Articles
How to Add a Contact from the Organizations Page?
Adding a contact from the Organizations Page in a CRM system streamlines the process of contact management for businesses. This functionality ensures that the contact's details are directly associated with the correct organization, promoting accuracy and preventing potential mix-ups. Moreover, by linking contacts to their respective organizations, users can swiftly navigate relationships, track communication histories, and identify potential opportunities or pain points. In Gridlex System, users have various methods to add contacts. This includes: Manually adding contacts. Importing multiple contacts. Adding contacts directly from the organization page. For this guide, we'll focus on adding contacts from the organization page. Follow the steps below: Step 1: Log in to Gridlex App Suite and click on "Organizations" located under the Zip section in the navigation menu. Step 2: Identify the organization where you'd like to add a contact and click on the edit icon adjacent to it. Step 3: After being redirected to the organization details page, find and click on the “Contacts” tab. Step 4: Within the "Contacts" tab, you can see all the contacts already linked to this organization. To add a new contact, simply click on the “Add New Contact to this Organization” button. Step 5: You'll be taken to a new tab where you can input the contact's details. Fill in essential information such as the contact's name, phone number, address, and any other required fields. Once you've entered all the necessary details, finalize the process by clicking the “Submit” button. Your contact is now successfully added and associated with the chosen organization. This method saves time as it directly links the contact to a specified organization, eliminating the need for manually associating contacts with organizations later on. 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, 1:31 p.m.
How to Create and Update Sections in Gridlex Zip CRM?
Welcome to our tutorial on creating and updating sections in Gridlex Zip CRM. In Gridlex Zip CRM, Sections are designated areas where you can input specific information in different modules. These fields allow you to add relevant details. This tutorial will walk you through creating and updating sections in Gridlex Zip CRM. Step 1: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. Step 2: Scroll down and click ‘Profiles’ under the Profiles Section. Step 3: Click ‘Create Sections’ from the menu bar. Step 4: Enter a name and description for your section and scroll down. How to Add Standard Fields? Step 5: Click ‘Add Standard Field.’ Note: Please refer to this guide to understand Standard Fields: What are Standard Fields in Gridlex Zip? Step 6: Add standard fields as per your requirement and scroll down. How to Add Custom Fields? Step 7: Click ‘Add Custom Field,’ Note: Please refer to this guide to understand Custom Fields: How to Create Custom Fields in Gridlex App Suite? Step 8: Add custom fields per your requirement, and scroll down. How to Add Custom Object Fields? Step 9: Click ‘Add Custom object Field.’ Step 10: Add custom objects per your requirement and scroll down. Step 11: Add derived field name and order as per your requirement and scroll down. Step 12: If you want to add another section, click ‘Add Section’ on the bottom right. Click ‘Submit’ once you’re down. Your section is now created. How to Update Sections? Step 13: Click ‘Manage Sections’ on the menu bar and select the section you want to update. You can make changes to the section on this page. Step 14: Once you have made the changes, scroll down to the bottom of the page and click ‘Submit.’ Your section is now updated Congratulations! You have now learned how to create and update sections in Gridlex Zip CRM. 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 | Sept. 6, 2023, 7:41 a.m.
How to Add a New Contact in Gridlex Zip?
In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding a contact manually. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Once you're on the Contacts page, you'll see an option to “Add Contacts.” Click on it to proceed. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: A form will appear, prompting you for the contact's information. Take the time to input details such as the contact name, title, notes, contact methods (like phone or email), address, and any other relevant information. Step 4: To affiliate an organization to the contact, search for the organization in the search bar and select it. Step 5: Scroll down to find options for mapping your new contact. Choose the correct forms, opportunity templates, and activity templates for the contact. Once done, click on the “Submit” button to save the contact. Step 6: Your contact has been successfully added to Gridlex Zip. Should you need to make any changes in the future, remember you have the flexibility to edit this contact's information anytime you want. Now, you're adept at manually adding contacts within the Gridlex Zip platform. If you're interested in other ways to manage contacts, such as importing and adding multiple contacts at once, follow this guide: How to Import Contacts 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. 4, 2023, 10:12 a.m.
How to Map Profiles to Organizations and Contacts in Gridlex Zip?
