About Company Settings
Owners of an organization’s TIEIT account can access all the available areas of company settings and customize which team member gets access to certain company settings. Areas that owners have access to include:
General Info
This is where users can edit their company’s contact information, edit their company name and logo. Owners of an organization’s TIEIT account can enable this access for other users.
Manage Users
If this option has been added to a user’s account by the organization's TIEIT owner, they can activate and deactivate users by clicking on the icon with the 3 circles on the far right of a user’s name. They can also add new users.
RBAC
RBAC allows owners of an organization’s TIEIT account to modify which modules certain team members have access to, create roles and add new users.
Transaction Settings
In this section, users who have been given access to this area by their organizations TIEIT owner can modify the default template and details that appear for their organization’s invoices or estimates, activate their Quickbooks Online connection, connect payment gateways such as Stripes and more.
Custom Fields
Users who have been given access to this area by their administrator can add custom fields that can appear on forms, details pages and other TIEIT modules. To add a new custom field, click the green button on the top right of the page.
CRM Settings
Under Company Settings, you will have the ability to customize the layout and data that appear for certain areas in the CRM so the data is organized in a way that works best for you and your team. The two areas you can customize include:
- Customize Record Layouts - You can create custom page views for the Contact, Deal and Company pages
- Customizations - You can modify CRM options such as activity reasons, call outcomes and more
Custom Record Layout
You can create custom record views to easily find information that may be helpful to you or your team. You can customize the content that appears under the details tab on a CRM detail page, or hide certain tabs. You can also add an additional tab on the left side panel.
Here is an example below of areas you can customize.
- On the left side panel, you can create a new tab to include certain data, such as details entered on a form by a contact, in a contact, company or detail page. You can include any custom field that you create in this section.
- You can add fields to any sections on the contact, company or details pages. You can also create new sections to add your fields and the data entered for the fields.
To learn how to create your own custom record layout, click the Knowledge Base article link below.
Customizations
Customizations are the options you can include for the outcomes of certain activities, company types, activity/deal lost reasons and contact positions. Typically, there are default options already added, but you can include your own to customize your options.
The example below shows the outcome descriptions of a call after an activity has been marked answered or not answered.
When you enter a call activity or edit it on the timeline, these options will appear. Here is an example:
When answered is selected, the call outcomes entered in the customizations will appear.
Areas you can create customizations for include:
- Call Outcomes - These outcomes appear when call activities are marked as answered or not answered
- Activity Reasons - Activity reasons can be created for meeting and call activities
- Deal Lost Reasons - These reasons appear when a deal is marked as lost
- Company Type - The appears under the Details tab on a company’s details page
- Contact Position - This appears under the Contacts tab in a company’s detail page
To learn how you can edit customizations, click the Knowledge Base Article below.