CRM & Data Protection
Using the Customer Visit Report
Overview This video will show you how to use the Customer Visit Report in Khaos Control Cloud. This report gives you an overview of your customer, their address, their order history for both this year and the previous year and contact details. There ...
Adding a Comm Log Entry from a Company Record
Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Anonymising a Customer Record
Overview The following video explains how to anonymise a customer record. This can only be preformed by an Admin user. Step by step instructions are below the video. Steps Open the customer record that you wish to anonymise. Click on the Actions ...
Configure GDPR Settings
Overview This video will show you how to configure your GDPR settings in Khaos Control Cloud so that you can both Hold and Anonymise company data. A step by step guide can be found below the video. Steps In System Setup, open System Values. Click on ...
Setup Company Classes
Overview Every customer must be assigned a company class. These can be used for promotions and analysis. Company classes can also be set up with default financial information such as payment terms and terms, etc. This video explains the options ...
Setting Up Company Types
Overview This video will show you how to set up the company types you want to use in the system.
Khaos Control Cloud Setup Guide - System Data - Data Protection
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Khaos Control Cloud Setup Guide - System Data - Company Status
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Khaos Control Cloud Setup Guide - System Data - Company Types
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Khaos Control Cloud Setup Guide - System Data - Company Classes
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Turning On Data Hold for a Company Record
Overview Data Holding a company record keeps the data intact but the record remains in the system. It also can be used to prevent a company from having sales or purchase orders created for them. This video explains the process. A step by step guide ...
Turning Off Data Hold for a Company Record
Overview Data Hold prevents a company from having sales or purchase orders created for them. If you wish to take them off Data Hold once you're happy for them to have sales orders, this video explains the process. A step by step guide can be found ...
Set Up Data Protection Options
Overview How do your customers and suppliers wish to be contacted? This video explains how you setup your Data Protection options and whether they apply to companies or to individual contacts. There are instructions below the video. Steps Go to ...