Step-by-Step Guide
1. Logging In and Initial Setup
- Access the Login Page: Open your browser and go to techtrums.com.au
- Client Login: Click on Client Login on your right hand side and select Customer Portal.
- Enter Your Credentials: Type in your email and password, then click Login.
- Navigate the Dashboard: Once logged in, you’ll see your main dashboard.
- Forgot Password? Click on "Forgot Password" at the login screen to reset.
- Bookmark the Login Page: For quick access, save the CRM login page to your browser’s bookmarks.
2. Accessing Key Sections on the Dashboard
- Support:
- From the dashboard, look for the Support section.
- Click on Support to view all open, pending, and resolved tickets.
- To submit a new support ticket, click on Open Ticket and fill in the required details like subject, description, and priority level. You can leave a blank for Project if the ticket does not belong to the available projects.
- Once the details are filled in, Click on Save.
- Contracts:
- In your dashboard, find and select the Contracts tab.
- Here, you can view all current contracts, their status (active, expired), and renewal information if applicable.
- Click on any contract to see its full details, terms, and any specific conditions.
- You can also sign contracts electronically.
- Projects:
- Go to the Projects section on the dashboard.
- View all active, on-hold, and completed projects.
- Click on a specific project to see details such as task lists, deadlines, milestones, and project updates.
- Proposals:
- In your dashboard, click on the Proposals section.
- View both accepted and pending proposals. Pending proposals will often have the option to Approve or Reject.
- To view details, click on a specific proposal for a breakdown of services, estimated costs, and acceptance terms.
- Invoices:
- Click on the Invoices section in the dashboard.
- View the status of each invoice (Paid, Unpaid, Overdue).
- Click on a specific invoice to see details such as the due date, itemised costs, taxes, and payment options.