さまざまな設定を構成する方法は？

ここでは、ChetsCRM ツールの設定を構成する方法についての完全なガイドを紹介します。

1. 会社概要

   
   

会社の詳細を効率的に更新するには、次の手順に従ってください。

• 名前:会社の正式名称を入力します。

• 短縮名:該当する場合は、会社名の短縮版を入力してください。

• 電子メール:連絡用の会社の電子メール アドレスを更新します。

• 電話:会社の連絡先電話番号を入力します。

• ウェブサイト:会社のウェブサイトの URL を更新します。

• 住所:会社の実際の住所を入力します。

• さらに、毎日の作業レポートの電子メール通知を受信するには、「毎日の作業レポートの電子メール」を設定に追加してください。

これらの手順に従うことで、会社の情報が正確かつ最新であることを簡単に確認できると同時に、重要な毎日の作業レポートの通知も有効にすることができます。

2. システム設定

   
   

包括的なシステム設定により、ChetsCRM エクスペリエンスのカスタマイズは簡単です。次のフィールドを使用して、ニーズにぴったり合うように設定を調整します。

• 言語: 14 種類の組み込み言語から選択して、好みの言語で ChetsCRM を操作します。

• 通貨記号:現地通貨に合わせて通貨記号を定義します。

• 通貨 ISO コード:金融取引を正確に表すために、通貨の ISO コードを指定します。

• 日付形式:地域の慣例に合わせて日付形式をカスタマイズします。

• 時間形式:時間管理の好みに合わせて、12 時間形式と 24 時間形式を選択します。

• タイムゾーン:現在地を正確に反映するようにタイムゾーンを設定します。

ChetsCRM の直感的なシステム設定により、エクスペリエンスのカスタマイズがこれまでになく簡単になりました。ChetsCRM を正確な仕様に合わせて微調整し、ニーズに合わせたシームレスなナビゲーションをお楽しみください。

3. テーマ設定

   
   

システムのテーマ設定で会社のロゴ、サイドバーのロゴ、ファビコンを変更するには、次の手順に従います。

• 会社のロゴ:会社のロゴ画像をアップロードして、システムのヘッダーに表示されている現在の画像を置き換えます。

• サイドバー ロゴ:サイドバー専用にデザインされたロゴ画像をアップロードし、適切に収まり、明瞭性を維持するようにします。

• ファビコン: Web ブラウザーのタブやブックマークに会社のブランドを表すファビコン画像をアップロードします。

By updating these theme settings with your company's logos and favicon, you can ensure consistent branding and visual representation across the system, enhancing recognition and professionalism.

4. Email

Change your mail settings for outgoing mail from the tool.

• Mail Protocol: Specify the mail protocol, such as SMTP.

• Mail Host: Provide the host name of your SMTP mail server.

• Mail Port: Enter the port number for outgoing mail.

• Mail Username: Specify the email address used for outgoing mail.

• Mail Password: Enter the password associated with the outgoing mail address.

• Mail Encryption: Choose the encryption method, either TLS or SSL.

• Mail From Address: Define the sender's email address.

• Mail From Name: Specify the sender's name.

• Limit on Campaign Outgoing Mail: Set the maximum number of emails that can be sent as part of a campaign per hour.

• Additionally, to receive email notifications for daily work reports, please add Daily Work Report Emails to your preferences.

  
  

By configuring these settings, you can ensure seamless email communication for your company while maintaining secure and efficient management of outgoing mails.

5. Email Templates

To modify the content of email templates and include dynamic variables for personalized subject lines and messages, follow these steps:

• Subject: Customize the subject line of the email template to include dynamic variables such as {USERNAME}, {COMPANY_NAME}, etc. These variables will be replaced with actual user-specific or system-specific values when the email is sent.

• Message: Modify the body of the email template to include dynamic variables for personalized messages. Incorporate placeholders such as {USERNAME}, {COMPANY_NAME}, etc., which will be replaced with relevant information based on the recipient or system context.

By leveraging dynamic variables within email templates, you can tailor communications to individual users or situations, enhancing engagement and relevance.

6. Email Notifications

To manage email notifications for specific modules, follow these steps:

• Access the Email Notifications section in your system settings.

