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CRM made easy

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Month: November 2009

email

E-Mail Tracking

- 24. November 2009 | 24. November 2009 - Matthias comment on E-Mail Tracking

When you send an email from your CRM system an automatic function is included which allows you to see whether and how often the receiver has accessed this mail. This information is displayed in a contacts or leads detail view at the email listing in the ‘Access Count’ column. This function works only if the […]

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Data import

How to display exported CSV data in Excel

- 19. November 2009 | 19. November 2009 - dirk comment on How to display exported CSV data in Excel

The CRM System is using a special character set called UTF-8 internally (see Wiki). This is done to be compatible to all languages in the world.  Your Excel however expects your default character set if you open the CSV file. Therefore, you need to tell Excel that your file is using UTF-8 coding. You can […]

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