Pyramid Healthcare - CRM Overview

Reservations, CRM, EAP



The Pyramid Healthcare Cloud Apps are intended to assist with Reservations, Contact Management, and the Employee Assistance Program

Objective

Manage and Track Client Communications

  • Dashboard
    • Quick graphical view of recent activity
  • Accounts
    • View and create Accounts / Companies
  • Contacts
    • View and create Contacts / People
  • Calendar
    • View scheduled contact communication events and historical events
  • Mailing
    • Export physical and email addresses
  • Import
    • Import Accounts
    • Import Contacts
There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

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Login Screen

There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

The title bar or address bar should indicate the web app environment (Demo or Live)
Usernames are case sensitive, as are the passwords, i.e. Jdoe is not the same as JDoe



Top Menu

The top right menu contains links to
  • Information about the web application
  • Change Password
  • Logoff
  • Home
  • Administration



Main Menu

The middle menu contains the main links used to navigate through the web application


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Dashboard

The Dashboard is the first page shown after login. It is a graphical view of recent activity


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Accounts

The Account section is where top-tier listings are made for Companies/Organizations

Features
  • Each entry has Basic Details, Addresses, Phone Numbers, Notes, and Search Terms
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
If the logged in user only has the View permission they are restricted to read-only
Clicking the View button on each row show the details
Use the white arrow to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Clicking the Edit button on each row show the details about that row and allow updating
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Contacts

The Contact section is where points of contact, i.e. people, are added.

Features
  • Each entry has Basic Details, Addresses, Phone Numbers, Notes, Search Terms, and Communication History & Schedule
  • Each entry can be linked to Account, if desired
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


Communication History
Past communication can tracked for the contact/individual
The communication events appear on the Calendar


Communication Schedule
Future communication can be scheduled (one time or re-occuring) for a contact
The communication events appear on the Calendar


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Calendar

The contact communication history and schedule can be viewed on the calendar
Blue entries are history events
Orange entries are scheduled events


More details are available by hovering the mouse over the History and Schedule entries
Left click the orange schedule entry to create a history record


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Mailing

The Contact addresses can be searched and exported to Excel (CSV)
Only addresses that are marked "Is Mailing" will be used for export


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Imports

Contacts and Accounts can be imported into the web application


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Admin



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Phone App

The CRM App has a Phone App that is a trimmed version of the Web App

Download & Install the Phone App v1.2 (17)
  • Apple IOS
      Using Safari, click here to download the install file
        Click Install at the prompt
        In iOS 9.1 and lower, go to Settings - General - Profiles - tap on the MOUNTAIN BIRD ENTERPRISES Profile - tap on Trust button
        In iOS 9.2+, go to Settings - General - Device Management - tap on MOUNTAIN BIRD ENTERPRISES Profile - tap on Trust button
    1. Google Android
        Click here to download the install file
          Click OK to download the file
          After downloading, open the downloads or notifications
          In your Download Notifications, click the CRM file to open
          click the Settings button at the bottom of the "Install Blocked" message
          In the Settings - Security page check the Unknown Source box
          Confirm the unknown source message
          Review the permissions and click Install
          Open the app, if you wish, an Icon will be created on the main phone page for the CRM app

First Use - Configure & Pull Down the Contacts
  • Enter the URL to the web app after opening the CRM Phone App
      https://sales.pyramidapp.com/Demo
      https://sales.pyramidapp.com/Live
    Enter your username and password
      Both are care sensitive
  • The first page is the Schedule or Calendar page
  • Click the Main Menu link at the top left
  • Click on the Settings link
  • At the bottom of the screen click Synchronization, between General and Support
      Click the link named: Pull Down Contacts
      The download may take a minute or two to process. There should be a synchronized/imported OK message when completed
  • In the Main Menu Contacts you can search by entering first 2-3 letters of a person's last name

Updating the Phone App
  • If a new version of the phone app comes out, use these instructions to update
  • Ensure your contacts are pushed up
      In Settings - Synchronization there should be 0s for pending contacts and calendar events
      If there are pending changes click the "Push Unsaved Work" link
  • Delete/Uninstall the CRM App from your phone
  • Install the updated phone app with the above "Download & Install" steps
  • Log in using the above "First Use" steps
* Do not try to install the new phone app "over the top" of the old phone app

Submitting Logs for Analysis (after an error)
  • Log off the phone app
      Use the Main Menu logoff
  • Log back in
      Make sure your user name has the correct capitalization, JSmith is not jsmith
  • Turn on Advanced logging
      Go into Settings
      Go into Support (on the bottom of the screen)
      Click on Logging Level
      Change to Debug
  • Use the phone app like you were before
  • After a couple errors or strange behavior, submit your log files
      Go into Settings
      Go into Support
      Click Submit logs to server (to the right of mail)
      Click on Submit DB to server (to the right of mail)


General Use / Overview
More info arriving soon

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