• You will find a list of modules for which email notifications can be configured. These may include:

• Create User or Client

• Change Email

• Announcement

• Meeting

• Project

• Project CoCo

• task

• Overdue Reminder

• Estimate

• Invoice

• Payment

• Campaign

• Leave

• Toggle the settings for each module to turn email notifications on or off based on your requirements.

• Save the changes to update your email notification preferences.

By customizing email notification settings for individual modules, you can tailor your communication preferences and stay updated on specific activities relevant to your workflow.

7. Custom Fields

You have the flexibility to create unlimited custom fields tailored to your requirements for the projects, tasks, and leads modules. Here's how you can manage them effectively:

• Creation: Generate custom fields according to your specific needs within the projects, tasks, and leads modules. These custom fields allow you to capture and organize additional information relevant to your workflow.

• Activation: Activate or deactivate custom fields using the action button to control their visibility within the modules. Only active custom fields will be displayed in the projects, tasks, and leads modules, ensuring clarity and efficiency.

• Editing: Modify the properties or configurations of custom fields as needed. You can adjust labels, data types, default values, and other parameters to align with evolving requirements.

• Deletion: Remove obsolete or redundant custom fields by deleting them from the system. This helps streamline data management and prevents clutter in your interface.

By managing custom fields dynamically, you can tailor your system to accommodate evolving needs and capture relevant information effectively across projects, tasks, and leads modules.

8. Slack

• Sign in to Slack: Visit the Slack website and sign in to your account using your credentials.

• Create Workspace: If you don't have a workspace yet, create one by clicking on "Create a workspace" and following the on-screen instructions.

• Create an App Inside the Workspace: Once you're signed in to your workspace, navigate to the "Apps" section.

• Create New App: Click on "Create New App" to initiate the process of creating a new app for your workspace.

• Select "From Scratch": Choose the option to create the app from scratch to have full control over its configuration.

• Name the App & Choose Workspace: Give your app a descriptive name that reflects its purpose. Select the workspace where you want to install the app.

• Activate Incoming Webhooks: In your app's settings, locate the "Incoming Webhooks" section. Activate Incoming Webhooks to enable your app to receive messages from external services.

By following these steps, you'll be able to set up a Slack integration, create a new app within your workspace, and activate Incoming Webhooks to facilitate communication between your app and Slack.

9. Menu Allocation

Customize your sidebar menu according to your preferences with ease using the following features:

• Drag and Drop: Click and drag the menu items to rearrange their position within the sidebar. This intuitive action allows you to organize the menu according to your preferred order.

• Activate/Inactive: Enable or disable menu items by dragging and dropping them. Simply move the menu item to the desired section of the sidebar to activate or deactivate it.

By utilizing the drag-and-drop functionality, you can effortlessly adjust the layout and content of your sidebar menu, ensuring easy access to the most relevant features and functionalities based on your style and workflow requirements.

10. Task Type

Enhance your task management by creating dynamic task types tailored to your specific needs. Follow these steps to create and customize task types:

• Create New task Types: Generate multiple task types based on your requirements. These task types can represent different categories or classifications of tasks within your system.

• Customize Name, Color, and Icon: Modify the name, color, and icon of each created task type to distinguish them visually and make them easily identifiable. Choose descriptive names, distinct colors, and appropriate icons to reflect the nature of each task type effectively.

• System Default task Types: Note that while you can customize the created task types, you cannot modify the default task types provided by the system. These default types serve as standard categories within the task management framework.

By creating and customizing multiple dynamic task types, you can effectively categorize and prioritize tasks according to their nature, facilitating streamlined task management and resolution processes.

11. Payment Credentials

You can manage payment credentials through two different types:

Payment Gateway

• Update payment gateway credentials for PayPal and Stripe securely within the system.

• Navigate to the designated section for Payment Gateway.

• Click on the respective options for PayPal and Stripe to input or update the required credentials.

• Ensure the accuracy of the information provided for seamless payment processing.

Payment Method

• Create, update, or delete offline payment methods as needed.

• Access the Payment Method section within the system's settings.

• Utilize the available options to create new payment methods or modify existing ones to accommodate offline payment transactions.

