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Language
FR

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FR
Products

CRM

QuickBooks CRM

Acomba CRM

White label CRM

Email marketing

Automation
Industries

Consumer services (B2C)

Services to businesses (B2B)

Construction & manufacturing

Engineering

Golf & resorts

RCMS & public administrations

Real estate

Technologies
Pricing
Resources

Customer care centre

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Contact us
1.866.655.5101

info@centrix.one

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FAQ & videos

Icône de vidéo - CRM CentrixOne

Video tutorials

Welcome to CentrixOne CRM
How to use the self service portal?
Intro to the dashboard module
Intro to the tasks module
Intro to the contacts module
Intro to the opportunities module
Intro to the accounts module
Intro to the emails module
Guide: create a contact or account
Guide: edit a contact or account
Guide: delete a contact or account
Guide: search for a contact or account
Guide: filter contacts or accounts
Guide: export a list of contacts or accounts
Guide: reassign an opportunity
How do I create an opportunity?
Guide: master the email marketing tool
Guide: create an automation
How to sync QuickBooks with CentrixOne?
How do I edit the opportunities’ labels (sales stages) ?
How to prepare the Excel file and then import the data?
How to manage hierarchy and permissions?
How do I synchronize my email address and calendar with my CentrixOne account ?
How to manage users?
How to manage permissions?
How to manage tasks?
How to manage contacts and accounts in CentrixOne CRM?
How to manage opportunities?
How to use the documents module?

Icône de webinaire - CRM CentrixOne

Webinars

Guide: master the email marketing tool
How to prepare the Excel file and then import the data?
Guide: create an automation

Icône du module tableau de bord - CRM CentrixOne

Dashboard

Intro to the dashboard module
When I’m in the “Activities” tab, why does the quantity of emails sent not match ?

Icône du module tâche - CRM CentrixOne

Tasks

Guide: add a note
Intro to the tasks module
How to create a task?
How to manage tasks?
How do I synchronize my tasks with my email calendar ?
How do I advance my tasks visually ?
What is an iCal invitation ?
Can I assign a task to someone who does not have a user in my CentrixOne account ?

Icône du module de contacts - CRM CentrixOne

Contacts

Guide: can a contact be re-associated with another account?
Intro to the contacts module
Guide: create a contact or account
Guide: edit a contact or account
Guide: delete a contact or account
Guide: search for a contact or account
Guide: filter contacts or accounts
Guide: export a list of contacts or accounts
How to manage contacts and accounts in CentrixOne CRM?
What is a primary contact ?
How do I modify a primary contact ?
Guide: add a note
Guide: search the CRM to Enhance a contact’s file
Why do I see the same contact multiple times (duplicates) ?
Can a contact be in more than one list at the same time ?
How do I add a new representative ?
How do I see the creation date of a contact ?
How do I customize the display of information in the contact or account list ? (multi-column)
How do I create a custom field?
How do I find a contact’s ID (identifier) ?
Do we have to respect special characters (accents, hyphens, etc.) during a search ?
How do I hide a profiling field ?
How do I move a contact to another list ?
How do I copy an account and all the contacts associated with this account to another list ?
Can a contact be linked to several accounts at the same time ?
How do I add an account number to a contact ?
How do I unlink a contact from an account ?
How do I restrict access to contacts so that representatives only see their assigned contacts ?
What is the purpose of the “relationship” section in a contact card ?
How do I sort contacts ?

Icône du module opportunité - CRM CentrixOne

Opportunities

Intro to the opportunities module
How do I create an opportunity?
Guide: reassign an opportunity
Guide: add a note
How to manage opportunities?
Is it possible to save filters in the “opportunities” module ?
How do I export the list of opportunities ?
Is it possible to have custom fields common to all opportunities ?
Can opportunities be filtered based on their custom fields ?
How do I find the ID (identifier) of an opportunity ?
What is the principle behind the display order of opportunities ?
How do I edit the opportunities’ labels (sales stages) ?
Why don’t I see the opportunities assigned to other users ?
Why do the opportunities associated with a certain sales stage disappear from the “Opportunities” module, but are still clearly visible in my contacts ?

