V6.2.0 - AirCall Integration & Optimization of Clients & Leads Details Page

Learn about all the details of all our recent CRM updates here.

Released Date - 23 Mar 2023

Our latest release includes a seamless integration of AirCall with our CRM. AirCall is a cloud-based phone system and call center that makes phone support a breeze. Now, you can effortlessly call your clients directly from the CRM and provide real-time support to address any issues they may have, thereby strengthening your customer relationships. Additionally, we've made optimizations to the Clients & Leads Details Page, presenting you with a comprehensive overview of all your clients' and leads' activities in one convenient location. This update is designed to enhance your experience and streamline your workflow, enabling you to provide exceptional customer service.

AirCall Integration

1) Marketplace Installation & Permissions

  1. Go to Marketplace and click “Obtain”.

  2. You will be redirected to a page providing you with a brief background on AirCall. Click “Obtain” to proceed with installation.

2) AirCall Account Registration

  1. Register an account via this link: https://aircall.io/signup/. Fill in your email address and click “Try for free”.

  2. Fill in the details and click “Start your free trial”.

  3. You will receive an email address with a link to verify your account.

  4. Upon clicking onto the link, you will need to set your password.

  5. Once you have confirmed your password, you will be logged into your AirCall account.

3) Setting Up AirCall on CRM

  1. Navigate to Settings > Call Settings > Air Call on CRM.

  2. Click “Create”.

4) Calling Your Clients & Leads

  1. Once AirCall setup has been completed, you will be able to call your clients directly from the CRM.

  2. On the Clients & Leads page, there will be a “call” icon beside “Phone Number”. You will only see the call icon if “Phone Number” is a visible column in your report.

  3. Similarly, on the Tickets module, you will be able to call your clients directly from the CRM portal by clicking onto the “Call” icon.

5) Call Records

  1. All calls are recorded on the CRM.

  2. Once a call has ended, the call details will be reflected accordingly:

    • Clients Page & Leads Page

      1. Outgoing and Incoming calls will be recorded.

    • Tickets Page

      1. Only outgoing calls are recorded.

Optimization of Clients & Leads Details Page

1) Permissions

Additional permissions have been added for Clients & Leads Page.

  1. Clients Page

    • Read Admin Activities - this allows users to view all admin activities for clients

    • Read Client Activities - this allows users to view client activities for clients

  2. Leads Page

    • Read Admin Activities - this allows users to view all admin activities for leads.

2) Admin Activities

  1. Admin Activities have been added to both Client & Lead Details page.

  2. You can now view all admin activities done in relation to a particular client or lead.

  3. Admin Activities include the following:

Activities

  1. The Activities tab displays all activities including notes, emails, calls and tasks.

  2. By default, all to do tasks will be shown on the top. All other activities and tasks that have been completed will be shown below in reverse chronological order (i.e. newest activities on top).

  3. By default, all activities are collapsed. You can expand them individually to view the details. Otherwise, you can click “Expand All” here.

  4. You can search for a specific activity by using the search bar.

  5. You can filter the activities based on the different categories by clicking onto the drop down link. By default, all activities will be selected.

Notes

  1. Previously, this is in the form of “Follow Up Records”. In this new release, “Follow Up Records” are now called “Notes”.

  2. There is no change in the functionalities, except that the word limit has been increased from 1,000 characters to 5,000 characters.

  3. Notes will be displayed in reverse chronological order (i.e. the latest notes created will be shown on the top) and are categorized by the month. Details shown include:

    • Creator of Note

    • Date & Time of Creation

    • Note Content

    • File Attachments (if any)

  4. You can search for notes using the search function.

A) Creating Notes

  1. You can create notes via the following ways:

    • Click “Create” in the Notes tab; or

    • Click the “Create” icon.

  2. You can now tag your notes by clicking onto the following icons:

    • Email

    • Call

    By default, both icons will not be selected.

  3. The above tagging system will allow you to better keep track of which communication channel your client reached out to you via and allow you to respond efficiently.

B) Editing Notes

  1. Only the creator of the note will be able to edit.

  2. To edit, click onto the “Edit” icon.

  3. Amend the note accordingly and click “Save”.

C) Deleting Notes

  1. Only the creator of the note can delete it.

  2. To delete the note, click onto “Delete”.

  3. A pop up notice will appear, and you will need to click “Confirm” to proceed to delete the note.

Emails

  1. A record of all emails sent to the client will be displayed here.

  2. Emails will be arranged in reverse chronological order (i.e. the latest email will be shown at the top) and categorized according to the month.

