Knowledge Base / Faqs

Category: Knowledge Base / Faqs

PDI Spirit FAQs and Knowledge Base

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository.

Once a list of documents are located they are displayed in the grid and the document (image or PDF) is displayed below. Images can be adjusted and resaved if required. All images or PDFs can also be queued for emailing or uploading to your cloud storage service.

Search PDiDMS Depository

March 5, 2019

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

March 5, 2019

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

March 5, 2019

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can also be retrieved from an FTP site or from your cloud storage, we currently support DropBox, GoogleDrive, OneDrive and HDrive.

Documents in the assigning folder can be deleted or moved to another user for assigning. TIF files can also be combined in to a single multipage image.

Select a document and depository to assign to, the fields linked to that depository will be displayed, captured and assign the document to the depository. All documents (images, PDFs) will be encrypt, so that they can only be viewed within the PDiDMS application.

 

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

Mantain PDiDMS Depository

Maintain PDiDMS DepositoryDepositories created can be maintained at any time to add new fields, change settings and remove fields.

Depositories can be completely removed using this function as well as just turned off, so that they are no longer available

 

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

Create PDiDMS Depository

PDiDMS allows you to create depositories to hold your scanned or retrieved documents. You can define as many or as few fields as required setting the field types and field sizes, if the field is required and whether it is linked to a user-definable look up table.

Once the required fields have been created, the depository can be created at any time you the depository can be edited to add or remove fields.

 

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

Create PDi DMS database

Search PDiDMS Depository

PDiDMS allows the user to search depositories for all documents and based on criteria using the fields that have been defined within the depository. Once… Read more

Assign Document to PDiDMS Depository

Documents can be scanned to the users assigning folder, or moved from another folder (useful if your scanner scans to a remote folder. Documents can… Read more

Mantain PDiDMS Depository

Depositories created can be maintained at any time to add new fields, change settings and remove fields. Depositories can be completely removed using this function… Read more

PDi CRM Slack Integration

PDi CRM Slack Integration

PDi CRM Slack IntegrationPDi CRM has built-in Slack integration, that allows for the transferring of Task/Activity messages to a selected channel.

Slack.com is a cloud-based message system, that allows for the creating of public and private channels. Members can then be assigned to each channel.

Messages sent to a slack channel, can be accessed via a web browser or using the mobile application supplied by Slack. Members can then receive alerts, messages and action them while they are out of the office.

View the screen cast below for a brief guide to the available functions

PDi CRM Reports

PDi CRM comes with a number of standard reports, from mailing labels to budget reports for customers by product.

All the reports can be customised to fit your companies specific requirements. In addition to the standard reports, PDi CRM comes with a built-in forms designer that allows for the modification of the existing reports and creation of your own user reports.

User defined reports can be added to the user report menu / report desktop  module within PDi CRM. The defined reports can be global to all users or set to individual reports. Reports can also be scheduled to run at a certain time.

View the screen cast below to see a few examples of the built-in and user reports

PDi CRM Documents

PDi CRM Document Printing

PDi CRM DocumentsPDi CRM Document printing module allows for the printing of all the Sage Pastel Accounting document types.

Create document layouts with multiple lines for each document line, include images, pictures, inventory notes (from the inventory module).

Define documents using the language code assigned to a customer account. Include report designed with multiple layouts. Multiple layouts allows for the creation of the main document (e.g. the invoice layout), then perhaps a terms of condition document, a picking slip etc. A sales quotation might include the quote, terms of condition, a letter with the details and a signature document to confirm receipt of terms and quotations, all the reports are then generate as a complete report pack

View the screen cast below for a brief walk through of the document printing module

PDi CRM Security

PDi CRM Security

PDi CRM SecurityPDi CRM Security comes with the standard menu disable/enable policy as you would expect from a Windows application. However, individual form objects can also be assigned to policies to disable or hide.

A customer postal address / contact details can be disabled from certain users being able to update. Individual grid columns can also be hidden, to allow for certain sensitive information such as profit, gross profit from being viewed by users, just as an example.

The screen cast below gives a brief guide through on creating menu policies and form object policies.

PDi CRM Favourite menu

PDi CRM Toolbar and Favourite Menu

PDi CRM Favourite menuPDi CRM Favourite menu allows commonly used functions to be added to the menu for quick access. The settings are per user, per desktop install, the application toolbar can also be customised to add quick access to commonly used functions.

Place the functions into the favourite menu or on to the toolbar to give the user a quick access to the PDi CRM functions that they use on a regular basis.

View the screen cast below for a brief walk through of the function