E-Mail Tracking
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 [...]
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creating E-Mail templates
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 [...]
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E-Mail Signatur Design
dirk @ 02:35 PM # No Comment Yet
A signatur is added to each email you send from the CRM system automatically, if the signature has been stored at Settings -> Users ->your user edit view. Such an email can get easily formated by the HTML format by using CRM tools. Procedure: Goto the detail view of one contact stored at your CRM. [...]
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Bilder in E-Mails einfügen
dirk @ 12:37 PM # No Comment Yet
Der Editor für E-Mails erlaubt es (noch) nicht, Bilder in E-Mails direkt einzubinden. Um trotzdem Bilder mit zu übertragen, kann man wie folgt vorgehen: platziere die Bilder auf einen Server, der Zugang über das Internet zuläßt binde die Bilder mit Hilfe eines URL Links in die E-Mail ein Beispiel: Das ist ein Text mit einem [...]
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