Articles
How to Create and Edit Record Statuses in Gridlex Zip?
The record status indicates the current phase of a record's lifecycle, from the moment of its creation through to its resolution. Follow the below steps to create and edit record statuses in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click on the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” section and click on “Manage Statuses.” Step 3: Click on “Create Status.” Step 4: Add the status name, select the status type, assign a color, and provide a description. Step 5: Once done, click “Create.” Your status has been created. Note: If you want to edit the status you created, find the status name in the “Manage Statuses” and click on it. Make edits wherever needed. Once you're done editing, click “Update.” Refer to the screenshots below. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 12:16 p.m.
How to View Record History in Gridlex Zip?
Welcome to our comprehensive guide on managing Record files in Gridlex Zip. Gridlex Zip includes a record history viewing feature designed to offer a comprehensive overview of past customer interactions. This feature is vital for ensuring transparency and tracking the evolution of customer requests, providing a detailed timeline of updates and communications. In this guide, we'll walk you through the simple steps to view the record history, ensuring you comprehensively understand past interactions and changes made to a record. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record that you want to see the history of. Step 3: Click ‘History.’ Step 4: On this page, scroll to view the changes made to the record. The latest modifications will be on top. Furthermore, you can also view the name of the user who made the changes along with the date. Congratulations! You have now learned to view record history in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:22 p.m.
How to Create and Edit Record Sections in Gridlex Zip?
How to Create Record Sections in Gridlex Zip? Follow the below steps to create record sections in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: From the menu bar, click on “Create Section.” Step 4: First, add the section name. Here, as an example, we are adding a section named ‘Employment Details.’ Step 5: Select the field name from the “Custom Fields” tab. Step 6: From the dropdown under the “Required Field” tab, select True if you want to set this field as required/mandatory; if not, select False. Repeat the same for “Show * to denote this is a required field.” Note: You can fix a particular text or number in the Default Value field, making it uneditable during record creation. Step 7: You can add as many fields as you want by clicking the “Add” icon. Here, we have added two more fields: Department and Office Location. Note: If you want to create custom fields as per your requirement, refer to this guide: How to Create Custom Fields in Gridlex App Suite? Step 8: Scroll to the “Custom Objects” tab and select the object name from the drop-down. Add true or false as you did for custom fields. Step 9: Similar to custom fields, you can click “Add” to insert more custom objects. Note: If you want to create custom objects as per your requirement, refer to this guide: How to Create Custom Object in Gridlex App Suite? Step 10: Once you are done, click “Create.” Your record section has been created. How to Edit Record Sections in Gridlex Zip? Follow the below steps to create record sections in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: From the menu bar, click on “Manage Sections.” Step 4: Click on the record section that you would like to edit. Step 5: Make changes wherever required (here, we have added the “Contact No” field to the section). Once you are done, click “Update.” Step 6: Be aware that when you edit or update a record section, the changes will be reflected in all record templates and records that use these templates. Click “Yes! Update” if you still want to update the section. Your record section is updated, and in this example, a new field is added. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 12:25 p.m.
How to Manage Record Files in Gridlex Zip?
Welcome to our guide on managing Record files in Gridlex Zip. In Gridlex Zip, each record can be associated with specific files, including essential documentation, images, or other relevant data. Properly managing these files keeps your database organized and ensures quick access and retrieval when needed. This tutorial offers a detailed guide on managing files related to records in Gridlex Zip. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record you want to manage the files of. Step 3: Click “Files” from the menu bar. You can see all the files attached to the Record on this page. Step 4: Click “Download” under any files you want to retrieve, and it will be saved to your system. Step 5: To attach more files to the Record, click “Add Attachments.” Step 6: Select and open the files that you want to upload. You can verify the documents that you have selected on this screen. If you wish not to upload a selected file, you can click on the trash can icon to delete it (See below) Step 7: Click “Upload” once done. You’ll now see that the files have been uploaded. You can also see the number of attachments associated with the Record (See below) Congratulations! You have learned how to manage Record files in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:47 p.m.
How to Manage Record Permissions and Notifications in Gridlex Zip?
