Zibosoft

Simple Customer Relationship Management

Software User Guide (POPUP)

The software need enable DTMF or FSK callerID on telecommunication。

1 Basic function and characteristic:
● support windows 2003/Windows7/Windows8/Windows2008/Windows2012
● support SQL Server and Access database。
● LAN communication, send document。
● Popup window when have incoming call。
● Customer info management。
● Incoming call management , black list warning。
● Sales status management .。
● Have multilevel user permission setting。
● Support search and output report and print 。
● Export in /export out data，can support Access、Excel、 SQL Server。
● Backup database manual or automatic。

2 Environment require
 Windows XP\Windows7\ Windows8\ Windows2008\ Windows2012;
 Work with telephone recording software;
 SQL Server(recommend):install SQL server2005 or above。
3 Install guide
insert CD to PC, run setup.exe , will install telephone recording system
automatic , after install complete, will create shortcut for customer
popup .
Note: default work path is C:\mdr\customertools

- 1 -
 Zibosoft

4 First setting POPUP

The POPUP connect ACCESS database default , if want change to
MSSQL server database , need change setting like follow as:
4.1 connect SQL Server database:
a. System--logon:

b. Click the drop-down arrowhead

Open database setting window

Type SQL server IP \ username \password\ select database .
Click Test connection , display successful, click OK, and then click save
button

C click Test connection , display successful, click OK, and then click
save button

- 2 -
 Zibosoft

4.2 connect Access database:

System –logon , and click the drop-down arrowhead

Choose ACCESS , browser C:\Mdr\CustomerTools\Database Files\Popup.mdb

Click test connection , and save all .

4.3 logon : type account ADMIN , password :88888

click OK, then can login POPUP software .

- 3 -
 Zibosoft

5 Main interface instruction

Main interface includes: menu、simple search 、functions button、
customer information、account status etc.

Menu bar

Simple search

Functions button

information

Account status

View instruction :

Customer information:
Display all customers information, double click can modify info.

CallerID list:
Display all customers incoming call number,can modify callerID info

Distribution:
Can display sale list , double click can check out detail info.

- 4 -
 Zibosoft

Internal information
Can display all internal information, for every department 、every agent
information.

online agent:
Can display online agents , and can chat with online agent.

Online agents

live message windows

6 Setting
6.1 general
Select language : change and swap from ENG\CHS\CHT
Popup time: keep popup window how long time
Remote port: for other client PC used port .
Local port: for local PC port .
Note: remote and local port do not change .
Popup window for any call: popup window when have any new call.

- 5 -
 Zibosoft

Load client data by : group and level

Switch incoming page : change to CallerID list window when new call.
Server administrator: change local PC used server PC.
Show the monthly sales record only : just display recently a month sales
record
Client accessories save path: storage for client accessories .

6.1 local info

local info just for packing report

Auto login next time: when open POPUP ,will automatic login with
current accout.
Animatewindow:

- 6 -
 Zibosoft

6.2 Advanced
Advanced feature can change database like first setting .

Transfer file save path: save received files .

6.3 Maintenance
Maintenance feature can add components for modify and add customer
info. Client can add project by own idea. For example:Edit payment can
add CASH、credit card、transfer accout ect.

payment credit

headnumber
group

- 7 -
 Zibosoft

Language edit can support end client change to own country

language , at right current language column type own language , finish
and click save ,restart POPUP, then POPUP will change to own country
language

Question type

Password

Encryption/decryption

Product type

- 8 -
 Zibosoft

Clean up just for refresh current database

Clean up

6.4 SQL server

When used SQL server database , can do backup setting
Database backup path : backup current database
Auto backup : select cycle backup interval day
Select the file which your want to revert: can restore the backup file
to SQL server .

