CRM Software Support Center

What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Custom Templates
External E-mail Settings
Mass E-mail History
Outlook Integration
Flagged Errors

What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Custom Templates
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Adding solutions

Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Advanced Search
My Favorites
Item History
Company Messages
Date & Time

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress

Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search


Human Resource Management in Salesboom consists of a system for Employee Relationship Management, Corporate policy and violation management, Employee Expense and reimbursement management and expense reports.

You can manage all your employees and their data is seamlessly integrated with Salesboom CRM and ERP functionalities.

Employee Management

Available in: Enterprise & Professional Editions Only

User Permissions Needed
To create employees Profile controlled
To edit, delete, manage employees & Log Violations “HR profile only”

All Employees of your organization can be tracked, managed, viewed and searched from within Salesboom whether or not the employees themselves are registered Salesboom Users. All Salesboom Users can view and search the organization directory for quick contact of co-workers. HR personnel can manage Employees including the ability to log and manage Corporate Policy Violations, Employee Paid Time Off Requests (PTOs), manage new employees and those leaving, track Expenses and Reimbursements, etc.

Now you will be in the Invoice Edit page:

  1. Choose an Invoice Start Date (default: today)
  2. Select an Invoice Due Date.
  3. Select a Sales Rep, if different.
  4. Click Save.

Employees tab

Any newly created Employee will now have a unique Employee Number assigned by Salesboom just like policies and violations. Employees are associated to a User Account if one is created for that employee. Salesboom automatically generates an employee record when a user is added to Salesboom CRM. Salesboom will automatically update an Employee record when a User's Account is updated, so the employee and Salesboom user information are synchronized.

With the proper settings in the user profile, such the HR Manager Profile, users can create/edit/view employees.

Quick create for Employees

Located on Employees home page. When you are in a hurry, use the Employees Quick Create form to enter the minimum of data on a Employee. Later you can come back and update the Employee to fill in all the pertinent information. This is perfect for when you have to create many Employees. You can quickly get them logged in Salesboom, then can come back and update them at your leisure.

Viewing an Employee Record

Related Records at the bottom of each Employee Record

Active Violations - A simplified view showing only active Corporate Policy Violations by the employee you are currently viewing. (ie where the Policy is Active and the Violation's Status is Open). Clicking on "View Policy" link will show information about each Policy they violated and the status of that violation. This can be viewed by users with profile Standard HR Manager or System Administrator

All Violations - Clicking this related report tab shows ALL violations for that Employee, past and present, and is only visible to Standard HR Manager or System Administrator.

At the bottom of each Employee record there is a "Log Policy Violation" button. When you click it a new violation is displayed with the Employee's info already filled in so you can quickly log a corporate policy violation.

Employee Search box on the main page for Employees searches only employee records

Employee Policy Violation Reports

When viewing an Employee record, there are related reports to show Corporate policy information and for select HR users, a history of policy violations by each employee.

  • Active Violations Report- A similified view showing only active Violations. (ones where the Policy is Active and the Violation's Status is Open). This can be viewed by users with profiles like Standard HR Manager and Standard Users as well.
  • All Violations Report - Clicking this related report tab shows ALL violations for an employee past and present - requires special priviledges set in user profiles such as standard HR Manager/System Administrator.
  • Troublemaker Employees Report - Employees who have a lot of Policy Violations - requires special priviledges set in user profiles such as standard HR Manager/System Administrator.

Users with non-HR permissions set in profiles can only view Employees and Corporate Policies created by the organization.

See Also:

  • Managing Corporate Policy Violations
  • Paid Tme Off Requests (PTOs)
  • Managing Salesboom Users
  • Activating Salesboom User Accounts for Employees

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