Welcome to our tutorial on creating and updating profiles in Gridlex Zip CRM. Step 1: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. How to Map Profiles to Organizations? Step 2: Scroll down and click ‘Map Profiles to Organizations’ under the Profiles Section. Step 3: Click on the profile name you want to map to organizations. You’ll see a list of all Organizations here. Step 4: Once you have located the organizations you want to map to the profile, check the corresponding box and click ‘Submit.’ Step 5: Return to the profile list page and click ‘Profiles Mapped to Organizations.’ On this page, you can map multiple profiles to organizations. Step 6: Click on the checkbox under the ‘Edit’ column to see which profiles are mapped to the corresponding organizations. Click on the blank space under the ‘Select Profile’ column to map a profile to the corresponding organization. Step 7: Select the profile you wish to map to the organization. You can map profiles to multiple organizations here as well (See below) Step 8: Once done, scroll to the bottom and click ‘Submit.’ How to Map Profiles to Contacts? Step 9: Log in to your Gridlex App Suite account and click the "Zip CRM Settings" option under the Enterprise Admin tab. Step 10: Scroll down and click ‘Map Profiles to Contacts’ under the Profiles Section. Step 11: Click on the profile you want to map to contacts. Step 12: Check the boxes corresponding to the contacts you want to map to the profile. Step 13: Once you select the contacts, scroll to the bottom and click ‘Submit.’ Step 14: Once you’re on the profile list page, click ‘Profiles Mapped to Contacts.’ Step 15: Similar to how we map organizations, you can click on the checkbox under the ‘Edit’ column to see which profiles are mapped to the corresponding contacts. Click on the blank space under the ‘Select Profile’ column to map a profile to the corresponding contact. You can map profiles to multiple contacts here as well (See below) Step 16: Once done, scroll to the bottom and click ‘Submit.’ Congratulations! You have now learned to map profiles to organizations and contacts 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 | Sept. 6, 2023, 10:03 a.m.
How to Map Profiles to Organizations?
Gridlex Zip is a comprehensive customer relationship management software that helps you manage your sales and customer interactions effectively. With the mapping feature, you can link individual profiles to their respective organizations, giving you a clear overview of your customers and their businesses. In this video, we'll take you through a step-by-step process of mapping profiles to organizations in Gridlex Zip CRM. We'll show you how to create new organizations, add profiles to them, and edit existing mappings. We'll also show you how to view and manage the organizations and their profiles from the CRM dashboard. 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. 22, 2023, 2 p.m.
How to Map Profiles to Contacts?
In this video, we will be showing you how to map profiles to contacts in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships and keeping track of important information. With the ability to map profiles to contacts, you can quickly and easily connect related profiles to a single contact, making it easier to manage and track interactions. In this video, we will walk you through the process of setting up your profiles, mapping them to your contacts, and utilizing the tool to its fullest potential. 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. 22, 2023, 1:39 p.m.
How to Edit or Update Activity From an Organization Page?
Welcome to our comprehensive guide on editing or updating activity from an organization page. Every business interaction counts. Using the Activity feature in Gridlex Zip, you can seamlessly document, manage, and reference all pivotal touchpoints. From meetings to follow-ups, ensure everything runs smoothly. This tutorial will walk you through editing or updating activity from an organization page in Gridlex Zip. Step 1: Log in to Gridlex App Suite and click "Organizations " under the Zip section in the navigation menu. Step 2: Click on the Organization Name you want to edit or update activities. Step 3: Hover over the “Activities” option on the menu bar and click “Activities List” from the dropdown. Step 4: Click on the Activity ID you want to edit or update. Step 5: Click the “Edit” button next to the information you want to edit or update. Step 6: Make the required changes and click “Save” once done. Congratulations! You have learned how to edit or update activity from an organization 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. 16, 2023, 2:02 p.m.
How to Add Organizations in Gridlex Zip?
In this video tutorial, we will show you how to add organizations in Gridlex Zip. Gridlex Zip is a popular platform for organizing your project and workflow, and it's important to understand how to add organizations so that you can properly manage your projects. This tutorial will guide you step-by-step through the process of creating an organization 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. 22, 2023, 1:57 p.m.
How to Add a New Organization in Gridlex Zip?
Importance: Incorporating organizations into a CRM (Customer Relationship Management) system is essential for streamlining business operations and fostering stronger customer relationships. It allows companies to maintain a structured database of all their corporate clients or partners, enabling a holistic view of interactions, contracts, and opportunities. This not only enhances efficiency by avoiding data redundancy but also aids in identifying potential cross-selling or up-selling possibilities, ensuring customized communication, and making informed decisions based on collective data. By effectively tracking and managing organization-level information, businesses can more readily anticipate client needs and boost overall customer satisfaction. Organizations can be added to Gridlex Zip manually, through importing, or from the contacts page. This guide focuses on manual addition. Step 1: Log in to the Gridlex App Suite and click on “Organizations” located under the Zip section. Step 2: On the Organizations page, locate and click “Add Organizations”. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add organizations, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: A form will pop up for the organization's information. Fill in details like the organization's name, affiliation, type, and contact information. Step 4: Below the main form, you'll see options to map the organization. Assign the right profiles, opportunity template, and activity template. Finalize the entry by clicking “Submit”. Step 5: Your organization has been successfully added to Gridlex Zip. Should you need to make any changes in the future, remember you have the flexibility to edit this organization’s information anytime you want. Now, you're adept at manually adding organizations within the Gridlex Zip platform. For other organization management methods, refer to related guides such as "How to Import Organizations 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 | Sept. 6, 2023, 10:34 a.m.
