘Manage Sections’ on the menu bar and select the section you want to update. You can make changes to the section on this page. Step 14: Once you have made the changes, scroll down to the bottom of the page and click ‘Submit.’ Your section is now updated Congratulations! You have now learned how to create and update sections in Gridlex Zip CRM. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 6, 2023, 7:41 a.m.
How to Add a New Contact in Gridlex Zip?
In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding a contact manually. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Once you're on the Contacts page, you'll see an option to “Add Contacts.” Click on it to proceed. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: A form will appear, prompting you for the contact's information. Take the time to input details such as the contact name, title, notes, contact methods (like phone or email), address, and any other relevant information. Step 4: To affiliate an organization to the contact, search for the organization in the search bar and select it. Step 5: Scroll down to find options for mapping your new contact. Choose the correct forms, opportunity templates, and activity templates for the contact. Once done, click on the “Submit” button to save the contact. Step 6: Your contact has been successfully added to Gridlex Zip. Should you need to make any changes in the future, remember you have the flexibility to edit this contact's information anytime you want. Now, you're adept at manually adding contacts within the Gridlex Zip platform. If you're interested in other ways to manage contacts, such as importing and adding multiple contacts at once, follow this guide: How to Import Contacts in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 10:12 a.m.
How to Create and Edit Record Statuses in Gridlex Zip?
The record status indicates the current phase of a record's lifecycle, from the moment of its creation through to its resolution. Follow the below steps to create and edit record statuses in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click on the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” section and click on “Manage Statuses.” Step 3: Click on “Create Status.” Step 4: Add the status name, select the status type, assign a color, and provide a description. Step 5: Once done, click “Create.” Your status has been created. Note: If you want to edit the status you created, find the status name in the “Manage Statuses” and click on it. Make edits wherever needed. Once you're done editing, click “Update.” Refer to the screenshots below. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 12:16 p.m.
How to View Record History in Gridlex Zip?
Welcome to our comprehensive guide on managing Record files in Gridlex Zip. Gridlex Zip includes a record history viewing feature designed to offer a comprehensive overview of past customer interactions. This feature is vital for ensuring transparency and tracking the evolution of customer requests, providing a detailed timeline of updates and communications. In this guide, we'll walk you through the simple steps to view the record history, ensuring you comprehensively understand past interactions and changes made to a record. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record that you want to see the history of. Step 3: Click ‘History.’ Step 4: On this page, scroll to view the changes made to the record. The latest modifications will be on top. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! You have now learned to view record history in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:22 p.m.
How to Map Profiles to Organizations and Contacts in Gridlex Zip?
Welcome to our tutorial on creating and updating profiles in Gridlex Zip CRM. Step 1: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. How to Map Profiles to Organizations? Step 2: Scroll down and click ‘Map Profiles to Organizations’ under the Profiles Section. Step 3: Click on the profile name you want to map to organizations. You’ll see a list of all Organizations here. Step 4: Once you have located the organizations you want to map to the profile, check the corresponding box and click ‘Submit.’ Step 5: Return to the profile list page and click ‘Profiles Mapped to Organizations.’ On this page, you can map multiple profiles to organizations. Step 6: Click on the checkbox under the ‘Edit’ column to see which profiles are mapped to the corresponding organizations. Click on the blank space under the ‘Select Profile’ column to map a profile to the corresponding organization. Step 7: Select the profile you wish to map to the organization. You can map profiles to multiple organizations here as well (See below) Step 8: Once done, scroll to the bottom and click ‘Submit.’ How to Map Profiles to Contacts? Step 9: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. Step 10: Scroll down and click ‘Map Profiles to Contacts’ under the Profiles Section. Step 11: Click on the profile you want to map to contacts. Step 12: Check the boxes corresponding to the contacts you want to map to the profile. Step 13: Once you select the contacts, scroll to the bottom and click ‘Submit.’ Step 14: Once you’re on the profile list page, click ‘Profiles Mapped to Contacts.’ Step 15: Similar to how we map organizations, you can click on the checkbox under the ‘Edit’ column to see which profiles are mapped to the corresponding contacts. Click on the blank space under the ‘Select Profile’ column to map a profile to the corresponding contact. You can map profiles to multiple contacts here as well (See below) Step 16: Once done, scroll to the bottom and click ‘Submit.’ Congratulations! You have now learned to map profiles to organizations and contacts in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 6, 2023, 10:03 a.m.
How to Create and Edit Record Sections in Gridlex Zip?
How to Create Record Sections in Gridlex Zip? Follow the below steps to create record sections in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: From the menu bar, click on “Create Section.” Step 4: First, add the section name. Here, as an example, we are adding a section named ‘Employment Details.’ Step 5: Select the field name from the “Custom Fields” tab. Step 6: From the dropdown under the “Required Field” tab, select True if you want to set this field as required/mandatory; if not, select False. Repeat the same for “Show * to denote this is a required field.” Note: You can fix a particular text or number in the Default Value field, making it uneditable during record creation. Step 7: You can add as many fields as you want by clicking the “Add” icon. Here, we have added two more fields: Department and Office Location. Note: If you want to create custom fields as per your requirement, refer to this guide: How to Create Custom Fields in Gridlex App Suite? Step 8: Scroll to the “Custom Objects” tab and select the object name from the drop-down. Add true or false as you did for custom fields. Step 9: Similar to custom fields, you can click “Add” to insert more custom objects. Note: If you want to create custom objects as per your requirement, refer to this guide: How to Create Custom Object in Gridlex App Suite? Step 10: Once you are done, click “Create.” Your record section has been created. How to Edit Record Sections in Gridlex Zip? Follow the below steps to create record sections in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: From the menu bar, click on “Manage Sections.” Step 4: Click on the record section that you would like to edit. Step 5: Make changes wherever required (here, we have added the “Contact No” field to the section). Once you are done, click “Update.” Step 6: Be aware that when you edit or update a record section, the changes will be reflected in all record templates and records that use these templates. Click “Yes! Update” if you still want to update the section. Your record section is updated, and in this example, a new field is added. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 12:25 p.m.
How to Map Profiles to Organizations?
Gridlex Zip is a comprehensive customer relationship management software that helps you manage your sales and customer interactions effectively. With the mapping feature, you can link individual profiles to their respective organizations, giving you a clear overview of your customers and their businesses. In this video, we'll take you through a step-by-step process of mapping profiles to organizations in Gridlex Zip CRM. We'll show you how to create new organizations, add profiles to them, and edit existing mappings. We'll also show you how to view and manage the organizations and their profiles from the CRM dashboard. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2 p.m.
How to Map Profiles to Contacts?
In this video, we will be showing you how to map profiles to contacts in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships and keeping track of important information. With the ability to map profiles to contacts, you can quickly and easily connect related profiles to a single contact, making it easier to manage and track interactions. In this video, we will walk you through the process of setting up your profiles, mapping them to your contacts, and utilizing the tool to its fullest potential. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 1:39 p.m.
How to Manage Record Files in Gridlex Zip?
Welcome to our guide on managing Record files in Gridlex Zip. In Gridlex Zip, each record can be associated with specific files, including essential documentation, images, or other relevant data. Properly managing these files keeps your database organized and ensures quick access and retrieval when needed. This tutorial offers a detailed guide on managing files related to records in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record you want to manage the files of. Step 3: Click “Files” from the menu bar. You can see all the files attached to the Record on this page. Step 4: Click “Download” under any files you want to retrieve, and it will be saved to your system. Step 5: To attach more files to the Record, click “Add Attachments.” Step 6: Select and open the files that you want to upload. You can verify the documents that you have selected on this screen. If you wish not to upload a selected file, you can click on the trash can icon to delete it (See below) Step 7: Click “Upload” once done. You’ll now see that the files have been uploaded. You can also see the number of attachments associated with the Record (See below) Congratulations! You have learned how to manage Record files in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:47 p.m.
How to Edit or Update Activity From an Organization Page?
Welcome to our comprehensive guide on editing or updating activity from an organization page. Every business interaction counts. Using the Activity feature in Gridlex Zip, you can seamlessly document, manage, and reference all pivotal touchpoints. From meetings to follow-ups, ensure everything runs smoothly. This tutorial will walk you through editing or updating activity from an organization page in Gridlex Zip. Step 1: Log in to Gridlex App Suite and click "Organizations " under the Zip section in the navigation menu. Step 2: Click on the Organization Name you want to edit or update activities. Step 3: Hover over the “Activities” option on the menu bar and click “Activities List” from the dropdown. Step 4: Click on the Activity ID you want to edit or update. Step 5: Click the “Edit” button next to the information you want to edit or update. Step 6: Make the required changes and click “Save” once done. Congratulations! You have learned how to edit or update activity from an organization page in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 16, 2023, 2:02 p.m.
How to Manage Record Permissions and Notifications in Gridlex Zip?
Managing record permissions and notifications is a critical aspect of effective helpdesk operations. Incorrect settings can lead to inefficiencies, unauthorized access, or lapses in communication. Follow this guide to accurately configure record permissions and notifications in Gridlex Zip to ensure the secure and efficient functioning of your helpdesk system. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: Click on the edit icon next to the Model name for which you want to manage permissions and notifications. Step 4: Scroll to the “Units Permissions & Notifications” section. Navigate to the unit for which you want to manage permissions. Select the check boxes against the permission you want to give. For instance, here, we want the App marketing unit to have all permissions, so we checked all the boxes. Step 5: Next, scroll down to the notifications section. Follow the same process as outlined in the previous step. Here, we wanted all members of the app marketing unit to receive email notifications when a record is created using this Model but not when there is a status change. Step 6: If you want to assign permissions and enable notifications for the next unit, click the arrow to expand the list and repeat the above step. Once you are done, click “Update.” Step 7: Go to the “Model Notifications” section and select the notifications you want to enable. Step 8: Scroll to the “Notifications to Email Address associated with the record” section and select the notifications you want to enable. Once done, click “Update.” Step 9: Next, go to the “Status, Label, Priority, and Channel Permission” section. Here, you can assign permissions to update, view, and work on & process the fields, like status, label priority, etc., of the records created with this model. Step 10: From the “Choose Permission” drop-down, select “Can Update Specific Status.” Then the “Choose Field” drop-down appears; here, you can select the “Status.” Note: Here, you can only select the “Status” field because the update future fields permission can only be assigned to the status field. The other fields cannot be selected when you are assigning this permission. Step 11: When you select a status in the “From Status” tab, you give permission to the unit to update the record's status from that point forward. For instance, here, the unit can only update the status when the record is in the status “Initial Inquiry.” They can only change the status to “Investigation,” “Solution,” or “Follow Up” but not to “Form Submitted.” Step 12: Now select the unit you want to have this permission. Once done, click “Update.” Note: You can select multiple units here. Step 13: To add more permissions, click on “Add New Permission.” Step 14: Now select “View Records For Following Fields” and select any of the fields like Status, Label, Priority, or Channel. Step 15: Select the label, add the unit you want to give this permission to and click “Update.” In this example, this permission allows the Marketing unit to view all the records with the label “Bugs.” Step 16: Next, click “Add New Permission,” then select "Work & Process For Following Fields." You can choose fields like Status, Label, Priority, or Channel here. Note: The Work & Process permission allows units to update the records related to those fields. Step 17: Select the priority, add the unit you want to give this permission to and click “Update.” In this example, this permission allows the Marketing unit to work on and process all the records with critical priority. It also allows the unit to update records that are in the “Solution” status. Congratulations! You have learned how to manage record permissions and notifications in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 6:33 a.m.
