No doubt at some point you will have encountered a problem with a website when someone has suggested the remedy is to “clear the cache”. But what is the cache and how do you clear it?

The cache (pronounced “cash”) is a software component that helps speed up the delivery of the web page you are accessing by temporarily storing the data locally. Your browser cache stores data so that future requests for the same data can be accessed without the need to repeatedly download it. For example, this might be background images, logos, fonts, files, and the technical code that makes up a web page, like JavaScript. It speeds up your browser and saves your bandwidth.

Sometimes though, particularly if you regularly access the same websites, there can be a difference between the cached version on your computer and the latest version you are accessing. This can lead to a conflict between the two versions and may cause problems with the delivery. Clearing your cache deletes the stored data and resets the temporary storage on your computer. Regardless of whether you are experiencing any issues, it is also good practice to clear your cache from time to time.

This guide takes you through the steps you need to take to clear your cache in the various popular browsers. You’ll note that you can use keyboard shortcuts to go direct to the cache settings or you can access them from your browser menu.

How to Clear the Cache in Google Chrome

Clear your browser data via the keyboard shortcut in Chrome

1: Simultaneously click the keys [Ctrl], [Shift] and [Del]. This will open the “Clear browsing data” settings

2: You can select from either the “Basic” or “Advanced” options according to the level of data you want to clear
3: In “Time range” set the period to clear, for example “Last 4 weeks”
4: Use the checkboxes to select what data you want to clear, for example “Browsing history”
5: Then click “Clear data”

Clear your browser data via the via the menu in Chrome

1: Click the Chrome menu icon (the 3 vertical dots in the top right of your screen)
2: On the left-hand menu, click to open ‘Privacy and Security’ then expand the section “Clear browsing data”

3: Select the “Advanced” tab and in the ‘Time range’ box set it to “All Time” to clear all the saved data

4: Use the checkboxes to select what data you want to clear, for example “Browsing history”
5: Then click “Clear data”

How to Clear the Cache in Microsoft Edge

Clear your browser data via the keyboard shortcut in Edge

1: Simultaneously click the keys [Ctrl], [Shift] and [Del]. This will open a new window in your browser open at the “Clear browsing data” option

2: In the “Time range” select the period over which you wish to clear the cache, for example, “All time”
3: Use the checkboxes to select the data browser history you wish to delete
4: Click “Clear now”

Clear your browser data via the via the menu in Edge

1: In Edge, click on the “Settings ” icon (3 horizontal dots in the top right of your screen)
2: Click on Settings cog icon
3: From the left-hand menu, select “Privacy, search, and services” and scroll down to “Clear browsing data” and click “Choose what to clear”

4: In the “Time range” box select the period over which you wish to clear the cache, for example, “All time”
5: Use the checkboxes to select the data browser history you wish to delete
6: Click “Clear now”

How to Clear the Cache in Firefox

Clear your browser data via the keyboard shortcut in Firefox

1: Simultaneously click the keys [Ctrl], [Shift] and [Del]. This will open the “clear recent history” settings

2: In “Time range to clear” set the period you want to clear, for example “Everything”
3: Use the checkboxes to select what data you want to clear, for example “Browsing and download history”
4: Then click OK

Clear your browser data via the via the menu in Firefox

1: Click on the Firefox menu icon (3 horizontal lines in the top right of your screen)
2: From the menu click on “History”

3: The select “Clear recent history…” this will open the “clear recent history” settings
4: In “Time range to clear” set the period you want to clear, for example “Everything”

5: Use the checkboxes to select what data you want to clear, for example “Browsing and download history”
6: Then click OK

How to Clear the Cache in Opera

Clear your browser data via the keyboard shortcut in Opera

1: Simultaneously click the keys [Ctrl], [Shift] and [Del]. This will open the “clear browsing data” settings
2: You can select from either the “Basic” or “Advanced” options according to the level of data you want to clear

3: In “Time range” set the period to clear, for example “Last 4 weeks”
4: Use the checkboxes to select what data you want to clear, for example “Browsing history”
5: Then click “Clear data”

Clear your browser data via the via the menu in Opera

1: Click the red Opera menu button in the upper-left corner of the screen
2: Select “Settings” and then from the “Advanced” menu click “Data and security”
3: Click the section “Clear browsing data”

4: You can select from either the “Basic” or “Advanced” options according to the level of data you want to clear

5: In “Time range” set the period to clear, for example “Last 4 weeks”
6: Use the checkboxes to select what data you want to clear, for example “Browsing history”
7: Then click “Clear data”

Please note that the terminology and user-interface of these browsers may change from time to time.

The post How to Clear the Cache for your CRM appeared first on Spotler CRM Support.

AutoFill and AutoComplete are browser features that automatically populate forms with your saved data. The autofill function makes life easier by remembering things like your email address, billing or delivery information and then using that data to complete web forms, speeding up the process.

While this is all very useful, there are times when this is undesirable, and you might want to disable the function or clear the data.

This article gives step-by-step instructions that show you how to disable the AutoFill and AutoComplete data in the various popular web browsers, preventing this information from being accidentally saved or used in your browser.

Click on the browser name you use for step-by-step instructions on how to disable AutoFill and AutoComplete data:

In addition, you might also want to clear any data history already stored and we have included instructions.

