ID	Title	Views	Created On	Created By	Last Updated On	Topic Name	Last Updated By
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	1	Fax Modems Supported by Active Fax Topic : FAQ Recommended Fax Modems For Use With Active Fax:Fax modems that support fax class 1, 1.0, 2 or 2.0      ISDN boards that support the T.30 (Fax Group 3) protocol     Diva Server boards from Eicon     Fax boards from Brooktrout/Cantata     Fax boards from Intel/Dialogic (Cpi series)     RockForce boards from Mainpine     VoIP/FoIP (Voice over IP/Fax over IP)We recommend the following modems, ISDN boards and fa...	537	Jan 30, 2020 02:59 PM	administrator	Jan 30, 2020 04:59 PM	FAQ	administrator
	2	License FAQ for accessing Quickbooks through Compl... Topic : FAQ Q: Would we need a license for each and every member of staff accessing QuickBooks through Complete Contact CRM?A: No. All you need is 1 license for someone to send all information to QuickBooks in a batch. If you want to allow each individual user to send information to QuickBooks then yes, all users will need a license. Also, remember that QuickBooks has concurrent licenses. For example, if you have 5 QuickBooks licenses you can have 20 users in QuickBooks but only 5 can be on QuickBooks at an...	261	Jan 30, 2020 03:04 PM	administrator	Jan 30, 2020 03:05 PM	FAQ	administrator
	3	Manufacturer Set to Unknown When Importing Custome... Topic : FAQ Q: When importing customer requirements, the program sets the manufacturer to unknown. A: If the program cannot match the manufacturer being imported to an existing one on the database, Complete Contact CRM will set the manufacturer to U/K (Unknown) to prevent duplication and garbage getting imported into the system. For example: MOT, MOTO, MOTOROLA, etc. getting imported on your database. You can edit the requirement and use the right manufacturer (creating it if needed) after the import is don...	317	Jan 30, 2020 03:12 PM	administrator	Jan 30, 2020 05:00 PM	FAQ	administrator
	4	Part numbers changed during export to Excel Topic : FAQ Q: When I export part numbers from Complete Contact CRM it changes some of the numbers to dates like 03-09-2011 to 03/09/2011 or when there is a large number it shows up like with an E (e.g. 210005.E ).A: That is a Microsoft Excel problem. Excel "intelligently" decides that the value is a date or a large part number is a number instead of text and formats the cells accordingly to date or to be expressed on engineering notation. You can confirm this by opening the exported file in notep...	485	Jan 30, 2020 03:17 PM	administrator	Jan 30, 2020 05:01 PM	FAQ	administrator
	6	Import Inventory Lots Topic : Inventory Take these steps to Import Inventory Lots:     1. Go to Data – Import Stock     2. If you have multiple companies select the Company that the Stock is being bought under.     3. Select the Vendor you got the parts from.     4. Select the Excel or CSV file that you wish to import.     5. Enter a Reference number, if any (Not required).     6. Select a Warehouse, Terms, and ShipV...	305	Jan 30, 2020 03:32 PM	administrator	Jan 30, 2020 05:02 PM	Inventory	administrator
	7	Match QB Accounts to CRM Accounts Topic : QuickBooks To match QuickBook Accounts with CRM Accounts you must match the current Customers/Vendors in CRM with the Customers/Vendors in QuickBooks.To do that you do the following:     1. Go to Administration – Acct Link Do Not Match screen.     2. Use the navigation arrow buttons (First, Previous, Next, and Last) on the toolbar to move between records.     3. You start with a blank screen.     4. Click on the Next button.&nb...	289	Jan 30, 2020 03:34 PM	administrator	Jan 30, 2020 05:02 PM	QuickBooks	administrator
	8	Work With RMA's Topic : RMA Creating Customer and Vendor RMA Requests: Creating a Customer RMA Request:      You can create a Customer RMA Request from the Invoice Screen by right-clicking on the invoice line item and choosing Create RMA Request. You will be presented with a Dialog where you can make the changes necessary for the Request and save them.Accept/Reject a RMA Request:      Go to the RMA Requests screen under Warehouse – RMA Dashboard – RMA Requests. Find your request and ...	375	Jan 30, 2020 03:45 PM	administrator	Jan 30, 2020 05:06 PM	RMA	administrator
