Vicinity

Lisa Machin

Simon Zimmerman

Powerful Place-Management System with tools to understand and manage your stakeholders.

Vicinity CRM

An introduction to monitoring your Tasks, Businesses and Activities in Workbench

Using Your Workbench

The Workbench Tally tool allows you to add quantities to Activities while on the move.

Workbench Tally: The Basics

How to manage your Tasks, including creating them and assigning them to collaborators.

All about Tasks

Send an email once a task has been completed.

Task Complete Email

This tutorial will help you understand how to use the Workbench Tally function to keep track of the number of Activities on the move.

Things to consider when creating quantities to your Activities

Learn how to complete a task that has been assigned to you in Solomon.

Completing a Task in Workbench

Learn how to create a task for your team and how to track its progress

Setting a Task

Here is a list of our most recent webinars and the link to access them when required.

Vicinity Webinar Links

Tools to allow you to easily assign and update Tasks for your teams right from Solomon.

Tasks & Workbench

Solomon's Directory has a handy In-Line Edit tool that allows you to unlock, edit and save data straight into your database.

Using The In-Line Edit Tool

Using Solomon's powerful filtering tools can help you keep an eye on where you are missing important contact and business information

Housekeeping - Checking for gaps in your data

With Solomon, use 'Audit' that allows you to see when records were updated and by whom.

How to track updates and changes in your system with 'Audit'

Layouts, also known as views, allow you to set a custom view in the Directory so you only see the information you need.

Selecting views using Layouts and Columns

We've got a handy little button that helps you create whichever record you need, from anywhere in Solomon.

Using The Quick Create Button

Learn about advanced filter 'operators' and how to use them

Using Advanced Directory Filters

As well as viewing your data in tables, Directory has a built-in tool that allows you to view any of it as Records.

Using The Directory Records

How to add new people/contacts to your Directory and link them to a record

Creating a New Person

How to quickly add a new Business or Hereditament into your Directory

Creating a New BID Member Business

How to delete and archive People from the Directory

Making a Person Inactive

Creating Sectors

How to create new Areas and add Businesses to them

Creating Areas

Show which records are active, closed or in the hands of their landlords

Defining Business Trading Status

Monitor the risk to businesses using Directory

Tracking Business Risk

How to use the record viewer window in Directory

Record Viewer

A snapshot of everything you've done for a business.

History Tab

To keep your data tidy and at its best performance you can make a Record Inactive - this essentially archiving it from your database.

Inactive Records: The Basics

Learn how to use Solomon's Directory tools to keep on top of records that are marked 'For Review'

Moderating items 'For Review' as Admin

How to add Business records for your non BID member contacts.

Creating a Non-Levy Paying Business

Do you have inactive people showing up on your exports?

Finding Inactive Primarys and Voters

This article will help you manage a change in occupancy

Managing an occupancy change

An explanation about the difference between Voting Member and Levy Payer options in Directory

Businesses - Voting Members vs. Levy Payers

You may see reach and unique on some of our reports here is how we explain the difference.

Explaining Reach and Unique

The core of the Solomon System - your database containing all of your records, contacts and relationships.

Managing Activity Subtypes

An introduction to recording the work you do for your customers/levy payers.

Getting the most out of Activities

Have you got several duplicated Activity Subtypes?
Learn how to merge your Subtypes to keep Solomon organised.

Merging Activity Subtypes

Learn how to make an Activity visible on all customer timelines

Adding an Activity to all timelines

Save time by duplicating reoccurring Activities

Duplicating Activities

Learn how to create a new Activity and link it to a Business, Person, Task or Project.

Creating New Activities - An Activity Form Checklist

How to filter so you can see what businesses do and do not have Activities or People associated to them

Filtering records with Activities and People

Everything you need to know about viewing Activities on a Timeline for a Business

Working with Timelines

Learn about using the "For Review" flag to moderate Activities

Moderating And Reviewing Activity Changes

Understanding what you can make visible to Guest accounts

Hiding Activities from the Timeline

Learn how to compress your images to speed up performance in Solomon.

Photo upload: compress images when uploading them to your Activities

A way of viewing and filtering to see when a Business last had an Activity/Interaction.

View the Latest Interaction Date

Email details of an Activity to a third-party immediately after it has been saved on the Activity Wizard.

Third-party reporting notifications

Measure the value of training delivered to businesses or employees

Recording Training Activities

You can add cost and value to and Activity form to capture ROI.

ROI - Using Cost and Value

Activities

Solomon's mobile-friendly way to record Activities delivered by your team.

Activity Wizard

Guidance on using the Activity Wizard, useful for 'out and about' recording

The Activity Wizard - Logging Activities

Help paint a picture of the activity completed

Adding Pictures or Files to Activities

Explaining what roles and permissions can be assigned to a Solomon user

Types of Users - Admin or Contributor?

The Basics

For teams using Mobile devices this article will help you find, review and edit Activities while you're on the move.

Recalling and Editing Activities while on the move

Tutorials

Creating A Project

An overview of the Projects feature in Solomon

About Projects

Projects

Using this report you can quickly see where there are gaps in your telephone and email contacts.

Business Contact Report

A birds-eye view of your BID area and the businesses within it.

BID Insights Report

Send a text message from your Solomon Responder

Sending SMS Messages

Reports

If you're regularly updating your data from the same source, Data Updater is the essential tool for you.

About the Data Updater

Data Updater

Understand the decisions you must take at step one in the data updater process

Data Updater Decisions

Get your file ready to use Solomon's Data Updater tool.

Preparing Your Data for Data Updater

Making sure the ballot card goes to the correct person and address

Setting Voter Address and Mailing Preference

Using our layout tool to view important information about your most influential voters and businesses whenever you log in.

Setting a Top Voter Layout

Using the tools within Solomon to help keep an eye on the data and activity around your most influential voters.

Finding your Top Voters

Using Subtypes and Tags to help you keep track of voting businesses

Adding An Activity Subtype and Tag For Ballot

A simple way of selecting the Voter or Primary contact of a Business in Solomon

Setting a Voter and a Primary Contact

An overview of the tool with tips and tricks of how to get the most out of this report

The Ballot Forecast Report

Ballot Toolbox

Learn about setting a Collaborator's landing page

Changing The Landing Page

Resetting Your Password

How to give levy payers and BID customers permissions to access Solomon

Create Guest logins

Collaborators & System

Vicinity's direct integration with mailing software Mailchimp, helping you keep your contacts up-to-date

Exporting Emails to Mailchimp

Understanding how to export emails from the Directory and touching on how to import to Mailchimp

Exporting Emails from the Directory

How you can export the exact data from Businesses and People once they have been filtered.

Exporting Filtered Data from the Directory

Exporting

How to create and delete Tags and understand their benefits and power.

Creating and Managing Tags

Quickly Tagging Businesses, Activities, People and Tasks within the record

Creating a Tag from within a record

Tag all records that have been filtered using the bulk actions ' Tag'

Bulk Actions - Tag all, adding a Tag to filtered records

Have you created several of the same Tag? Learn how to merge duplicate Tags here.

Merging Tags

Manage your Tags in a new way with our scoping feature, allowing you to make Tags unavailable for certain records.

Scoping - select the availability of Tags for different records

Tags

Find answers and get help from Intercom Support and Community Experts

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