Managing record permissions and notifications is a critical aspect of effective helpdesk operations. Incorrect settings can lead to inefficiencies, unauthorized access, or lapses in communication. Follow this guide to accurately configure record permissions and notifications in Gridlex Zip to ensure the secure and efficient functioning of your helpdesk system. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: Click on the edit icon next to the Model name for which you want to manage permissions and notifications. Step 4: Scroll to the “Units Permissions & Notifications” section. Navigate to the unit for which you want to manage permissions. Select the check boxes against the permission you want to give. For instance, here, we want the App marketing unit to have all permissions, so we checked all the boxes. Step 5: Next, scroll down to the notifications section. Follow the same process as outlined in the previous step. Here, we wanted all members of the app marketing unit to receive email notifications when a record is created using this Model but not when there is a status change. Step 6: If you want to assign permissions and enable notifications for the next unit, click the arrow to expand the list and repeat the above step. Once you are done, click “Update.” Step 7: Go to the “Model Notifications” section and select the notifications you want to enable. Step 8: Scroll to the “Notifications to Email Address associated with the record” section and select the notifications you want to enable. Once done, click “Update.” Step 9: Next, go to the “Status, Label, Priority, and Channel Permission” section. Here, you can assign permissions to update, view, and work on & process the fields, like status, label priority, etc., of the records created with this model. Step 10: From the “Choose Permission” drop-down, select “Can Update Specific Status.” Then the “Choose Field” drop-down appears; here, you can select the “Status.” Note: Here, you can only select the “Status” field because the update future fields permission can only be assigned to the status field. The other fields cannot be selected when you are assigning this permission. Step 11: When you select a status in the “From Status” tab, you give permission to the unit to update the record's status from that point forward. For instance, here, the unit can only update the status when the record is in the status “Initial Inquiry.” They can only change the status to “Investigation,” “Solution,” or “Follow Up” but not to “Form Submitted.” Step 12: Now select the unit you want to have this permission. Once done, click “Update.” Note: You can select multiple units here. Step 13: To add more permissions, click on “Add New Permission.” Step 14: Now select “View Records For Following Fields” and select any of the fields like Status, Label, Priority, or Channel. Step 15: Select the label, add the unit you want to give this permission to and click “Update.” In this example, this permission allows the Marketing unit to view all the records with the label “Bugs.” Step 16: Next, click “Add New Permission,” then select "Work & Process For Following Fields." You can choose fields like Status, Label, Priority, or Channel here. Note: The Work & Process permission allows units to update the records related to those fields. Step 17: Select the priority, add the unit you want to give this permission to and click “Update.” In this example, this permission allows the Marketing unit to work on and process all the records with critical priority. It also allows the unit to update records that are in the “Solution” status. Congratulations! You have learned how to manage record permissions and notifications in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 6:33 a.m.
How to Utilize Records Listing Page in Gridlex Zip?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. The Records listing view is designed to streamline these tasks, offering an intuitive interface and powerful features that adapt to your unique needs. This tutorial will walk you through the following: The "Columns" feature The "Filter" feature The "Set Column Position" feature The “Export to Excel” feature Additional features Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Click on the three-dot menu to access column settings. Clicking on it will provide a dropdown of various settings options. Step 3: From the dropdown, users can sort Records in ascending or descending order based on the selected column. This is handy when you have numerous entries and you want to quickly locate specific ones. Advanced Features Overview: 1. Managing Columns In the 'Columns' dropdown, you'll notice checkboxes. Checking these boxes determines which columns are displayed on the page. Once you've made your selection, click the 'Apply' button to update the listing view. The view will reflect your choices. Note: If you want to revert to the original settings, there’s a 'Reset' button. Click it, and all customizations will be reverted. Remember, if you've already applied changes and want to undo a few, you’ll need to manually deselect columns. Note: Want a specific column at the beginning or the end? Simply drag and drop the column to its new position. 2. Using the Filter Feature The filter is a powerful tool to streamline your displayed data. Whether you have a keyword, date, or specific criterion, the filter will help you narrow down the list. For example, let’s say you're interested in a Record with the subject “Clinical Trial Agreement,” enter this keyword in the “Record Subject (Subject)” filter section. Next, specify whether the keyword should match all criteria (AND) or any of the criteria (OR). After setting your conditions, click on the 'Filter' button. Note: For a fresh start, you can wipe all the set filters with the 'Clear Filters' option. 3. Column Positioning Some columns are crucial and need to be constantly visible. To achieve this, use the ‘Stick Column’ function. For instance, if you want Created On' and 'Priority' to be perpetually visible, even while scrolling, stick these columns. Feel like changing which columns are stuck? Use the ‘Unstick Column’ option to revert them back to their scrollable state. 4. Exporting to Excel If you need your data offline or in a spreadsheet format for further analysis, the ‘Export to Excel’ feature is your friend. Click the ‘Export to Excel’ option. A spreadsheet will be automatically generated and downloaded, mirroring your current listing view, including filters, column choices, and positions. Additional Features in the Listing View: 1. Column Resizing Want to see more data within a column or less? You can manually adjust a column’s width. Hover over a column's border until your cursor changes, then click and drag to your preferred size. 2. Saving Personalized Views If you’ve set up the listing view in a way that suits your workflow, you can save it. Click ‘Save View.’ To ensure it remains as the default view to you, select 'Set as Default' and then hit 'Save.' Congratulations! You have learned how to utilize the Records listing page in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 2:20 p.m.
