• Manage Accounts in the CRM Workspace

    Create a new account on the platform using the CRM Workspace. For B2C (websites supporting anonymous customers):  The customer enters account information during the checkout process.  The Account (Customer) and Address are created in the ERP software when the order is submitted. For a B2B website, or users logged in…

  • Create Product Categories

    Overview: Product categories are an important part of the organizational strategy for your online store. Your customers can use them to find products more quickly  through a guided search versus entering random keyword search terms.  They serve as containers for similar products.  They  can also contain sub-categories to filter searches…

  • Manage Contacts

    Step-by-Step Process: Use the Contacts task from the Customers drop list menu in the CRM Workspace Locate the Contact record to be changed Use the Password link on the right of the line if only a password change is needed Use the Edit link on the right to change any…

  • Configure Payment Gateway

    The example below is based on the configuration for the Paya gateway.  Other supported merchants use the same interface but may label their fields differently. Retrieve your gateway credentials.  Paya provides instructions for this in their help center:  Paya Help Center. Use the Merchant Accounts link on the Payment Processing…

  • CIMcloud Glossary of Terms

    Term Definition Contact A user attached to a client’s account, with access to the eCommerce Platform (note – defined as “customer” in CIMcloud 1.0 version). Cart Shelf The Cart Shelf is the floating sidebar on the right side of the window that contains all the user’s shopping cart items at…

  • Worker Portal (Workspaces) Overview

    Overview The CIMcloud Worker Portal is the area your employees (we call them “Workers”) will go to setup, use, and operate the CIMcloud platform.  The Worker Portal is organized into: 5 Major Workspaces, and 3 General Utility Areas Video Overviews Overview Demo-Style Walkthrough Diagram of Major Areas   The 5…

  • Google Maps API

    Overview Google Maps Platform is a set of application programming interfaces (API) and software development kits (SDK) that are managed from the Google Cloud Platform console. As an option on the base website, when Google Maps is integrated with the platform a map will display the account’s location to Workers. …

  • Image Management Guidelines

    Introduction: The CIMcloud platform, like all ecommerce platforms, relies heavily on the use of images to display products, marketing sections, banners, etc. This is a general guideline documenting the best practices for optimizing images for websites built on the CIMcloud platform. The goal is to create images that maintain excellent…

  • Worker Rights Defined

    Overview: Workers are users (usually employed by the platform owner) with extended rights compared to Contacts (users attached to customer accounts).  Workers’ rights are assigned by the platform administrator via the Workers link in the Settings Workspace. When creating a new Worker or editing an existing record, the Worker Rights…

  • Settings Workspace – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: Settings Workspace Overview. Overview:  The settings workspace is where you will manage your CIMcloud application. In it you will have access to system-wide settings, workers, system emails, and checkout settings; including tax settings, payment processing and shipping methods. …

  • Content Workspace – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: Content Workspace Overview. Information The content workspace is where you will find items related to content pages, slide shows, images & files, navigation and SEO settings. In this section: Pages Slide Shows Images & Files Navigation SEO Settings…

  • Product Workspace – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: Product Workspace Overview. Overview:  The Product Workspace is where you will access all of your product catalog data, customer pricing, and some catalog features.  In this section: Product Catalog Pricing Overrides Faceted Search Related Sources:

  • CRM Workspace – SUPERSEDED

    Superseded This article has been superseded and replaced by this newer article: CRM Workspace Overview. Overview You will use the CRM workspace to access your account’s history and interactions, Accounts Receivable (AR) data from both your website and ERP system are also available in the CRM workspace. Here you will…

  • Manage Workers

    Overview: Workers are users with extended permissions for the website, usually employees of the platform owner.  The rights assigned to the worker determines their ability to manage other workers. Step-by-Step Process: Sign on to the website Select the Settings Workspace and the Workers menu Select the Worker task from the…

  • Create Users With Data Imports and Exports Task

    Step-by-Step Process: A. Select the Settings workspace icon from the menu bar B. Select the Imports/Exports link from the Data Imports/Exports drop-down menu C. The Customer Contacts task is used to import both Contacts and Workers D. If using a pre-configured import file template, proceed to point “F” below E….

  • Importing Users Data Schema

    Data dictionary for user records: a_id = account ID (from ERP) attached to user accounts_vir = Worker account restrictions, by account ID authorized_rep_codes = Worker account restrictions, by ERP salesperson ID c_add1,2 = user street addresses c_city = user city c_em = user email c_f_nm = user first name c_l_nm…

  • Enter Global Company Information

    Information:  In the company information section of CIMcloud’s general settings page, you will add your company information. Here you will enter your company name, email address, and mailing address. The company name is used in the site footer and as the alt text for your template’s logo. Related Sources:

  • Global Email Settings

    Information:  CIMcloud’s global email settings page allows you to configure your site’s system emails. Here you can add a link to your company’s privacy policy, edit your physical address, edit the company name, change the logo, edit the email address, and edit the phone number used in each of your…

  • Testing Contacts & Workers Logins

    Step-by-Step Process: For Contacts (Option 1)  Enter URL https://<sitename>.mycimcloud.com/ Login using your Worker credentials Navigate to CRM workspace > Customers > Contacts menu item Locate the Contact username to be tested and select the Impersonate link Verify successful login to correct account (Option 2)  Enter URL https://<sitename>.cimproduction.com/ (pre go-live) Login…

  • Learning CIMcloud: Types of Users

    Topic: CIMcloud 2.0 user classifications defined CIMcloud platform users are divided into two major categories: Contacts Workers Contacts are users who access the site as customers. The Account Information field determines which account data the contact is able to access. Contact records exist only on the platform and are not…