Matthias @ 12:27 PM # 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 @ 01:44 PM # Comments Off
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 [...]
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 [...]
Matthias @ 10:58 AM # No Comment Yet
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.
frank @ 09:45 AM # No Comment Yet
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”> [...]
dirk @ 01:56 PM # No Comment Yet
If you create a quotation, an order or an invoice you have to use the product or service listings. To be able to use this feature efficiently you need to consider that the description field of a product or service becomes a part of your PDF output of quotes, orders and invoices. As illustrated in [...]
dirk @ 09:16 AM # No Comment Yet
You may use any string of characters for a phone number entry but it is recommended that you follow some rules. This is especially necessary if you plan to synchronize your contact data with mobile devices or to use automatic dialing e.g. with the Skype Toolbar. Please note the following hints: Always use the same [...]
frank @ 11:24 AM # No Comment Yet
It seems convenient to assign administrator privileges to a user especially if a user needs to change CRM settings frequently. However, for the daily work this is not recommended. Users with administrator privileges always see everything, inluding standard fields or picklist entries which has been disabled for the users. In addition, a user with admin [...]
dirk @ 01:45 PM # No Comment Yet
available in German only at http://www.eco.de/arbeitskreise/akom_download.htm
Felix @ 11:39 AM # No Comment Yet
A new software program has been bought – you as the manager are glad to provide this facilitation for your employees. Soon afterwards you come to realize the program is simply not used by some employees or even openly opposed. Are you familiar with this situation? The implementation of a new software program, such as [...]