The CRM in general is a blank canvas. When it comes to the settings, we allow you to fully customise certain fields to suit your business needs.

The CRM settings can be located under the CRM menu, as shown below.

The main screen is made up of the following sections and this guide will help you understand each part.

CRM Settings is where you can create and maintain your 'Contact Status' and 'Contact Type' options.

Contact statuses are assigned to people or businesses in the CRM so that you can identify certain groups. These statuses are created by the system users and are entirely customisable. You can have as many statuses as you need. Below is an example of how to configure your contact statuses. NOTE: There must be at least one contact status created for people and businesses if you want to use the CRM, as contact status is a mandatory field in the people and business screens.

2. Select “Contact Status from the settings option drop-down.

3. Click on Add New.

4. Select if you want the status to apply to people or businesses from the “Contact Level” drop-down.

5. Type the status you want to create in the “contact status” box.

6. Press Add.

You can add additional statuses by repeating steps 1–6. If you want to delete a status, simply click on the red dustbin icon. You can click on the Grey Pencil icon to update the details.

Contact Types work in a similar way to contact statuses and are assigned to people or businesses in the CRM so that you can identify certain groups. These “Types” are created by the system users and are entirely customisable. You can have as many “Types” as you need. Below is an example of how to configure your contact statuses. NOTE: There must be at least 1 Contact Type created for people and businesses if you want to use the CRM, as Contact Type is a mandatory field in the people and business screens.

Creating a Contact Type

2. Select “Contact Type” from the settings option drop-down.

3. Click on Add New.

4. Select if you want the status to apply to people or businesses from the “contact level” drop-down.

5. Type the status you want to create in the “contact status box”.

6. Press Add.

You can add additional statuses by repeating steps 1-6. If you want to delete a Contact Type simply click on the red dustbin icon. You can click on the Grey Pencil icon to update the details.

My Digital Accounts has an API with Signable that allows you to send packs to the worker straight from the system.

For the APIs to work, you need to enter the API credentials into our system.

To create the Signable API link, you need to go to CRM->CRM Settings. Navigate to the sub-section “E-Signatures”.

Select Signable from the drop-down menu. Once you have selected Signable, additional fields will appear, as per the below image. Please complete this with your Signable account credentials and the API key that will come with your Signable account.

The auto-reminder will send a reminder at the set time if the document is not completed.

Once you have entered your credentials, hit save. Your API link will now be active and you can use your signable account to send packs out straight from MDA!

For People and Businesses in the CRM it is possible to add a custom field to the records to help you capture information specific to your CRM operations. Custom fields can be added to the CRM people, CRM Business, CRM Business Branch and CRM Business Contact records and they can be free text, date or drop-down fields. You can add as many custom fields to your system as you like. To add a custom field, follow the below steps:

Go to CRM->CRM Settings. Navigate to the sub-section “Field Settings”

Choose which screen you want to add the new field to from the drop-down “Contact Level”.

You can choose the field type to be any one of these: Text / Date / Drop-down.

Give a name to the field you want to add; in this example, the field added was to the people screen and was a date field named “RTW Expiry Date”.

Set the mandatory status for the field.

Non-Mandatory: The user will be allowed to leave this field blank on the people record.

Primary: The user will be required to enter a date for this field to save the CRM information.

Secondary: The user will not be required to enter a date for this field to save the CRM Info. However, a date will be required to create the worker in a product.

Field Position indicates in which order or place it needs to appear in the People / Business / Business Branch / Business Contact screen

Once you’re happy with the setup of the field, click on “Save”. Your newly created field will appear in the list beneath the configuration boxes. You can amend your custom field by clicking on the Blue Pencil icon or delete your field by pressing on the Red Dustbin icon.

Your newly created field will appear at the bottom of the record you added it to; in this case, it would be the CRM Info tab on the people record, as shown below

You can add all the stop payroll reasons here and add them in the People Hub against the worker when marking them to stop the payroll.

2. Click on "Add New" in the slider

3. Click on "Add" after adding the payroll reason

4. Click Save at the top to save the details

5. You can edit the data using the Grey Pencil icon or delete it by using the Red Dust Bin icon.

Now this will appear in People Hub while updating the stop payroll flag