Support Center

Knowledgebase Category : Latest Updates

• Capture Employee Leave
• Predefined Responses for Helpdesk
• New Left Menu UI
• View Cancelled Transactions log
• Importing Users from excel file
• PIN Based logging for Admin Portal
• Admin Portal access details blocked from Client Portal
• Change PIN Implemented
• How to Generate PIN
• Improved Employee Leave view
• New My Profile (Employee Profile) Page
• Is Public flag for Knowledgebase Categories
• Published field for Knowledge base Articles
• Article Date for Knowledgebase
• Set Author for each Article
• Display only missing Global Fields
• Tax setting per Service/Product
• Public/Private Service Categories
• Manage Multiple Tax Settings
• Managing Server List
• Follow up on Sales Queries
• Tax setting per Customer Service
• Increased security and encryption
• Set Account Manager for Special Customers
• New User Type "Private Customers"
• New Report "Balance by Category"
• Notification to Account Managers about their customer enquiries
• Capture Unallocated Payments
• Set Start Date and End Date to Month End
• Set "Next Salary Review" date for Employees
• Set Supplier per Customer Product/Service

2010/07/29 - We have released a new version which now allows you to capture all leaves taken by your staff. You will find "Employee Leaves" under MANAGE EMPLOYEES menu. Only Owner and Administrators can capture employee leaves from Admin Portal.

2010/07/29 - Now you can define Predefined Responses for your Help desk agents. Predefined responses can be captured by Helpdesk agents, Owners and Administrators. You can find this under "Manage Help Desk > Predefined Responses"
BR> You will notice a Drop down with all the predefined responses under Ticket Reply page. Please make sure you use proper descriptive titles for your Pre-defined Responses so it is very clearly worded in the drop down on ticket reply page for Help desk agents to understand.

2010/07/29 - Left menu has been updated to use more easy to use menu which gives you access to more in depth access to settings by one click.

2010/07/29 - You can now view all Cancelled Transactions under Other Settings > Cancelled Transactions . You can also filter cancelled transactions by date range.

2010/07/29 - You can export Users from excel file. Now you can load leads and opportunities directly from .xls files. Go to Other Settings > Import Users, select .xls file with columns Company, Firstname, Surname, Email, Phone Business, Phone Home, Mobile Phone. You can also download the file template to import from this page directly.

2010/07/29 - We have improved Admin Portal security by implementing PIN based entry. You will be now required to enter PIN along with your username and password to login in the Admin Portal. PIN is randomly generated and directly emailed to the Administrator or Employee. Please keep this PIN secured. You cannot retrieve the PIN. If you loose your PIN then please contact support@crmbill.com and then we will have to perform some random security checks before resetting your PIN. These additional security step has been implemented in the Admin Portal as sensitive information might be stored within your company profile like Employee Salaries and Company Income/Expenses.

2010/07/29 - Now you will not be able to login in the Client Portal i.e. http://client.crmbill.com using the Admin Portal access details. This has been implemented to improve security even further.

2010/07/29 - If you the Administrator or Employee would like to change their PIN you can go to Manage Employees > Change PIN. To changeYou must know the existing PIN of your account, Your ID Numbers which you have to set under User Management and your Place of Birth which is captured under Employee by Owner of the company.

2010/07/29 - You can generate PIN for employees that have been captured and were never issued a PIN. Employees who has been issued PIN once at least cannot be re-issued PIN. In those type of cases you will have to contact support@crmbill.com and go through the security questions to reset the PIN. To issue the PIN firstime to an Employee follow these steps:

• Capture a User and set the User Type to one of these types "Owner, Employee Permanent, Employee Contractor"
• Go to Manage Employees > Employee List, select the new employee from dropdown and complete rest of details for this employee and click ADD.
• The new Employee should appear in the employee list on the right hand side in the data grid. Click on EDIT for this new employee
• Click on Generate PIN button

2010/07/29 - 12th July 2010: CRMBill Employee Leave Management quick view has been updated to show employee name, leave type and leave status so Management can quickly view leaves that are pending management approvals.

2010/08/15 - Now each employee can view their personal employment details, Leave information, Salary details, Reset their PIN, Tasks that has been assigned to the employee, Update Contact and Address details, Update banking information for salary to be paid out. They can also Apply for Leave from here which will send a Leave Application Approval email to their direct Manager informing them about new leave request.

2010/08/13 - Against each Knowledgebase Category you can specify if its PUBLIC or not. If "Public is set to true" then your customers can view this Knowledgebase category in the CRMBill Client Portal. This is ideal if you want add categories only for Employees in the Admin Portal.

2010/08/13 - While you are busy with a knowledge base article you can set this field to "False" so the unfinished article is not viewable on Client Portal. Once the knowledge base article is completed you can set this flag to "True" so it becomes available in CRMBill client portal.

2010/08/13 - Its often required to mention against each article when they were published in the first place. You can now use this field to maintain date of publish.

2010/08/13 - Specify author of each articles so viewers are aware of the authorship. This will be useful for administrators as well to trace the original authors in case some corrections must be made.

2010/08/13 - Previously under "Global Settings > Global Field drop down" you used to see all available Global Field values even if you have already captured any of them. This has been changed to show you only Global Fields which you have not yet captured. This will help you in avoid duplicates as well.

2010/08/13 - You will now be able to select different TAX Setting per service/product. You can also disable Tax on any product if you require.

