After installing the client

After installing JustRelate CRM and logging in as an administrator (see Initial users and example data), you will want to familiarize yourself with the application. The CRM already includes some example data, docu­ments and templates you can use to simulate sales cases. To be able to use the CRM in your com­pany, the system needs to be prepared.

Information about the web client

Information about the client used can be obtained from the login dialog after clicking the colored icon in the bottom right corner.

For support requests, at least the following information is required:

  • ? menu: Cubes Version; Sales Version; Jar Version.
  • From the start dialog (colored exclamation mark): JustRelate CRM Web Client Version.
  • The version of the browser you are using may also be helpful.

Note: Independently of this, you can always obtain information about the client used via the ? menu after logging in.