Customer Relationship Management
Complete guides for managing customers with activity tracking, sales pipeline, support tickets, task management, tags, configurable lookups, permissions, and the CRM dashboard
Exporting CRM Deals
How to export your CRM deal records from AccuArk to a CSV file, including which columns are included and common uses for pipeline analysis, reporting, and backup.
Importing CRM Deals
How to import CRM deal records into AccuArk from a CSV file, including required fields, contact and stage lookups, employee assignment, and prerequisite data.
Customer Serials and CRM Integration
How to view all serialized items associated with a customer, link serial numbers to CRM support tickets, and use serial data for customer service.
Warranty Tracking and Claims
How to track warranty dates on serialized items, file warranty claims, and manage the claim resolution workflow from open through closure.
Can I Add a Note to a Closed Ticket?
Yes, you can add notes to closed tickets for documentation and follow-up purposes.
Is There a Limit to Ticket Notes?
There is no limit on the number of notes a support ticket can have.
Who Can See Internal Notes on Tickets?
Internal notes are visible to all staff members who have access to the ticket.
Can I Edit or Delete a Ticket Note?
Notes are permanent and cannot be edited or deleted, preserving the integrity of the audit trail.
CRM Troubleshooting & FAQ
Solutions to common CRM issues including access problems, missing records, auto-task failures, dashboard refresh, and configuration questions.
CRM Keyboard Shortcuts & Tips
Keyboard shortcuts, productivity tips, and workflow recommendations for working efficiently with AccuArk's CRM features.
CRM Menu & Navigation
Complete guide to the CRM menu in AccuArk's main menu bar, including all menu items, their functions, and required permissions.
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.
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.
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.
Location Visibility Settings
How location-based CRM visibility settings control who can see deals, tickets, and tasks, including the difference between owner-only and location-wide modes.