TrigoldCrystal Support Centre - TrigoldCrystal CRM: Support

TrigoldCrystal CRM: Support

Latest Release

Version 4.52:

Activity Management Screen - Complete overview of the events happening on your CRM system.
Notes - You can now access all notes on CRM in one place.
Case Details - Greater control of Audit Features and Notes.
Enhanced Compliance Auditing
Performance Enhancements for a faster system!
And lots more…

See the 4.52 release notes here

Top 5 FAQs

How do I add a contact to the system?

To create a client select the ‘Contacts’ button from the toolbar then select ‘Add Contact’. Complete the relevant information then select the ‘Update’ button. If you wish to add a partner to the first applicant you can select the ‘Add Partner’ button, this appears towards the bottom right hand corner of the screen.

How do I create a case for my client?

If you have not already created a case for your client you can do so from the 'Contacts' section selecting the Case Detail button. You will be asked if you wish to select a partner, if there is no partner click create case.

How do I view and add notes to my clients case?

To view notes proceed to the Case's section and locate your client using the search filters, select Action > Go to > Notes Management. To add a note simply click on the green 'Add Note' button.

How do I create an illustration?

To create an illustration you must first complete and IDD and then the Fact Find. Please ensure you have at least completed all the mandatory fields on the Fact Find otherwise the option to create an illustration will not be available from the Case Detail screen.

How do I send an SMS text message to update my client on their case?

If you do not already have a email to SMS provider please can you contact us on 08714 23 24 24 option 4 to arrange for a free trial to be setup. We will provide a guide on how to create your SMS account and how to send a text message to your client.

CRM Modules & Features

Portal Home Page...

Flexible home page allowing the user to determine their own view, providing access to live management information, industry news and all areas of the system, click here for details...

Download PDF Guide

Homepage Portals Video

Adding RSS Feed Video

Adding New Portals Video

Illustration Management...

Full data capture and easy navigation. Dynamically drawn based upon the areas discussed in disclosure, traffic light validation at the end of the Fact Find... click here for details...

Download PDF Guide

Illustration Management Video

Task Management...

Comprehensive task management module, enabling day to day management of all types of tasks, click here for details...

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Task Management Video

Application Management...

The integration with our sourcing partners extends fully into the Applications area, providing an end-to-end process for the User and again reducing the need for the re-keying of data. click here for details...

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Application Management Video

Contact Management...

Full contact management database, enabling efficient management of clients, prospects and all business contacts involved in the sales process from introducer to valuer, click here for details...

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Contact Management Video

Suitability Letters...

The document generator makes full use of data population and utilises an intuitive approach to creating these complicated letters. click here for details...

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Suitability Letters Video

Case Management and Tracking...

Single screen to manage all cases in progress, across the whole user base. Status tracking and workflow provide all relevant parties with live progress, click here for details...

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Case Management Video

Sales Management...

This module provides a view to the user of all the products sold. All products which reach the completed stage within application management will be displayed within this module. click here for details...

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Case Detail...

Clear, intuitive designed screen, ensuring compliant sale. Access all areas of the sales process for your currently selected client, click here for details...

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Case Detail Video

Document Management...

The Document log provides access to all of the documents that have been generated during the course of a financial review. click here for details...

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Document Management Video

Disclosure Documents...

Highly flexible initial disclosure document generation. Determine areas to discuss, fee and commission, click here for details...

Download PDF Guide

IDD Video

Complaints Management...

Under FSA rules a complaints procedure is an important part of TCF. Ensuring complaints are recorded and managed through there process is now an integral part of the CRM product. click here for details...

Download PDF Guide

Complaints Management Video

Fact Finding...

Full data capture and easy navigation. Dynamically drawn based upon the areas discussed in disclosure, traffic light validation at the end of the Fact Find, click here for details...

Download PDF Guide

Fact Find Video

Management Information...

CRM’s flexible reports have been greatly improved to provide the end user with the ability to multi configure the required output and save the report so that it can be run easily from the reports management screen. click here for details...

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Management Information Video