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Why do I need a working browser cache?

frank @ 01:07 PM # Comments Off on 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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new API Description and new Example Code for CRM REST operations

frank @ 04:38 PM # Comments Off on new API Description and new Example Code for CRM REST operations

You may connect the CRM with other applications like ERP or Accounting Systems, Websites or other. Ypu may also use your own program to read, create or change CRM data. Starting with the CRM version 25.4.0.61 the possibilities for such a communication are extended. If you plan to use CRM data outside the CRM system […]

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Security Updates

frank @ 10:40 AM # 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). […]

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Search and Remove Duplicates

frank @ 02:08 PM # 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 […]

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CRM Computer Telephony Integration

frank @ 10:00 AM # Comments Off on 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

frank @ 09:43 AM # Comments Off on 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

frank @ 01:12 PM # Comments Off on (Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

Sorry, this entry is only available in German.

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Tools for data imports

frank @ 12:00 PM # Comments Off on Tools for data imports

In general, contact data can get imported into the CRM’s Leads, Accounts and/or Contacts modules. Before you consider to make an import you need to decide your target module. Based on this decision you have to perpare the import file. The easiest way is with an Excel file. Please consult the manual for detailed instructions […]

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new SMS extension module

Matthias @ 12:34 PM # No Comment Yet

Starting with v5.3.98 a new CRM extension module is available at the CRM’s extension menu. This may add SMS sending capabilities to your CRM. You can use this to send single SMS messages or up 100 SMS messages at the same time. The following SMS service providers are supported: ClickaTell Nexmo Note, that the SMS […]

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Samples for using the CRM interfaces

frank @ 12:35 PM # One Comment

As described and explained in the article CRM Interfaces in this Journal you may connect the CRM with other applications like Websites, Accounting Systems or other. Here are some PHP coding examples which show how this works: CURL Class Example Example for getting Lead Details Example for uploading a Document If you need support for […]

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Softphone Usage

frank @ 03:37 PM # No Comment Yet

Hint: The following functions are available for users’s with CRM version 25.4.0.39 (or better) in the menu CRM Settings -> Other Settings – Softphone. Starting with CRM version 5.3.0.88 you may connect your PC with the CRM to make phone calls by softphones. This works for outbound calls as well as inbound calls. For outbound […]

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iPhone App

frank @ 01:14 PM # No Comment Yet

Starting with CRM version 5.3.0.90 you may connect to your CRM by the new iPhone app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at the iTunes Store: iPhone App Link

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Android App

frank @ 01:08 PM # No Comment Yet

Starting with CRM version 5.3.0.90 you may connect to your CRM by the new Android app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at: Android App Link

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automatic messages

Matthias @ 02:10 PM # No Comment Yet

If you like and if you have configured the CRM accordingly, the CRM can take automatic actions for you. The following is a list of the possibilities and suppose to help you for your selection: 1. selected automatic actions At the ‘My Preferences’ menue each user may select a Reminder Interval which generates a browser […]

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Options for Sending Mass Emails

Matthias @ 01:14 PM # No Comment Yet

The CRM supports you in sending emails to multiple recipients  at once. Depending on your requirements and the purpose of the mails you may use one or all of the following options: 1. Use of the Email template function As admininstrator you may create a set of email templates which may get selected at the […]

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Microsoft Internet Explorer 9.0 Compatibility

frank @ 12:46 PM # No Comment Yet

The Microsoft IE Browser might cause some CRM site display problems. If you experience some issues switch to the compatibility mode. You may find instructions at  http://windows.microsoft.com/is-IS/windows7/How-to-use-Compatibility-View-in-Internet-Explorer-9

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New import tool

frank @ 10:05 AM # Comments Off on New import tool

We provide a new data import tool for Excel at the CRM’s help pages. There is a new version published on May 31st, 2012. 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 […]

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CRM’s print functions

Matthias @ 12:27 PM # Comments Off on CRM’s print functions

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.

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Change CRM user’s name

Matthias @ 01:44 PM # Comments Off on 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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Changing the picklist order for search function

Matthias @ 11:47 AM # No Comment Yet

The order of the picklist entries in the search menu for modules (list view) is based on the order of columns in the list view. The headline of the first column is the first entry in the picklist, etc. If you want, for instance, that your picklist always shows the Account Name as the first […]

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