How to Manage Sections Mapping to Models in Gridlex Zip?
Welcome to our tutorial on managing section mapping to models in Gridlex Zip. In our Gridlex App Suite, "Sections" are designated areas where you can input specific information related to modules, such as records. These fields allow you to add details relevant to your issue, making it easier to track and resolve. This tutorial will walk you through managing section mapping to models. Step 1: Log in to your Gridlex App Suite account and click the "Zip Service Ops Settings" option under the Enterprise Admin tab. Step 2: Navigate to the “Models and Workflows Settings” tab and click “Manage Models.” Step 3: Click on the Model to which you want to map sections. Step 4: Click ‘Map Sections.’ Step 5: Select the section you want to add from the dropdown menu and click ‘Add Section.’ You also have the option to create a new section; just click ‘Add New Section.’ You can edit the section name here If you wish. Step 6: If you want to delete a section, click ‘Delete Section’ at the bottom right. Once you’re done adding sections, click ‘Map.’ Congratulations! You have now learned how to manage section mapping to models in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:02 a.m.
How to Utilize Email Communications in Records in Gridlex Zip?
Once a record is created, multiple conversations may ensue, such as updates on record status, requests for additional information, or other relevant discussions. So, how can you effectively monitor these communications? The email communications feature in records allows you to seamlessly manage and view all associated email interactions for a specific record. Refer to this guide to learn how to manage your email communications within records on the Gridlex platform. Step 1: Log in to your Gridlex App Suite account and click on the "Records" option under the Zip tab. Step 2: Click on the Record ID or Record Subject of the record you want to view communications for. Step 3: Click on the “Communication” tab to view the previous email communications for this record. Step 4: Click on the email thread you want to view. Step 5: Now, you can view the communication of your selected email thread. You can reply to or forward the email by clicking on “Reply” and “Reply all” or “Forward.” Note: Whenever you want to view email communications, you can come to this tab and access them. Step 6: If you want to start a new conversation, hover over the “Communication” tab and click “New Conversation” to create a new email thread. Step 7: Now you can draft your email, and once done, click “Send.” Note: While drafting your email, don't change the record subject; changing it will create a new record. This will create a new thread, which you can view in the Communications tab. Congratulations! You have learned how to utilize email communications in Records in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:08 a.m.
How to Edit Models in Gridlex Zip?
