Catégories

Collabox software

Collabox software

This ERP-like software includes hundreds of functions to manage your business whether small, medium or large.

You have several functions as well as specific tools to manage all aspects of your business.

Collabox software allows you to optimize your operations:

The -timesheets- function and precise reports allow you to get the time of your work teams.
Project management becomes efficient thanks to all the functions relating to project monitoring. In addition, they make it possible to make the links with schedules and costs.
Whether you are in the service or manufacturing sectors or in food production, production management becomes easy with the Collabox
Manage the entire sales process as well as those of customer service thanks to our complete CRM
Control your finances quickly and easily using the comprehensive accounting module.

Procedures and documentation

By About the Collabox, Collabox software, Management, New arrivals

PROCEDURES AND DOCUMENTATION – AGILE AND FLEXIBLE COLLABORATION TOOL

Do you know this collaboration tool?

A tool that allows you to save your work procedures, your organizational processes, as well as the documentation that you want to keep either to consult, archive or modify by another colleague. There are many possibilities available to you.

The tool “ Procedures and documentation “ allows you to write your procedures, step by step, to make categories, to place them in a specific order. It also allows documents to be linked to it for reference. Thanks to a management of access rights that you do yourself, your colleagues can consult or modify, add and update this information. You can also archive documents in different formats: images (jpeg, png), PDF, spreadsheets, etc.

This new tool is offered to you as a monthly subscription. Contact us if you wish to subscribe.

Here is an example in the NOVA INC account – our demo account
Procedures and documentation
Here is an example of categories in the NOVA INC account – our demo account

Manage registrations with Collabox

By Collabox software, Manage registrations, Tips and tricks

Do you offer courses, training or workshops? We have found a simple and effective way that saves you a lot of time! The Collabox team has set up an extension of its software to manage registrations for events with its invoicing. Taking the form of a web page that you can add to your site. The beauty of this page is that it allows you to collect the registration information of the participants in your training as well as its payment information. The first part of the file (Name, address, city, postal code and email) is used to create the customer file. Collabox is responsible for automatically creating an invoice by multiplying the price of the training according to the number of registrations. The total will be compiled and the payment information will be linked to the invoice. So you have invoices ready to be sent with a list of all the people registered, isn’t that wonderful?

The magic of it all? The form is still valid and usable!

Screen Shot 2016-04-28 at 10.34.01Indeed, the small drop-down menu containing the dates of the conferences is directly linked to your Collabox. These events correspond to projects that you have created. For the project to be displayed correctly in the menu, however, it must be given a precise designation, “Registration” in the project update page.

Screen Shot 2016-04-28 at 10.41.05
Thus, the menu is automatically updated when a new project is added in this category. No modification to the form required!

As for the total number of registrations, we have thought of everything. Each new entry is added as a sub-project of the main project. Thus, by displaying the tree structure of the project, we can see the number of registrants.

Thanks to Julie Tremblay from Enipso for allowing us to use her example for this presentation.

Keyboard shortcuts in Collabox

By Collabox software, Keyboard shortcuts, Tips and tricks

Whether you are a fan of keyboard shortcuts or you are blind, know that the Collabox now uses keyboard shortcuts.

Indeed, we have added keyboard shortcuts in a contact person’s form to allow you to jump directly to certain fields.

Internet Explorer:
Alt + C: takes you directly to the comments box
Alt + N: takes you directly to the number box
Alt + Q: allows you to quit Collabox
Firefox 2.0
Alt + Shift + C: takes you directly to the comments box
Alt + Shift + N: takes you directly to the number box
Alt + Shift + Q: allows you to quit Collabox
If you are using Firefox and you find (like me) that 3 keys for a shortcut is not a shortcut, here’s how to change this behavior:

  1. In the Firefox address bar, type: about: config
  2. Then choose as filter: ui.key.generalAccessKey
  3. Double-click on the value “-1” and change to “18”
  4. Restart Firefox

Have a happy “shortcurting”!

Change your username

By Collabox software, Employees, Password and username, Tips and tricks

To change your username on Collabox, you must visit your employee file. If you don’t have access, contact an administrator.

Click on the configuration icon.

Collabox horizontal menu

Go to the section Employees , then click your name.

Collabox vertical menu, section Configuration

 

Then in the tab Info , modify the field username and save.

Page Update an employee , tab Info

 
The new identifier will be in effect.

Import customers from vCard files

By Collabox software, Import and export of data, Tips and tricks, Your CRM

It is possible to import a customer into Collabox from a vCard, a file containing the personal information of a contact. Here is how to do it:

Visit the section first Configuration .

Collabox horizontal menu

 
Go to the page Clients .

Collabox horizontal menu

 

At the top of the page is the link Import a customer . Click on it to import the vCard.
Note: If you don’t have this link, ask your account manager to add the import to your options.

Page List of clients of[nom de l’employé]

 

Use the button Browse to indicate the location of the vCard on your hard drive. Select the import format vCard , then where you want to import the contact ( Clients in this example) .

Page Import

 

Click on Start import and your contact will be created.

Export reports to Excel

By Collabox software, Import and export of data, Tips and tricks

Most of your reports can be exported to Excel format. Our programmers created an Excel icon which automatically exports your data when you click on it. It is always placed at the bottom of the forms to produce reports, near the button View report . They also added the CSV icon which is a format compatible with all types of spreadsheets and platforms.

For reports that do not have these icons, you can copy and paste the information into an Excel or Calc page (the LibreOffice and OpenOffice spreadsheet program). To do this, select the elements of the report with your mouse to highlight them. With the right mouse click, select the option To copy .

Copy of a report in Collabox

Then, right click in a Calc or Excel page and select the option Special bonding … Unformatted text, in the case of Calc, or Text in Excel.

Note: The HTML paste option also works, but it’s much heavier than unformatted text. This can sometimes slow down the display on your device.

Paste special report in Excel (or LibreOffice Calc)

Your data will be well aligned and the result readable. You will only need a little layout.

Collabox report pasted in Excel (or LibreOffice Calc)

Print a client file

By Collabox software, Tips and tricks

There may be times when you need to print out a client’s contact information on paper. To do this, simply visit the customer’s file (Configuration -> Clients -> Name of your client). At the bottom of the page, to the right of the Save button, click the icon . A new window will open and allow you to print the customer file.