	9	Upload a new Company Logo Topic : General Go to the Administration/Company Information screen.Click the magnifying glass and enter your Company.Click the magnifying glass and select your new logo. You may want to put the new logo in the same folder the old logo was before looking for it.You should also make sure the Emails Logo is a URL (Ex: http://www.yourcompany.com/..../logo.jpg) , so your Customers/Vendors see your logo when they receive your Emails.	326	Jan 30, 2020 04:03 PM	administrator	Jan 30, 2020 05:09 PM	General	administrator
	10	Use The Scheduled Calls Feature Topic : General Information on using the Scheduled Calls Feature:      On the "Contacts" screen, define the correct information for your contact. Here you can set the Call Back Date and the Frequency, in case you want to set up an automatic recurrence for the call back. You can also write a Call Note which is some text that will show up on the Scheduled Calls screen to help remind you about the purpose of your call.      The Call From/To and the Time Zone areas ...	309	Jan 30, 2020 04:11 PM	administrator	Jan 30, 2020 05:08 PM	General	administrator
	11	Close Reqs by Date Topic : General Check with the administrator to make sure that the user has permission to close reqs. Go to the Administration Tab/ Employees Screen and make sure "Can Close Reqs" has a check next to it for that user. To close Requirements by Date we go to the “Reqs” screen in the "Sales" tab.   Click the button on the left panel called “Close by Date”.   Now you select a date. All reqs before that date, including that date, will be closed.   After choosing the date you want t...	298	Jan 30, 2020 04:42 PM	administrator	Jan 30, 2020 05:10 PM	General	administrator
	12	Add a PDF attachment to each Customer Quote E-Mail... Topic : General Each user has the ability of configuring the emails to include a PDF attachment or not. Click on the CRM button on the top-left and choose “Choose E-Mail Format”.Make sure to select HTML + PDF Attachment from the available formats.​	430	Jan 30, 2020 04:48 PM	administrator	Oct 10, 2022 04:35 PM	General	administrator
	13	Apply Customer Payments to a Specific Invoice Topic : General Q: When applying customer payments Complete Contact CRM automatically chooses the first invoice on the grid to apply the amount to. But I want to apply the amount to a different invoice. A: CCCRM tries to intelligently figure out which invoice you are applying payment to; but you can just click on that field and enter the applied amounts as you wish for the invoices that you wish. First you have to 0 out the automatically populated row and then enter the amounts as you want applied.	301	Jan 30, 2020 04:55 PM	administrator	-	General	administrator
	14	Unreceive a Part Topic : Inventory To un-receive a part you go to the Warehousing/Stock screen.Find your part number.On the "Received Lot" tab, highlight the batch in question and click the "Edit" button.Adjust the QTY Received accordingly and click "Save".	291	Jan 30, 2020 05:15 PM	administrator	Feb 4, 2020 06:38 PM	Inventory	administrator
	15	Cancel an Invoice Topic : General Go to the Warehousing/Invoice screen.   Although invoices cannot be canceled, the QTY of each batch can be changed to zero so the parts are shown "In Stock". Choose the invoice you are working on and change the QTY at the bottom.   After changing the QTY, click "Save".   On the Administration/Employees screen. You must have permission to "Edit Invoices" checked to perform this action.	339	Jan 30, 2020 05:16 PM	administrator	-	General	administrator
	16	Send a single requirement to a Vendor with a link ... Topic : General To send a single RFQ, we go to the Sales/Reqs screen. After highlighting your requirement, click the "New =>" button on the left panel to enter a new "Vendor Quote".  Once your Vendor Quote has been filled, click on the "Email" button to quickly send the RFQ.The Email will have the link for the Vendor to Autoresponse through.	303	Jan 30, 2020 05:18 PM	administrator	-	General	administrator
	17	Allocate Stock to a Sales Order Topic : Inventory You go to the Sales/Sales Orders screen. Enter a Sales Order using Manual Entry. Or go to the Sales/Quotes screen.Select a Quote and click on the "Create SO" button.Back on the Sales/Sales Orders screen, highlight the Sales Order line item you want to allocate stock for and click on the "manage Allocations" button with your Sales Order open.Highlight the line you want to allocate the parts to and right click on your stock.You get a popup where you can choose to allo...	320	Jan 30, 2020 05:19 PM	administrator	Feb 4, 2020 06:39 PM	Inventory	administrator