Icône du module de comptes - CRM CentrixOne

Accounts

Guide: add a note
Intro to the accounts module
Guide: create a contact or account
Guide: edit a contact or account
Guide: delete a contact or account
Guide: search for a contact or account
Guide: filter contacts or accounts
Guide: export a list of contacts or accounts
How to manage contacts and accounts in CentrixOne CRM?
How do I create a custom field?
Can I customize information displayed in the list of accounts ?
How do I move an account and all its contacts to another list at the same time ?
How do I copy an account and all the contacts associated with this account to another list ?
How do I remove an account and all the contacts associated with that account from a list ?
How do I customize the display of information in the contact or account list ? (multi-column)
How to create a custom field in an account?
How do I hide a profiling field ?
How to hide an account in CentrixOne when it is deleted or inactive in your accounting system ?

Icône du module de documents - CRM CentrixOne

Documents and notes

How to use the documents module?
Is there a character limit when naming a file ?
Where are the elements imported in the “documents” module saved ?
What is the cloud storage capacity associated with the “documents” module ?
What types of files can be imported into the “Documents” module ?
What file types can be viewed via CentrixOne without having to download them ?
What is the maximum file size that can be imported into the “Documents” module ?

Icône du module de formulaire

Forms

How do I create my own questions for a survey ?
How do I integrate a CentrixOne form into my website ?
How do I modify a form that has already been created ?
If I modify a form already integrated in my website, will it be updated automatically ?
Can a form be bilingual ?
Can a captcha be added to a form ?
Can I link a form created on my website to my CentrixOne account ?

Icône du module de courriels - CRM CentrixOne

Emails

Intro to the emails module
Guide: master the email marketing tool
Guide: configure your DNS system to allow emails to be sent with your domain name via CentrixOne
Why don’t I have access to the e-mail sending module ?
How do I synchronize my email address and calendar with my CentrixOne account ?
If I delete an email from my email system, will it also be deleted in CentrixOne ?
If a user has two email addresses, can they synchronize the two in their CentrixOne account ?
Can I view the emails of other users in the CentrixOne CRM?
Is it possible to see all the emails sent via the contact files ?
How do I send an email from an email address other than the one associated with my CentrixOne account ?
How do I add a checkbox allowing a person to accept specific conditions ?
Can I view attachments associated with emails that are synchronized in my CentrixOne account ?
How do I add animation to an email ?
If a contact clicks on the link to unsubscribe, will it count in the points calculation ?
Do you have to be logged into CentrixOne for a pre-scheduled email to be sent on the scheduled date and time ?
What is the difference between a public and private draft ?
How do I change the visibility of a draft email ?
How do I quickly identify if a draft is public or private ?
Can an automated email or template be private ?
What is a CASL permission ?
How do I add a CASL permission ?
Can a CASL permission be modified or removed after its creation ?

Icône du module d'automatisations - CRM CentrixOne

Automations

Can the same automation be triggered on multiple lists at the same time ?
Can I have an automation triggered in a specific number of months ?
Can an automation be triggered on an opportunity profiling field ?
Can an automation be triggered on a task ?
Guide: create an automation

Icône du module liste - CRM CentrixOne

Lists

How to determine whether to create a list or a custom field?
How do I create a list ?
How do I manage access permissions to a list ?
How do I import a prospect list generated by a Facebook ad ?
How do I secure an Acomba or QuickBooks Online list ?
How to manage contacts and accounts in CentrixOne CRM?

Icône d'importation - CRM CentrixOne

Data import

Do you have a template for data import?
How to prepare the Excel file and then import the data?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?
Which Excel file extension should I use for importing data ?
What date format should I use when importing dates into CentrixOne ?