Welcome to our comprehensive guide on editing models in Gridlex Zip. In our platform, "Models" serve as the backbone for structuring your data. Over the following steps, you'll gain mastery in editing, customizing, and optimizing models to fit your business needs seamlessly. Step 1: Log in to the Gridlex App Suite and click ‘Zip Service Ops Settings’ under the Enterprise Admin section. Step 2: Scroll down to the Model and Workflow Settings section and click “Manage Models” Step 3: Click on edit button next to the Model name that you want to edit. How to View Workflow Information? Step 4: click ‘View Workflow Information.’ You can view information on the workflow mapped to the Model here. Please note that workflows cannot be edited. How to edit Native Fields? Step 5: Configure Native Fields per your requirements and click “Update Model Information.” How to edit the Record closure configuration? Step 6: Scroll down to the Record Closure Configurations section. Option 1: If you close a record and a new email comes in with the same subject line, the record will remain closed. Option 2: If you close a record and then receive a new email with the same subject line, the record will automatically reopen with the status set to whatever status you select from the dropdown menu. See below: The statuses displayed will be the same as the workflow mapped to the Model. Once you’re done, click “Update Model Information.” How to edit Unit Permissions & Notifications? Step 7: Scroll down to edit unit permissions & notifications. (See below) Once you have edited the permissions, click ‘Update.’ Model Notifications: Step 8: Go to the “Model Notifications” section and select the notifications you want to enable. Step 9: Scroll to the “Notifications to Email Address associated with the record” section and select the notifications you wish to enable. Once done, click “Update.” How to Edit Status, Label, Priority, and Channel Permissions? Step 10: Go to the “Status, Label, Priority, and Channel Permission” section. Here, you can assign permissions to update, view, and work on & process the fields, like status, label priority, etc., of the records created with this Model. Step 11: From the “Choose Permission” drop-down, select “Can Update Specific Status.” Then the “Choose Field” drop-down appears; here, you can select the “Status.” Note: Here, you can only select the “Status” field because the update future fields permission can only be assigned to the status field. The other fields cannot be selected when you are assigning this permission. Step 12: When you select a status in the “From Status” tab, you give permission to the unit to update the record's status from that point forward. For instance, here, the unit can only update the status when the record is in the status “Initial Inquiry.” They can only change the status to “Investigation,” “Solution,” or “Follow Up” but not to “Form Submitted.” Step 13: Now select the unit you want to have this permission. Once done, click “Update.” Note: You can select multiple units here. Step 14: To add more permissions, click “Add New Permission.” Step 15: Now select “View Records For Following Fields” and select any of the fields like Status, Label, Priority, or Channel. Step 16: Select the label, add the unit you want to give this permission to, and click “Update.” In this example, this permission allows the Marketing unit to view all the records with the label “Bugs.” Step 17: Next, click “Add New Permission,” then select "Work & Process For Following Fields." You can choose fields like Status, Label, Priority, or Channel here. Note: The Work & Process permission allows units to update the records related to those fields. Step 18: Select the priority, add the unit you want to give this permission to, and click “Update.” In this example, this permission allows the Marketing unit to work on and process all the records with critical priority. It also allows the unit to update records that are in the “Solution” status. Record ID Format: You can also configure how the record ID is created. Once you’re done, click ‘Update.’ Congratulations! You have now learned how to edit a Model in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 18, 2023, 7:20 a.m.
How to Manage Ticket Templates and Workflows in Gridlex Zip?
Managing ticket templates in a helpdesk system streamlines support by providing custom field options according the requirements. It helps in collecting the required information in order to solve a ticket. This leads to improved speed and quality of responses, resulting in a better user experience. This video will show you how to manage ticket templates in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:12 a.m.
How to Prioritize Tickets in Gridlex Zip?
Prioritizing tickets in the helpdesk service address the most pressing and critical issues first, reducing downtime and improving customer satisfaction. It balances the support team's workload, improves response times, and ensures efficient resolution of tickets. Transparency and accountability are improved by providing clarity on prioritization. All tickets are addressed efficiently, avoiding missed or overlooked tickets. In Gridlex Zip, we have custom priorities. Customer is able to make /create their own priorities based on their requirements. This leads to effective and efficient support processes, enhancing customer satisfaction and overall productivity. How to Prioritize Tickets in Gridlex Zip is demonstrated in the video. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:15 a.m.
How to Effectively Manage Statuses in Gridlex Zip?
Managing statuses effectively in a helpdesk system is crucial for tracking tickets' progress, maintaining clear communication with stakeholders, improving accountability and transparency, ensuring tickets are addressed in priority order, and providing a clear picture of the support team's workload. Customer can create statuses according to the requirement. Proper management of statuses leads to improved efficiency, enhanced customer satisfaction, and effective addressing of customers' needs. The video will show how to manage statuses effectively in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:22 a.m.
How to Create a Ticket in Gridlex Zip?