How to Add Organizations in Gridlex Zip?
In this video tutorial, we will show you how to add organizations in Gridlex Zip. Gridlex Zip is a popular platform for organizing your project and workflow, and it's important to understand how to add organizations so that you can properly manage your projects. This tutorial will guide you step-by-step through the process of creating an organization in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 1:57 p.m.
How to Add a New Organization in Gridlex Zip?
Importance: Incorporating organizations into a CRM (Customer Relationship Management) system is essential for streamlining business operations and fostering stronger customer relationships. It allows companies to maintain a structured database of all their corporate clients or partners, enabling a holistic view of interactions, contracts, and opportunities. This not only enhances efficiency by avoiding data redundancy but also aids in identifying potential cross-selling or up-selling possibilities, ensuring customized communication, and making informed decisions based on collective data. By effectively tracking and managing organization-level information, businesses can more readily anticipate client needs and boost overall customer satisfaction. Organizations can be added to Gridlex Zip manually, through importing, or from the contacts page. This guide focuses on manual addition. Step 1: Log in to the Gridlex App Suite and click on “Organizations” located under the Zip section. Step 2: On the Organizations page, locate and click “Add Organizations”. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add organizations, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: A form will pop up for the organization's information. Fill in details like the organization's name, affiliation, type, and contact information. Step 4: Below the main form, you'll see options to map the organization. Assign the right profiles, opportunity template, and activity template. Finalize the entry by clicking “Submit”. Step 5: Your organization has been successfully added to Gridlex Zip. Should you need to make any changes in the future, remember you have the flexibility to edit this organization’s information anytime you want. Now, you're adept at manually adding organizations within the Gridlex Zip platform. For other organization management methods, refer to related guides such as "How to Import Organizations in Gridlex Zip?". If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 6, 2023, 10:34 a.m.
How to Add a Contact from the Gridlex Physician Database Page from an Organization Page?
If you are a healthcare provider, you'll be pleased to know that we offer specialized databases that make it easier to manage and associate contacts with various organizations. Here's a step-by-step guide on how to seamlessly add a contact from Gridlex Physician Database to an organization: Step 1: Log in to Gridlex App Suite and click on "Organizations" located under the Zip section in the navigation menu. Step 2: Once on the organization page, identify the edit icon corresponding to the organization to which you wish to add the contact. Click on this icon. Step 3: On the organization page, find and click on the "Contacts" tab. Step 4: Here find and click on the button labeled “Add Contact to this Organization from Gridlex Databases”. Step 5: After clicking, you'll be redirected to the Gridlex Databases page. Here, from the available database sources, choose “Dexur Physician NPI Database”. Input any relevant information such as name, address, or specialty into the search bar and click on “Get Data”. A list of potential contacts based on your search criteria will subsequently appear on your screen. From the displayed data, locate and click on the button titled “Add and Affiliate Contact to the Organization”. This will add and affiliate the selected contact to the organization. With that last step, your selected contact from Gridlex Databases will now be affiliated with your chosen organization. You can always head back to the "Affiliated Contacts" tab to view or manage this newly added contact. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 12:39 p.m.
How to Add Multiple Organizations in Gridlex Zip?
Are you looking for a simple and easy way to add multiple organizations to your Gridlex Zip CRM? In this video, we're going to show you how to add (bulk upload) multiple organizations in Gridlex Zip CRM. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:06 p.m.
How to Add Multiple Contacts in Gridlex Zip?
In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding multiple contacts by imporoting contacts in the system. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system. Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here you can view the data: Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete. Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts. Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system. By following the above steps, you'll have imported your contacts into Gridlex Zip efficiently. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2 p.m.
How to Utilize Records Listing Page in Gridlex Zip?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. The Records listing view is designed to streamline these tasks, offering an intuitive interface and powerful features that adapt to your unique needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Click on the three-dot menu to access column settings. Clicking on it will provide a dropdown of various settings options. Step 3: From the dropdown, users can sort Records in ascending or descending order based on the selected column. This is handy when you have numerous entries and you want to quickly locate specific ones. Advanced Features Overview: 1. Managing Columns In the 'Columns' dropdown, you'll notice checkboxes. Checking these boxes determines which columns are displayed on the page. Once you've made your selection, click the 'Apply' button to update the listing view. The view will reflect your choices. Note: If you want to revert to the original settings, there’s a 'Reset' button. Click it, and all customizations will be reverted. Remember, if you've already applied changes and want to undo a few, you’ll need to manually deselect columns. Note: Want a specific column at the beginning or the end? Simply drag and drop the column to its new position. 2. Using the Filter Feature The filter is a powerful tool to streamline your displayed data. Whether you have a keyword, date, or specific criterion, the filter will help you narrow down the list. For example, let’s say you're interested in a Record with the subject “Clinical Trial Agreement,” enter this keyword in the “Record Subject (Subject)” filter section. Next, specify whether the keyword should match all criteria (AND) or any of the criteria (OR). After setting your conditions, click on the 'Filter' button. Note: For a fresh start, you can wipe all the set filters with the 'Clear Filters' option. 3. Column Positioning Some columns are crucial and need to be constantly visible. To achieve this, use the ‘Stick Column’ function. For instance, if you want Created On' and 'Priority' to be perpetually visible, even while scrolling, stick these columns. Feel like changing which columns are stuck? Use the ‘Unstick Column’ option to revert them back to their scrollable state. 4. Exporting to Excel If you need your data offline or in a spreadsheet format for further analysis, the ‘Export to Excel’ feature is your friend. Click the ‘Export to Excel’ option. A spreadsheet will be automatically generated and downloaded, mirroring your current listing view, including filters, column choices, and positions. Additional Features in the Listing View: 1. Column Resizing Want to see more data within a column or less? You can manually adjust a column’s width. Hover over a column's border until your cursor changes, then click and drag to your preferred size. 2. Saving Personalized Views If you’ve set up the listing view in a way that suits your workflow, you can save it. Click ‘Save View.’ To ensure it remains as the default view to you, select 'Set as Default' and then hit 'Save.' Congratulations! You have learned how to utilize the Records listing page in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 2:20 p.m.
How to Search for an Organization or Contact in Gridlex Zip?
Welcome to our comprehensive guide on searching for an organization or contact in Gridlex Zip. This guide is dedicated to efficiently locating Organizations and Contacts within our system. By the end of this tutorial, you'll be adept at navigating and retrieving the specific data you need, optimizing your CRM experience. How to Search for an Organization in Gridlex Zip? Step 1: Log in to Gridlex App Suite and click " Organizations " under the Zip section in the navigation menu. You’ll now be taken to the Organizations Listing Page. You can search for an organization using the “Filter” feature here. See the following steps: Step 2: Click on the three dots menu on the column where you want to search for an organization. Note: To demonstrate, we will search for the organization's name. You can search for any detail of the organization you want to find; just choose the desired column. Step 3: Click “Filter.” Step 4: Click on the dropdown. Step 5: Select a search criteria. Step 6: Enter your keyword in the search field. Step 7: Click “Filter.” You’ll see that the organization with the keyword has appeared on the screen. How to Search for a Contact in Gridlex Zip? Step 8: Log in to Gridlex App Suite and click " Contacts " under the Zip section in the navigation menu. You’ll now be taken to the Contacts Listing Page. You can search for a contact using the “Filter” feature. See the following steps: Step 9: Click on the three dots menu on the column where you want to search for a contact. Note: To demonstrate, we will search for the contact name. You can search for any detail of the contact you want to find; just choose the desired column. Step 10: Click “Filter.” Step 11: Click on the dropdown. Step 12: Select a search criteria. Step 13: Enter your keyword in the search field. Step 14: Click “Filter.” You’ll see that the contact with the keyword has appeared on the screen. Congratulations! You have learned to search for an organization or contact in Gridlex Zip! If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 16, 2023, 2:10 p.m.
How to Manage Sections Mapping to Models in Gridlex Zip?
Welcome to our tutorial on managing section mapping to models in Gridlex Zip. In our Gridlex App Suite, "Sections" are designated areas where you can input specific information related to modules, such as records. These fields allow you to add details relevant to your issue, making it easier to track and resolve. This tutorial will walk you through managing section mapping to models. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: Click on the Model to which you want to map sections. Step 4: Click ‘Map Sections.’ Step 5: Select the section you want to add from the dropdown menu and click ‘Add Section.’ You also have the option to create a new section; just click ‘Add New Section.’ You can edit the section name here If you wish. Step 6: If you want to delete a section, click ‘Delete Section’ at the bottom right. Once you’re done adding sections, click ‘Map.’ Congratulations! You have now learned how to manage section mapping to models in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:02 a.m.
How Can Users Map Contacts to Unit in Gridlex Zip?
This video will guide you through the process of mapping contacts to unit in Gridlex Zip. Mapping contacts to units in your CRM is an important part of customer relationship management. It allows you to organize your contacts into different categories or units, making it easier to manage and access them. By mapping contacts to units, you can quickly view which contacts belong to which unit, and easily identify trends and patterns. Additionally, mapping contacts to units help you to segment your contacts and target them with more personalized and relevant content. This can lead to improved customer retention and engagement. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:17 p.m.
How Can Users Map Organizations to Unit in Gridlex Zip?
This video will guide you through the process of mapping organizations to unit in Gridlex Zip. Many organizations use CRM to manage customer relationships and track customer data. But without mapping organizations to units, it can be difficult to accurately capture and report on customer interactions. Mapping organizations to units in CRM helps to ensure that customer data is tracked accurately. It allows organizations to segment customers into different categories, making it easier to identify trends or areas that need improvement. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:18 p.m.
How to Edit or Update an Existing Organization Form in Gridlex Zip?
