Car insurance

Special report about accounts not contacted since…

There is a new functionality in your CRM since version 5.2.1.25 that allows you to create a report about accounts which includes a special filter. That filter enables you to select a date specifying the last desired activity of an account. The report will list every account that has not been contacted since the specified [...]

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Change CRM user’s name

You cannot change a user’s name directly. But you follow this procedure: create a new user with the desired new user name delete the old user during deletion you will be ask for the new owner of the data of the old user, select the new user you just created All data will get transferred [...]

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Word template usage

You may use the Settings -> Text Template menu to store MS Word documents as templates for serial letters. These templates must have the .doc format and can get created by using the Office Plugin extension available at the CRM’s Help menu. This extension links Word and the CRM and provides the CRM fields to [...]

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New import tool

Common Comments Off

We provide a new data import tool for Excel at the CRM’s help pages. This Windows program converts the content of an Ecel’s worksheet into a CSV file with a format required by the CRM system automatically andhas the following features:

  • easy to use
  • automatic generation of CSV file
  • removal of leading or trailing space characters not visible in Excel
  • automatic conversion to the UTF8 character format
  • does not require an Excel installation at the computer
  • requires .Net4.0 or better installed on the computer

 

frank @ 10:05 AM

CRM’s print functions

Common Comments Off

Your Browser has a printing function with preview which works for any website. Since CRM version 5.2.1.6 you may use this to make a special print of your CRM data which does not include the CRM menues.

Matthias @ 12:27 PM