Transfer requests from web pages to the CRM

If you have your own web site with a contact form you may transfer the content as Lead to your CRM. For the transmission you may take advantage of the Webservice functions. The following example shows how a webform for the transmission of name, email and description can look like: <html> <body> <form method=”POST” action=”https://yoururl/modules/Webforms/post.php”> [...]

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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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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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new iPhone / iPod / iPad interface

CRM Extensions, Common Comments (0)

Your CRM system may get connected to an iPhone / iPad. With this new interface you may

  • view and edit most of the CRM data
  • automatic alerts for tasks, potentials and tickets
  • offline operation and synchronization
  • business card scan

If you are interested in this extension please contact crm-now for further information.

Matthias @ 10:58 AM

Remove duplicates before data import

Data import Comments (0)

Before any import of inventory data is considered, it is recommended to review the data. According to experiences data tend to become inaccurate over time.  It is much more effective to correct data errors before import than later in the CRM.

Excel has been proven to be a good tool for such a checkup. Most important the following should get validated:

  • Does every column have the expected content?
  • Are all data have the expected format (see manual)?
  • Are the data complete? For instance, for a contact import you should have a salutation column, an assigned to column, and a column for the content of every pick list
  • Are there any duplicates?

Please consult the manual for further hints.

For a duplicate removal you may find a lot of information on the Internet as well as free and commercial downloads for Excel extensions. The following has attract our attention:

Excel 2003: Delete duplicate rows from a list in Excel

Excel 2007: Remove Duplicates in Excel 2007

frank @ 12:30 PM

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