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Version: 8.0

Catalogs

Activation and access​

Use the catalogs to download them and send them to your customers. First, you need to activate the catalogs (by default this option is disabled).

Access: Application Config → Apps management → CRM, Configure → activate ‘Manage catalogs’.

The ‘Catalogs’ menu entry will appear in the CRM menu.

tip

Access: CRM → Catalogs → open the list of catalogs in Cards view.

Show PDF : a catalog file in Cards view has a ‘Show PDF’ button. Click on this button to show the catalog that has been imported on a catalog. It is also possible to download this PDF once you have clicked on ‘Show PDF’.

A catalog in list view allows you to click on the pdf link and download it directly.

Create a catalog type​

Access: CRM → Configuration → Catalogs type

  1. Open the ‘Catalogs type’ menu.

  2. Click + to create a new catalog type.

  3. Save the changes you have made.

Catalog File: create, download, send a catalog​

Access: CRM → Configuration → Catalogs

  1. On the catalog file, import a pdf file.

  2. Or, show this PDF file by clicking on the ‘Show PDF’ button once the PDF catalog has been imported.

  3. In the ‘Catalogs type’ field, enter the type of catalog.

  4. Add a logo by importing an image.

  5. Add a description to the catalog.

  6. Tools - Send email: click on ‘Tools’ and then select “Send email” to send an email containing the catalog to the selected contacts.

  • Once you have clicked on ‘Send Email’, the ‘Catalog’ window will open;

  • Make sure that a ‘Send Catalog’ email template has been selected in the ‘Template’ field.

  • If you have entered email addresses in the contact records, you will be able to send an email via your SMTP account.

  • Select the list of contacts you wish to send the catalog to. Click on ‘Validate’.