This help document in for in-house users set up as admin.
Did you know you can share documents, catalogues, pamphlets, instruction guides, images, videos, and more with CrikSales? You can!
CrikSales' Library feature lets you upload resources to the portal and share them with your B2B customer users, sales rep users, and other members of your team.
Note: This feature does not include sending resources from the portal. For info on sending attachments along with orders click here.
Chapters
- General Information
- Maintain Library: Upload & Manage Library Resources
- Find Resources in the Library Tab
General Information
All users have a Library tab in their portal. Whether this tab is populated depends on whether any resources were uploaded to the tab and shared with a specific user type (ex. sales rep users, customer users, customer staff users.)
Uploading resources to the Library is done through 'Maintain Library' under Tools; see the instructions below.
Please note:
- You can choose to share a resource with a specific user type (ex. sales rep users), but you cannot choose to share a resource with a specific user only (ex. only your sales rep Angela).
- In-house users will see all Library items you've uploaded.
Maintain Library: Upload & Manage Library Resources
Organize Your Library
Library Categories
Before adding resources to the Library, we recommend defining your Library Categories (for ex. Price Lists, Catalogues, Collections, Instruction Manuals, etc.) You can add and edit categories anytime.
You'll then be able to organize your library resources in categories, making it easier for users to identify resources and quickly find what they're looking for.
To add categories, click 'Maintain Library Categories' under Manage Library Items.
This will open a pop up where you'll be asked to name your categories. You can have up to 10 categories. Important: Make sure to click 'Save Categories' to save your changes.
Customer Types - Optional
Determine If This Applies to You
We recommend adding Library Customer Types before adding resources to the Library if the following conditions apply:
- You have CrikSales B2B customer users.
- You use Customer Types in QuickBooks. (Click here for more information on QuickBooks' Customer Types.)
- You'd like to share resources with certain customer types and not others. (For example: Wholesale type customers should have access to resources that are not visible to the Retail type customers, and vice versa).
By default, all customer types have access to library items that are marked as accessible to customer users (Customer Management or Customer Staff). To prevent a specific customer type from accessing those resources, do the following:
- Add a Library Customer Type for that customer type.
- For each Library item that customer type should be able to access, check that customer type's checkbox under 'What Customer Types can see this document?'. See how this works below.
If This Applies to You
Add customer types by clicking 'Maintain Customer Types' under Manage Library Items.
This will open a pop up where you'll be asked to enter your customer types. You can have up to 10 customer types saved in the Library Customer Types.
The customer types you enter should correspond to your customer types in QuickBooks (also visible on the Customers tab in CrikSales). Important: Make sure to click 'Save Customer Types' to save your changes.
Adding & Sharing Library Resources
To upload resources to the Library tab, go to Tools then click 'Maintain Library'.
There you'll be able to upload resources by clicking the 'Add New Library Item' button under Manage Library Items.
This will open a pop up where you'll be asked to:
- Name your library item (description);
- Define which user type(s) have access to the library item;
- Define which library categories the item belongs to;
- Define which customer types have access to the library item (if applicable);
- Upload your library item.
- Click on 'Save' to upload your item and save your configurations for this library item.
Example of limiting resources per customer type:
Editing & Deleting Library Resources
To edit an existing library item, click 'Edit'.
This will open a pop up where you can make any necessary changes to your library item. Important: Click on 'Save' to save your changes.
If you'd like to delete a library item click 'Delete'.
You'll be asked to confirm if you want to delete the library item. Click 'Delete' to proceed or 'Cancel' to keep the library item.
Once you delete a library item it will no longer appear under Maintain Library and on the Library tab (of any CrikSales users for your account).
Find Resources in the Library Tab
In-house users will be able to see all resources uploaded via Maintain Library on their Library tab.
Rep users will be able to see all resources uploaded and made accessible to them via Maintain Library on their Library tab.
B2B customer users (Customer Management or Customer Staff) will be able to see all resources uploaded and made accessible to them via Maintain Library on their Library tab.
Users will be able to quickly search for a resource using the search bar, and easily locate different types of resources using the category filter tabs.
Up Next
Click here for info on sending attachments along with orders.
Click here to see what B2B users see in their CrikSales portal.
Click here to see what B2B staff users see in their CrikSales portal.