A ticket in a helpdesk system is used to track and manage customer inquiries and requests for support. It serves as a central repository of information and communication between the customer and support team, allowing for efficient and organized resolution of issues. Using a ticket system enables the support team to prioritize, categorize, and resolve requests in a timely manner, providing a better overall customer experience. This video will demonstrate how to create a ticket in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:31 a.m.
How can we Convert an Email into a Ticket in Gridlex Zip?
How can we Manually Convert an Email into a Ticket in Gridlex Zip? How can we Automatically Convert Email to Ticket in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 7:18 a.m.
How to Convert an Email into a Record in Gridlex App Suite?
Follow the below steps to convert an email to a record in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Email" option under the Inbox & Omnichannel tab. Step 2: Select your preferred inbox and open the email you want to convert to a record. Step 3: Click on “Create Record” from the menu bar. Step 4: Choose the model and fill in all the required details. Note: Once you click “Create Record,” the email subject and description will be automatically added as the record subject and description, but you can still make any edits if needed. Step 5: Choose the record status, priority, and labels, and assign units from the dropdowns. Note: The channel is automatically set to email as we are converting an email to a record. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organizations by searching the organization name, ID, address, or any other details and clicking “Associate.” Note: Organizations that are associated with the email will be auto-associated. Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Note: Contacts that are associated with the email will be auto-associated. Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been created, and you can view and track it under the “Records” tab. Step 12: To directly view this record from the email, go to the email thread and click on the “Records” tab. Or hover over the Records tab to directly access specific tabs of the record, like Record Communication, Record Info, etc. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 1:55 p.m.
How to Convert a Record Into a Contract in Gridlex Zip?
Welcome to our guide! In Gridlex Zip, it’s easy to transform user-submitted records into contracts. This ensures a fluid transition of important information from the record directly into your new contract. Let’s dive into the step-by-step process. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: From the list of available records, select the specific record you wish to transform into a contract. Step 3: Look for the ‘Convert to Contract’ option located at the top right corner and click it. Note: The 'Convert to Contract' link will only be visible if the model of the record is configured to display it. Step 4: Upon initiating the conversion, various fields within the contract form will be automatically populated based on details from the record. For instance: Record Subject becomes the Contract Name. Record Description translates to Contract Description. All Attachments within the record are imported. Record Associations are also brought in. Refer to the screenshot below. Record Subject: Record Description: Attachments: Record Associations: Note: Data from the record is directly transferred into the contract's sections when the section names in both record model and contract template match and the fields are the same. Step 5: As you continue scrolling down, you'll come across the Section Fields. These fields, mapped to your chosen contract template, are pre-filled for your convenience. Step 6: Fill in the details for custom fields and once done, click “Create Contract.” Now your record in converted to contract. Note: To learn how to create contracts in Gridlex Zip follow this guide: How to Create Contracts in Gridlex Zip? Congratulations! You have now learned how to convert a record into a contract. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 4, 2023, 2:29 p.m.
How to Edit or Update a Record in Gridlex Zip?
Welcome to our comprehensive guide on updating a record in Gridlex Zip. Gridlex Zip incorporates a record editing and updating feature to facilitate the systematic management of customer interactions. This feature is crucial for maintaining accuracy due to the continuous influx of customer requests and information updates. This tutorial will walk users through the process of updating records. Step 1: Log in to the Gridlex App Suite and click ‘Records’ under the Zip section. Step 2: Select the record that you want to edit or update. How to Manage Record Associations? You can scroll down on the record information page to edit Record Associations, such as Associated Counterparties, Associated Organizations, and Associated Contacts (See below) Associating or Disassociating Counterparties: Step 3: Enter the organization details you want to search. Step 4: Click the ‘Search’ button Step 5: Click the ‘Associate’ button under the action column to associate the record with the corresponding organization. Step 6: You’ll see that the organization is currently associated with the record. Click the ‘Disassociate’ button under the Action column to disassociate it. You can also modify your search criteria in the dropdown menu on the left side of the ‘Search’ button. Doing this allows you to search for native fields such as Organization ID, Organization Name, All Addresses, and Organization Information such as Network ID and Organization Type and associate it to the record. To demonstrate, we’ll be using the ‘All Addresses’ criteria. (See below steps) Step 7: Click the dropdown menu on the left side of the ‘Search’ button, and select ‘All Addresses’ Step 8: Enter the keyword and click ‘Search’ Step 9: You’ll see that the address that has the keyword you entered will be shown in the search results. Click the ‘Associate’ button to associate that organization with the record. To see the list of all addresses saved in Gridlex Zip, leave the search bar empty and click ‘Search.’ The result will now show all the addresses saved in Gridlex Zip. (See below) The same steps apply to manually associating organizations and contacts to the record. Organizations: You can search for the organization and click the ‘Associate’ button. To disassociate, click the ‘Disassociate’ button. Contacts: You can search for the contact and click the ‘Associate’ button. To disassociate, click the ‘Disassociate’ button. How to Edit Record Standard Information? Step 10: Scroll to the top of the screen and click ‘Edit’ on the right side of the screen. Step 11: Edit all the fields as required, scroll to the bottom, and click 'Update.' Note: To understand the various fields on this page, please refer to this guide: How to Add a Record and Access Record Communications in Gridlex Zip? Congratulations! You have now learned how to edit or update a record in Gridlex Zip. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 12:13 p.m.