• Delete outdated or unnecessary payment methods to maintain clarity and efficiency.

By managing payment credentials effectively through these two types, you can ensure smooth and secure payment processing for your transactions, whether online through payment gateways like PayPal and Stripe or offline using customized payment methods.

12. Expense Categories

Expense categories play a crucial role in organizing and tracking expenses efficiently. Here's how you can manage them:

Create/Edit/Delete Expense Category

• Create new expense categories to group expenses based on their nature or purpose.

• Edit existing expense categories to update their names or descriptions as needed.

• Delete outdated or unnecessary expense categories to streamline the categorization process.

Set Default Category

• Choose a default expense category to streamline expense entry and ensure consistency.

• The default category will be pre-selected when adding new expenses, simplifying data entry and minimizing errors.

By effectively managing expense categories, you can enhance the organization and analysis of your financial data, facilitating better decision-making and financial control.

13. Item Categories

Item categories are pivotal in organizing and classifying items effectively. Here's how to manage them:

Create/Edit/Delete Item Categories

• Create new item categories to group items based on common characteristics or purposes.

• Edit existing item categories to update their names or descriptions, ensuring accuracy and relevance.

• Delete redundant or outdated item categories to streamline the classification process.

Set Default Value

• Designate a default item category to streamline item management and ensure consistency.

• The default category will be automatically assigned to new items, simplifying item creation and reducing manual input.

By efficiently managing item categories, you can streamline inventory management processes, improve data organization, and enhance overall operational efficiency.

14. Estimate

Estimate settings are essential for configuring the parameters and preferences related to estimates. Here's how you can manage them:

• Prefix: Define a prefix for your estimates to distinguish them from other documents, such as invoices or quotes.

• Due After: Specify the number of days after which an estimate is due for payment once it's sent to the client.

• Auto Send Reminder: Enable or disable automatic reminders to be sent to clients for pending estimates.

• Auto Convert Estimate to Invoice: Enable or disable the automatic conversion of accepted estimates into invoices to streamline the invoicing process.

• Send Reminder Before (Days): Specify the number of days before the due date when reminder emails should be sent to clients.

• Client Note: Provide space for adding client-specific notes or comments to be included in the estimate.

• Terms & Conditions: Define the terms and conditions associated with the estimates, outlining the contractual agreement between you and the client.

By configuring these estimate settings, you can customize the estimation process according to your business requirements, streamline communication with clients, and ensure clarity and transparency in your transactions.

15. Invoice

Customize your invoice settings to streamline invoicing processes and ensure compliance. Here's how you can manage them:

• Prefix: Set a prefix for your invoices to differentiate them from other documents, such as estimates or quotes.

• Due After: Specify the number of days after which an invoice is due for payment once it's taskd to the client.

• Auto Send Reminder: Enable or disable automatic reminders to be sent to clients for overdue invoices.

• Send Reminder After (Days): Define the number of days after the invoice due date when reminder emails should be sent to clients.

• Company Tax Number: Input your company's tax number for inclusion on invoices, ensuring compliance with tax regulations.

• Show Company Tax Number: Choose whether to display the company tax number on invoices or keep it hidden.

• Client Note: Provide space for adding client-specific notes or comments to be included in the invoice.

• Terms & Conditions: Define the terms and conditions associated with the invoices, outlining the contractual agreement between you and the client.

By configuring these invoice settings, you can tailor your invoicing process to meet your business needs, enhance communication with clients, and ensure legal compliance and clarity in your financial transactions.

16. Campaign Lists

Campaign lists provide a structured approach to organizing and managing related marketing campaigns. Here's how to manage them effectively:

Create, Edit, and Delete Campaign Lists

• Generate new campaign lists to group related marketing campaigns based on shared themes or objectives.

• Edit existing campaign lists to update their names, descriptions, or associated campaigns as needed.

• Delete obsolete or redundant campaign lists to maintain a streamlined organizational structure.

Integration with Lead, Opportunity, and Client

• Associate campaign lists with leads, opportunities, and clients to track the effectiveness of marketing efforts and monitor their impact on sales.

