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Search Results for “import data”
372 articles found
Support Tickets Overview
Understanding the support ticket system including the Tickets tab on the customer form, priority levels, status workflow, and visibility rules.
Creating & Managing Tickets
Step-by-step guide to creating support tickets, editing ticket details, managing status transitions, and using resolution notes.
Auto-Tasks & Stage Automation
How automatic task creation works when deals move through pipeline stages, including configuration, examples, and best practices for sales automation.
Configuring Lead Sources
How to configure lead sources that track where customers come from, including adding, editing, and organizing sources for effective lead tracking.
CRM Settings Overview
Overview of the CRM Settings form covering all four configuration tabs for lead sources, activity types, ticket categories, and client tags.
CRM Permissions & Role Setup
Complete reference for all 19 CRM permissions, default role assignments, and recommended configurations for different job functions.
Using Customer Tags Effectively
Practical strategies for using client tags to classify customers, improve team communication, and enable quick visual identification in the customer form.
Deal Stage History & Audit Trail
Understanding the deal stage history grid, how stage transitions are tracked, and using the audit trail for sales process analysis.
Contact Preferences & Do Not Contact
How to use contact preference fields and the Do Not Contact flag to respect customer communication wishes and improve sales team efficiency.
Introduction to Asset Management
A complete overview of AccuArk's asset management system, covering the full asset lifecycle from acquisition through disposal, key concepts, and module capabilities.
Asset Management Menu Navigation
A complete guide to finding every asset management feature in AccuArk's menu system, organized by function.
Editing Asset Details
Learn how to modify existing asset records, understand which fields can be changed, and how changes are tracked in the activity log.
Managing Asset Categories
How to create and organize asset categories with hierarchical structure, default depreciation settings, and GL account mapping.
Disposing of Assets
How to record asset disposals including sale proceeds, gain/loss calculation, GL journal entry posting, and the approval workflow.
Logging Maintenance Events
How to record maintenance events for assets including repairs, inspections, and preventive maintenance with cost tracking and condition documentation.
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