Double-click on any cell for a client and the edit window should appear allowing you to edit every client field. If you have trouble double-clicking because the cell keeps going into edit mode, then double-click on the ClientID column or right-click on the Client and choose Edit Selected Client. Click the tabs to edit more settings and click the Update button to save the settings.
Details
Enter all the details you know about the Client. Some of the fields auto-format as you leave them (such as the postcode to uppercase), others autofill details where there was no value before (such as the City, State, Country and Region when a UK postcode is entered). The web site is auto-determined from the email address if the web site was blank at the time. The Client ID is pre-determined for you and cannot be changed. The Full Name is comprised of the Salutation, Name, Initial and Surname and cannot be edited separately.
The State and Region are set by the user and can be whatever details you want by changing the Edit Group details option on the main CRMHaven window. The Salutation and Country pop-ups are fixed and cannot be edited.
Every time the Client is updated the Modified date reflects the date and time the latest changes were made.
Events
The Events tab is used to record all your interactions with your Client. It also shows you what events others in your Group have had with the Client too so you can get an overall picture of the Client relationship.
Adding an Event
Type a description of the Event held in one or more of the seven Event types. Click the Add button to list the event, the current date & time and your description in the list box below. You can edit the description while in the list box. Click the Update button to save the Events.
Removing an Event
Highlight the Event(s) you want to remove from the list box. Click the Delete button to remove these events. If you change your mind then click the Cancel button or click the Update button to save the updated Events.
Personal
The Personal tab shows the home details for the Client as well as their relationship attributes. The Priority lets you determine the level of importance from 0 to 10 of different Clients that is reflected in the reports produced.
Relationships, Types, Categories, Sources, Keywords
The Relations, Types, Categories, Sources and Keywords are user-defined fields where you can pick multiple options. The pop-up menu shows the current attributes. To change these settings click on the magnifying glass beside the attributes and add or remove the options you want. Click OK to accept the changes.
Birthday
Enter the Client’s birthday using the date entry field. On Windows a calendar appears to make date selection easier.
Social
The Social tab is to hold informal information about the client and will expand as other social sites become popular.
Photo
Click in the middle of the Photo field to get a file selection dialog. Choose a Client JPEG photo of 100 x 100 pixels in size. If you choose a different size photo it will scale the photo to that size.
Notes
The Notes tab is to hold free flow text describing the Client, text from emails or comments. The text does not support style changes and can be cut and pasted into other documents.
Custom Fields
The Custom fields give you the option to add fields to your Client data that are custom to your needs. These fields can hold any information you want from surveys to data, numbers, text or dates. They can be single line answers or multi-line comments. The types of information held in the Custom fields is set in the Edit Group details window. The first two lines set the column headings and the subsequent lines set the field headers.
As your click through the headings the associated text appears both on the right hand column and in the edit field below. As you change the text in the edit field below it will add the text to the custom value.
It is important to choose your custom fields properly since you cannot change the order of the fields later.
InLine editing
It is possible to view and edit multiple custom fields at once in the main CRMHaven window.
Click the Limit tab. Set the In Group to the group you want to edit. Set Edit to Custom Fields. Now you are ready to edit the custom fields in the main window! Editing this way eliminates your ability to add carriage returns (multiple lines) to your custom field.
Exporting
It is possible to export the custom fields using the Export Clients option.
Note that custom fields cannot contain tab characters as these are reserved as field delimiters.