The Basics
Customer Service Module in Cloven
The Customer Service module enables you to add details to policies, investments, households, or contacts. It helps you manage actions such as contributing to a TFSA, adding a beneficiary to a policy, and more. Here’s how you can make the most of the ...
How to Create an Email Template in Cloven
Introduction This article describes how to create an email template in Cloven CRM. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use For a detailed walk-through, please see the following video: ...
How to Customize Your Cloven CRM
Introduction Cloven provides several customization tools that allow you to adapt the CRM to your organization's processes and workflows. Whether you want to customize your pipeline stages, modify the fields displayed within a module, or create ...
How to Schedule a Meeting in your Cloven CRM
The Meetings module (formerly Activities/Events) tracks your appointments, client presentations, and calls. Creating meetings directly in Zoho CRM ensures your interaction history is automatically logged against the correct lead or contact. ...
How to Find Deleted Fields in your Cloven CRM
It can be frustrating to delete a field and be unable to find it. In this video we show you how to find a field that has been deleted. <br> For more information see this article by Zoho Support: ...
Creating Custom Views in Cloven
Custom Views let you filter and organize records in Zoho CRM so you only see the data you need. You can create a new one to see all records created today, or all insurance renewing this month, you would use a view to do this. 1. Open the View Creator ...
Understanding Tasks in your Cloven CRM
Tasks in Zoho CRM help us stay on top of our daily to-dos, follow up with clients on time, and maintain a Single Source of Truth (SSOT) for all account activity. This guide walks you through how to create, locate, and manage your tasks effectively. ...
Using the Calendar in your Cloven CRM
Using the Calendar in Cloven CRM Overview The Calendar module in Cloven CRM helps users manage meetings, appointments, and schedules in one centralized location. Using the Calendar, you can: View your schedule by day, week, or month Create and manage ...
Customizing Your Homepage in your Cloven CRM
In this article we explain how to take the custom views and analytics that you have built, and place them on your homepage. <br> Note* For a more in depth explanation of customizing your homepage go to this link here: ...
How to Edit Options of a Pick List Field in your Cloven CRM
Introduction This article describes how to add/remove options from a pick list field in Cloven CRM. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca. How to Use Below are the steps on how to ...
How to Change Colours for Stages in Kanban View for your Cloven CRM
Introduction You can customize the colors of stages displayed in the Kanban View to make it easier to track and organize your records visually. If you have any questions about this feature, please contact the BluRoot Support team at ...
Organizational Emails in Cloven CRM
Introduction This article describes how to set up an organizational email in Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the Email page of Cloven CRM, there is a section to set up an ...
How to Print Mailing Labels in your Cloven CRM
Introduction This article describes how to print mailing labels in Cloven CRM. If you have any questions about this article, please reach out to support@bluroot.ca How to Use On the contacts module, there is a button to print mailing labels. Below ...
Clean Up Data/Remove Duplicates in your Cloven CRM
Cloven CRM recognizes unique contacts based on an email. A lot of times, when an email for a contact is not present, the CRM will associate duplicates as unique contacts - even if they have the same first and last name. The video below shows you how ...
How to Fix SMTP Errors during Office 365/Outlook/Gmail integration
Introduction When trying to integrate your Office 365/Outlook email with your Zoho CRM you may receive a STMP error (refer to screenshot for error message example). If you have any questions about this extension, please reach out to ...
How to Create a Report in Cloven
Creating Reports in Zoho CRM Overview Zoho CRM Reports allow users to organize, filter, summarize, and analyze data from any module in the CRM. Reports can be customized to display specific fields, group records, calculate totals, and filter data ...
How to Edit Canvas View in Cloven CRM
Introduction This article describes how to edit the Cloven Canvas View in the Policy module. If you have any questions, please reach out to the BluRoot team at support@bluroot.ca. How to Use For a detailed walk-through, please see the following ...