  3. The following details will be shown:

    • Email Subject

    • Email Sender

    • Email Status

  4. The email content will not be shown in this tab. To view the email content, you will need to go to the “Notify” tab.

  5. You can search for an email using the search function here.

  6. In order to send emails, you will need to enable the “Email” permission here. Otherwise, you will only be able to view email records only.

A) Sending Emails

  1. You can send emails to the client via the following ways:

    • Click “Send Email” under the Email tab; or

    • Click the “Send Email” icon.

  2. The email function works the same as the “Notify” function.

  3. By default, the recipient will be filled in accordingly. You can amend the email template, fill in the content and send it to the client / lead.

  4. Upon sending the email, a record will be displayed in the client / lead details page. The email record will also be displayed in the “Notify” tab.

Calls

  1. A record of all outgoing and incoming calls will be displayed here.

  2. Calls are arranged in reverse chronological order (i.e. the latest call record will be shown at the top) and categorized according to the month.

  3. The following details will be shown:

    • AirCall number

    • Client number

    • Duration

    • Call Date and Time

  4. By default, the call records are collapsed. You can expand the call record individually by clicking the “Expand” icon to view the full details or click the “Expand All” function.

  5. To call your client, you can click onto the “Call” icon.

Tasks

  1. A record of all tasks will be displayed here.

  2. Tasks are categorized by “To-Do” and “Completed”.

    • By default, all to-do tasks will be shown on the top.

    • Completed tasks will be shown below, arranged in reverse chronological order (i.e. the latest task completed will be at the top) and categorized by month.

  3. The following details are shown:

    • Task Title

    • User Assigned to Task

  4. By default, the tasks are collapsed. You can expand the task records individually by clicking the “Expand” icon to view the full details or click the “Expand All”.

  5. You can search for a particular task record via the search function.

  6. To create a task, you can click onto “Add Task” or click onto the “Task” icon.

  7. Only the creator of the task can edit or delete them.

  8. You can only create tasks for the client / lead if you have the “Add Tasks” function enabled.

3) Client Activities

  1. Client Activities have been added to the Clients Details Page.

  2. You can now view all activities of your clients here.

  3. Client Activities include the following:

Requests

  1. This tab shows all the requests that have been submitted by your clients.

  2. The requests are categorized according to the request types and arranged in reverse chronological order (i.e. the latest requests will be shown on the top).

  3. You can expand the request type to view all the requests submitted and their respective details:

    • Request ID

    • Status

    • Approval Process

  4. To view the full details of the request, you can click onto the “Expand” button and you will be redirected to the approval page.

  5. You will need the following “Approve/Reject” permissions in order to view the details of the request.

    • Otherwise, a pop up notice will appear to inform you that you do not have permissions.

    • By default, each request type will only show up to 5 requests. If there are more than 5, click “Load More” to view.

Tickets

  1. This tab shows all the tickets that have been raised by your clients.

  2. This tab will not be shown if you have not installed the “Ticket” function via CRM Marketplace.

  3. The tickets are categorized according to:

    • Unresolved

    • Resolved

  4. By default, all unresolved tickets will be shown on the top. Resolved tickets will be arranged in reverse chronological order (i.e. latest resolved tickets will be on the top) and categorized by month.

  5. Each ticket will display the following information:

    • Ticket Title

    • Status

    • Handler

    • Date & Time of Ticket Submission

  6. To view the full details of the ticket, you can click onto the “More Details” icon. You will be redirected to the ticket details page.

    • You will need to enable the “Read Tickets” permissions in order to view the details of the request.

    • Otherwise, a pop up notice will appear to inform you that you do not have permissions.

Transactions

  1. This tab shows an overview of the client's funds and transactions.

  2. The data here is updated real time.

  3. This tab will only be shown if you have the “Read Transactions” permissions.

  4. You can view the following information:

    • Deposit

    • Withdrawal

    • Commision Payout

    • Credit In

    • Credit Out

    • Bonus Payout - this will only be displayed if you have installed the Bonus function via CRM Marketplace

    • Transaction Details

  5. You can select the time frame in which you wish to extract the data for.

Trades

  1. This tab displays all trade transactions done by the client.

  2. The data here is updated real time.

  3. This tab will not be shown if you do not have permissions to any of the following:

    • Read Trade History

    • Read Open Positions

    • Read Pending Orders

  4. The following reports are available here:

    • Trading History

    • Open Positions

    • Pending Orders

  5. You can filter the data via the following:

    • Timeframe

    • Trading Platform Server

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