How to Add a Contact from the Gridlex Physician Database Page from an Organization Page?
If you are a healthcare provider, you'll be pleased to know that we offer specialized databases that make it easier to manage and associate contacts with various organizations. Here's a step-by-step guide on how to seamlessly add a contact from Gridlex Physician Database to an organization: Step 1: Log in to Gridlex App Suite and click on "Organizations" located under the Zip section in the navigation menu. Step 2: Once on the organization page, identify the edit icon corresponding to the organization to which you wish to add the contact. Click on this icon. Step 3: On the organization page, find and click on the "Contacts" tab. Step 4: Here find and click on the button labeled “Add Contact to this Organization from Gridlex Databases”. Step 5: After clicking, you'll be redirected to the Gridlex Databases page. Here, from the available database sources, choose “Dexur Physician NPI Database”. Input any relevant information such as name, address, or specialty into the search bar and click on “Get Data”. A list of potential contacts based on your search criteria will subsequently appear on your screen. From the displayed data, locate and click on the button titled “Add and Affiliate Contact to the Organization”. This will add and affiliate the selected contact to the organization. With that last step, your selected contact from Gridlex Databases will now be affiliated with your chosen organization. You can always head back to the "Affiliated Contacts" tab to view or manage this newly added contact. 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, 12:39 p.m.
How to Add Multiple Organizations in Gridlex Zip?
Are you looking for a simple and easy way to add multiple organizations to your Gridlex Zip CRM? In this video, we're going to show you how to add (bulk upload) multiple organizations in Gridlex Zip CRM. 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. 22, 2023, 2:06 p.m.
How to Add Multiple Contacts in Gridlex Zip?
In Gridlex Zip, there are multiple ways to add contacts: manually, by importing, or through the organization page. This guide will specifically explain the process of adding multiple contacts by imporoting contacts in the system. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system. Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here you can view the data: Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete. Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts. Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system. By following the above steps, you'll have imported your contacts into Gridlex Zip efficiently. 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 p.m.
How to Search for an Organization or Contact in Gridlex Zip?
Welcome to our comprehensive guide on searching for an organization or contact in Gridlex Zip. This guide is dedicated to efficiently locating Organizations and Contacts within our system. By the end of this tutorial, you'll be adept at navigating and retrieving the specific data you need, optimizing your CRM experience. How to Search for an Organization in Gridlex Zip? Step 1: Log in to Gridlex App Suite and click " Organizations " under the Zip section in the navigation menu. You’ll now be taken to the Organizations Listing Page. You can search for an organization using the “Filter” feature here. See the following steps: Step 2: Click on the three dots menu on the column where you want to search for an organization. Note: To demonstrate, we will search for the organization's name. You can search for any detail of the organization you want to find; just choose the desired column. Step 3: Click “Filter.” Step 4: Click on the dropdown. Step 5: Select a search criteria. Step 6: Enter your keyword in the search field. Step 7: Click “Filter.” You’ll see that the organization with the keyword has appeared on the screen. How to Search for a Contact in Gridlex Zip? Step 8: Log in to Gridlex App Suite and click " Contacts " under the Zip section in the navigation menu. You’ll now be taken to the Contacts Listing Page. You can search for a contact using the “Filter” feature. See the following steps: Step 9: Click on the three dots menu on the column where you want to search for a contact. Note: To demonstrate, we will search for the contact name. You can search for any detail of the contact you want to find; just choose the desired column. Step 10: Click “Filter.” Step 11: Click on the dropdown. Step 12: Select a search criteria. Step 13: Enter your keyword in the search field. Step 14: Click “Filter.” You’ll see that the contact with the keyword has appeared on the screen. Congratulations! You have learned to search for an organization or contact 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. 16, 2023, 2:10 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 Can Users Map Contacts to Unit in Gridlex Zip?
This video will guide you through the process of mapping contacts to unit in Gridlex Zip. Mapping contacts to units in your CRM is an important part of customer relationship management. It allows you to organize your contacts into different categories or units, making it easier to manage and access them. By mapping contacts to units, you can quickly view which contacts belong to which unit, and easily identify trends and patterns. Additionally, mapping contacts to units help you to segment your contacts and target them with more personalized and relevant content. This can lead to improved customer retention and engagement. 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. 22, 2023, 2:17 p.m.
How Can Users Map Organizations to Unit in Gridlex Zip?
This video will guide you through the process of mapping organizations to unit in Gridlex Zip. Many organizations use CRM to manage customer relationships and track customer data. But without mapping organizations to units, it can be difficult to accurately capture and report on customer interactions. Mapping organizations to units in CRM helps to ensure that customer data is tracked accurately. It allows organizations to segment customers into different categories, making it easier to identify trends or areas that need improvement. 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. 22, 2023, 2:18 p.m.
