Making a New Entry into the CRM data base

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The CRM or the Customer Relations Management section in JGID is a key important feature that allows you to create, expand and keep up-to-date your company’s client data base furhter enhancing the process of managing the different stages and the relevant document feed regarding any project your company has ever started or is about to start.

The CRM is a powerful process management tool that allows you to quickly refer to any relevant information regarding any service, performed at any time for any client once JGID has been integrated.

You have the flexibility to invoice to either the Client, or the Contact or the Location. You can have multiple Location entries for one Client, which is especially useful when dealing with Strata Plans. You can have different Contacts for one Client which gives you the freedom of quoting to the Management department, yet sending the invoice to the Accounting department all this done from one platform, easily managed with couple of mouse clicks.

If your company is using the Xero accounting software, once you invoice a client, even if the client is not entered into Xero previously, it will now be automatically listed into Xero’s Client data base too, eliminating the double up data entry.

When adding a New Entry into JGID CRM, you will have access to three different entry categories – Client, Contact and Location.

Each three of these Categories have specific data entry panels which we are going to explore in the current article.

And each of these three categories can be accessed and managed through two separate locations.

Location 1:

You can make a new entry into the CRM data base when filing a New Enquiry (ref: Making a New Enquiry)

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Location 2:

You can select the entry category you need to work into by clicking on the CRM drop-down menu button onto the JGID taskbar.

For example, adding a New Client would require the following steps as shown below. Adding a Contact or Location take on the same approach.

 

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