Icône du module paramètres - CRM CentrixOne

Settings

How to use the self service portal?
How to manage permissions?
How to manage hierarchy and permissions?
How to manage users?
Guide: configure your DNS system to allow emails to be sent with your domain name via CentrixOne
How to prepare the Excel file and then import the data?
How do I modify the hierarchy of users ?
Can I view the emails of other users in the CentrixOne CRM?
Will I be able to keep my data in my CentrixOne account if I synchronize it with a new accounting system ?
How do I change the username ?
How do I create, rename or delete a role (user group) ?
How do I manage permissions?
How do I assign a role (user group) to a user ?
What does the information we enter into the “Settings/emails” module correspond to in the “Company info and logo” and “Unsubscribe” sections ?
How do I avoid creating duplicates when importing an Excel file ?
Can I update contact and account information via an Excel file ?

Icône d'engrenages - CRM CentrixOne

Miscellaneous

Guide: CentrixOne API
Is CentrixOne available in all countries ?
Can we take a picture of a professional card (business card) and automatically upload the information to CentrixOne ?
When setting up our account, why do we need to add information to our DNS system ?
When configuring DNS, what is CNAME e1 used for ?
What format should we use for writing phone numbers ?
Are the telephone fields in CentrixOne compatible with IP telephony ?
Is CentrixOne compatible with Epicor ERP ?
Why does nothing happen when I click the trash can icon to delete an item ?
Can we invoice directly from CentrixOne ?
How to get my API key and CentrixOne account number ?
Are there automatic backups of my CentrixOne database ?
Can I transfer a contact profile field to an account or vice versa ?
What to do in case of slowness while using CentrixOne?

Icône d'une calculatrice turquoise - CRM CentrixOne

Acomba Synchronization

How to reset the sync service between CentrixOne and Acomba?
What is the difference between one-way and two-way synchronization for Acomba and what are the security levels associated with it ?
How do I ensure that CentrixOne syncs properly with Acomba?
How do I determine which synchronization mode is active between CentrixOne and Acomba ?
How do I change my synchronization mode between CentrixOne and Acomba ?
What is synced between CentrixOne and Acomba ?
Are all the lists in my CentrixOne account synchronized with Acomba ?
Is it possible to synchronize customers, but not quotes, orders and invoices from Acomba ?
How do I change the name of my representatives when my CentrixOne account is synchronized with Acomba ?
What can be configured in the Acomba synchronizer ?
How do I check the status of the Acomba synchronization service ?
What value is used to sync information between CentrixOne and Acomba ?
Can I create an account directly in CentrixOne, and then synchronize it in Acomba ?

Icône d'une calculatrice verte - CRM CentrixOne

QuickBooks Synchronization

How do I ensure that CentrixOne syncs properly with QuickBooks?
What value is used to sync information between CentrixOne and QuickBooks ?
Can I create an account directly in CentrixOne and then sync it to QuickBooks ?
Do all of the lists in my CentrixOne account sync with QuickBooks ?
What is synced between CentrixOne and QuickBooks ?
How do I change my synchronization mode between CentrixOne and QuickBooks ?
How do I determine which synchronization mode is active between CentrixOne and QuickBooks ?
What is the difference between one-way and two-way synchronization for QuickBooks and what are the security levels associated with it ?
Is CentrixOne available in QuickBooks Online apps ?

Accueil
Categories
Miscellaneous

How to get my API key and CentrixOne account number ?

You simply need to email your request to support@centrix.one.

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Industries Industries

Industries

CRM for consumer services (B2C)
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CRM for consumer services (B2C)
CRM for services to businesses (B2B)
CRM for construction
CRM for manufacturing
CRM for engineering
CRM for golf & resorts
CRM for RCMS & public administrations
CRM for real estate
CRM for technologies

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Customer care centre
News
Blog
FAQ, tutorials & webinars
Terms of use
Privacy policy

Assistance Assistance

Contact

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one

1.866.655.5101
info@centrix.one
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