CRM Computer Telephony Integration

By linking the CRM with your telephone system, marketing, sales and service activities can be made effective. The CRM supports almost all VoIP based PBXs on the market, regardless of whether they are available locally or from a cloud. The following functions are supported: Initialting of outgoing calls by clicking on a telephone number stored […]

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Use of Pivot Tables for Reports

Pivot tables are a perfect data summarization tool you can use for CRM reports. Task: Compare yearly revenue data Solution: Summarize revenues by Pivot Tables Example: Create 2 CRM invocie reports which include the revenue of 2015 and 2016. Make sure you that you include dates. Revenue 2015 Date Customer Revenue 01.02.2015 Customer A 10100 […]

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(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

Sorry, this entry is only available in German.

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Security Updates

Common Comments Off on Security Updates

Surely you have learned from the press that areas of the CPU cache can be read out as of 1995 by a “malfunction” of all CPUS.
Virtually every system connected to the worldwide Internet needs to be updated and restarted. This applies to all providers and every computer (PC, laptop, server, possibly smartphone / tablet).

The CPU cache may contain data such as passwords or private keys. Therefore, the scope of these gaps is very wide and a timely action is required.
Currently there are no known exploits to exploit these gaps – which will change in the coming weeks.

In the next few days, several updates for operating systems (Linux, BSD, Windows, OSX) and browsers (Firefox, Chrome, Chromium) are expected.
For those interested in technology, detailed information can be found at:
As a general rule:
https://meltdownattack.com/
Meltdown CVE:
https://access.redhat.com/security/cve/cve-2017-5754
Specter CVEs:
https://access.redhat.com/security/cve/cve-2017-5753
https://access.redhat.com/security/cve/cve-2017-5715

We’ve already started updating and restarting the entire CRM infrastructure as needed. We will keep the unavailability / downtime as short as possible and currently assume a possible unavailability of up to 20 minutes to your CRM system.

Due to the number of systems we maintain, we think the update can take up to 2 weeks.
Currently, we can not rule out that further updates and reboots will be required in the coming weeks.

frank @ 10:40 AM

Search and Remove Duplicates

Common Comments Off on Search and Remove Duplicates

No matter how careful you use the CRM, there is always a chance that you create a duplicate accidentally. This applies especially to the Contacts and Leads module.

Therefore, one should get used to the idea of looking for duplicates and removing them regularly, especially with larger teams. To control and to remove duplicates the CRM provides you with two functions in the list view of a module:

  • find duplicates :
    To find duplicates in a CRM module, there is a search function. You have to specify what you define as a duplicate. For Contacts for instance it does not make any sense to use the last name only. Thus, additional criteria are needed and in this case the email address is recommended.
    This “Find Duplicate” function can get accessed by the “Action” button in a List View .

 

  • direct duplicate removal:
    If you see a duplicate in a list view, you no longer need to search for it and you can remove it directly. This “Remove Duplicate” function can get accessed by the “Action” button in a List View and is available since CRM version 25.4.0.51.

frank @ 02:08 PM