How to Set Up CRM Settings

Section 1: How to Access CRM System Setting Section

Before accessing CRM system, you need to make sure the CRM system is activated.

After the CRM system is activated, it will appear in the left-side menu > Click CRM > Go to CRM System

After accessing to CRM System, click "SETTING"

Section 2: How to Set Up CRM Email Address

Fill in the email address and click "Update Email"

If you wish to enter multiple email address, you can insert "," e.g: test@newpages.com.my,test2@newpages.com.my

Section 3: How to Setup Payment Method

You can choose to use a payment gateway (PayPal or iPay88), manual payment (online banking), or both options to receive payments.

Step 1: Scroll to the Payment Setting Section

Step 2: If you choose to use a payment gateway, you need to register for a PayPal or iPay88 account.

Step 3: If you choose to use Paypal, insert your Paypal Email address, if you choose to use iPay88, fill in ipay88 merchant code and merchant key

Step 4: Once done, click "Update Payment Setting"

Step 5: If you wish to use online banking to receive payments, click to change the current status to 'Enable.'

Step 6: Fill in payment detail

Step 7: Once done, click "Update Banking Detail"

If you don't want to use online banking to receive payments, click to change the current status to 'Disable.'

Section 4: How to Customize CRM Website Menu Name

Step 1: Scroll to Menu Customization

Step 2: Fill in your desired title in the column and click "Update Title"

Section 5: How to Turn On or Turn Off Create Account Feature

If you wish to allow public users to register an account, you can turn on the 'Create Account' feature. Once they register, they will need to wait for you to approve their request. Follow the below steps to set up:

Step 1: Scroll to the "Create Account" section.

Step 2: Click to change the current status. If you wish to allow public users to register an account, change the status to "ENABLE." If you don't want public users to create an account, you can change the current status to "DISABLED."

After you enable the 'Create Account' feature, the login page will have a 'Register' option. (as shown below)

By clicking on 'Register,' users can fill in their information to create an account.

If you disable the 'Create Account' feature, the login page will not show "Register" options.

Section 6: How to Turn On or Turn Off Make Order Feature

If you wish to allow customers to place orders via the CRM website, you can change the current status to 'ENABLE'. If you don't want customers to place order, change the status to "DISABLE".

If you enable the 'Make Order' feature, the website will display an ORDER button for customers to place orders. When they add items to their order, they can proceed to the checkout page.

This is a sample view of the checkout page on the website.

Section 7: How to Set Tax (%)

To enable tax (%) on your website, follow these steps:

Step 1: Ensure the current status is set to "ENABLE"
Step 2: Enter the desired tax percentage.
Step 3: If your product price includes GST, tick the box.
Step 4: Click 'Update' when you're finished.

If you don’t want to charge tax, simply set the current status to "DISABLED."

Section 8: How to Set Currency

If you wish to change your website's currency, you can scroll to the Currency section, fill in the currency title and its symbol. Once done, click 'Add.'

The currency with "Yes" is the default currency.

These two are samples of RM and SGD currencies.

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How to Set Up CRM Settings

Section 1: How to Access CRM System Setting Section

Section 2: How to Set Up CRM Email Address

Section 3: How to Setup Payment Method

Section 4: How to Customize CRM Website Menu Name

Section 5: How to Turn On or Turn Off Create Account Feature

Section 6: How to Turn On or Turn Off Make Order Feature

Section 7: How to Set Tax (%)

Section 8: How to Set Currency

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