Enable the contact management features

Overview

This page will show you how to enable the Contact Management feature within the Rhino app. It illustrates how to switch on a means to store your business Contacts and also the way to enable Companies to group those contacts to get a company-wide view.

Enable the Rhino Contact Management (CRM) feature

How to enable the Contact Management Feature

  1. Log into the Rhino App
  2. Click on YOUR FEATURES Menu
  3. Select CRM – which will bring up the CRM Configuration screen.
  4. Follow the guidance on the screen and remember to click on SAVE to save your changes.

Useful Tips

The configuration screen will give you the option to enable CONTACTS to store the contact details for individual customers, suppliers, and other business contacts. It will also give you the option to enable a COMPANY VIEW that lets you group CONTACTS by COMPANY. This is useful if you wish to see all the notes, actions, documents, estimates, and invoices for a specific company.

It also illustrates how to configure the App to use your email. The App comes configured to use a generic email address to send estimates and invoices. We recommend that our customers reconfigure this to use their own email address. This means that all emails sent via the App will appear in your SENT ITEMS and should customers reply to your email, the responses will appear in your INBOX.

Our customers have the option to setup or define SEARCH TAGS to help organize your contacts. This is a powerful way to attach one or more search tags to each customer (e.g. REGION, COMPANY TYPE, ARE THEY ON SUPPORT). You can then use the filters in the App to extract all contacts linked to a SEARCH TAG. This is particularly useful when used in conjunction with our marketing engine.