Getting Started

Login

When you navigate to the SplendidCRM web site, you might be automatically authenticated and taken to the home page, or you might be prompt for a username and password.  Being automatically authenticated is a Windows feature that works with Internet Explorer and with Chrome and only applies when using the CRM is installed on-premise.  If SplendidCRM is being provided as a hosted service, then you will get the standard username and password login prompt.

Admin Wizard

The first time that an administrator logs into the CRM, he/she will be taken to the Admin Wizard so that some key global settings can be specified.  The System Title page allows the administrator to change the logo displayed in the upper left corner of the page.  The System Locale page allow the administrator to specify the default language, default currency and default date/time format.  The Mail Settings page allows the administrator to specify the SMTP settings.

You can skip the Admin Wizard and get back to it later by logging in as an administrator and manually navigating to the ~/Administration/Configurator page.

User Wizard

The first time that a user logs into the CRM, he/she will be taken to the User Wizard so that some key user-specific settings can be specified.  The Your Profile page allows the user to specify their name, email, phone and mailing address.  The Your Locale page allows the user to specify their preferred language, currency and date/time format.  The Your Email Settings page allows the user to specify their email username and password.

The user can skip the User Wizard and get back to it later by manually navigating to the ~/Users/Wizard.aspx page.

User Interface

The CRM has a very consistent interface.  The core modules are represented on the menu as a tab, with a popdown to create, import or list the records of the module. 

When you hover over a tab, you get a popdown menu of options, but if you click on the name in the tab, you will be taken to the ListView of the module.  This ListView is where you are presented with a searchable list of records in the module.  The ListView typically has a search panel at the top and a Mass Update panel at the bottom.

Record creation takes place in what is called an EditView.  All EditViews will have one or more require fields, marked by a red asterisk near the field label.  If you are running the Professional or Enterprise edition, you may see a Team field.  Team management is an advanced feature that allows the administrator to control who sees what data.

The DetailView is a read-only view of a record that also displays any related data. From the DetailView, you can edit the record, duplicate the record, delete the record, and view changes.  The related data is displayed in what is called a sub-panel.  The sub-panel for Contacts allows you to create a contact that is related to the current account.