Importance: Incorporating organizations into a CRM (Customer Relationship Management) system is essential for streamlining business operations and fostering stronger customer relationships. It allows companies to maintain a structured database of all their corporate clients or partners, enabling a holistic view of interactions, contracts, and opportunities. This not only enhances efficiency by avoiding data redundancy but also aids in identifying potential cross-selling or up-selling possibilities, ensuring customized communication, and making informed decisions based on collective data. By effectively tracking and managing organization-level information, businesses can more readily anticipate client needs and boost overall customer satisfaction. Step 1: Log in to the Gridlex App Suite and click on ‘Organizations’ located under the Zip section. Step 2: On the Organizations page, locate the organization you want to update and click on the edit button next to it. Step 3: To make changes to native fields like the ‘Basic Information’ and ‘Notes’ sections, click 'Edit' next to the relevant section. Once you have made your changes, click ‘Submit.’ Step 4: In the ‘Phone, Email & Social Media Details’ and ‘Address Details’ sections, you will see two options: ‘Edit’ and ‘Add Details.’ If you want to edit the existing details, click on ‘Edit,’ and if you want to add new details, click on the ‘Add Details’ button. Once done, click ‘Submit.’ Step 5: Similarly, to map forms, opportunity templates, and activity templates, click on the ‘Edit’ button on the right. Step 6: To edit the visibility section, click on 'Edit' located on the right. Update the visibility as per your preference and then click 'Submit.' Note: Enabling visibility here does not grant access to all users. Only those with the necessary permissions will be able to view the organization. Step 7: Next, to update the custom forms, in this example, ‘Plot Details’ and ‘General Details,’ go to their respective tabs and click ‘Edit.’ Step 8: Once done, click ‘Submit.’ Congratulations, you have successfully edited/updated an existing organization form in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:26 p.m.
How to Affiliate Organizations to a Contact in Gridlex Zip?
In Gridlex Zip CRM, affiliating organizations to contacts helps track business relationships and streamline communication. This tutorial will guide you through this efficient process, enhancing your networking and data management. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Browse through the contact list to find the contact you wish to edit. Click on the pencil or 'edit' icon located next to the contact's name. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: Click ‘Organizations’ on the contact page. Step 4: On this page, you can see the organizations already affiliated with the contact. Click ‘Affiliate Organizations to this Contact.’ Step 5: Browse through the organizations list to find the organization you wish to affiliate to the contact. Click 'Assign' to affiliate an organization to the contact. The ‘Transfer’ button lets you remove all the current contact affiliations from that organization and only affiliate the selected contact. You can view all the Organizations affiliated with the contact on the ‘Affiliated Organizations’ tab. You have now successfully affiliated organizations to a contact in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:03 p.m.
How to Create New Schedule Template and Add a Schedule to it?
In this video, you will learn how to create a new schedule template and add a schedule to it using Gridlex Zip CRM. We'll start by showing you how to access the scheduling module, create a new template, and customize it according to your needs. Then, we'll show you how to add a schedule to the template and make any necessary changes to it. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:12 p.m.
How to Affiliate Contacts to an Organization in Gridlex Zip?
In this video, we'll be showing you how to affiliate contacts to an organization in Gridlex Zip CRM. Affiliating contacts to an organization is a crucial step in managing your customer relationships effectively. By doing so, you'll have a clear view of the contacts that belong to a particular organization and their interactions with your business. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:14 p.m.
How to Utilize Email Communications in Records in Gridlex Zip?
Once a record is created, multiple conversations may ensue, such as updates on record status, requests for additional information, or other relevant discussions. So, how can you effectively monitor these communications? The email communications feature in records allows you to seamlessly manage and view all associated email interactions for a specific record. Refer to this guide to learn how to manage your email communications within records on the Gridlex platform. Step 1: Log in to your Gridlex App Suite account and click on the "Records" option under the Zip tab. Step 2: Click on the Record ID or Record Subject of the record you want to view communications for. Step 3: Click on the “Communication” tab to view the previous email communications for this record. Step 4: Click on the email thread you want to view. Step 5: Now, you can view the communication of your selected email thread. You can reply to or forward the email by clicking on “Reply” and “Reply all” or “Forward.” Note: Whenever you want to view email communications, you can come to this tab and access them. Step 6: If you want to start a new conversation, hover over the “Communication” tab and click “New Conversation” to create a new email thread. Step 7: Now you can draft your email, and once done, click “Send.” Note: While drafting your email, don't change the record subject; changing it will create a new record. This will create a new thread, which you can view in the Communications tab. Congratulations! You have learned how to utilize email communications in Records in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:08 a.m.
How to Create Message Snippets in Gridlex Zip?
Frequently sending emails and SMS to customers and clients can become a time-consuming task, especially when you often send similar messages that contain repetitive text. So, how can you streamline this repetitive process? The Message Snippets feature in Gridlex Zip is designed for just that. This feature allows you to save frequently used texts and use them in email and SMS campaigns. Refer to this guide to learn how to create message snippets in Gridlex Zip and save valuable time in your communication processes. Step 1: Log in to your Gridlex App Suite account and click on the "Zip Helpdesk Settings" option under the Enterprise Admin tab. Step 2: Click on “Message Snippets” from the “Message Templates Configuration.” Step 3: Click on “Create Message Snippets.” Step 4: Add the message snippet name. Step 5: Next, add the template tags. By selecting a template tag, you can import contact details from the CRM. For example, here we have selected {{User.first_name}}; this tag automatically inputs a contact's first name from the CRM, eliminating the need for manual entry each time. This feature is a great asset for sending bulk emails or running campaigns. Step 6: Add the body of the message snippet. Once done, click “Create Snippet.” You’ve successfully created a snippet in Gridlex Zip. You can use the message snippet while sending emails and messages. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 7, 2023, 6:58 a.m.
How to Affiliate Organizations to a Contact in Gridlex Zip?
This video will guide you through the process of affiliating an organization to contact. in Gridlex Zip CRM. Affiliating organization to contact allows you to group and categorize them, making it easier to manage and keep track of all interactions with that company. It enables you to track and analyze all communication with a company, helping you to understand the relationship better and make informed decisions. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:22 p.m.
How to Map Contact to Activity Template and How to Add Activity to Contact?
In this video, we will be showing you the easiest and most efficient way to map your contact activity templates in Gridlex Zip where you can avoid creating fields repeatedly, and streamline the process. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:24 p.m.
How to Organize and Sort Labels in Gridlex Zip?
Sorting labels in a helpdesk system are crucial for maintaining an organized and efficient workflow. It allows users to quickly and easily find and manage information, reducing confusion and errors. Properly sorted labels also improve the overall user experience, making the information more accessible and easier to navigate. By sorting labels, you can streamline workflows, enhance productivity, and ensure everyone is on the same page. We'll demonstrate how to organize and sort labels in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:02 a.m.
How to Edit Models in Gridlex Zip?
Welcome to our comprehensive guide on editing models in Gridlex Zip. In our platform, "Models" serve as the backbone for structuring your data. Over the following steps, you'll gain mastery in editing, customizing, and optimizing models to fit your business needs seamlessly. Step 1: Log in to the Gridlex App Suite and click ‘Zip Service Ops Settings’ under the Enterprise Admin section. Step 2: Scroll down to the Model and Workflow Settings section and click “Manage Models” Step 3: Click on edit button next to the Model name that you want to edit. How to View Workflow Information? Step 4: click ‘View Workflow Information.’ You can view information on the workflow mapped to the Model here. Please note that workflows cannot be edited. How to edit Native Fields? Step 5: Configure Native Fields per your requirements and click “Update Model Information.” How to edit the Record closure configuration? Step 6: Scroll down to the Record Closure Configurations section. Option 1: If you close a record and a new email comes in with the same subject line, the record will remain closed. Option 2: If you close a record and then receive a new email with the same subject line, the record will automatically reopen with the status set to whatever status you select from the dropdown menu. See below: The statuses displayed will be the same as the workflow mapped to the Model. Once you’re done, click “Update Model Information.” How to edit Unit Permissions & Notifications? Step 7: Scroll down to edit unit permissions & notifications. (See below) Once you have edited the permissions, click ‘Update.’ Model Notifications: Step 8: Go to the “Model Notifications” section and select the notifications you want to enable. Step 9: Scroll to the “Notifications to Email Address associated with the record” section and select the notifications you wish to enable. Once done, click “Update.” How to Edit Status, Label, Priority, and Channel Permissions? Step 10: Go to the “Status, Label, Priority, and Channel Permission” section. Here, you can assign permissions to update, view, and work on & process the fields, like status, label priority, etc., of the records created with this Model. Step 11: From the “Choose Permission” drop-down, select “Can Update Specific Status.” Then the “Choose Field” drop-down appears; here, you can select the “Status.” Note: Here, you can only select the “Status” field because the update future fields permission can only be assigned to the status field. The other fields cannot be selected when you are assigning this permission. Step 12: When you select a status in the “From Status” tab, you give permission to the unit to update the record's status from that point forward. For instance, here, the unit can only update the status when the record is in the status “Initial Inquiry.” They can only change the status to “Investigation,” “Solution,” or “Follow Up” but not to “Form Submitted.” Step 13: Now select the unit you want to have this permission. Once done, click “Update.” Note: You can select multiple units here. Step 14: To add more permissions, click “Add New Permission.” Step 15: Now select “View Records For Following Fields” and select any of the fields like Status, Label, Priority, or Channel. Step 16: Select the label, add the unit you want to give this permission to, and click “Update.” In this example, this permission allows the Marketing unit to view all the records with the label “Bugs.” Step 17: Next, click “Add New Permission,” then select "Work & Process For Following Fields." You can choose fields like Status, Label, Priority, or Channel here. Note: The Work & Process permission allows units to update the records related to those fields. Step 18: Select the priority, add the unit you want to give this permission to, and click “Update.” In this example, this permission allows the Marketing unit to work on and process all the records with critical priority. It also allows the unit to update records that are in the “Solution” status. Record ID Format: You can also configure how the record ID is created. Once you’re done, click ‘Update.’ Congratulations! You have now learned how to edit a Model in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:20 a.m.
How can Users Utilize Email Templates in Gridlex Zip?
Email templates in a helpdesk system allow users to respond quickly to common customer inquiries and requests through pre-written, standardized responses. This saves time and ensures consistent communication with customers. Users can customize and personalize email templates to meet the specific needs of their support operations and can easily access and use the templates directly from their email inboxes. By utilizing email templates, users can improve the speed and quality of their responses, leading to a better customer experience. In this video, we'll illustrate how users can use email templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 6:55 a.m.
How to Send Emails in Gridlex Zip?
