> For the complete documentation index, see [llms.txt](https://docs.exads.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.exads.com/ad-server/saas-crm-tab.md). # CRM ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FAKaUcOiFAuFumBUMcZNw%2Fsaas-the-crm-tab.png?alt=media\&token=a0332802-6e64-48bf-9319-830fb5afe422) As a **Super Administrator**, **Administrator**, **Finance**, **Compliance**, **Agent**, or **Account Manager** you will see the CRM tab where you can enhance your customer relationship management by enabling streamlined communication directly within the platform. This feature allows you to send and manage messages relating to client activities among internal users of your Ad Server. {% hint style="info" %} CRM is a paid add on for your Ad Server. Please contact your EXADS Representative to enable this feature. {% endhint %} ## How to Use the CRM Messaging Feature ### Accessing the Messaging Interface * Navigate to the **CRM** tab on the primary navigation bar. * Here, you will have two views: Inbox and Sent. * The Inbox and Sent views provide the details of all the messages you have received/sent along with some filtering options. ### Filtering Options ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FiZiAzzfrt0KjmuxhwRUw%2Fsaas-crm-filter.png?alt=media\&token=5090c1d6-0eba-4029-af13-8a0cf0072254) Both **Inbox** and **Sent** View have filtering options with which you can filter the messages in the tab you wish to view. * **Search**: You can search the CRM tab by Account, Message and Title. * **Date Range**: You can choose a date/date range to view the CRM messages for. The default is Last 30 days. * **Messages**: You can choose between Read messages, Unread messages, System generated messages and Deleted messages. * **+ ADD FILTER**: You can filter the CRM tab with more options by clicking on the + ADD FILTER option. * **Username**: The name of the account. * **All Types**: You can choose the type of CRM message you wish to view. The different types are: * Accounts Status Change * Compliance Issue * Communication with Customer * Fraud * Note * Payment Issue * Revenue Share Change * Technical Issue * Finally, with the **RESET** button, you can reset any filter that is applied. ### Columns in the CRM Tab Inbox View * **Date**: Date and time at which the CRM was received. * **From**: Sender of the CRM message. * **Account**: Client users regarding whom the CRM is about. * **Title**: Title of the CRM message. * **Type**: Type of CRM message. Sent View * **Date**: Date and time at which the CRM was sent. * **Recipient**: Users who received the CRM. * **Account**: Client account regarding whom the CRM is created. * **Title**: Title of the CRM message. * **Type**: Type of CRM message. ### Action Icons in the Table Below are a few action icons that can be used to perform desired actions: * **Mark as Read/Mark as Unread**: Mark a message as Read or Unread. * **Reply Message**: Reply to a CRM message. * **Edit Message**: Edit a CRM message. * **Archive Message**: Archive a CRM message. {% hint style="info" %} Edit and Archive actions are only available for the CRM message owners. {% endhint %} ## Create, Edit and Reply CRM Message ### **Create a CRM message** Clicking the NEW MESSAGE button will open a new CRM message modal. ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2Fs17NDeYvKAo64p3Uu7SU%2Fsaas-crm-create-crm-modal.png?alt=media\&token=373a4206-a1e8-48b2-83c5-2b03a2c399c3) * **Title**: Title of the CRM message. * **Account**: Client account regarding whom the CRM is created. * **Type**: Type of the Message. * **Notification To**: User accounts you wish to notify about the CRM you are creating. * **Send me a copy by email**: A checkbox which can be chosen if you wish to receive a copy of the CRM message. * **Message Box**: Placeholder where you can type the CRM message. ### **Edit a CRM message** Clicking the Edit action icon will open the Edit CRM message modal. ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FwX6ixS2j5qcFj8AJvhj5%2Fsaas-crm-edit-crm-modal.png?alt=media\&token=0c349b03-001b-4df4-b31f-7088a53f87eb) * **Title**: Title of the CRM message. * **Type**: Type of the Message. * **Message Box**: Placeholder where you can edit the CRM message. **Note**: The above fields are pre-filled from the CRM message you wish to edit. ### **Reply to a CRM message** Clicking the Reply action icon will open the Reply CRM message modal. ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FeKMo0JpXX7AOuMVnEOFh%2Fsaas-crm-reply-crm-modal.png?alt=media\&token=ad3ec373-1252-4249-ba64-9b4c1c1ad3e6) * **Notification To**: Pre-filled from the CRM message to which we are sending a reply. * **Send me a copy by email**: A checkbox which can be chosen if you wish to receive a copy of the CRM message. * **Account**: Client account regarding whom the CRM is created. * **Type**: Type of the Message. * **Message Box**: Placeholder where you can type the CRM message. {% hint style="info" %} Each Message Modal (Create/Edit/Reply) includes a font styling component that allows you to customize the appearance of your messages using the available options. {% endhint %} ### Viewing a Message * Click on the title of the Message to open and read through the thread. * You can expand the thread to read all the messages. ## Jump to Account CRM Page ![the crm tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F7CciFOYTVGDnetzQ4107%2Fsaas-crm-jump-to-account.png?alt=media\&token=2e67bb5b-c959-453f-908f-38336989b1d2) Use the Jump to Account CRM Page icon to quickly navigate between individual CRM entries and their associated account. Selecting the icon redirects you to the Account Edit page, specifically to the CRM tab of the relevant account. This enables you to efficiently review the full CRM history without needing to manually locate the account. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.exads.com/ad-server/saas-crm-tab.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.