Customer Onboarding Proces

• First, the Customer needs to Sign Up.

• After Sign Up he will be redirected to the Private Dashboard.

• Users can navigate into the applications. We have many menus.

1. Private dashboard 

2. Advanced Dashboard

3. Leads

4. Clients

5. HR

6. Work

7. Finance

8. Order

9. Tickets

10. Events

11. Message

12. Notice Board

13. Knowledge base

14. Reports 

15. Setting.

1. Company Setting

Understanding and Controlling the overall settings of the entire system needs separate control panels to focus on specific details, one such section is the COMPANY SETTINGS Panel. This section consists of the basic company details that are commonly used in legal and non-legal documents that are formulated for various uses like Estimates, Invoices, Contracts, etc.

2. App Setting

• APP Settings are the default settings that are applied to all the user systems who are using it through the company's database. These settings control every device connected to it. It creates uniformity amongst its users.

• CLIENT SIGN UP SETTINGS enables the feature of self-login for clients. This is controlled by the admins and is easy to select depending on the choice of the organization. It offers the freedom of logging in and setting information by themselves for clients.

3. Profile Setting

Customizing your profile as per your liking with your general details makes it more personalized for one's use. This feature allows editing and customization of your profile as per your liking.

Where you can add emergency contact along with Documents.

4. Notification Settings

Organizing and staying up to date with all the work-related information is necessary but customizing the receiving of notifications at your convenience is also important. This setting section helps in customizing the notification-receiving system conveniently.

There are different notification settings which are as follows:

It has options for either Mail or SMTP (Simple Mail Transfer Protocol), Our Recommendation for SMTP is https://get.smtp2go.com/froiden

5. Currency Settings

Arranging and customizing the finances of the organization in terms of the frequently used currencies is important. Thus, to ease this task and make the frequency of handling this task less than normal this section provides the space for customization. It allows the addition of different currencies and transactions are being made so that the users can switch to one of their convenient currencies for finance management.

6. Payment Credentials

Payment Credentials offer the space to users for specifying their credentials for different payment platforms that they accept payments through. This redirects the customers directly to the payment page while making a payment to the organization, saving the effort and time of sending the details to every customer individually. 

7. Finance Settings

This section of settings mainly focuses on setting up the default yet necessary details that are used in nearly all the similar options throughout the working system. These include the Invoice logo, Invoice settings, Estimate settings, Credit settings, Due after, and send a reminder. GST number, Language, Templates, and Terms, and Conditions.

The Invoice Settings allows setting the default Invoice Prefix and the number of digits that are allowed to be printed as the Invoice number. It also presents a sample from the data that has been input.

8. Ticket Settings

Tickets are the one option to contact the authorities for any kind of problems, queries or difficulties faced. Ticket settings allow one to set up Ticket Agents, Ticket Types, Ticket Channels, and Reply Templates, Ticket visibility.

Ticket Agents are employees of the organization who are assigned tickets to answer back to help the person resolve any discrepancy that has occurred.

• Ticket Visibility Feature: - 

The Ticket Visibility setting in the CRM allows users to control which tickets they can view based on predefined visibility options. Users can customize visibility as follows:

• All Tickets: View every ticket in the system.

• Tickets in a Group: View tickets assigned to the user's group.

• Assigned Tickets: View only tickets directly assigned to the user.

This feature ensures that users have access to relevant tickets, improving focus and efficiency.

• Round Robin: With Round and Robin Method tickets will assign agents in Equal Distribution, Sequential Assignment and fair rotation will apply.

9.  Project Settings

Project Settings are specified for sending in work reminders before the due date of the work taken up. Through this setting, you can enable or disable the reminders feature. In case you enable the reminders you get the chance to customize whether who receives the reminders and before how many days of the due date.

This is mainly to get the work done on time and avoid the last-minute hassle.

10. Attendance Settings

Attendance is an essential feature in any working system, it marks the attendance and compiles the data for records.

This section allows customisation of certain features like office timings, several clock-ins, late mark time limit, working days, and clock in/clock out details. 

11. Leave Settings

Leave settings to define the criteria for leaves. It differentiates the categories of leaves that might be taken by an individual and sets the number of days for leave allowed under each category that is allowed. It sets their paid/unpaid status depending on the organization's criteria.