- 9 -
 Zibosoft

7 Customer edit
7.1 add new customer
click menu—edit---add new
Add new customer info , include company and linkman info , type
company info one by one , click Save button . then will automatic change to
link man interface ， in linkman window, click ADD NEW , can add new
link man for current company , at last click save , and can add multi-
linkman for same company

- 10 -
 Zibosoft

IP address: when this customer have call in , this phone number just send
to beforehand setting IP address .
VIP : can display friendly window when have call in .
Blacklist: can display black list when have call in
Special number : can together work with TVRS – special number , just
record or not for special number

- 11 -
 Zibosoft
7.2 Modify customer info
select some customer , right click and click modify, can change old info
to new info.
Can delete customer info ,but need delete linkman info first.

8 User manager
can add user for logon popup ,
click Add, type account 、 password、name 、sex etc. active option need
choose.

- 12 -
 Zibosoft
9 Security manager
Security manager can give every user different permission for operate
POPUP , can choose client management \ maintenance management
\incoming manager\sales management \other

Client management

maintenance

Incoming management

Sales management

- 13 -
 Zibosoft

10 Incoming manager
Edit –incoming manager or at incoming list , right click can have incoming
manager .

Can add content

- 14 -
 Zibosoft
11 Internal information management
Internal information management can add company every one agent
information , can give agent workplan each other online.

- 15 -
 Zibosoft
11 Notice
Notice feature can support Administrator give notice for every agent which
who on line

12 Batch grouping
When create many customer information , can create group by name
\address etc.

13 Birthday tip
At blank area type wishes words , use ## replace customer name.

Client button ,mean this feature just for

customer birthday .
Seat button ,just for company colleague
birthday.

- 16 -
 Zibosoft
When everyday have customer birthday, will have wishes window for agent.

14 Plan and task

Plan and task , support add new plan and task ,and can distribute to
engineer task online .

Agent received task window:

- 17 -
 Zibosoft
15 Query
15.1 Integrated query can support query by company 、address、phone、
group、linkman etc. and can export to *.doc or *.xls file type .

15.2 Incoming query

query incoming call list , search by callnumber、linkman、company、
admissible etc. can export to *.doc or *.xls file type .

- 18 -
 Zibosoft
15.3 Distribution query (sale record search)
This query can search sale records by product、sales peaple、writer、
waybill NO、payment、memo etc. conditions. Can export to *.doc or *.xls file
type .

16 Help operation
16.1 Solutions operation
Solutions operation can add FQA feature , can add question type and
add more solutions one by one .

1 2

Step 1 add help class . at left area, help

class blank bar, type new help class name , and
click >>button, can edit current class info.

- 19 -
 Zibosoft
When add help class complete, at right area can add new questions and
answer , like as below , add new questions and answer then click save detail,
when add many info, will display all info at left area.

16.2 Export in and export out

Export feature can support input client own customer database to POPUP
database , then no need type all customer information one by one .
This feature need match database field , POPUP database save customer
database is client . can support input external database type like SQL
server、Access、Excel to POPUP Sqlserver or Acess.

1 click help-- export in and

export out, click Next

2 select external database type, at here , sample use SQL server input
to Access. At “where are you copy data” window , Select SQL server ,type
user 、password 、 database、table ,click next.

- 20 -
 Zibosoft
Note: assort import customer data , advise hit this operation.

3 . where are you paste data,

select database type is
ACCESS , select target file ,
and select table.

4 these two database

fields match , match
source field with Dest
field one by one .

Note: source field type is

Auto-incremented no need
match. And red display row
no need match.

- 21 -
 Zibosoft
At last ,click Next, until transfer database complete.

17 POPUP application
At every agent PC , when TVRS have new
incoming call, will pop-up new message window
at lower right corner .
If first incoming call ,just displayt as below:

when click number area, will pop-up incoming management , click blank area,
pop-up add new client information

- 22 -
 Zibosoft
If added customer info before , if same
number have incoming again, pop-up
window like as right :

The window include 3 areas, number

area\linkman area\company info area. Click different area, pop-up different
management , can add new incoming management , and modify customer info

Company info

Linkman info

- 23 -