How to Add a Record and Access Record Communications in Gridlex Zip?
How to Add a Record in Gridlex Zip? Follow the below steps to add a record in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Add Record" option under the Zip tab. Step 2: Choose a model from the drop-down or create a new Model. Step 3: Add the Record or Email Subject and Reference Description or Email Message. Step 4: Select the record status, priority, and label using the dropdowns. Note: If you are creating a record on behalf of a customer, you can select the channel from which you received the customer’s issue/inquiry. Step 5: Assign teams/units you want to work on the record by selecting them from the dropdown. Step 6: You can also assign a user to the record. To do so, search the user’s name and click “Assign.” Note: Unlike units, you can only assign a single user to a record. Step 7: You can associate counterparty organizations by searching for the organization's name, ID, address, or any other details and then clicking “Associate.” Note: If the record you are creating is relevant to a contract you have with an organization, referred to as counterparty organization here, you can add them in this field. Step 8: Similarly, you can associate the record with any other organization by searching the organization name, ID, address, or any other details and clicking “Associate.” Step 9: You can also associate contacts from the CRM to the record by searching the contact name, ID, phone number, or any other details and clicking “Associate.” Step 10: If this record is related to a contract, you can associate it here by searching the contract name and clicking “Associate.” Step 11: If you have any attachments, upload them, then click “Add Record.” Your record has been added, and you can view and track it under the “Records” tab. How to Access Record Communications in Gridlex Zip? Follow the below steps to access record communications in Gridlex Zip. Step 1: Log in to your Gridlex App Suite account and click the "Records" option under the Zip tab. Step 2: Click on the record ID or record subject of the record you want to view communications for. Step 3: Hover over the “Communication” tab and click “New Conversation” to start a new email thread. Note: If you want to view all the previous email threads, click the “Communications” tab. You can reply to or forward emails according to your requirements. Refer to the screenshot below for more information. Step 4: Now you can draft your email. First select the inbox from which you want to start the conversation. Note: In the Gridlex app suite, you can create shared inboxes for various purposes, this allows users to send and have access to all emails related to a specific criteria all in one place. For instance, you create an inbox for leads, and whenever there’s an inbound lead lands in this inbox, everyone who has access to this inbox will be able to see the email. For any internal discussions related to leads, users will send them to this inbox. Step 5: Select the email address from which you want to send the email. Note: A shared inbox can have a number of email IDs. You can select an email ID based on your requirement. Step 6: Enter the email address to which you want to send the email and click on the “+” icon to add it. Step 7: Now, choose your message template and message snippets according to your preference. Step 8: Add the email subject and description. Note: By default the subject and description will the record subject and description. And if you choose a message template, the record subject and description will be automatically added, but you can still edit them. You can also add attachments to the email per your preference. If you wish to associate contacts or organizations to the Record, click on “Associations” and you can search and add them. Step 9: Once done, click “Send.” You have successfully added a record and accessed record communications in Gridlex Zip. You can now view, track, and manage the record whenever needed. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Oct. 10, 2023, 2:31 p.m.