Google Chrome

Disable Auto-fill in Chrome

1: Click the Chrome menu icon (the 3 vertical dots in the top right of your screen)
2: Click on Settings
3: On the left-hand menu, click to open ‘Autofill’ and expand the area where you want to disable the autofill, for example, Passwords, Addresses, Payments

4: Set the toggle control to the OFF position

Clear Auto-fill Data in Chrome

1: Click the Chrome menu icon (3 vertical dots in the top right of your screen)
2: On the left-hand menu, click to open ‘Privacy and Security’ then expand the section “Clear browsing data”
3: Select the “Advanced” tab and in the ‘Time range’ box set it to “All Time” to clear all the saved data
4: Next check the box for the “Autofill form data” option
5: Click “Clear Data”

Microsoft Edge

Disable Autofill in Microsoft Edge

1: In Edge, click on the “Settings ” icon (3 horizontal dots in the top right of your screen)
2: Click on Settings cog icon
3: In the “Your Profile” section, click on each of the following and be sure the option is toggled off: Personal info, Passwords, Payment info

Clear Autofill Data in Edge

1: Click on the “Settings ” icon (3 horizontal dots in the top right of your screen)
2: Click on Settings
3: Click on “Privacy, search, and services”
4: In the “Clear Browsing Data” section, click the button “Choose What to Clear”
5: Select “All time” from the time range dropdown list
6: Check the box for “Autofill form data (includes forms and cards)” and any of the other options, for example “Passwords”
7: Click “Clear now”

Firefox

Turn off Autofill in Firefox

1: Click on the Firefox menu icon (3 horizontal lines in the top right of your screen)
2: Click on Options
3: Then select “Privacy & Security”
4: Scroll down to the “Logins and Passwords” section uncheck “Autofill logins and passwords” Note, you can set up exceptions for specific websites

5: Below this, go to the ‘History’ section
6: Next to “Firefox will” from the dropdown list select  “Use custom settings for history”
7: Uncheck the relevant options

Clear Autofill Data in Firefox

1: Click on the Firefox menu icon (3 horizontal lines in the top right of your screen)
2: Click on Options
3: Choose “Privacy & Security”
4: In the “History” section, click on the “Clear History” button
5: At the top of the box use the drop down list to select the ‘Time range to clear’
6: Check the box or  “Form & Search History”

Safari

Turning off Autofill in Safari

1: Click on the Safari menu (The word “Safari” at the top left of your screen)
2: Click on “Preferences”

3: Choose AutoFill
4: Uncheck “Using info from my Contacts”, “Usernames and passwords”, “Credit cards” and “Other Forms”, as required.

Opera

Switch off Autofill in Opera

1: Click the red Opera menu button in the top left corner of your screen
2: From the dropdown list select “Settings”
3: Then select the Advanced menu, and click Privacy & security

4: Next scroll down to the “Autofill” section where you see three options: Passwords, Payment methods, and Addresses and more

5: Expand each section and use the toggle switch to disable the autofill

Clear Autofill Data in Opera

1: Click the red Opera menu button in the top left corner of your screen
2: From the dropdown list select “Settings”
3: Then select the Advanced menu, and click “Privacy & security” and expand the option for “Clear browsing data”

2: In the Advanced option, select the Time range for “All time”
3: Then check the boxes for the data you wish to clear, for example “Autofill form data”

Please note that the terminology and user-interface of these browsers may change from time to time.

The post How to Disable AutoFill for your CRM appeared first on Spotler CRM Support.

• STEP 1
• STEP 2
• STEP 3
• STEP 4
• STEP 5
• STEP 6
• STEP 7

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Each screen of your CRM system includes a pull-out Help Drawer containing information on using the page you are on. You’ll find details of how the feature works, how to edit and how to customise, as applicable. You’ll also find links to the relevant page in this Support Hub and ‘how to’ videos for further help in using the feature.

The Help Drawer can be accessed by clicking on the blue ‘?’ tab in the top right-hand corner of your screen.

Click on the hyperlinks within the text for related topics or the ‘Find out more’ button to see more information on the overall subject. Click the ‘x’ tab to close the Help Drawer.

The post Help Drawers appeared first on Spotler CRM Support.

Your Accounts, or Company Accounts, are the fundamental data needed to use your CRM system. An Account is an organisation that you deal with and the quality of data you enter in Accounts will determine the success of your CRM.

You can either Add Accounts one by one or Import Data from an existing source.

You will need to ensure that your data is kept up to date and clean to get the most from your CRM. Here’s a blog about Making the most of your CRM that you might find useful.

Account Information

Your CRM system allows you to record a large amount of data about each of your Accounts and to specify the Account Type. Examples of Account Types might be customers, prospects, old customers, press contacts or anyone else you deal with. You can add your own custom fields to define the Account Types and to log data that is specific to your business, for example, warranty dates or model number.

All the data you add can be used for reporting and, if you are using the Marketing module, to segment your database for marketing campaigns.

Record Activities

When you meet with a customer, take a call, email or have any other communication, you can record the event under Activities. Keeping your Activities up to date means you have a record of when you have last been in touch with the customer, and what occurred. Both you and your colleagues can access the information from anywhere.

Adding an Activity has been made quick and easy, using dropdown menus, so you should be able to update the record in just a few seconds.

Set Tasks

You can use the CRM to set Tasks, “to do” actions for the future, for yourself and your colleagues. Again it is quick and easy to do and you can also set up and email notification of the Task. Each CRM User will have a Task list that they can access anywhere and update as they progress or complete the Task. When a Task is overdue it will show red in your Task list. when a Task has been completed it will auotmatically be added to Activities.

Add Opportunities

Opportunities are sales deals that you can add into your Accounts. Maybe you may have quoted a customer for a new order, so you would record the information in Opportunities and forecast the expected income and project the probability of success. This information will feed into your Sales Dashboard and build up your sales forecast sales for the current period.

The post Accounts Overview appeared first on Spotler CRM Support.