Objects

• Objects list
• Creating new object
• Reviewing object
• Creating related entries
• Editing and deleting
• Adjusting the object columns
• Objects import

Objects module helps managing objects. Object is sale result, provided to a customer. This module is adapted to implement the processes in the after-sales. You can specify a warranty period for objects, you can associate them with requests, contracts, projects.

Objects list

To see objects list, use module Objects. See full list or select type:

To find a specific object, use Search or filters:

Creating new object

1. To create a new object, click on the New record.

2. Mandatory fields are marked with a star symbol. Fill the information fields and save.

Reviewing object

To review object, go to the list and press on object name:

See all the information about the object. On the upper menu you can select to view related tasks, timesheets, files, Gantt view, tickets, sales, notes, contracts and change log.

Creating related entries

1. Select which type of related entry you want to create, for example a new task for the object. Click on the Task tab and New task.

2. Describe the task and save.

3. The newly created task will be shown both in the object card and in the task list in Task module.

4. The new task can be created through the object list by clicking on the quick button.

5. You can also see the related emails in the object card. Click on the action button in the object card and select Copy email reference - when the object link is pasted in the letter's subject or body, the system will scan the sent email and save it in the Emails log tab.

Editing and deleting

To edit or delete object, use Actions:

Also, choose to review and select button  Actions:

Adjusting the object columns

In the object module, there is an option to rearrange the order of the columns. Select the Table options icon:

You can move columns up / down by selecting the marked icon in the table. In the Visibility row, you can select the visibility of an existing column in the Objects module:

Objects import

There is a possibility to import objects to Hanna CRM system from csv, xlsx, xls format files. Select Objects module and press on the mass action button.

Select import icon - Import objects.

Add file and press Parse import file:

Map system fields with information in your file. Press Import:

New entries will be created from the information in your file.