• Utilize campaign lists to categorize and manage leads, opportunities, and clients based on their interactions with specific marketing campaigns.

Mail Integration

• Send targeted email campaigns to leads, opportunities, or clients directly from campaign lists, streamlining communication efforts and maximizing engagement.

By effectively managing campaign lists, you can coordinate and optimize your marketing efforts, enhance collaboration across teams, and improve overall campaign performance and ROI.

17. Campaign Type

Efficiently organize your campaigns by managing campaign types. Here's how:

Create Campaign Types

• Generate new campaign types to categorize campaigns based on their objectives, target audience, or other relevant criteria.

Edit Campaign Types

• Modify existing campaign types to update their names or descriptions as needed to reflect changes in your marketing strategies or goals.

Delete Campaign Types

• Remove obsolete or redundant campaign types to declutter your system and streamline campaign management.

By effectively managing campaign types, you can categorize and track your marketing efforts more efficiently, enabling better organization and analysis of campaign performance.

18. Customer Groups

Customer groups facilitate targeted marketing efforts and collaboration among similar-minded customers. Here's how to manage them:

Create Customer Groups

• Generate new customer groups to gather prospective buyers or customers with similar needs and behaviours.

• Define the characteristics or criteria that unify members of each group, such as demographics, interests, or purchasing behaviour.

Edit Customer Groups

• Modify existing customer groups to update their names, descriptions, or criteria as needed.

• Adapt the group parameters to reflect changes in your target audience or marketing strategies.

Delete Customer Groups

• Remove obsolete or redundant customer groups to maintain a streamlined and relevant list.

• Ensure that all members are properly notified of any changes to prevent confusion.

By effectively managing customer groups, you can tailor your marketing efforts to specific segments of your audience, maximize the value proposition for each group, and enhance overall customer engagement and satisfaction.

19. Lead Settings

Lead Source

• Create, Edit, Delete, or Rename Lead Sources

• Establish various lead sources, such as Email or Feedback, to track the origins of your leads.

• Customize lead source names to accurately reflect the channels through which leads are acquired.

Lead Status

• Create, Edit, Delete Lead Status

• Define lead statuses to track the progress of leads through your sales pipeline.

• Customize status names to align with your sales process stages, such as "New Lead," "Contacted," "Qualified," etc.

• Default Status

• Define a default lead status to automatically assign to new leads, streamlining lead management workflows.

• Move Record Using Drag and Drop

• Easily reposition lead statuses within your workflow by dragging and dropping them as needed.

• Choose Color of Status

• Customize the color associated with each lead status to visually differentiate between different stages of the sales pipeline.

By effectively managing lead sources and statuses, you can streamline lead tracking and optimize your sales process for improved efficiency and effectiveness.

20. Zoom Meeting

Set Zoom Meeting Credentials

• Configure Zoom meeting credentials by providing the following information:

• Client Key: Unique identifier provided by Zoom to authenticate your application.

• Client Secret: Secret key provided by Zoom to authorize access to your account.

• Account ID: Your Zoom account's unique identifier.

• Profile Email: Email associated with your Zoom account for identification purposes.

Status for Zoom Meeting

• Activate or deactivate Zoom meeting integration as needed to control access and functionality within the meeting module.

By setting up Zoom meeting credentials, you can enable seamless integration with the meeting module, allowing users to schedule, host, and manage Zoom meetings directly within your system.

21. Open AI

ツールの AI 駆動機能を強化するために OpenAI 構成を設定します。

• キー: AI 機能を有効にするには、OpenAI API キーを入力します。

• モデル:テキスト生成に使用する言語モデルを指定します。

• 画像モデル:画像の生成に使用するモデルを入力します。

• ステータス:ニーズに応じて OpenAI 統合を有効または無効にします。

  
  

これらの設定を構成することで、テキストと画像の生成のための高度な AI 機能のロックを解除し、アプリケーションへのシームレスで効率的な統合を実現できます。

この包括的なガイドでは、ChetsCRM ツール統合内のさまざまな設定の構成について説明します。ユーザーは、各側面を効率的に管理およびカスタマイズして、プラットフォームを特定のビジネス ニーズに合わせて調整し、操作を効果的に合理化できます。