	18	Enter 1 or more items of stock Topic : Inventory There are 2 ways to enter stock.1.Go to the Purchasing/Purchase Orders screen.Create a PO.  Go to the Warehousing/POReceiving screen.Enter the PO#.And receive it into stock. 2.You can create and Excel Sheet with one item (or more) and import it using the Data/Import Stock screen. Select a Vendor, a File to Import and fill in the blue fields. The blue fields are required and are used so the program can automatically create the PO.Map the fields from the Excel Sheet so the prog...	326	Jan 30, 2020 05:21 PM	administrator	Feb 4, 2020 06:39 PM	Inventory	administrator
	19	Delete Offers from Vendors Topic : General Go to the Purchasing/Vendors screen.Select the VendorClick on the "Delete Vendors" buttonOnly Managers or Administrators can perform this action. If you are not a Manager or Administrator then the “Delete Offers” button will be grayed out as shown below	307	Jan 30, 2020 05:25 PM	administrator	Jan 30, 2020 05:27 PM	General	administrator
	20	Fix when all fields of Excel get imported into the... Topic : General If when importing files from Excel all fields are shown in the first column, this is due to Excel using the computers "Local" setting for the field sseparator during the conversion of the Excel file to a CSV (Comma Separated Value). You can revert back to the original separator after the file has been imported.     Follow the procedure below to change the separator comma.     1. Open the Windows Start Menu.     2. Open "Contro...	357	Jan 30, 2020 05:29 PM	administrator	Jan 30, 2020 05:36 PM	General	administrator
	21	Delete Offers from Vendors Topic : General Go to the Purchasing/Vendors screen.Select the VendorClick on the "Delete Vendors" buttonOnly Managers or Administrators can perform this action. If you are not a Manager or Administrator then the “Delete Offers” button will be grayed out as shown below	303	Jan 30, 2020 05:35 PM	administrator	-	General	administrator
	22	Change the password on Auto-Import Mailboxes Topic : General Go to Administration/General Settings  Auto Control/MailboxesClick next or previous to find the right mailbox Enter password with exact casing Click save to complete.	281	Jan 30, 2020 05:39 PM	administrator	-	General	administrator
	23	Export 1(+) Vendors inventory to Excel Topic : Inventory Go to Purchasing/Vendor Groups  Click "Add Group" and name your new Vendor Group  Click the "Vendors In Group" tab Next to the Group Name field, click the magnifying glass and select the Vendor Group you created.  You will see there are no Vendors yet in the grid. Click the "Add Vendor" button and add the Vendor. Go to the Data/Data Import-Export screen and select the Export tab    On "What to Export" choose "...	434	Jan 30, 2020 05:42 PM	administrator	-	Inventory	administrator
	24	Increase Number of Rows Shown on Grids Topic : General By Default all Grids Show up to 100 Lines.To increase this number you click on the CRM Icon at the top Left of the screen and select Folder Properties.Choose the Accounts Tab and enter the desired number in the Max Rows field.	281	Jan 30, 2020 05:45 PM	administrator	-	General	administrator
	25	Add A Site to Online Services List Topic : General Go to the Administration/Online Services Edit Screen and press "New" on the Toolbar.Name is the display name. URL is the URL that you want to dis[;ay in the integrated browser when you select it.Order is the order in which it will display. The lower numbers display toward the top and higher toward the bottom of the list.TIP: on the URL: you can insert ###PARTNUMBER### and it will be replaced for the part number that you are currently working on. For example… check the Google ...	295	Jan 30, 2020 05:49 PM	administrator	-	General	administrator
	30	Import Vendor Offers, Vendor Excess, and Vendor In... Topic : Import/Export How-To import offers into Complete Contact CRM1. Select the Data Management Tab2. Click to open the Data Import/Export screen3. Select the Offers/Excess Import tab4. Enter information in the first sectiona.      Find by ID number: Choose vendor by entering their ID number.b.      Buyer: Shows the currently set buyer.c.       Vendor Name: Click magnifying glass to select the vendor a...	71	Oct 13, 2022 09:34 AM	administrator	-	Import/Export	administrator