The ability to send and receive emails in a helpdesk system is critical for effective customer support, allowing quick and convenient communication and improving response times and customer satisfaction. Prerequisite: Firstly, you need to have your email account connected with Gridlex. If you haven't done so, please refer to our guide on - How to Create an Inbox, Manage Email Connections, and Inbox Permissions in Gridlex Zip? Follow the instructions given below to learn how to send and receive emails in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click on “Email” located under the Inbox and Omnichannel section. Step 2: This will lead you to your default inbox - "Zolan" for instance, where all incoming emails will be visible. Note: If you want to switch inboxes, simply click on “Choose Inbox” on the right. Then, select the desired inbox. Step 3: In order to send emails, click the compose button on the top navigation. Choose the preferred inbox for sending.. Then fill in the recipient's email, subject, and body. Once ready, hit the “Send” button. Note: Options are available to "Schedule Send" or "Save as Draft". To abandon your message, click “Discard”. Following the steps above will ensure a smooth emailing experience within Gridlex Zip. If you have any questions or encounter any issues, please don't hesitate to reach out. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 5:46 a.m.
How to Manage Ticket Templates and Workflows in Gridlex Zip?
Managing ticket templates in a helpdesk system streamlines support by providing custom field options according the requirements. It helps in collecting the required information in order to solve a ticket. This leads to improved speed and quality of responses, resulting in a better user experience. This video will show you how to manage ticket templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:12 a.m.
How to Prioritize Tickets in Gridlex Zip?
Prioritizing tickets in the helpdesk service address the most pressing and critical issues first, reducing downtime and improving customer satisfaction. It balances the support team's workload, improves response times, and ensures efficient resolution of tickets. Transparency and accountability are improved by providing clarity on prioritization. All tickets are addressed efficiently, avoiding missed or overlooked tickets. In Gridlex Zip, we have custom priorities. Customer is able to make /create their own priorities based on their requirements. This leads to effective and efficient support processes, enhancing customer satisfaction and overall productivity. How to Prioritize Tickets in Gridlex Zip is demonstrated in the video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:15 a.m.
How to Set Up a Phone Connection in Gridlex Zip?
Follow the steps mentioned below to learn how to set up a phone connection in Gridlex Zip. Step 1: Log in to Gridlex and click on the “Helpdesk” tab located under the Zip section in the menu bar. Step 2: After clicking on the "Helpdesk" tab, you will be redirected to the Shortcuts page. Here click on “Buy a Phone Number” located under the inbox management section. Step 3: Fill in all the required details, such as selecting the desired inbox, choosing the country, and specifying the capabilities you want for the phone connection. Once you have filled in the information, click on the "Search" button. Step 4: A list of available phone numbers will be displayed on the page. Browse through the list and select the number that meets your requirements. Once you have chosen the desired number, click on the "Buy" button to initiate the purchase. Step 5: You will be prompted to name the phone connection. Enter a suitable name and then click on the "Confirm Buy" button to complete the purchase. Congratulations! You have successfully set up a phone connection in Gridlex Zip. You can now make and receive calls using the purchased phone number. If you’re wondering how to make calls in Gridlex Zip, click here. If you encounter any issues during the process or have any further questions, feel free to reach out to the Gridlex support team at apps@gridlex.com.
Published | Aug. 23, 2023, 8:46 a.m.
How to Send and Receive SMS in Gridlex Zip?
In a helpdesk system, sending and receiving SMS is crucial for providing efficient and effective customer support. It helps organizations to communicate with customers in real time and improve response times, customer satisfaction, and overall productivity by enhancing communication, providing a convenient support channel, and integrating with other support channels. In this video, we will show you how to send and receive SMS in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:10 a.m.
How to Effectively Manage Statuses in Gridlex Zip?
Managing statuses effectively in a helpdesk system is crucial for tracking tickets' progress, maintaining clear communication with stakeholders, improving accountability and transparency, ensuring tickets are addressed in priority order, and providing a clear picture of the support team's workload. Customer can create statuses according to the requirement. Proper management of statuses leads to improved efficiency, enhanced customer satisfaction, and effective addressing of customers' needs. The video will show how to manage statuses effectively in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:22 a.m.
How to Create Sites in Gridlex Zip?
Creating a site within a helpdesk system is important for improving customer satisfaction and providing efficient customer support. The site can showcase information about products and services and provide support resources, reducing the need for support teams to handle routine inquiries. This leads to improved communication and better customer experience. Organizations can provide better support and effectively manage customer inquiries by having a site. This video will show you how to create sites in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:25 a.m.
How to Sign Up For Gridlex Zip?
Signing up for Gridlex Zip is easy and straightforward. First, visit the Gridlex Zip website and click the “Sign Up” link at the top of the page. On the next screen, enter your email address, password, etc. Once you’ve completed the form, click the “Sign Up” button to create your account. From there, you can explore Gridlex Zip’s features, such as Call, SMS Text, Email & More from unified CRM & Customer Service Help Desk Software. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:27 a.m.
How to Utilize Voice Broadcast feature for Efficient Customer Support?
The Voice Broadcast feature is crucial for efficient customer support, allowing organizations to quickly reach many customers or stakeholders. It automates the delivery of important information or notifications, improving response times, communication, and customer satisfaction. The feature saves time and reduces manual effort by automating voice message delivery, providing a powerful and efficient way to communicate with customers and stakeholders, improving response times and customer satisfaction, and reducing the time and effort required to support customers effectively. In this video, we'll demonstrate how to use Gridlex Zip's Voice Broadcast feature for effective customer support. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:06 a.m.
How to Create a Ticket in Gridlex Zip?
A ticket in a helpdesk system is used to track and manage customer inquiries and requests for support. It serves as a central repository of information and communication between the customer and support team, allowing for efficient and organized resolution of issues. Using a ticket system enables the support team to prioritize, categorize, and resolve requests in a timely manner, providing a better overall customer experience. This video will demonstrate how to create a ticket in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:31 a.m.
How to Manage Multiple Sites in Gridlex Zip?
Managing multiple sites in a helpdesk system is important for organizations that have multiple products, services, or customer groups. By having the ability to manage multiple sites, organizations can provide a tailored online presence for each of their customers, displaying information and support resources specific to their needs. This leads to improved customer satisfaction, as customers have access to the information they need, and support teams can more efficiently handle customer inquiries. Additionally, managing multiple sites within the helpdesk system can simplify the support process. Customers can access information and resources directly from their respective sites, reducing the need for support teams to handle routine inquiries. By managing multiple sites, organizations can provide better customer support and ensure that customer inquiries are effectively managed. To learn more about managing multiple sites on Gridlex Zip, you can watch a video provided by the platform. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:33 a.m.
How to View Incoming Voicemail Recordings And How to Configure Voicemail to a Particular Phone Connection?
In a helpdesk system, viewing incoming voicemail recordings helps to ensure efficient and effective customer support by allowing support teams to listen to customer messages, gather information, and respond promptly. This improves communication and coordination between support teams and leads to better customer satisfaction. Viewing voicemail recordings within the helpdesk system simplifies the support process. Configuring voicemail to a specific phone connection in a helpdesk system is crucial for efficient customer support. It routes voicemails to the appropriate team member, improving communication, coordination and customer satisfaction as inquiries are handled efficiently. This also simplifies the support process and reduces the need for multiple systems. In this video, we'll demonstrate how to view incoming voicemail Recordings and configure voicemail to a particular phone connection in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:35 a.m.
How to Add Contacts From Database in Gridlex Zip?
In this video, we will show you how to add contacts to your database in Gridlex Zip in a quick and efficient manner. Whether you're using it for personal or business purposes, this step-by-step guide will provide you with the necessary tools to keep your contacts organized. From importing contacts to manually inputting information, we cover all the basics to help you get started. So, grab your device and join us as we walk you through the process of adding contacts from a database in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 1:42 p.m.
How to Create Custom Fields in Gridlex App Suite?
This guide will walk you through the process of creating a custom field in Gridlex App Suite in master data management. Step 1: Log in to Gridlex App Suite and click on "Enterprise Admin Settings" located under the Enterprise Admin section. Step 2: After clicking on "Enterprise Admin Settings," you will be redirected to a new page. On this page, find and click on the "Fields" option to proceed. Step 3: Click on "Add/Edit Custom Field". Fill in the required details for your custom field, such as the field name, description, and select the field type (e.g., text, time, date, image, checkbox, etc.). Once you have entered the necessary information, click on the "Add" button to create the custom field. If you wish to add more fields at once, click on "Add Another Field" and repeat the process. Step 4: If you want to restrict the visibility of these custom fields to specific units or disable the ability to edit and delete the field's values, check the corresponding boxes next to the respective units. Step 5: To view the entire list of custom fields you have created, click on "View Custom Fields" on the same page. You have successfully created custom fields in Gridlex App Suite. Your custom fields will now be available for use in your application. If you encounter any difficulties or have any questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Aug. 23, 2023, 8:44 a.m.
How to Edit Saved Views in Gridlex Zip CRM?
Follow these steps to edit your saved views: Step 1: Log in to the Gridlex App Suite and click on 'Contacts,' which is located under the Zip section in the navigation menu. Alternatively, if you want to edit a saved view, you can navigate to the specific page where the view is stored. Step 2: Locate the dropdown menu near "Saved View." Click on the dropdown and select the specific view you want to modify. Step 3: After selecting the view you want to display, find the “Edit View” button. Click on it to initiate the editing process. Step 4: This is the stage where you can make required changes to the saved view, such as altering the name, sharing it with specific units, and more. After making the necessary adjustments, click on “Edit and Save.” If you want to delete the existing view, you can do so by selecting the delete option. Note: If you want to create a new saved view from an existing one, you can click on the “Save as New” button. You have successfully edited a saved view in Gridlex Zip CRM. The process is now complete, and you can utilize the modified view as needed. Important Points to Consider Users cannot “edit and save” the Saved Views on the Tickets List Page. Saved views can be edited and saved on the Call Inbox Page, Contacts Page, & Organizations Page. Be mindful of the permissions and units with whom you are sharing the view to ensure it aligns with your organization's policies and procedures. By following this guide, you can easily manage saved views to suit your specific requirements, enhancing efficiency and collaboration within your team.
Published | Aug. 24, 2023, 11:33 a.m.
How to Import Contacts and Create Saved View in Gridlex Zip?
This guide will walk you through the process of importing contacts and creating a saved view in Gridlex Zip. Step 1: Log in to Gridlex App Suite and click on "Contacts" located under the Zip section in the navigation menu. Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it. Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system. Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here, you can view the data view. Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to the corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete. Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts. Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system. Step 8: To create a saved view, click on "Save View" located on the page. Check the box "Share with specific users only" to restrict access to selected users. Select the user(s) you wish to share the saved view with. Click on the "Save" button to create the saved view. Note: If you want to share the list with specific units, you can click on "Share with specific units only. Step 9: To access your saved view, navigate to the "Saved Views" section. Locate and select the name of the saved view from the list. Congratulations! You have successfully imported contacts and created a saved view in Gridlex Zip. Now you can manage and share your contacts effectively. If you encounter any issues or have further queries, feel free to reach out to Gridlex at apps@gridlex.com.
