Alexander @ 03:50 PM # Comments Off
There is a new functionality in your CRM since version 5.2.1.25 that allows you to create a report about accounts which includes a special filter. That filter enables you to select a date specifying the last desired activity of an account. The report will list every account that has not been contacted since the specified [...]
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 @ 04:33 PM # No Comment Yet
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 [...]
Matthias @ 09:09 PM # No Comment Yet
Each user may select its own calendar color at the “My Settings” menue. If a user need more colors for calenda entries you may create a group with this user as the only member and assign a different color to it. If you assign a calendar entry to this group the entry will get displayed [...]
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 [...]
frank @ 03:36 PM # No Comment Yet
Every CRM entry has its own URL if you goto the detail views or consider stored files. Just copy this URL from your browser. You may use this URL for references in emails or chats such as: — snip Hi Bob, have a look at <url to the CRM entry> and let me know what [...]
admin @ 09:54 PM # No Comment Yet
Some CRM users would like to generate price lists based on the product list. You may use the following procedure to generate such lists: Create a custom field for products, called “Product list” . Use the Multi Select Box as field type in order to be capable to consider products in multiple price lists. Assign [...]
dirk @ 05:31 PM # No Comment Yet
At the CRM we destinguish events (Call, Meeting) and tasks. Both types of activities are supported by different functions. For instance, tasks are not displayed at the standard calendar display. Even if you consider a planned call as a task for you, the CRM does not. Therefore, planned calls should be entered as calls and [...]
Matthias @ 06:43 PM # 2 Comments
At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only HTML formatting tags which are also supported by the CRM’s HTML editor. Otherwise you may experience formatting problems as frequently [...]