Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log
Overview The following video explains how you can add a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to add the ...
Found in: Communication Log
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Communication Log
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Overview The Comm Log is where you can add notes about any contact you have had with a customer, whether it is inquiries about products or debt chasing. The entries for all customers can be viewed in one grid, check out the video to see how to do ...
Found in: Communication Log
Overview You can prevent a company from appearing in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Select the company you wish to ...
Found in: Communication Log
Overview This video will show you how to set up different comm log types for logging communications with customers. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Comm Log Types line to ...
Found in: Communication Log
Overview You can include a previously excluded company so that they do appear in the communication log, the following video explains how to do this. There are step-by-step instructions below the video. Steps Open CRM. Click on Leads (Comm Log). Click ...
Found in: Communication Log
Overview You can add a comm log entry for a sales order Configuration With the sales order open in Edit mode, select the CRM tab. Click +New and populate as required. Notes/Caveats Entries made against a sales order will also be visible from within ...
Found in: CRM & Communication Log
Overview It is possible to add a communication log entry from a sales order. This will then appear in the customer's Comm Log. This is useful if the customer has a query or if they want you to know something, for example changes to their ...
Found in: CRM & Communication Log
Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
Overview The below will show you how to delete purchase orders in Khaos Control Cloud. Usage Open the purchase order you wish to delete Click on the red Delete button at the top right of the screen. Click on the Yes I do button. Notes You can’t ...
Found in: Common Purchase Order Actions
WARNING This procedure should not be carried out if you: Have duplicate stock items Have stock items with multiple SKUs, variations or options Have the same stock item on different channels not using the same SKU Please Note: We have no control over ...
Found in: Overview
Question/Problem How do you delete users who no longer need need access to the system? Resolution/Solution They can't be deleted for audit purposes however they can be deactivated. Steps Log in to your admin portal. Go to Users. Click the Deactivate ...
Found in: Managing Users
Overview You can log into the Ticket Portal using the following methods: 1. KCC Application 2. Service Desk Knowledge Base Logging into the Ticket Portal KCC Application In your web browser go to app.khaoscloud.com Log in to you KCC system. ...
Found in: Ticket Portal / Support