Published | Aug. 23, 2023, 7:04 a.m.
How to Ensure Your Calls Aren't Flagged as Spam: Best Outreach Practices
Cold calling has long been essential for businesses to reach potential clients. But the rise of spam calls is making it difficult for businesses as customers are more suspicious and conscious when answering unknown calls leading to low call connect rates. The Federal Communications Commission (FCC) has recognized this issue and introduced new regulations to crack down on spam and scam calls. Companies relying on phone outreach must swiftly adapt to the FCC's guidelines in this new regulatory environment. Failure to comply could lead to legitimate business calls being mislabeled as "Spam Likely" or "Scam," seriously hindering outreach efforts. This guide will help you understand this new landscape, ensuring your calls reach the intended recipients without negative labeling. How to Avoid Being Flagged as Spam? To ensure your outbound calls reach your customers with genuine caller IDs, it is essential to validate your number that you purchased on the Gridlex platform. You can do this by registering the number on Free Caller Registry. This one-stop portal quickly sends your details to analytics firms like First Orion, Hiya, and TNS. This helps build a positive reputation for your numbers with the major U.S. wireless carriers, ensuring that your legitimate calls aren't mistakenly marked as spam or scam. Once you've registered, each analytics service provider, such as First Orion, Hiya, and TNS, will send you a confirmation notification. They will individually check the information you've submitted and keep in direct contact with you. Although this process simplifies registration, going directly to the analytic provider can lead to quicker registration and more efficient call delivery, allowing you to connect with your customers faster. While this helps legitimize your numbers, you must still be cautious in your outreach activities. Engaging in spam-like behavior, even after registration, may cause your calls to be flagged as spam. Upholding ethical practices and remaining vigilant is essential to maintaining a positive reputation with carriers. Why Are Calls Flagged as Spam: Best Outreach Practices to Follow Telephone carriers set up several safety measures to protect consumers from spam activity. Understanding why calls are labeled as spam is crucial to avoid being marked as suspicious. Here's a brief explanation of the typical triggers: Pattern Recognition: Calls following suspicious patterns, such as quick, repeated dialing, may be flagged as spam. To avoid this, prioritize authenticity in outreach efforts and avoid robotic and mass-dialing. Community Feedback: If multiple users report a number as spam, it can become flagged. So make sure to maintain clarity and honesty in communication. Adherence to Legal Guidelines: It's essential to comply with regulations such as adhering to the national Do-Not-Call Registry, knowing the legal calling times in different states, and identifying yourself and your company on every call. Third-party Analytic Providers: Carriers often work with analytic firms to analyze calling patterns across networks, identifying spam-like behavior. To avoid being flagged, maintain ethical calling practices and clear communication. Avoiding Blacklists: Being on known blacklists may lead to calls being blocked. To prevent this, adhere to ethical practices. Opt-In and Opt-Out Options: Create processes for contacts to opt-in to receive communication via phone and allow them to opt out if they wish. Complying with these preferences helps maintain trust and avoids being marked as spam. Local Phone Number Usage: Using a local phone number can enhance the perception of legitimacy in your calls. Updated Calling Lists: Regularly update calling lists to avoid repeatedly contacting those who don't answer, which may lead to being marked as spam. Adhering to the new FCC regulations is vital for successful phone outreach. By implementing the practices outlined in this guide, businesses can ensure ethical calling, build trust, and avoid being perceived as spam.
Published | Aug. 23, 2023, 8:34 a.m.
How to Create Custom Profiles with Existing Custom Fields in Gridlex App Suite?
This step-by-step guide will walk you through the process of creating custom profiles with existing custom fields in Gridlex App Suite. Step 1: Log in to Gridlex App Suite and click on "Zip CRM Settings" located under the Enterprise Admin. Step 2: Under the "Profiles" section, click on the "Profiles" option. Step 3: After accessing the "Profiles" section, a new page will appear. On this page, look for the "Create Section" option in the top menu bar and click on it. Step 4: In the newly created section, find and click on the "Add Custom Field" option. Fill in the required details for your custom field. Once you have configured the custom field to your liking, click on the "Submit" button to save it. Step 5: After clicking "Submit," your custom field will be added to the list of fields within the section you created. You can review and manage all your custom fields from this page. Step 6: To utilize the custom field, you need to map it to the appropriate profiles, such as Organizations or Contacts. Navigate to the "Create Profile" section. Select the relevant profile you want to map the custom field to. Allow the profile to access the custom field by selecting it from the available field options. Once you are satisfied with the profile settings, click on the "Submit" button to save the changes. Note: If you want to use this profile for newly imported or created contacts, please choose "Auto Select this profile while adding new Organization or Contact". However, if you only want to add historical contacts that already exist in the system, please choose "Show and Map this profile to ALL Historical organizations or contacts". You can select both options according to your needs. You have successfully created custom profiles with existing custom fields in Gridlex App Suite.
Published | Aug. 23, 2023, 8:36 a.m.
How to Create Profiles in Gridlex Zip?
In this video, you will learn how to create profiles in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships, and creating profiles is the first step to getting started. This video will walk you through the process of creating profiles, including how to enter basic information, such as name and contact details, and how to assign custom fields to help you categorize and track important information. You'll also learn how to manage your profiles, including how to update and delete them, and how to sort and filter them to find the information you need quickly and easily. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 1:45 p.m.
A2P 10DLC Approval for Using Gridlex SMS Text Feature
What is A2P 10DLC? Application-to-Person (A2P) 10-Digit Long Code (10DLC) refers to a new standard set by telecom carriers in the United States for all business-to-customer text messaging. This system provides businesses with a designated 10-digit phone number for sending automated or bulk messages to their customers. Here's a bit more detail on each component: A2P (Application-to-Person): This refers to the automated sending of messages from an application to individual phone numbers. This could be for purposes like marketing, notifications, reminders, or two-factor authentication. E.g., a bank using A2P 10DLC to send transaction alerts to customers. 10DLC (10-Digit Long Code): Traditional short codes used for mass texting are typically 5-6 digits long. A 10DLC is a regular 10-digit phone number that has been registered and approved for bulk messaging. Why was A2P 10DLC created? A2P 10DLC was created to help regulate and improve the delivery of A2P SMS messages in the United States. It's an initiative within the telecommunications industry to create a more secure and transparent environment for business messaging. Here are some of the key reasons why A2P 10DLC was introduced: Improved Delivery: The A2P 10DLC system allows businesses to send messages through a more direct and controlled route, leading to better delivery rates and customer experiences. Spam and Fraud Reduction: By registering 10DLC numbers, carriers have more information on the sender, which helps in identifying and preventing spam, phishing, and fraudulent messages. This creates a more secure environment for both the sender and receiver. Compliance with Regulations: Implementing A2P 10DLC helps in adhering to various regulatory requirements, including the TCPA (Telephone Consumer Protection Act) in the United States. This allows businesses to send messages in a compliant manner. Cost-Efficient: A2P 10DLC allows businesses to send messages at a lower cost compared to using short codes, making it an attractive option for small and medium-sized enterprises. Branding: With a 10-digit number that can be associated with a business, it's easier for recipients to recognize and trust the sender. This can lead to better engagement and conversion rates for businesses. Overall, A2P 10DLC was created to facilitate a more secure, efficient, and transparent messaging ecosystem for businesses, carriers, and consumers, helping to maintain the integrity of the A2P messaging channel. It enables businesses to communicate with their customers more effectively while complying with regulations and ensuring a higher quality of service. Who needs to register for A2P 10DLC? Any entity or individual that intends to send SMS/MMS messages over a 10DLC (10-digit long code) number from an application to recipients in the United States must complete the registration process for A2P 10DLC. Carriers categorize all SMS traffic originating from Gridlex as being sent from an application. As a result, anyone utilizing a 10DLC number through Gridlex to transmit SMS messages to the US is obligated to go through the registration procedure. Note: It is essential to note that Toll-Free numbers and shortcode numbers operate outside the A2P 10DLC system and remain suitable for messaging end-users in the United States. Registering for A2P 10DLC offers several benefits, including reduced message filtering and increased messaging throughput. Conversely, customers who send messages from a Gridlex 10DLC number without completing the registration will incur additional carrier fees for sending unregistered traffic. How do I get registered? The registration process for A2P 10DLC can be accomplished by filling out this form, here. What information will you require from me to be registered? The information required for 10DLC registration includes your business details (such as legal name, address, and tax ID), your anticipated messaging volume, and the intended use case (e.g., marketing, alerts, 2FA, customer service). Additionally, you'll need to provide details about your messaging content. A2P 10DLC Campaign Approval Requirements Once you submit your information, Gridlex and its telephony and SMS partner will evaluate the application for approval by a third-party board called Campaign Registry. To ensure successful approval of your data, certain criteria must be met. Note: Please be aware that occasionally campaigns may be rejected. In such cases, you will need to resubmit your information, and each resubmission will incur an additional fee. How to ensure campaign approval? To ensure campaign approval in A2P 10DLC (Application-to-Person 10 Digit Long Code), you should follow the guidelines and best practices set forth by the carriers and the Campaign Registry. The process may vary slightly depending on the specific requirements of each carrier, but here are some general steps to increase your chances of getting your campaign approved: Use a Legitimate Business Use Case: Ensure that your campaign serves a legitimate business use case and adheres to the carrier's guidelines. Avoid any deceptive or spammy practices that may lead to rejection. For example., XYZ.Inc uses SMS to send transactional messages related to important updates and reminders to its customers. These messages include order confirmations, delivery updates, and appointment reminders. XYZ.Inc ensures that each message is relevant to the recipient and improves their overall customer experience. Comply with Regulations: Make sure your campaign is compliant with all relevant regulations, such as TCPA (Telephone Consumer Protection Act) and CTIA guidelines. Respect opt-in and opt-out requests and only message users who have consented to receive your messages. Use a Recognizable Sender ID: Choose a recognizable and consistent sender ID that clearly represents your brand or business. Avoid using shortcodes or random numeric sender IDs. Provide Clear Opt-Out Instructions: Include clear opt-out instructions in all your messages, and ensure that recipients can easily unsubscribe from your campaigns. Content Review: Review your message content to ensure it is appropriate, non-misleading, and relevant to the recipient's expectations. Avoid using excessive capitalization, symbols, or misleading language. Volume and Throughput Management: Gradually increase your message volume and throughput as you build a positive reputation with the carriers. Sudden spikes in messaging can trigger suspicion. What is OPT-IN and OPT-OUT process? OPT-IN and OPT-OUT processes refer to the procedures through which end-users can choose to either consent to receiving messages from a specific brand or application (OPT-IN) or request to stop receiving messages (OPT-OUT). These processes are crucial for maintaining compliance with messaging regulations and ensuring that users have control over the messages they receive. OPT-IN: The OPT-IN process involves obtaining explicit consent from the recipient before sending them A2P messages. This consent can be in the form of the user voluntarily subscribing to a service, texting a specific keyword to a shortcode, or any other method that clearly indicates their willingness to receive messages from your business. Example: Let's say you run a retail store and want to send promotional offers to your customers. To collect OPT-INs, you might run a marketing campaign like this: "Text 'JOIN' to 12345 to receive exclusive deals and discounts from XYZ Store. Msg&Data rates may apply. Reply STOP to opt-out." When a customer texts 'JOIN' to the shortcode 12345, they have provided explicit consent (OPT-IN) to receive promotional messages from XYZ Store. OPT-OUT: The OPT-OUT process allows recipients to stop receiving A2P messages whenever they want. This process should be effortless and immediate for the user. When a recipient texts a specific keyword, such as 'STOP,' 'UNSUBSCRIBE,' or 'QUIT,' the system should immediately stop sending them any further messages. Example: Following the earlier example, if a customer wants to stop receiving promotional messages, they can text 'STOP' to the same shortcode 12345. Once the system receives the 'STOP' message, it should immediately remove the customer from the messaging list and acknowledge their OPT-OUT request. What happens after registration? Post A2P 10DLC registration, once your campaign use case is approved, you will be assigned a trust score based on your company's credibility as perceived by carriers. This score will determine the maximum number of SMSs you can send per day per carrier. If you exceed this threshold, your messages may fail to deliver. To maintain a high trust score and ensure smooth SMS delivery, it's essential to adhere to the following guidelines: Opt-in Compliance: Ensure that you only send SMS to customers who have explicitly opted in to receive messages from your company. By doing so, you can keep your opt-out rate low, which is crucial. A high opt-out rate suggests to carriers that you are sending unsolicited, or cold SMS, which is against regulations. If you plan to use SMS for cold outreach, make sure to obtain consent from the recipients through email or phone calls before sending any messages. If your account is flagged for having a high opt-out rate, it could be suspended unless you provide proof of opt-in for a random selection of leads that the affected carrier picks. Minimize High Failure Rate: Prior to importing your contact list to Gridlex and initiating SMS campaigns, use third-party sites to validate the contacts. This step helps you avoid sending SMS to landline numbers, which is considered a signal of spam messages without proper consent. Having a high error rate due to sending messages to invalid numbers or landlines will significantly lower your trust score and may affect SMS delivery success. Conclusion A2P 10DLC is a vital component for businesses that engage in mass messaging. The process of registration, adherence to carrier guidelines, and maintaining an ethical opt-in and opt-out system are essential. By following the prescribed methods, businesses can effectively use A2P 10DLC for a variety of communication needs.
