Biolinks Module for Worksuite CRM

Introduction to Biolinks Module in Worksuite CRM

The Biolinks module in Worksuite CRM is a powerful tool that enables you to create custom relationships between records in your CRM database. With Biolinks, you can link records from different modules, such as accounts, contacts, leads, and opportunities, to create a more comprehensive and connected view of your customer relationships.

In this tutorial, we will guide you through the process of setting up and using the Biolinks module in Worksuite CRM. We will cover the following topics:

• Understanding the concept of Biolinks
• Creating a new Biolink
• Configuring Biolink settings
• Linking records using Biolinks
• Using Biolinks in reports and dashboards
• Best practices for using Biolinks in your CRM

Getting Started with Biolinks

Before we dive into the tutorial, make sure you have the necessary permissions to access the Biolinks module. Biolinks is a premium feature in Worksuite CRM, and you may need to contact your administrator or upgrade your subscription to access it.

Once you have access to the Biolinks module, follow these steps to get started:

1. Log in to your Worksuite CRM account and navigate to the module menu.
2. Click on the "Biolinks" module to access the Biolinks dashboard.
3. Click on the "Create New Biolink" button to start creating a new Biolink.

Creating a New Biolink

To create a new Biolink, follow these steps:

1. Click on the "Create New Biolink" button on the Biolinks dashboard.
2. Enter a name for your Biolink in the "Biolink Name" field. This name will be used to identify your Biolink in the CRM.
3. Select the module that you want to link records from. For example, if you want to link accounts to contacts, select the "Accounts" module.
4. Select the relationship type that you want to create. For example, if you want to link accounts to contacts as "Parent-Child", select the "Parent-Child" relationship type.
5. Click the "Save" button to create the new Biolink.

Configuring Biolink Settings

Once you have created a new Biolink, you can configure its settings to customize its behavior. Follow these steps to configure Biolink settings:

1. Click on the "Edit" button next to the Biolink name to access its settings.
2. In the "Biolink Settings" page, you can configure the following settings:
   • "Visible": Set whether the Biolink is visible to users or not.
   • "Editable": Set whether users can edit the Biolink or not.
   • "Deleteable": Set whether users can delete the Biolink or not.
   • "Required": Set whether the Biolink is required for records to be linked or not.
3. Click the "Save" button to save the Biolink settings.

Linking Records using Biolinks

Once you have created and configured a Biolink, you can use it to link records from different modules. Follow these steps to link records using Biolinks:

1. Navigate to the module that you want to link records from. For example, if you want to link accounts to contacts, navigate to the "Accounts" module.
2. Select the record that you want to link to another record. For example, select an account record.
3. Click on the "Biolinks" tab on the record page.
4. Click on the "Add Biolink" button to add a new Biolink to the record.
5. Select the Biolink that you want to use to link the record.
6. Select the record that you want to link the current record to. For example, select a contact record.
7. Click the "Save" button to link the records using the Biolink.

Using Biolinks in Reports and Dashboards

Once you have linked records using Biolinks, you can use them in reports and dashboards to create custom views of your customer relationships. Follow these steps to use Biolinks in reports and dashboards:

1. Navigate to the "Reports" module in Worksuite CRM.
2. Create a new report or edit an existing report.
3. Click on the "Add Field" button to add a new field to the report.
4. Select the "Biolink" field type from the dropdown menu.
5. Select the Biolink that you want to use in the report.
6. Configure the Biolink field settings as needed.
7. Click the "Save" button to save the report.

Best Practices for Using Biolinks

Here are some best practices to keep in mind when using Biolinks in Worksuite CRM:

• Use Biolinks to create a clear and consistent naming convention for your records.
• Use Biolinks to link records that have a logical relationship, such as parent-child or sibling relationships.
• Use Biolinks to create custom views of your customer relationships in reports and dashboards.
• Use Biolinks to automate business processes and workflows in your CRM.

By following these best practices and using the Biolinks module in Worksuite CRM, you can create a more comprehensive and connected view of your customer relationships, and improve your sales and marketing efforts.