Last Updated: June 9, 2021

Solution Overview
Organize your client information according to class, address, type, and contracts. This Solution Template consists of five predefined record apps that you can modify and help you structure your customer management process. Since it does not contain any Workflow template, the Customer Management Solution Template can only record customer information but you can still add new records and even a workflow for this process to make it more appropriate to your organization's workflow.

How to install the Customer Management Solution Template

PREPARING THE TEMPLATE
Step 1: On the Steer dashboard, click on Create button at the top of your screen. 

Fig. 1: Selecting the "Create" button on the Steer dashboard

Step 2: Select Use Template on the module creation window. 

Step 3: Select Use Template beside Customer Management on the list of solution templates. 

Note: If the solution template doesn’t show on the list, remove all filters on the left panel under Solutions  and Industry and check All under Category.

Step 4: In the Information Setup, fill up the Name and Category fields. You can also add a short Description to give the users an idea of what your solution template is all about. 

Once you are done, click Save, and it will take you back to the Information Setup window. 

Step 6: Once all necessary details are complete, click Proceed to publish your Solution.

VIEWING YOUR SOLUTION

Since the Customer Management Solution Template does not have any Workflow template, Steer will automatically redirect you to its dashboard page. Your Solution will appear under the SOLUTIONS section in the dashboard. It will show the Records tab and you can click on it to see the list of Records on your Solution.

Fig. 2: Viewing a Solution Template from the Steer dashboard

You can view the list of available Records in the template by clicking on the Record title. Then, you can start to manually add or import your data from an existing Excel file or you may also edit, delete, or export data into an Excel file on your chosen Record.

If you are the Record Owner, you can directly add data to the records and set who has the rights to access this form. If by chance you encounter a blank record page, you can check out the Members tab to see the Record Owner and ask them to give you access in the record.

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Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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