How to Edit or Update an Existing Organization Form in Gridlex Zip?
Importance: Incorporating organizations into a CRM (Customer Relationship Management) system is essential for streamlining business operations and fostering stronger customer relationships. It allows companies to maintain a structured database of all their corporate clients or partners, enabling a holistic view of interactions, contracts, and opportunities. This not only enhances efficiency by avoiding data redundancy but also aids in identifying potential cross-selling or up-selling possibilities, ensuring customized communication, and making informed decisions based on collective data. By effectively tracking and managing organization-level information, businesses can more readily anticipate client needs and boost overall customer satisfaction. Step 1: Log in to the Gridlex App Suite and click on ‘Organizations’ located under the Zip section. Step 2: On the Organizations page, locate the organization you want to update and click on the edit button next to it. Step 3: To make changes to native fields like the ‘Basic Information’ and ‘Notes’ sections, click 'Edit' next to the relevant section. Once you have made your changes, click ‘Submit.’ Step 4: In the ‘Phone, Email & Social Media Details’ and ‘Address Details’ sections, you will see two options: ‘Edit’ and ‘Add Details.’ If you want to edit the existing details, click on ‘Edit,’ and if you want to add new details, click on the ‘Add Details’ button. Once done, click ‘Submit.’ Step 5: Similarly, to map forms, opportunity templates, and activity templates, click on the ‘Edit’ button on the right. Step 6: To edit the visibility section, click on 'Edit' located on the right. Update the visibility as per your preference and then click 'Submit.' Note: Enabling visibility here does not grant access to all users. Only those with the necessary permissions will be able to view the organization. Step 7: Next, to update the custom forms, in this example, ‘Plot Details’ and ‘General Details,’ go to their respective tabs and click ‘Edit.’ Step 8: Once done, click ‘Submit.’ Congratulations, you have successfully edited/updated an existing organization form 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. 4, 2023, 1:26 p.m.
How to Affiliate Organizations to a Contact in Gridlex Zip?
In Gridlex Zip CRM, affiliating organizations to contacts helps track business relationships and streamline communication. This tutorial will guide you through this efficient process, enhancing your networking and data management. Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Browse through the contact list to find the contact you wish to edit. Click on the pencil or 'edit' icon located next to the contact's name. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to view or add contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: Click ‘Organizations’ on the contact page. Step 4: On this page, you can see the organizations already affiliated with the contact. Click ‘Affiliate Organizations to this Contact.’ Step 5: Browse through the organizations list to find the organization you wish to affiliate to the contact. Click 'Assign' to affiliate an organization to the contact. The ‘Transfer’ button lets you remove all the current contact affiliations from that organization and only affiliate the selected contact. You can view all the Organizations affiliated with the contact on the ‘Affiliated Organizations’ tab. You have now successfully affiliated organizations to a contact 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. 4, 2023, 2:03 p.m.
How to Create New Schedule Template and Add a Schedule to it?
In this video, you will learn how to create a new schedule template and add a schedule to it using Gridlex Zip CRM. We'll start by showing you how to access the scheduling module, create a new template, and customize it according to your needs. Then, we'll show you how to add a schedule to the template and make any necessary changes to it. 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. 22, 2023, 2:12 p.m.
How to Affiliate Contacts to an Organization in Gridlex Zip?
In this video, we'll be showing you how to affiliate contacts to an organization in Gridlex Zip CRM. Affiliating contacts to an organization is a crucial step in managing your customer relationships effectively. By doing so, you'll have a clear view of the contacts that belong to a particular organization and their interactions with your business. 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. 22, 2023, 2:14 p.m.
How to Affiliate Organizations to a Contact in Gridlex Zip?
This video will guide you through the process of affiliating an organization to contact. in Gridlex Zip CRM. Affiliating organization to contact allows you to group and categorize them, making it easier to manage and keep track of all interactions with that company. It enables you to track and analyze all communication with a company, helping you to understand the relationship better and make informed decisions. 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. 22, 2023, 2:22 p.m.
How to Map Contact to Activity Template and How to Add Activity to Contact?
In this video, we will be showing you the easiest and most efficient way to map your contact activity templates in Gridlex Zip where you can avoid creating fields repeatedly, and streamline the process. 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. 22, 2023, 2:24 p.m.
How Can Users Map Contacts to Entity?
In this video, we will explore the process of mapping contacts to entity in Gridlex Zip. This process is essential for organizations who want to maintain an accurate and organized database of their customers, leads, and other key stakeholders. By mapping contacts to entity, you can ensure that all relevant information about a particular contact is stored in a single place, making it easy to retrieve and analyze when 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 | Aug. 22, 2023, 2:32 p.m.
How to Add Contacts From Database in Gridlex Zip?
