new MS Word plugin version available

Today a new MS Word plugin version v2.1.7 has been released and is available to download from the CRM help menu. This is just a bug fix release. The self-used version number can be viewed in Word under the CRM Info Button / Icon. If you want to update an existing Word plugin, you have […]

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how to assign a Contact to an envent

Every now and then the question is asked how to add a person from another company to an event. If you have already selected an organization for the event, only persons from this company will be offered for selection. The tick is that you remove the organization, add the person from the other company and […]

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Why do I need a working browser cache?

The CRM system needs a working browser cache. A cache contains parts of web pages and of your CRM system, such as images, layout presets or JavaScript files, in your browser. It usually ensures that cache items do not have to be downloaded again each time you visit the CRM system. Thus, the cache allows […]

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Replacement fields for PDF

Common Comments Off on Replacement fields for PDF

If you create quotes, orders or invoices you can use certain replacement fields for the PDF generation. The following is a list of replacement field names you can use for the field in the blocks Conclusion and Cover Letter:

If the data are related to a contact (related field):

Salutation Contact: $contacts-salutation$
First Name Contact: $contacts-firstname$
Last Name Contact: $contacts-lastname$

Information from the menu “My Preferences” of the logged in CRM user:
CRM user First Name: $users-firstname$
CRM user Last Name: $users-lastname$
CRM : $users-title$

frank @ 04:36 PM

new CRM module Distribution List

Common Comments Off on new CRM module Distribution List

With the current version, there is a new CRM module called “Distribution List”. This module makes it very flexible to compile lists of people that can then be used for marketing activities or other purposes.

As already known from the campaign module, content can be added from list views, reports or as single contact. But beyond that, one can also assemble a combined distribution list from existing distribution list.

For example, you could create a distribution list with all persons from the postcode area 1xxxx and a distribution list with all persons from the postcode area 8xxxx and then a combined distribution list with all persons from the postcode area 1xxx AND 8xxxx.

E-mails can be sent directly from a distribution list. The composition of contacts can also be exported to:

  • Mailchimp Modul
  • CleverReach Module
  • Campaigns

This is supplemented by a powerful search function and sorting functions within the list of contacts.

In the new manual there are more detailed explanations.

frank @ 10:51 AM