Published | Aug. 23, 2023, 8:38 a.m.
How to Use Call Recording Feature in Gridlex Zip?
Step 1: Log in to your Gridlex App Suite account. Step 2: After logging in, navigate to the Inbox & Omnichannel module and click on “Call Settings”. Step 3: In the Call Settings section, click on “Create New Message”. Step 4: Use the provided feature to record or upload the desired voice. For example, you can record a voice message stating, "This call may be used for training and quality purposes." Step 5: After recording or uploading the tone, click on the "Finish recording" button. Review the recording and ensure it meets your requirements. Once satisfied, submit the recording by clicking on the appropriate button. If you want to record the voice message again, click on “Discard” and create a new voice record. Step 6: Navigate back to the "All Voice Messages" section. Locate the recorded file you just submitted. Fill in all the required fields for the call recording. Select the inbox where you want this call recording to play, select the connection where you will utilize this recording and then click on the "Call Recording" option. Double-check that all the fields are filled correctly. Step 7: Once you have filled in the required fields, click on the "Submit" button. This will activate the call recording feature. From now on, the recorded message will play each time you connect with a prospect. You can repeat these steps to activate the voicemail feature as well by creating a separate voice message for voicemail and configuring the necessary settings. Remember to save any changes and ensure that the recorded messages and settings are configured correctly before using the call recording and voicemail features in Gridlex App Suite.
Published | Aug. 23, 2023, 8:42 a.m.
How to Create New Opportunity Template and Add Opportunity to it?
This video will show you how to create a new opportunity template and add opportunity to it in Gridlex Zip CRM. With Gridlex Zip CRM, you can easily create templates for different opportunities, allowing you to quickly and easily create, customize, and track opportunities. In this video we will walk you through the steps of creating a new opportunity template, adding an opportunity to it, and then tracking the progress of the opportunity. We will also demonstrate how to customize the opportunity template to better suit your needs. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:02 p.m.
How to Add a New Theme and Map it to Organizations?
In this video, we'll show you how to add a new theme in Gridlex Zip. We provide two types of themes, which includes the theme that is applied on the organization page and the other one which is applied on the contacts page. Users have the flexibility to choose the elements they want to view, personalize their custom fields and column order. In addition, we’ll show you how to map your theme to organizations. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:04 p.m.
How to Create, Add and Map an Activity Template to an Organization?
Are you looking to streamline processes in your business? In this video, we'll show you how to create, add, and map an activity template to an organization in Gridlex Zip CRM. We'll start by creating an activity template. We'll then add the activity template to the organization, and finally, we'll map the activity template to the organization so that it is applied to all users in the organization. With these steps, you'll be able to quickly and easily create and apply activity templates in Gridlex Zip CRM. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:10 p.m.
How Can Users Map Schedule Templates to Unit?
This video will guide you through the process of mapping schedule templates to unit in Gridlex Zip. Mapping schedule templates to units in a CRM system is an important step in making sure that your employees are working efficiently and effectively. With this process, you can easily define recurring tasks and activities to be completed on a regular basis, as well as assigning them to the appropriate personnel. Not only does this allow for better organization and tracking of progress, but it also helps save time and money by eliminating the need to manually create and assign tasks. In this video, we'll discuss why mapping schedule templates to units in your CRM system is so important, and how it can help your business succeed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:20 p.m.
How to Add a New Theme and Map it to Contacts?
In this video, we will be showing you the easiest and most efficient way to map your contact to themes in Gridlex Zip where you can streamline the process. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 22, 2023, 2:26 p.m.
How Can Users Map Organizations to Entity?
This video will explain how to map organizations into an entity in Gridlex Zip. Mapping organizations to entities in a CRM is important because it allows businesses to better identify and target their customers and prospects. By creating a mapping of organizations to entities, businesses can better understand the relationships between their customers and prospects, and gain insights into their buying behavior. This makes it easier to create targeted campaigns and offers that are tailored to their needs and desires. Additionally, mapping organizations to entities in a CRM system can help businesses ensure that their customer data is accurate, up-to-date, and organized in a way that is easily actionable. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 6:52 a.m.
How to Use the Auto Dialer in Gridlex Zip?
The auto dialer in a helpdesk system streamlines support processes and improves call efficiency by reducing wait time and missed/abandoned calls, leading to higher customer satisfaction. It also improves call management by connecting agents to the right customer at the right time. It provides real-time reporting and analytics to track call activity, agent performance, and customer satisfaction. Using an auto dialer helps organizations provide efficient and effective customer support, improving overall productivity and customer satisfaction. We'll show you how to use the auto dialer in Gridlex Zip in this video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:07 a.m.
How to Configure Permissions in Gridlex Zip?
Configuring permissions in a helpdesk is important because it ensures that sensitive information and data is kept secure and only accessible by authorized personnel. By setting permissions, you can control who has access to certain information and functionalities within the helpdesk. This helps to prevent unauthorized access and misuse of information. In addition, by granting access to the right information and functionalities, helpdesk agents can respond to customer inquiries more efficiently and effectively. This leads to improved customer satisfaction. In this video, we'll show you how to configure permissions in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:29 a.m.
How to Create Pre-Call Recording Message in Gridlex Zip?
Creating a pre-call recording message in a helpdesk system helps provide professional and informative customer support. It sets expectations for the call, provides important information like recording consents, office hours and business details, and improves customer satisfaction by ensuring efficient and effective handling of calls. The pre-call recording message can be customized to meet the organization's specific needs. This leads to better customer support and effective management of customer inquiries. In this video, we'll show you how to create a pre-call recording message in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:25 a.m.
How to Make Calls in Gridlex Zip?
Making calls in the helpdesk system enhances customer support by allowing support teams to connect quickly with customers, gather information, and resolve issues in real-time. This results in improved communication, coordination, and customer satisfaction. Making calls from within the helpdesk reduces the need for multiple systems, simplifies the support process, and improves efficiency. Follow the steps mentioned below to learn how to make calls in Gridlex Zip. Step 1: Log in to Gridlex and click on the “Calls” tab located under the Inbox & Omnichannel section in the menu bar. Step 2: In the Calls tab, you'll see a list of available inboxes and phone connections. Choose the appropriate inbox and phone connection you wish to use for making the call. Choose the country and type the number you want to dial. Once you are done typing the number, you should see a call icon or a button to start the call. Click on it to initiate the call using Gridlex Zip. Step 3: During the call, Gridlex Zip provides options for viewing and adding activities, profiles, and opportunities related to the contact you are speaking with. These features help you keep track of important information and interactions during the call. For example, you can record the call outcome as an activity. That's it! You have now successfully learned how to make calls using Gridlex Zip. If you encounter any issues or have further questions, don't hesitate to reach out to the Gridlex support team at apps@gridlex.com for assistance.
Published | Aug. 23, 2023, 8:49 a.m.
How to Edit or Update a Contact Form in Gridlex Zip?
To edit or update a contact form in Gridlex Zip, follow the instructions outlined below: Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Browse through the contact list to find the contact you wish to edit. Click on the pencil or 'edit' icon located next to the contact's name. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to edit or update contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: You will be taken to the contact editing page. Identify the section of the Contact Form you wish to make changes for, and click on the corresponding “Edit” button. Note: What you’re seeing here are termed 'Contact Attributes Form'. These are standardized fields which contain the general information gathered from a contact and are predefined in the system. If your intentions are to edit custom fields or objects that have been added separately, jump to step 5. Step 4: After you've made the desired adjustments to the contact's details, finalize the process by clicking on the “Submit” button. This action will save the modifications. Step 5: Click on “Contact Profile”. Next, find and click the “Edit” option located on the screen's right side. Once you've made your changes, ensure you click on “Submit” to save. You have successfully edited a contact form in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:40 p.m.
How to Update Contracts in Gridlex Zip?