In this video, we will show you how to add contacts to your database in Gridlex Zip in a quick and efficient manner. Whether you're using it for personal or business purposes, this step-by-step guide will provide you with the necessary tools to keep your contacts organized. From importing contacts to manually inputting information, we cover all the basics to help you get started. So, grab your device and join us as we walk you through the process of adding contacts from a database 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. 22, 2023, 1:42 p.m.
How to Create Custom Fields in Gridlex App Suite?
This guide will walk you through the process of creating a custom field in Gridlex App Suite in master data management. Step 1: Log in to Gridlex App Suite and click on "Enterprise Admin Settings" located under the Enterprise Admin section. Step 2: After clicking on "Enterprise Admin Settings," you will be redirected to a new page. On this page, find and click on the "Fields" option to proceed. Step 3: Click on "Add/Edit Custom Field". Fill in the required details for your custom field, such as the field name, description, and select the field type (e.g., text, time, date, image, checkbox, etc.). Once you have entered the necessary information, click on the "Add" button to create the custom field. If you wish to add more fields at once, click on "Add Another Field" and repeat the process. Step 4: If you want to restrict the visibility of these custom fields to specific units or disable the ability to edit and delete the field's values, check the corresponding boxes next to the respective units. Step 5: To view the entire list of custom fields you have created, click on "View Custom Fields" on the same page. You have successfully created custom fields in Gridlex App Suite. Your custom fields will now be available for use in your application. If you encounter any difficulties or have any questions, feel free to reach out to Gridlex support at apps@gridlex.com.
Published | Aug. 23, 2023, 8:44 a.m.
How to Edit Saved Views in Gridlex Zip CRM?
Follow these steps to edit your saved views: Step 1: Log in to the Gridlex App Suite and click on 'Contacts,' which is located under the Zip section in the navigation menu. Alternatively, if you want to edit a saved view, you can navigate to the specific page where the view is stored. Step 2: Locate the dropdown menu near "Saved View." Click on the dropdown and select the specific view you want to modify. Step 3: After selecting the view you want to display, find the “Edit View” button. Click on it to initiate the editing process. Step 4: This is the stage where you can make required changes to the saved view, such as altering the name, sharing it with specific units, and more. After making the necessary adjustments, click on “Edit and Save.” If you want to delete the existing view, you can do so by selecting the delete option. Note: If you want to create a new saved view from an existing one, you can click on the “Save as New” button. You have successfully edited a saved view in Gridlex Zip CRM. The process is now complete, and you can utilize the modified view as needed. Important Points to Consider Users cannot “edit and save” the Saved Views on the Tickets List Page. Saved views can be edited and saved on the Call Inbox Page, Contacts Page, & Organizations Page. Be mindful of the permissions and units with whom you are sharing the view to ensure it aligns with your organization's policies and procedures. By following this guide, you can easily manage saved views to suit your specific requirements, enhancing efficiency and collaboration within your team.
Published | Aug. 24, 2023, 11:33 a.m.
How to Import Contacts and Create Saved View in Gridlex Zip?
This guide will walk you through the process of importing contacts and creating a saved view in Gridlex Zip. Step 1: Log in to Gridlex App Suite and click on "Contacts" located under the Zip section in the navigation menu. Step 2: After clicking on "Contacts," you will be redirected to the contacts page. Look for the "Add Contacts" option on the top navigation bar and click on it. Step 3: On the "Add Contacts" page, you will see an option to "Import" contacts. Click on the "Import" button to initiate the import process. Before proceeding, you can download the sample file to understand the format that is supported by the system. Step 4: Once you have downloaded the sample file, review its format to ensure your data aligns with the system's requirements. For example, here, you can view the data view. Step 5: Choose the file with your contacts and upload it to the system. The time taken for the upload will depend on the number of contacts being imported. Map the fields in your spreadsheet to the corresponding fields in the system. For example, map the "City" field to "Contact Home City or Town 1" in the system. Click on the "Map" button after mapping is complete. Step 6: After a successful upload, you will receive a notification confirming the completion to your registered email address. Once the contacts are uploaded and mapped, you can view the data on the screen. Click on the "Details" link at the end of each column to view more information about the contacts. Step 7: Click on "View Data" to see the contacts that have been successfully uploaded into the system. Step 8: To create a saved view, click on "Save View" located on the page. Check the box "Share with specific users only" to restrict access to selected users. Select the user(s) you wish to share the saved view with. Click on the "Save" button to create the saved view. Note: If you want to share the list with specific units, you can click on "Share with specific units only. Step 9: To access your saved view, navigate to the "Saved Views" section. Locate and select the name of the saved view from the list. Congratulations! You have successfully imported contacts and created a saved view in Gridlex Zip. Now you can manage and share your contacts effectively. If you encounter any issues or have further queries, feel free to reach out to Gridlex at apps@gridlex.com.
Published | Aug. 23, 2023, 7:04 a.m.