• Archive Leave 

Archiving this leave prevents direct deletion, as the user has already taken it. Once archived, it can only be permanently deleted later.

12. Custom Fields

Custom Fields, mainly used to add extra answerable spaces in the pre-generated forms. It is used to customize the data entry spaces as per the required data by the organization from each candidate.

This setting section offers an Add Field option which offers spaces to choose the additional criteria in each section for convenient working.

13. Roles and Permissions

Roles and Permissions is that section of settings that control the accessibility of each working individual in the organization. The vast variety of modules offers a deeper insight into the working of an organization but it is important to also recognize and differentiate what is to be accessed by whom when this section comes into play and controls accessibility for each module for individuals. 

14. Message Settings

Messaging acts as a key feature mainly because it allows communication among the individuals involved virtually for improving the outcome of tasks taken in hand. This setting allows choosing the message channel activity which should be kept active and inactive depending upon the needs. It has this option mainly for selecting if the client and admin or client and employee should be allowed to communicate and contact each other or not.

15. Storage Settings

Data Storage for any work done in an organization is important but this can be done either using the Local Storage option or AWS (Amazon Web Services). The two options are easily switchable and solely depend on the needs of the organization. If the needs aren't met using one option then there is always another option to switch to. Storage is necessary because data collection for different projects taken up is necessary. So, to ease the work these storage options have been given.

16. Language Settings

Language, barrier for communication when two people have different languages and bridge the gap when found common. This setting section works on making the user interface more friendly by providing the option of selecting languages that are generally spoken by the members. This then helps those who are using the system to select their preferred languages amongst the ones provided in the list by the organization.

17. Lead Settings

Leads, the potential customer for the organization generally have queries to be answered before taking up a project with any organization. So, to help them through their queries these settings are formed.

These settings set up the Lead Source, which defines the passage from where the acceptance of queries is permitted.

These individual categories under lead settings are also editable depending on the requirements. These settings are open for customization to allow the freedom of usage for the users.

18. Time Log Settings

Time Logging, a feature added in this system, is mainly to track the time taken by individual tasks or projects as a whole for completion. It is necessary to start the timer and keep track of work using it. These settings permit the turning off of the timer after the office hours end and also to check if the time logging activity should demand approval or not.

19. Task Settings

Task, division of one complete project/work into numerable parts for easy completion, and work satisfaction is done through creating tasks. Once the tasks are completed one after the other there are higher chances of getting the project completed on time via this method. Thus, this working system offers the features of creating tasks.

20. Social Login Settings

Social Login Settings, gives space to store the login credentials for all the social media handles that are regularly updated and taken care of by the organization. This allows easy working with the social media platforms. The major work of this section of the setting is to permit space for the compilation and storage of login credentials altogether.

21. Security Settings

Security of data is important for any user when they are working with a software system. This system works on protecting the data by ensuring usage from a safe audience. This allows Google Recaptcha and provides two options to choose from i.e. V2 or V3. Through this section of the setting, one can select their preferred security method as per the needs of their system.

22. Theme Settings

Theme Settings are provided to customize the workspace in a manner that depicts the idea of the organization with the audience. This allows building comfortable and easy work in the workspace for all the users to enhance the working capability of the provided space. This allows the organization to design their workspace in a manner that it looks as close as possible to the idea of the organization.

23. Module Settings

Module Settings allows the user to add or remove different modules in the three defined panels. It permits the creation of a well-defined panel to be effective and productive with its usage. It helps in customizing the workspace for different panels as per their requirements leading to a more clean and useful workspace. This makes it ideal for organizing all kinds of work and plans in an individual's panel resulting in better efficiency of the product at hand.

24. TAX Setting

Companies can set their tax to use in products , invoices etc.

PAYMENT CREDENTIAL SETUP

We have many more payment credentials . Here the example of stripe set up :➖

Stripe Payment Credentials Setup

• To setup Stripe, you will need API secret key and API publishable key.

• To get these, please follow the steps below:

1. Log in to your Stripe account

2. Click “Developers” from the top left menu item of the page

3. Click the “API Keys” submenu item

If you toggled “Viewing testing data“, Stripe will show the test keys, otherwise, the live keys will be shown, for production you will need the “Live Secret Key” and “Live Publishable Key“