Welcome to our comprehensive guide on how to update contracts in Gridlex Zip. Contracts are an imperative part of many business dealings, and keeping them current and accurate is essential. Whether you're extending dates or making minor modifications, Gridlex Zip is designed to make this process seamless. This guide will walk you through the simple steps to update or edit a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the contract's name you wish to update or edit. Step 3: Make the required changes, scroll to the bottom and click ‘Update Contract’ Note: To understand the various fields on this page, please refer to this guide: How to Create Contracs in Gridlex Zip? Note: To view the history of the changes made to the contract, please refer to this guide: How to View Contracts History in Gridlex Zip? Congratulations! You have now learned how to update a contract in Gridlex Zip.
Published | Aug. 24, 2023, 12:43 p.m.
How to Utilize Listing View in Gridlex?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. Organizing, visualizing, and analyzing data is paramount in today's fast-paced professional world. With the listing view in Gridlex, you have an intuitive interface coupled with powerful features to meet these needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Note: We are using the Contacts module as an example to explain the listing view functions. The same features apply to all the modules, such as opportunities, activities, organizations etc. Step 1: Log in to Gridlex App Suite. Navigate to the “Contacts” module found under the “Zip” section. Note: While this guide uses "Contacts" as an example, the steps apply to other modules like opportunities, activities, and organizations. Step 2: Click on the three-dot menu to access column settings. Clicking on it will provide a dropdown of various settings options. Step 3: From the dropdown, users have the choice to sort contacts in ascending or descending order based on the selected column. This is handy when you have numerous entries, and you want to quickly locate specific ones. Advanced Features Overview: 1. Managing Columns In the 'Columns' dropdown, you'll notice checkboxes. Checking these boxes determines which columns are displayed on the page. Once you've made your selection, click the 'Apply' button to update the listing view. The view will reflect your choices. Note: If you want to revert to the original settings, there’s a 'Reset' button. Click it, and all customizations will be reverted. Remember, if you've already applied changes and want to undo a few, you’ll need to manually deselect columns. Note: Want a specific column at the beginning or the end? Simply drag and drop the column to its new position. 2. Using the Filter Feature The filter is a powerful tool to streamline your displayed data. Whether you have a keyword, date, or specific criterion, the filter will help you narrow down the list. For example, let’s say you're interested in a contact named “Ruby.” Enter this keyword in the Contact Name filter section. Next, specify whether the keyword should match all criteria (AND) or any of the criteria (OR). After setting your conditions, click on the 'Filter' button. Note: For a fresh start, you can wipe all the set filters with the 'Clear Filters' option. 3. Column Positioning Some columns are crucial and need to be constantly visible. To achieve this, use the ‘Stick Column’ function. For instance, if you want 'Contact Name' and 'Contact ID' to be perpetually visible, even while scrolling, stick these columns. Feel like changing which columns are stuck? Use the ‘Unstick Column’ option to revert them back to their scrollable state. 4. Exporting to Excel If you need your data offline or in a spreadsheet format for further analysis, the ‘Export to Excel’ feature is your friend. Click the ‘Export to Excel’ option. A spreadsheet will be automatically generated and downloaded, mirroring your current listing view, including filters, column choices, and positions. Additional Features in the listing view: 1. Column Resizing Want to see more data within a column or less? You can manually adjust a column’s width. Hover over a column's border until your cursor changes, then click and drag to your preferred size. 2. Saving Personalized Views If you’ve set up the listing view in a way that suits your workflow, you can save it. To ensure it remains private to you, select 'Keep Private' and then hit 'Save.' Note: To make a saved view accessible to team members or other users, select the appropriate visibility option from the checklist. Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The 'Hide' function in the ‘Action’ column is a way to temporarily remove specific entries from your view, similar to a 'Delete' option. But fear not; any hidden data can be retrieved. Simply contact Gridlex's support team at apps@gridlex.com. Congratulations! You have now learned how to utilize the listing view in Gridlex. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:09 p.m.
How to View Contract History in Gridlex Zip?
Welcome to our comprehensive guide on how to view contract history in Gridlex Zip. In this guide, we'll walk you through the simple steps to view the contract history, ensuring you comprehensively understand past interactions and changes made to a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the specific contract name whose history you wish to view. Step 3: Click on ‘Contract History’ located at the top right. This action will take you directly to that contract’s history page. Step 4: On this page, scroll to view the changes made to the contract. Any modifications will be distinctly highlighted in yellow for easy identification. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! you have now learned to view contract history in Gridlex Zip.
Published | Aug. 24, 2023, 5:59 a.m.
How to Hide or Delete Contracts in Gridlex Zip?
For those who want to manage their contracts more efficiently in Gridlex Zip, this guide provides a clear set of steps to either hide or delete them as needed. Step 1: Log in to your Gridlex App Suite account and click on the "Contracts" option under the Zip tab. Step 2: Once you are on the contracts page, locate the three dots icon on each column. Clicking on this will reveal a dropdown. Note: The "Action" column is enabled by default. To locate the Hide and Delete options, you’ll need to scroll towards the extreme right of the page. For more in-depth guidance, read this guide on how to utilize the listing page to view data. Step 3: In the dropdown, search for the “Action” option. Click “Apply” to add the Action column to your view. Step 4: Look towards the extreme right side of your screen. You'll find a newly added column labeled “Action”. In this column, you’ll see two options: “Hide” and “Delete”. Click on the desired action for the specific contract you wish to manage: Hide: This will remove the contract from the default view but won't delete it. To view contracts that you've hidden, look for the "saved views" option at the top of the page. From the dropdown menu, select "hidden contracts" to see all contracts that have been set to hidden. Delete: This will permanently remove the contract. Please be sure before deleting.It's vital to act with caution when choosing to delete contracts. Once a contract has been deleted, it cannot be restored or retrieved. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 24, 2023, 11:36 a.m.
How to Convert an Email into a Record in Gridlex App Suite?
Follow the below steps to convert an email to a record in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Email" option under the Inbox & Omnichannel tab. Step 2: Select your preferred inbox and open the email you want to convert to a record. Step 3: Click on “Create Record” from the menu bar. Step 4: Choose the model and fill in all the required details. Note: Once you click “Create Record,” the email subject and description will be automatically added as the record subject and description, but you can still make any edits if needed. Step 5: Choose the record status, priority, and labels, and assign units from the dropdowns. Note: The channel is automatically set to email as we are converting an email to a record. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organizations by searching the organization name, ID, address, or any other details and clicking “Associate.” Note: Organizations that are associated with the email will be auto-associated. Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Note: Contacts that are associated with the email will be auto-associated. Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been created, and you can view and track it under the “Records” tab. Step 12: To directly view this record from the email, go to the email thread and click on the “Records” tab. Or hover over the Records tab to directly access specific tabs of the record, like Record Communication, Record Info, etc. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:55 p.m.
How to Convert a Record Into a Contract in Gridlex Zip?
Welcome to our guide! In Gridlex Zip, it’s easy to transform user-submitted records into contracts. This ensures a fluid transition of important information from the record directly into your new contract. Let’s dive into the step-by-step process. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: From the list of available records, select the specific record you wish to transform into a contract. Step 3: Look for the ‘Convert to Contract’ option located at the top right corner and click it. Note: The 'Convert to Contract' link will only be visible if the model of the record is configured to display it. Step 4: Upon initiating the conversion, various fields within the contract form will be automatically populated based on details from the record. For instance: Record Subject becomes the Contract Name. Record Description translates to Contract Description. All Attachments within the record are imported. Record Associations are also brought in. Refer to the screenshot below. Record Subject: Record Description: Attachments: Record Associations: Note: Data from the record is directly transferred into the contract's sections when the section names in both record model and contract template match and the fields are the same. Step 5: As you continue scrolling down, you'll come across the Section Fields. These fields, mapped to your chosen contract template, are pre-filled for your convenience. Step 6: Fill in the details for custom fields and once done, click “Create Contract.” Now your record in converted to contract. Note: To learn how to create contracts in Gridlex Zip follow this guide: How to Create Contracts in Gridlex Zip? Congratulations! You have now learned how to convert a record into a contract. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:29 p.m.
How to Create a Saved View in Contract Listing in Gridlex Zip?
Welcome to our tutorial on how to create a saved view in contract listing in Gridlex Zip. In this tutorial, we'll guide you step-by-step on how to save specific views for your contract listing page. Step 1: Log in to Gridlex App Suite and click ‘Contracts’ under the Zip section in the navigation menu. Step 2: Make changes as per your requirement on the contracts listing page, Step 3: Click ‘Save View’ Step 4: Managing saved view access 1. To share the saved view access to all users, check the ‘Share with Zolan International Entity (Live)’ box. Note: ‘Zolan International Entity’ is only an example. You will see the entity you’re part of here. 2. To restrict the saved view access to units of your choice, select "Share with specific Units only" and choose the users you wish to share the saved view with. 3. To restrict the saved view access to users of your choice, select "Share with specific Users only" and choose the users you wish to share the saved view with. 4. Check the ‘Keep Private - Just for me’ option to save the view for only yourself. Once you make the desired selections, click ‘Save’ to create the saved view. Note: You can also set a view as default by checking the ‘Set as Default’ box. The default view will automatically display when you access the contracts listing page. Congratulations! You have now learned how to create a saved view contract listing in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:48 a.m.
How To Create a Contract in Gridlex Zip?
Follow these steps to create a contract in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click on the "Contracts" option under the Zip tab. Step 2: From the navigation bar, click on “Create New Contract.” Step 3: Select a Contract Template and fill in all the required fields, i.e., Contract Name, Contract Start Date, Contract Items, Contract Description, etc. Step 4: Now, scroll down to associate or add Contract Counterparties to the contract. Find the counterparty by searching for organization ID, name, address, or any other details and click 'Associate.' This action adds all the relevant counterparty information to the contract for easy viewing. Note: A contract counterparty refers to the organization you are entering into the contract with. Step 5: Similarly, you can associate any other organizations that are relevant to the contract by searching the organization ID, name, address, or any other details and clicking on “Associate.” Step 6: You can also associate/add important counterparty contacts to the contract. To do so, search for the contact name, phone number, email, ID, or any other details and click on “Associate.” Step 7: In the same way, if you want to associate specific users with the contract, you can quickly search for their email IDs and add them. Note: A user refers to an individual from the enterprise that is drafting the contract. You can associate as many users as you need to a contract. In case a contract template has associated users, they will be automatically added in this section when you create a contract with that template. However, you will still be able to remove them if you want. Refer to the screenshots below. Step 8: If any other contract is related to the contract you are creating now, you can search for the contract name and select it to associate it with the current contract. For instance, here, “Quality Control Contracts” is related to “Distribution Agreement,” so we have associated it in the contract. Step 9: You can also associate specific units with the contract by searching for the unit name and selecting it. Note: In case a contract template has associated units, they will be automatically added in this section when you create a contract with that template. However, you will still be able to remove them if you want. Step 10: If you have any tickets that are related to the contract you are creating, you can associate them by searching the ticket subject and selecting them. Step 11: After you’re done with associations, scroll down to the “Additional Information” section and fill in all the necessary details. Please remember that section names and section information change based on the contract template you chose. Contracts can be created with or without any sections. Note: If your contract template has default values, then the section field information is automatically added. However, if you want to modify the section, you can do so by editing each field separately or clearing the entire section by clicking the “Clear Section Fields.” Step 12: Once you are done adding all the details, click on “Create Contract.” You have successfully created a contract in Gridlex Zip. Your contract is now ready for use, and you can update it whenever needed. If you encounter any difficulties or have questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Sept. 4, 2023, 11:14 a.m.