How to Create Custom Profiles with Existing Custom Fields in Gridlex App Suite?
This step-by-step guide will walk you through the process of creating custom profiles with existing custom fields in Gridlex App Suite. Step 1: Log in to Gridlex App Suite and click on "Zip CRM Settings" located under the Enterprise Admin. Step 2: Under the "Profiles" section, click on the "Profiles" option. Step 3: After accessing the "Profiles" section, a new page will appear. On this page, look for the "Create Section" option in the top menu bar and click on it. Step 4: In the newly created section, find and click on the "Add Custom Field" option. Fill in the required details for your custom field. Once you have configured the custom field to your liking, click on the "Submit" button to save it. Step 5: After clicking "Submit," your custom field will be added to the list of fields within the section you created. You can review and manage all your custom fields from this page. Step 6: To utilize the custom field, you need to map it to the appropriate profiles, such as Organizations or Contacts. Navigate to the "Create Profile" section. Select the relevant profile you want to map the custom field to. Allow the profile to access the custom field by selecting it from the available field options. Once you are satisfied with the profile settings, click on the "Submit" button to save the changes. Note: If you want to use this profile for newly imported or created contacts, please choose "Auto Select this profile while adding new Organization or Contact". However, if you only want to add historical contacts that already exist in the system, please choose "Show and Map this profile to ALL Historical organizations or contacts". You can select both options according to your needs. You have successfully created custom profiles with existing custom fields in Gridlex App Suite.
Published | Aug. 23, 2023, 8:36 a.m.
How to Create Profiles in Gridlex Zip?
In this video, you will learn how to create profiles in Gridlex Zip CRM. Gridlex Zip CRM is a powerful tool for managing customer relationships, and creating profiles is the first step to getting started. This video will walk you through the process of creating profiles, including how to enter basic information, such as name and contact details, and how to assign custom fields to help you categorize and track important information. You'll also learn how to manage your profiles, including how to update and delete them, and how to sort and filter them to find the information you need quickly and easily. 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. 22, 2023, 1:45 p.m.
How to Use Call Recording Feature in Gridlex Zip?
Step 1: Log in to your Gridlex App Suite account. Step 2: After logging in, navigate to the Inbox & Omnichannel module and click on “Call Settings”. Step 3: In the Call Settings section, click on “Create New Message”. Step 4: Use the provided feature to record or upload the desired voice. For example, you can record a voice message stating, "This call may be used for training and quality purposes." Step 5: After recording or uploading the tone, click on the "Finish recording" button. Review the recording and ensure it meets your requirements. Once satisfied, submit the recording by clicking on the appropriate button. If you want to record the voice message again, click on “Discard” and create a new voice record. Step 6: Navigate back to the "All Voice Messages" section. Locate the recorded file you just submitted. Fill in all the required fields for the call recording. Select the inbox where you want this call recording to play, select the connection where you will utilize this recording and then click on the "Call Recording" option. Double-check that all the fields are filled correctly. Step 7: Once you have filled in the required fields, click on the "Submit" button. This will activate the call recording feature. From now on, the recorded message will play each time you connect with a prospect. You can repeat these steps to activate the voicemail feature as well by creating a separate voice message for voicemail and configuring the necessary settings. Remember to save any changes and ensure that the recorded messages and settings are configured correctly before using the call recording and voicemail features in Gridlex App Suite.
Published | Aug. 23, 2023, 8:42 a.m.
How to Add Users in Gridlex App Suite?
This guide provides instructions on how to add users to the Gridlex System, allowing them access to various applications and functionalities within the system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. 00:00: This guide provides instructions on how to add users to the Gridlex system. 00:05: Click on the "Add Users" button. 00:08: Click on the "First Name" field. 00:11: Enter the first name of the user. 00:14: Click on the "Last Name" field. 00:17: Enter the last name of the user you wish to add to the system. 00:21: Click on the username. Provide either the work email of the user or the name of the user. If you choose to enter the name, kindly ensure that you also enter the work email in the designated "Work Email Field" mentioned below. 00:35: Please check this box if you want to assign this specific user to this unit. 00:40: Click on the "Add" button once you are certain about the unit to which the user should be mapped. 00:45: To remove a specific user, navigate to the "Users" tab and click on the "Make Inactive" button. 00:51: This guide covered the process of adding users to our Gridlex system. Step 1: Log in to Gridlex and click on the “Add Users” tab located under the Enterprise Admin section. Step 2: After clicking on the "Add Users" tab, you will be directed to a page where you can add user details. Enter the First and Last name of the user you want to add to the system. Then, you have two options to identify the user: either enter their work email or their name. Note: If you choose to enter the user's name, ensure that you also provide their work email in the designated "Work Email Field" provided below the name. Step 3: Carefully consider whether the user should be granted Super Admin access. If you wish to make the user a Super Admin and give them access to all applications without any restrictions, check the appropriate box provided on the page. Note: Super Admin access provides extensive privileges, so exercise caution before designating a user as a Super Admin. Step 4: Select the appropriate unit for the user by checking the corresponding box on the page. This step is mandatory as users must be assigned to specific units to access the system unless they are given Super Admin privileges. Once you've selected the unit, click on the "Add" button to proceed. Step 5: Congratulations! You have successfully added a new user to the Gridlex System. The user will now have access to the specified applications and units based on the permissions and Super Admin status assigned during the process. How to Delete a User? Navigate to the "Users" tab in the dashboard. Locate the user you want to remove and click on the "Make Inactive" button next to their name. Once a user is made inactive, they will no longer have access to the system. Note: Deleted users cannot be retrieved, so exercise caution when using this option. Even though we can activate the users from our end, all the configurations associated with the users cannot be recovered. If you need further assistance or support, reach out to apps@gridlex.com or raise a ticket here. 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, 6:44 a.m.
