Q. Which Web Browsers are suitable for use with the system?

A. You can find information regarding supported Web Browsers here. Note that for optimum performance you may need to change some Browser settings, instructions for this are described here.

Q. How do I clear my Internet Cookies?

A. Information on doing this can be found here. Clearing your Internet Cookies solves many common issues with the system.

Q. What operating systems are supported?

A. Your system works with any operating system capable of running a supported Browser, this includes Windows XP/Vista/7/8/10 and future Windows releases, Mac OS X and Linux. A mobile version of the Appointment Calendar is available when the system is accessed via a mobile device (smartphone etc). The system can be run on iOS for iPad / iPhone however some performance elements are impaired due to the limitations of the device.

Q. How do I contact Customer Success Support/what are your opening hours?

A. We have a Support Portal that you can access through the Menu, here you can log a ticket with the Customer Success Support Team 24 hours a day or alternatively you can send a ticket by emailing support@fivecrm.com, you can open a Live Chat with Customer Success Support within the office hours and you can also call the Customer Success Support desk in the UK on +44 (0) 1249 566010 or the US on 727-474-1407. The office hours are standard office hours of 8:30am to 5:00pm UK time, excluding public holidays. After 5:00pm UK time the Helpline will automatically go over to our US Customer Success Support Team and they are available until 10:00pm UK time.

Q. How can I increase the number of user Licenses available?

A. If you pay manually, i.e. by credit card each month, then you can go to the Menu option About > Manage Subscription/Users. The system gives an option to add Users to the current month or add months. If you pay by any other method log a Customer Success Support ticket by going to the Support Portal in the Menu or alternatively emailing support@fivecrm.com. Please be sure to including your Name, Company Name and the number of Licenses required.

Q. How can I get further training?

A. Log a Customer Success Support ticket through the Support Portal on the Menu or alternatively email Customer Success Support at support@fivecrm.com. We can then discuss the requirements and the best options for you.

Q. How can I submit an enhancement request?

A. Log a Customer Success Support ticket through the Support Portal on the Menu or alternatively email Customer Success Support at support@fivecrm.com, explain in the ticket details of what you would like the system to be able to do. Customer Success Support will respond to let you know whether your enhancement request has been accepted and submitted to the feature wish list.

Q. Can the system integrate with other systems?

A. The system currently directly integrates with Salesforce.com, more information on this can be found here. We also offer direct integration with Google Calendars, you can find information on this here. Integration with the Xero is also available. Other systems offer partial integration via the ability to quickly Import and Export data from the system. If you have more specific questions please contact Customer Success Support via the Support portal in the Menu.

Q. How many Licenses do I need to purchase?

A. You need to purchase enough Licenses to cover the maximum number of people that will be logged on to the system at any one time. This means you can set up an unlimited amount of Usernames, but for example, if you only purchase 25 Licenses only 25 people will be able to use the system at one time. This includes system Administrators and External Salespeople.

Q. Can I record outgoing calls made on the system?

A. Yes, depending on how your phone system is set up there are a variety of ways to set up call recording. If you are using a Softphone there are many 3rd party Software packages that can record the calls, alternatively you can record calls using the FIVE CRM Agent. Information on recording via the FIVE CRM agent can be found here. We also recommend Cloudcall, for more information click here.

Q. How do I set up the system to send emails?

A. You will need to enter your SMTP server details under the Menu option, Setup > Database Area. Note that you will need to use a Web service that allows SMTP from sources outside of your network. If this is not possible we recommend using Sendgrid, Mandrill and AuthSMTP to relay your email, they will provide you with SMTP server settings.

Q. How do I send bulk emails from the system?

A. Information on how to send bulk emails from the system can be found here.

Q. What is the system API and what can it do?

A. The API allows you to dynamically update the system from a web interface or similar. It can also be used to create new records in the system from a web interface or pull information from within the system to a web interface. If you want to find out more about the API please contact Customer Success Support via the Support portal in the Menu and explain what you need to do, they will then be able to advise you further.