About this documentation

This user documentation gives you an overview of JustRelate’s CRM (formerly PisaSales) and will help you get an idea of elements and basic functions for working with the CRM Suite. You will acquire in-depth knowl­edge about the structure of the CRM system and basic approaches to using the modules. You will get to know everything worth knowing, from the system start up, the screen layout, the ele­ments of the user interface to the most important functions, and will be introduced to the separate mod­ules.

The online help is always opened in your default browser.

Note: JustRelate CRM is a web application that has been originally designed as a Windows applica­tion. Therefore, in the documentation, the suf­fix "-Windows client" can be found occasionally. These are only exceptions, because the Win client is no longer being developed and distributed.

Target group of the documentation

This documentation primarily addresses end users in sales, marketing and the back office who manage a larger number of contacts, handle marketing offensives, create and qualify sales cases. Besides, this documentation provides hints for administrators and key users on how to customize system components via variables and for individual settings and enhancements. In particular, the Administration section introduces tools and procedures with which an administrator can set up the CRM system after installating, creating the company structure, and making initial settings and adjustments in line with the business processes in their own company. In this way, the system can be adapted to the workflows in the company and user acceptance can be improved.

Available information

For end users and administrators:
For customizers and programmers

For these user groups we offer special training courses. Here you will be made familiar with the basic system, PiSA cubes (repository customizing).

Academy and trainings (menu bar ?)

The JustRelate CRM Academy is part of the training concept, an is used for the support and training of users and the provision of own training modules by customers/users. The Academy can be accessed via the help menu (?) of the CRM. You need an individual login and pass­word. See JustRelate CRM Academy.

Note: The new academy is located in the JustRelate customer portal and supports only personal accounts and no company accounts.

JustRelate also offers open CRM online training courses as an extended online training format. See our Training offering.

Hotkeys

JustRelate CRM can be operated with hotkeys similar to those known from Windows. The hotkeys have the same effect as in Windows. In addition, there are special hotkeys that acti­vate different objects and special commands and functions in the CRM. In lists, the keys [Pos1], [End], [PgUp], [PgDn] with their combinations are also supported.

Note: The availability of keyboard shortcuts in the Web client is limited since it’s a web appli­cation.

Server Info, Web client info (menu bar ?)

In the submenu "Server Info", “Web client info”, there are information dialogs with an own tab listing the com­ponents and licenses used from third parties. This makes it possible to determine any internal company restrictions when using third-party components.

Tips

  • You can always open the online help from the Web client via the menu bar: ? / Help
  • Navigate by activating and expanding the headings in the navigation bar (2-level navigation).
  • The breadcrumb navigation at the top of the page is for rough orientation.
  • Further subtopics (3rd-level, if existing) are always in the topic box (Related topics) above the start topic.
  • The superordinate level of "Related Topics" is marked in the navigation bar.
  • You can search for strings. Wildcards and search operators are not supported.
  • The main path of search results is marked in the navigation bar.

Note: With the release change of version 7.6 to version 8.0 also the merger of PiSA sales GmbH with JustRelate Deutschland GmbH under the roof of the JustRelate Group took place. The copyright information in the various documents of the versions prior to 8.0, which are available for download, may correspond to the company location at that time.

Information about JustRelate’s CRM can be found on the product page.