How to Create New Opportunity Template and Add Opportunity to it?
This video will show you how to create a new opportunity template and add opportunity to it in Gridlex Zip CRM. With Gridlex Zip CRM, you can easily create templates for different opportunities, allowing you to quickly and easily create, customize, and track opportunities. In this video we will walk you through the steps of creating a new opportunity template, adding an opportunity to it, and then tracking the progress of the opportunity. We will also demonstrate how to customize the opportunity template to better suit your needs. 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. 22, 2023, 2:02 p.m.
How to Add a New Theme and Map it to Organizations?
In this video, we'll show you how to add a new theme in Gridlex Zip. We provide two types of themes, which includes the theme that is applied on the organization page and the other one which is applied on the contacts page. Users have the flexibility to choose the elements they want to view, personalize their custom fields and column order. In addition, we’ll show you how to map your theme to organizations. 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. 22, 2023, 2:04 p.m.
How to Create, Add and Map an Activity Template to an Organization?
Are you looking to streamline processes in your business? In this video, we'll show you how to create, add, and map an activity template to an organization in Gridlex Zip CRM. We'll start by creating an activity template. We'll then add the activity template to the organization, and finally, we'll map the activity template to the organization so that it is applied to all users in the organization. With these steps, you'll be able to quickly and easily create and apply activity templates in Gridlex Zip CRM. 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. 22, 2023, 2:10 p.m.
How Can Users Map Schedule Templates to Unit?
This video will guide you through the process of mapping schedule templates to unit in Gridlex Zip. Mapping schedule templates to units in a CRM system is an important step in making sure that your employees are working efficiently and effectively. With this process, you can easily define recurring tasks and activities to be completed on a regular basis, as well as assigning them to the appropriate personnel. Not only does this allow for better organization and tracking of progress, but it also helps save time and money by eliminating the need to manually create and assign tasks. In this video, we'll discuss why mapping schedule templates to units in your CRM system is so important, and how it can help your business succeed. 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. 22, 2023, 2:20 p.m.
How to Add a New Theme and Map it to Contacts?
In this video, we will be showing you the easiest and most efficient way to map your contact to themes in Gridlex Zip where you can streamline the process. 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. 22, 2023, 2:26 p.m.
How Can Users Map Organizations to Entity?
This video will explain how to map organizations into an entity in Gridlex Zip. Mapping organizations to entities in a CRM is important because it allows businesses to better identify and target their customers and prospects. By creating a mapping of organizations to entities, businesses can better understand the relationships between their customers and prospects, and gain insights into their buying behavior. This makes it easier to create targeted campaigns and offers that are tailored to their needs and desires. Additionally, mapping organizations to entities in a CRM system can help businesses ensure that their customer data is accurate, up-to-date, and organized in a way that is easily actionable. 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, 6:52 a.m.
How to Edit or Update a Contact Form in Gridlex Zip?
To edit or update a contact form in Gridlex Zip, follow the instructions outlined below: Step 1: Log in to the Gridlex App Suite and click on 'Contacts' located under the Zip section. Step 2: Browse through the contact list to find the contact you wish to edit. Click on the pencil or 'edit' icon located next to the contact's name. Note: The availability of this feature depends on your assigned permissions. If you don’t have the permission to edit or update contacts, you'll be unable to do so. To obtain access, please reach out to your enterprise admin. Step 3: You will be taken to the contact editing page. Identify the section of the Contact Form you wish to make changes for, and click on the corresponding “Edit” button. Note: What you’re seeing here are termed 'Contact Attributes Form'. These are standardized fields which contain the general information gathered from a contact and are predefined in the system. If your intentions are to edit custom fields or objects that have been added separately, jump to step 5. Step 4: After you've made the desired adjustments to the contact's details, finalize the process by clicking on the “Submit” button. This action will save the modifications. Step 5: Click on “Contact Profile”. Next, find and click the “Edit” option located on the screen's right side. Once you've made your changes, ensure you click on “Submit” to save. You have successfully edited a contact form 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. 4, 2023, 1:40 p.m.
