It’s important to close your session completely when you’ve finished. This ensures that all data is saved correctly and avoids any confusion caused by running multiple sessions.

From the menu bar click the Logout button

If you have unsaved work on the page, then a warning will appear. This warning is generated by your browser and will ask whether you want to stay or leave.

Click the Stay button.
Complete your work and click the Save and Exit button before logging out.

Important: Clicking the X button to close your browser will not close you actisCRM session and could result in a loss of data.

You will be automatically logged out of the system once the session has been idle for a period.

Use the Login Analysis report to track the time you spend on actisCRM

Glossary of terms used in actisCRM and Account Science

Customers can be added to the Call to Action list, but what about other types of record? A short favourites list for other entities can also be created which is especially useful for meetings scheduled soon as those records need more frequent editing.

Each time you open a record in CRM, a link is created back to that record. Links for the last 10 entity records opened can be pinned to create a favourites list that can be accessed again and again.

1. Open and work on the relevant record (customer, location, contact, meeting, etc)
2. Save any changes
3. From the menu select Home, Recently Used
4. Click on the icon to select the entity
5. Click the Pin button associated with each record to fix the item to the recently used list.
6. Each time you want to access the record again, return to the Recently Used list and the pinned items will remain
7. Click on the record link to open it
8. To remove the record from the list, click the Pin button again

Create a reminder message which will appear to subordinates each time they login to actisCRM. The message will be displayed on the home page above the buttons.

Create the message

1. On the home page, click Create New Message on the Actions tab. The message window will open.
2. Click in the Message Text field and type the message
3. Click the Calendar button to set the expiry date for the message – after this date the message will no longer appear.
4. Click the Save and Exit button to save the message and close the message box.

Amend or delete the message

1. Highlight the message on the home page and click Amend Message on the Actions tab to make changes.
2. Amend the message text or expiry date
   OR
3. Click the Delete button to remove the message

Quickly re-open any of the last 10 records used for any entity

Quick access to the last 10 records used but can also be used as a favourites list.

1. From the menu select Home, Recently Used
2. Click on the icon to select the entity and up-to 10 last accessed records will be visible.
3. Click the link to open a record

Any changes you make in actisCRM are not permanent until they are saved. Whenever you try to navigate away from a page you were editing without saving a warning will appear.

Save buttons can be found at the top of the page on the grey ribbon that runs underneath the blue menu bar.

• Save: Saves your changes and remains on the current page
• Save & Exit: Saves your changes and returns you to the previous page or the home page

Other buttons on the ribbon:

• Print: Creates a pdf which can be saved or printed
• Detach: Opens the current page in a new tab
• Exit: Closes the page and returns to the previous page or the home page

If English isn’t your first language, then you can change it either permanently or for this session only.

Change the default language

If your version of Actis CRM is multi-language, then the languages on offer will be displayed bottom-right of the login screen.

1. Open the Actis CRM login screen
2. Click the Arrow button to open the language choices
3. Select the required language
4. The flag next to the arrow button and the language will change
5. Login to Actis CRM

Once selected the language becomes the default setting and will remain each time you access Actis CRM

Change the language for this session only

If your version of Actis CRM is multi-language, then the languages on offer will be displayed top-left of the header bar.

1. Login to Actis CRM
2. Click the appropriate flag at the top of the header bar

Once selected the language will remain for this session only. Next time you login, the language will revert to English.

You may need to change your password because:

• Your password has expired
• Your password has been reset because it was forgotten
• Your password has been compromised and needs to be changed

Your password must conform to the rules agreed with your company. If your new password does not meet these criteria, then they will be highlighted in red.

1. Login to Actis CRM
2. From the menu select Administration, Change Password
3. Type your existing password into the Current Password field
4. Type a new password into the New Password field
5. Type the new password again in the Repeat field
6. Click OK to confirm

You’ve forgotten your username or password and the message that appears on the screen indicates that your login attempt was not successful

1. Contact the Actis CRM client administrator at your company and they will be able to reset your password for you.
   OR
2. Contact us directly on +44 (0)1628 401376 or support@actisst.com
3. The password issued will only work once so you will need to change it at first login.
4. Login to Actis CRM with the reset password and follow the onscreen instructions to change it.