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Month: February 2009

CRM Usage / Calendar / Invoices

calls are not tasks

- 28. February 2009 | 9. March 2009 - dirk comment on calls are not tasks

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 […]

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Data import / email

creating E-Mail templates

- 16. February 2009 | 27. August 2009 - Matthias 2 Comments on creating E-Mail templates

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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