How to Utilize Listing View in Gridlex?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. Organizing, visualizing, and analyzing data is paramount in today's fast-paced professional world. With the listing view in Gridlex, you have an intuitive interface coupled with powerful features to meet these 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 Note: We are using the Contacts module as an example to explain the listing view functions. The same features apply to all the modules, such as opportunities, activities, organizations etc. Step 1: Log in to Gridlex App Suite. Navigate to the “Contacts” module found under the “Zip” section. Note: While this guide uses "Contacts" as an example, the steps apply to other modules like opportunities, activities, and organizations. 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 have the choice to sort contacts 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 contact named “Ruby.” Enter this keyword in the Contact Name 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 'Contact Name' and 'Contact ID' 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. To ensure it remains private to you, select 'Keep Private' and then hit 'Save.' Note: To make a saved view accessible to team members or other users, select the appropriate visibility option from the checklist. Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The 'Hide' function in the ‘Action’ column is a way to temporarily remove specific entries from your view, similar to a 'Delete' option. But fear not; any hidden data can be retrieved. Simply contact Gridlex's support team at apps@gridlex.com. Congratulations! You have now learned how to utilize the listing view in Gridlex. 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, 2:09 p.m.
How to View Contract History in Gridlex Zip?
Welcome to our comprehensive guide on how to view contract history in Gridlex Zip. In this guide, we'll walk you through the simple steps to view the contract history, ensuring you comprehensively understand past interactions and changes made to a contract. Step 1: Log in to the Gridlex App Suite and click ‘Contracts’ under the Zip section. Step 2: Select the specific contract name whose history you wish to view. Step 3: Click on ‘Contract History’ located at the top right. This action will take you directly to that contract’s history page. Step 4: On this page, scroll to view the changes made to the contract. Any modifications will be distinctly highlighted in yellow for easy identification. 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 contract history in Gridlex Zip.
Published | Aug. 24, 2023, 5:59 a.m.
How to Utilize Contract Listing Page?
Welcome to our comprehensive guide on utilizing the listing view in Gridlex. The contract 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 ‘Contracts’ under the Zip section. Step 2: Click on the three-dot menu to reveal the column settings. Step 3: You can see multiple options here, starting with sorting the contracts in ascending or descending order; this will sort the listing view based on the column of your choice. Features: How to use the ‘Columns’ option? Under the 'Columns' option, you can check the desired columns that you want to be displayed and click 'Apply.' You can reset the displayed columns to default by clicking ‘Reset.’ Note: You can drag and drop a column to change its position. How to use the ‘Filter’ option? This option lets you filter your listing view based on keywords of your choice. Enter the keywords, select the desired criteria from the dropdown menu, and click ‘Filter.’ You can clear any filter you have applied by clicking ‘Clear.’ Note: You can also clear all filters by clicking ‘Clear Filters’ on the listing view screen. How to use the ‘Set Column Position’ option? You can click ‘Stick Column’ to pin one or more columns of your choice, always to be displayed regardless of scrolling. You can click ‘Unstick Column’ to release the pinned columns. How to use the “Export to Excel” feature? Click ‘Export to Excel’ to export the listing view to a spreadsheet. The spreadsheet will be downloaded to your computer. The exported spreadsheet will reflect the selected filters, columns you have chosen, and column positions. Additional Features in the Listing View: You can click and drag a column's border to resize it to your desired width. To save the selected view just for yourself, choose the 'Keep Private' option and then click 'Save.' If you want the saved view to be visible to others, pick your preferred visibility option from the checklist. Note: Please refer to this guide for more information on saved views: How to Create a Saved View in Contract Listing in Gridlex Zip? Note: The ‘Hide’ option in the ‘Action’ column is similar to ‘Delete.’ However, you can retrieve hidden contracts by contacting app@gridlex.com. Congratulations! You have now learned how to utilize the contract listing view in Gridlex. 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 | Sept. 5, 2023, 7:36 a.m.
How to Use Message Templates in Emails in Gridlex Zip?
Step 1: Log in to Gridlex App Suite and click ‘Email’ under the Inbox & Omnichannel section in the navigation menu. Step 2: Click ‘Compose.’ Step 3: Choose the inbox, enter the recipient’s address, and click the ‘Choose Message Templates. ’ dropdown. Step 4: Choose the template you want to use in the mail. The message template must be mapped to the inbox that you are using. Please refer to this article for mapping message templates: How to Create and Map Message Templates and in Gridlex Zip? Step 5: The subject line and body of the email will be pre-filled from the message template. Step 6: Scroll and click ‘Attach Files’ to add attachments. Send once you’re done. Congratulations! You have now learned how to use message templates in email 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. 30, 2023, 9:44 a.m.