frank @ 03:04 PM # Comments Off
You may use the Settings -> Text Template menu to store MS Word documents as templates for serial letters. These templates must have the .doc format and can get created by using the Office Plugin extension available at the CRM’s Help menu. This extension links Word and the CRM and provides the CRM fields to [...]
Matthias @ 11:48 AM # 3 Comments
Somtimes it is not required to include attachments if you send emails from Outlook to the CRM. This is for instance the case if the attachment is very large or if you have it already as a document listed in the CRM. With the new version you may decide whether you include attachments. The Plugin [...]
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”> [...]