How to Edit or Update a Record in Gridlex Zip?
Welcome to our comprehensive guide on updating a record in Gridlex Zip. Gridlex Zip incorporates a record editing and updating feature to facilitate the systematic management of customer interactions. This feature is crucial for maintaining accuracy due to the continuous influx of customer requests and information updates. This tutorial will walk users through the process of updating records. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record that you want to edit or update. How to Manage Record Associations? You can scroll down on the record information page to edit Record Associations, such as Associated Counterparties, Associated Organizations, and Associated Contacts (See below) Associating or Disassociating Counterparties: Step 3: Enter the organization details you want to search. Step 4: Click the ‘Search’ button Step 5: Click the ‘Associate’ button under the action column to associate the record with the corresponding organization. Step 6: You’ll see that the organization is currently associated with the record. Click the ‘Disassociate’ button under the Action column to disassociate it. You can also modify your search criteria in the dropdown menu on the left side of the ‘Search’ button. Doing this allows you to search for native fields such as Organization ID, Organization Name, All Addresses, and Organization Information such as Network ID and Organization Type and associate it to the record. To demonstrate, we’ll be using the ‘All Addresses’ criteria. (See below steps) Step 7: Click the dropdown menu on the left side of the ‘Search’ button, and select ‘All Addresses’ Step 8: Enter the keyword and click ‘Search’ Step 9: You’ll see that the address that has the keyword you entered will be shown in the search results. Click the ‘Associate’ button to associate that organization with the record. To see the list of all addresses saved in Gridlex Zip, leave the search bar empty and click ‘Search.’ The result will now show all the addresses saved in Gridlex Zip. (See below) The same steps apply to manually associating organizations and contacts to the record. Organizations: You can search for the organization and click the ‘Associate’ button. To disassociate, click the ‘Disassociate’ button. Contacts: You can search for the contact and click the ‘Associate’ button. To disassociate, click the ‘Disassociate’ button. How to Edit Record Standard Information? Step 10: Scroll to the top of the screen and click ‘Edit’ on the right side of the screen. Step 11: Edit all the fields as required, scroll to the bottom, and click 'Update.' Note: To understand the various fields on this page, please refer to this guide: How to Add a Record and Access Record Communications in Gridlex Zip? Congratulations! You have now learned how to edit or update a record in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:13 p.m.
How to Add a Record and Access Record Communications in Gridlex Zip?
How to Add a Record in Gridlex Zip? Follow the below steps to add a record in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Add Record" option under the Zip tab. Step 2: Choose a model from the drop-down or create a new Model. Step 3: Add the Record or Email Subject and Reference Description or Email Message. Step 4: Select the record status, priority, and label using the dropdowns. Note: If you are creating a record on behalf of a customer, you can select the channel from which you received the customer’s issue/inquiry. Step 5: Assign teams/units you want to work on the record by selecting them from the dropdown. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Note: Unlike units, you can only assign a single user to a record. Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organization by searching the organization name, ID, address, or any other details and clicking “Associate.” Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been added, and you can view and track it under the “Records” tab. How to Access Record Communications in Gridlex Zip? Follow the below steps to access record communications in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Records" option under the Zip tab. Step 2: Click on the record ID or record subject of the record you want to view communications for. Step 3: Hover over the “Communication” tab and click “New Conversation” to start a new email thread. Note: If you want to view all the previous email threads, click the “Communications” tab. You can reply to or forward emails according to your requirements. Refer to the screenshot below for more information. Step 4: Now you can draft your email. First select the inbox from which you want to start the conversation. Note: In the Gridlex app suite, you can create shared inboxes for various purposes, this allows users to send and have access to all emails related to a specific criteria all in one place. For instance, you create an inbox for leads, and whenever there’s an inbound lead lands in this inbox, everyone who has access to this inbox will be able to see the email. For any internal discussions related to leads, users will send them to this inbox. Step 5: Select the email address from which you want to send the email. Note: A shared inbox can have a number of email IDs. You can select an email ID based on your requirement. Step 6: Enter the email address to which you want to send the email and click on the “+” icon to add it. Step 7: Now, choose your message template and message snippets according to your preference. Step 8: Add the email subject and description. Note: By default the subject and description will the record subject and description. And if you choose a message template, the record subject and description will be automatically added, but you can still edit them. You can also add attachments to the email per your preference. If you wish to associate contacts or organizations to the Record, click on “Associations” and you can search and add them. Step 9: Once done, click “Send.” You have successfully added a record and accessed record communications in Gridlex Zip. You can now view, track, and manage the record whenever needed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 2:31 p.m.
How to View Contract History in Gridlex Zip?
Welcome to our comprehensive guide on how to view contract history in Gridlex Zip. In this guide, we'll walk you through the simple steps to view the contract history, ensuring you comprehensively understand past interactions and changes made to a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the specific contract name whose history you wish to view. Step 3: Click on ‘Contract History’ located at the top right. This action will take you directly to that contract’s history page. Step 4: On this page, scroll to view the changes made to the contract. Any modifications will be distinctly highlighted in yellow for easy identification. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! You have now learned to view contract history in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:45 a.m.
How to Utilize Contract Listing Page?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. The contract listing view is designed to streamline these tasks, offering an intuitive interface and powerful features that adapt to your unique needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Click on the three-dot menu to reveal the column settings. Step 3: You can see multiple options here, starting with sorting the contracts in ascending or descending order; this will sort the listing view based on the column of your choice. Features: How to use the ‘Columns’ option? Under the 'Columns' option, you can check the desired columns that you want to be displayed and click 'Apply.' You can reset the displayed columns to default by clicking ‘Reset.’ Note: You can drag and drop a column to change its position. How to use the ‘Filter’ option? This option lets you filter your listing view based on keywords of your choice. Enter the keywords, select the desired criteria from the dropdown menu, and click ‘Filter.’ You can clear any filter you have applied by clicking ‘Clear.’ Note: You can also clear all filters by clicking ‘Clear Filters’ on the listing view screen. How to use the ‘Set Column Position’ option? You can click ‘Stick Column’ to pin one or more columns of your choice, always to be displayed regardless of scrolling. You can click ‘Unstick Column’ to release the pinned columns. How to use the “Export to Excel” feature? Click ‘Export to Excel’ to export the listing view to a spreadsheet. The spreadsheet will be downloaded to your computer. The exported spreadsheet will reflect the selected filters, columns you have chosen, and column positions. Additional Features in the Listing View: You can click and drag a column's border to resize it to your desired width. To save the selected view just for yourself, choose the 'Keep Private' option and then click 'Save.' If you want the saved view to be visible to others, pick your preferred visibility option from the checklist. Note: Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The ‘Hide’ option in the ‘Action’ column is similar to ‘Delete.’ However, you can retrieve hidden contracts by contacting app@gridlex.com. Congratulations! You have now learned how to utilize the contract listing view in Gridlex. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Sept. 5, 2023, 7:36 a.m.
How to Create and Map Message Templates in Gridlex Zip?
How to Create and Map Message Templates in Gridlex Zip? Step 1: Log in to the Gridlex App Suite and click ‘Zip Helpdesk Settings’ under the Enterprise Admin section. Step 2: Click ‘Message Templates’ under Message Templates Configuration. Step 3: Click ‘Create Message Template’ Step 4: Enter the Message Template Name, Subject, and Body in the corresponding fields. The subject will be imported as the email subject, and the Body will be imported as the email body (See below) Step 5: Scroll down and click ‘Attach Files’ to add an attachment. Click ‘Create Template.’ You’ll now be redirected to the message templates mapping page. Mapping Message Templates: Step 6: Click the dropdown under Choose Associations. Step 7: Choose the association to which you want to map the message template. You can either map specific Organizations, Contacts, CRM Personal Inboxes, Shared Inboxes, OR all of them. Step 8: Click ‘Save’ once you’re done You can see what associations you mapped under the ‘Applied Associations’ section. Repeat Step 7 and Step 8 to map more associations if you wish. (See below) To map specific Organizations, Contacts, CRM Personal Inboxes or Shared Inboxes, select the corresponding association in the dropdown and check the boxes against those associations to which you wish to map the template. We’re using Contacts here as an example. Click ’Save’ once you’re done (See example below) You can see how many contacts you have mapped the template to under the ‘Applied Associations’ section. Congratulations! You have now learned how to create message templates in Gridlex Zip. Please refer to this guide on using message templates: How to Use Message Templates in Emails in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:43 a.m.
How to Use Message Templates in Emails in Gridlex Zip?
Step 1: Log in to Gridlex App Suite and click ‘Email’ under the Inbox & Omnichannel section in the navigation menu. Step 2: Click ‘Compose.’ Step 3: Choose the inbox, enter the recipient’s address, and click the ‘Choose Message Templates. ’ dropdown. Step 4: Choose the template you want to use in the mail. The message template must be mapped to the inbox that you are using. Please refer to this article for mapping message templates: How to Create and Map Message Templates and in Gridlex Zip? Step 5: The subject line and body of the email will be pre-filled from the message template. Step 6: Scroll and click ‘Attach Files’ to add attachments. Send once you’re done. Congratulations! You have now learned how to use message templates in email in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:44 a.m.
How to Manage Contract Permissions in Gridlex Zip?
Welcome to our tutorial on managing Contracts permissions in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click ‘Contract Settings’ under the Enterprise Admin section. Step 2: Click ‘Manage Permissions’ under the Permissions section Step 3: Click on the unit name that you want to manage permissions for. Note: You can click ‘View Users’ to map users to a Unit. Step 4: Mapping Settings Permissions On this page, you can manage whether the selected unit can create, delete, edit or view contract templates. Check the desired boxes and ‘Click Save Step 5: Mapping Module Permissions On this page, you can manage whether the selected unit can create, delete, edit, hide or view contracts. You can also manage these user permissions for each contract. Check the desired boxes and click ‘Save’ Congratulations. You have now learned how to manage contract permission in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 30, 2023, 9:45 a.m.