ZeroPoint CRM 1.20 Documentation
There are a lot of CRM solutions available on the web, but we feel there is a need for a CRM system that is designed to be simpler and more productive to use. Usually CRM (Customer Resource Management) is used in a business environment, but this solution is geared for personal use in addition to business use. You can organize business, family, or charity oranizations. Keep track of personal contacts and friends. Remember phone conversations, keep track of email and social media contacts, and organize and coordinate your personal tasks and appointments with ease. You even have maps available to remember where your contact lives.
You have the option of keeping information private or sharing information with others that you are working with. You can set appointments for all to see or appointments that only show in your private personal calendar.
Because this solution is web hosted, data entered from your office PC becomes instantly available on your laptop, home PC, or any computer that you are using world-wide. Linux or Windows.
Since this program is advertisement supported, you can use it without paying monthly fees. This allows you to get started using ZeroPoint CRM without making a monthly or yearly commitment. If you decide that ZeroPoint CRM is worth a $2/month fee (Annual Subscription), you can subscribe and the ads will not appear. This option is currently available under Menu->Help.
With our experience in developing high performance server-side tools and solutions we are well equipped to develop and support ZeroPoint CRM. We will be systematically adding features and supported devices as we move forward from here. This is a full time effort for us, and we're excited about the ideas that we are building into this product.
Currently we support the PC with this application. In late September (or early October) we intend to release a companion Android application for cell phones, tablets, etc. Check back here for product release information.
When you first install ZeroPoint CRM, a dialog pops up that you can use to log in. If this is your first time using of the program, you need to create a user account. Select the link labeled "Click Here To Get Started!"
After filling in the information, and the important E-Mail address you select the "Save" button. The server will generate a special email message that will be sent to you right away, and this will authenticate your user account. After this is done you can log in to ZeroPoint CRM.
You will be prompted the first time, if you are not a member of any organizations.
There are two common methods of adding organizations:
When you create a new Organization, you will be set up as the Organization Manager, so when you log in, there will be tab that will allow you to invite others to your group and assign rights to users so they can share your newly created organization.
If the password is too weak, you will need to change it to meet system minimums, before the organization will save. Sometimes even a password that is calculated to be "Weak" will work, but for protection purposes a strong password is important. Be sure it is a combination that you can remember easily. Your password should consist of mixed case letters and numbers. Your password will be stronger if you include other characters:
!@#$%^&*()_+-=/.,<>?:Minimum password length is 6 characters.
Each cell in the calendar can show appointments set for that day, The color of each calendar day will be changed when a vacation day or holiday is set for that day. The total number of appointments is shown at the top of the cell, if more that 4 appointments are scheduled for that day. The current day of the month is diplayed with a green border after you log in successfully.
To add an appointment, Holiday, or Vacation day, double click on the cell that represents the desired day. An appointment editor will pop up, which you can use to enter new appointments, edit existing appointments, or enter other information. You can enter information about the needs for that appointment, and the results afterwards. This can be very helpful in keeping track of important details.
A 'Move' button has been added to the appointment editor to allow you to easily move appointments. You can change the year, month, day, or appointment time as you will.
Group calendar management is exactly the same as your personal calendar. The only difference is that the appointment is visible to the entire group and not just to you. An organization manager can put in critical or mutually interesting dates (like holidays) and all members of the group can benefit. Most of us are involved with multiple groups be they church, business, family, sports or community activities. This allows you to keep everything organized, so you can stay on top of the events that are important to you.
If you have not been granted org management priveleges you won't be able to modify group appointments, though they will show up as underlined appointments in your personal calendar. A check box is provided to clear away group appointments so it's easier to identify your personal appointments and plan accordingly.
To view a contact, use your mouse and double click on the row that is the contact you want to edit. When you first begin there will be no entries. Use the menu to select (Menu>Add Contact) option and create your first contact.
There are three basic types of contacts. Private is a contact that no one in the organization but you can see. Global contacts are visible by everyone in the organization. Processing are contacts that have been assigned to you, like in sales they are worked by you but remain visible to all. They are your 'work' contacts. The owner column indicates who is in charge of that contact record.
In addition to extensive contact information, there is another tab (Notes) that allows you to keep track of what has been done with the specific contact. This history can be very helpful in making sure that promises and commitments are followed through properly. Whether a sales lead or conversation with a friend, it's very useful to keep track of what was said, why, and when.
Record information in ZeroPoint CRM is displayed in tables for selection. The tables have a number of features that can make working with a lot of records much easier. Table columns can be sorted by clicking the column heading. Sorts can be ascending, descending, or 'natural' which is the original ordering of the table. This can help you locate a record of interest much quicker.
Columns can be custom sized by dragging the 'edge' of the column in the table header, and the settings are stored automatically so that the next time you load the program, your preferred settings remain.
The column order can be customized in much the same way. Go to the column header you want to move and hold your mouse button down while you reposition the column where you want it to be. Once again the setting is stored automatically.
Another nice feature is that if you set a column sort, that sort preference is also retained automatically.
Your data is stored on ZeroPoint's servers. This means that nearly all internet devices can potentially be used by you to access your data. This means that appointments or calendars you create at the office instantly become available on your other internet devices like your Android phone or tablet, etc. Everything in sync, all the time. We are working to support all mainstream devices. We have a lot of work to do.
We will be updating software frequently, and when you log in your program will look to see if there's an update and it will automatically download the update and restart.
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