CRM
Persons
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11 ArticlesChecklist for CRM-implementation
When you are thinking about implementing a CRM-system, there are in our experience quite a few things to consider. Both...
Does deleting a person profile erase all stored personal data?
When you delete a person, that profile is marked as deleted. When a person’s profile is deleted, you can no...
E-postadresser i Mira
Att kunna hantera flera olika e-postadresser är viktigt eftersom en person kan ha flera olika roller i ett CRM-system. Exempelvis...
Event check in
The Mira Event check in feature lets you easily check in event participants at an event using mobile devices such...
Facebook app review instructions
Mira is an application used by different clients. One functionality in Mira is external forms where end users can identify...
FAQ: Hur matchas alumner vid registrering? Hur fungerar automatisk behandling?
Miras alumnlösning låter våra användare designa och sätta upp egna registreringsformulär för sina alumner. När vi designade lösningen var ett...
How do I create an activity for a group of people? (Group contact notes)
When you have an activity with a group of people, you might want to log the same activity on all...
How does collaboration category based permissions work?
In Mira users with system administration privilege assign access to different modules of the system for other users (“module based...
How does module based permissions work?
In Mira access to functionality is controlled by giving a user access to certain modules in the system (“module based...
How to use the function Erase personal data
To comply with the general data protection regulation (GDPR) of May 2018, personal data “shall be kept in a form...
HOW TO: Add an organization
To add an organization, either from the start page, click the Organization-badge to get to the list of all organizations...
HOWTO: Manage unsubscribes from email subscriptions and campaigns
When communicating by email it is important to offer the recipient a convenient way of unsubscribing. Mira offers a few...
Hur funkar Miras dubbletthanteringsmodul?
Bra datakvalitet i ditt CRM-system är fundamentalt viktig för din organisation. Dålig datakvalitet medför att dina insatser kan bli, rent utsagt,...
Importfunktionen för personer i Mira
Ett sätt hålla ditt CRM-system levande och uppdaterat är att kontinuerligt föra in kontakter och och samarbetspartners och se till...
Kan jag använda Mira från min dator hemma? Från surfplatta eller mobil?
Om du eller dina kollegor behöver arbeta hemifrån så går det bra att använda Mira i alla fall. Om du...
Massuppdateringar i av personer i ditt CRM-system
En sak som många av våra kunder ofta vill göra är massuppdatera en viss grupp av personer i sitt system....
Release notes
2022 December New column for “internal notes” in the overview list for events Ical-file sent after event confirmations now shows...
Should I delete deceased persons from the system?
When you select to mark a person as deceased, their profile will be marked as deceased, their contact preferences will...
Should I delete profiles for persons we no longer have a legal ground to process personal data?
In general no. Use the separate function Erase personal data instead. That way all personal data will be erased, but...
Vad är en Systemadministratör i Mira?
I Mira styr vilka modulrättigheter en användare har vad som visas upp när personen är inloggad i administrationsgränssnittet. Om användaren...
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