2010/08/13 - Under Home > Left Menu > Service & Product > Service Category , you will now notice "Is Public" field. Enabling this field will allow your customers to see this category on the Order page in CRMBill Client Portal. This is ideal when some of the categories you want to keep private and no make it visible to public.

2010/08/13 - We have implemented a new Tax management screen which allows you to setup multiple taxes as many countries require many tax levels. You can access it by going to Home > Left Menu > Service & Products > Tax Settings.

Code:Enter the tax code here for internal use only
Name:Enter descriptive name. This will appear in the drop down list so be sure to enter proper short description.
Description: This is also for only internal use. Enter description about your tax setting here.
Is Fixed Amount: If this field is enabled then the Tax Amount will be fix value instead of being a percentage. For example if you enable this and Tax Amount is set to 20 then the irrespective of the total amount, total tax will be $20.00 and not 20% of total amount.
Tax Amount: Please enter a numeric value only. Do not enter any currency symbol or percentage sign here. Whether this Tax Amount is currency value or percentage depends on "Is Fixed Amount" field.
Charge Tax on Total:Enabling this field will mean tax will be calculated on total gross amount rather then then being added on the amount.
Sort Order: This will be used in next release to have multiple levels of tax per product.

2010/08/13 - Now you will be able to manage your server list at different data centers in a single location. It is very useful to maintain your server information in a single place if you have many Employees managing your servers across different data centers. Remember we use very extensive multiple level of encryption methods to store critical data of your servers. You can manage your server list by going to Home > Left Menu > Server Settings > Server List

Supplier: Select the supplier/data center of this server.
Server Status:Select appropriate server status.
Code:This short code for your server will be used in drop down list of servers on Service Screens.
Name: This should be hostname of the server
IP: Server Main IP
Username: Administrator Username of the server. Make sure this is kept update you if change the server usernames.
Password: Administrator Password of the server. Make sure this is kept update you if change the server password.
First DNS: This is optional and should be populated like when you have Linux server using WHM etc. It will allow automatic population of dns settings for hosting services when ordered by your customers.
First IP: This is optional and should be populated like when you have Linux server using WHM etc. It will allow automatic population of dns settings for hosting services when ordered by your customers.

2010/08/14 - You will notice 2 new fields in Ticket Reply. Follow up and Follow up Date. This is ideal when you want to followup with sales queries that come in at a later to see if you can entice the potential customers in your products if they did not respond to your reply in the first place. You can also use this flag for Administrator tasks and other purposes.
Also, this flag is reset to false if a customer has responded to your first reply. Below is an example on how this works.

Example Use:
1. Customer emails your sales department with some pre-sales questions.
2. Your Help Desk agent replies to the query with relevant information and then enables "Follow Up" and also sets a "Follow up date".
3. The potential customer doesn't reply back to your email.
4. On My Follow ups in quick links you will be able to see which queries are due for follow up. You can use this follow up with the potential customer.

In above example, if the potential customer had responded to your first response then the "Follow up" flag would have been disabled automatically.

2010/08/13 - You will now be able to select different TAX Setting per Customer service/product. You can also disable Tax on any product if you require. This enables you now to individually tax a particular service/product at a customer level.

2010/08/14 - We have implemented additional security measures. We are using additional security methods on top of existing methods. Majority of the sensitive data like employee information, salaries, hr data. Customer sensitive information is being encrypted at multiple levels now. This includes Email accounts, API Settings and Server information.

2010/08/14 - In CRMBill now you can specify a dedicated Account Manager for of your customers. This is excellent tool when you want your big customers to be handled by dedicated Account Managers in your organisation. You can set Account Manager by Opening User Management > Profile Tab.

2010/08/13 - Sometimes you want to create Corporate Customers whose profile and billing information you don't want your average employee to be able to see. You can set the User Type to "Private Customer" for any user which will block you normal employees for seeing their profile in their search results and also disable them from seeing any kind of information on the Private Customers. Only Users with User Type "Owner" will be able to see these Private Customers.

2010/08/13 - We have implemented a new report which shows you complete customer list with Total Outstanding Balance by Service Category. So whenever you would like to see all outstanding balance for all customers who have Dedicated Servers then this is the ideal report for you.

2010/08/15 - Now Account Managers are notified via email when any of their customers submit a ticket. This way Account Managers can keep track of progress of their customer's issues and quick resolution with the relevant Help desk agent.

2010/08/15 - Now you can capture all those payments which you are unable to identify and allocate to against specific customers due to customers not using proper payment references when doing bank transfers specially. You can use this option by going to Home > Left Menu > Other Settings > Unallocated Payments.This is ideal to keep track of which payments you have not applied yet. You can enter comments about who you think the payment could potentially belong to.
Also once you have tracked down the correct customer then you can directly apply payment from here by just entering the Username and clicking on Apply Payment. This will directly take you to Payment page and also once you have completed the step it will automatically set the Unallocated Payment Status to "CLOSED" and update the Transaction ID so you can track it down which Unallocated Payment was applied to which customer.

2010/07/22 - Now you can set start dates and end dates to each Month end which will allow easy calculation of your income/expense stats for the different Month End periods. You can maintain Month Ends by going to Home > Left Menu > Manage Expense > Month Ends.

2010/08/13 - You can define "Next Salary Review" date under Employee Management. You can access this by going to Home > Left Menu > Manage Employees > Employee List

2010/08/13 - Now you will be able to set a "Supplier" at Individual Customer Service level and not just at Service Level. You will notice a new drop down "Vendor/Supplier Drop down" under "Service Management" page. This is perfect when you are force to sometimes purchase products from different suppliers.