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Common

(Deutsch) Was man über E-Mail Versand wissen sollte

- Friday May 6th, 2022 | Wednesday May 11th, 2022 - admin
Sorry, this entry is only available in German.
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CRM Improvements

improved Web Service operations

- Wednesday December 15th, 2021 | Monday February 21st, 2022 - frank
Starting with v2.4.0.96 / v1.0.0.32 crm-now provides an new Web Service parser for the berliCRM system. Here a list of the most important improvements: works like the 'old' parser (all programs build so far will…
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Common

Zero Day GAP “Log4J” – no security threat…

- Wednesday December 15th, 2021 | Wednesday December 15th, 2021 - frank
crm-now does not use Java. Therefore, there is no security threat caused by this gap.
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Common

VAT Setup

- Thursday June 18th, 2020 - frank
As an administrator, you can set the VAT rates used in CRM yourself. This is done in the "CRM Settings" -> "Other Settings" -> "Tax Settings" menu. More detailed explanations of this menu can be…
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Common

Replacement fields for PDF

- Monday February 17th, 2020 - frank
If you create quotes, orders or invoices you can use certain replacement fields for the PDF generation. The following is a list of replacement field names you can use for the field in the blocks…
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Common

new CRM module Distribution List

- Wednesday May 15th, 2019 - frank
With the current version, there is a new CRM module called "Distribution List". This module makes it very flexible to compile lists of people that can then be used for marketing activities or other purposes.…
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Common

new MS Word plugin version available

- Wednesday February 6th, 2019 | Wednesday February 6th, 2019 - frank
Today a new MS Word plugin version v2.1.7 has been released and is available to download from the CRM help menu. This is just a bug fix release. The self-used version number can be viewed…
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Common

how to assign a Contact to an envent

- Wednesday January 23rd, 2019 - frank
Every now and then the question is asked how to add a person from another company to an event. If you have already selected an organization for the event, only persons from this company will…
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Common

Why do I need a working browser cache?

- Friday March 2nd, 2018 | Monday March 5th, 2018 - frank
The CRM system needs a working browser cache. A cache contains parts of web pages and of your CRM system, such as images, layout presets or JavaScript files, in your browser. It usually ensures that…
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Common

new API Description and new Example Code for…

- Monday February 26th, 2018 | Friday February 18th, 2022 - frank
You may connect the CRM with other applications like ERP or Accounting Systems, Websites or other. Ypu may also use your own program to read, create or change CRM data. Starting with the CRM version…
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Common

Security Updates

- Tuesday January 9th, 2018 - frank
Surely you have learned from the press that areas of the CPU cache can be read out as of 1995 by a "malfunction" of all CPUS. Virtually every system connected to the worldwide Internet needs…
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Common

Search and Remove Duplicates

- Sunday November 19th, 2017 - frank
No matter how careful you use the CRM, there is always a chance that you create a duplicate accidentally. This applies especially to the Contacts and Leads module. Therefore, one should get used to the…
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Common

CRM Computer Telephony Integration

- Wednesday July 26th, 2017 - frank
By linking the CRM with your telephone system, marketing, sales and service activities can be made effective. The CRM supports almost all VoIP based PBXs on the market, regardless of whether they are available locally…
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Common

Use of Pivot Tables for Reports

- Monday March 13th, 2017 - frank
Pivot tables are a perfect data summarization tool you can use for CRM reports. Task: Compare yearly revenue data Solution: Summarize revenues by Pivot Tables Example: Create 2 CRM invocie reports which include the revenue…
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Common

(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

- Tuesday October 11th, 2016 - frank
Sorry, this entry is only available in German.
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Common

Tools for data imports

- Sunday March 6th, 2016 - frank
In general, contact data can get imported into the CRM's Leads, Accounts and/or Contacts modules. Before you consider to make an import you need to decide your target module. Based on this decision you have…
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Common

new SMS extension module

- Tuesday August 11th, 2015 - Matthias comment on new SMS extension module
Starting with v5.3.98 a new CRM extension module is available at the CRM's extension menu. This may add SMS sending capabilities to your CRM. You can use this to send single SMS messages or up…
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Common / Data import

Samples for using the CRM interfaces

- Saturday July 25th, 2015 | Wednesday May 25th, 2022 - frank 1 Comment on Samples for using the CRM interfaces
As described and explained in the article CRM Interfaces in this Journal you may connect the CRM with other applications like Websites, Accounting Systems or other. Here are some PHP coding examples which show how…
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CRM Extensions / CRM Improvements / email / MailChimp

MailChimp Function Improvements

- Thursday July 23rd, 2015 | Saturday July 25th, 2015 - frank 1 Comment on MailChimp Function Improvements
The CRM provides now to MailChimp users new functions which allow to track changes to mailing lists at Mailchimp also in the CRM. The CRM administrator can update the existing version to version# 2.0 by…
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Common / CRM Extensions / Telefon

Softphone Usage

- Wednesday May 27th, 2015 | Tuesday January 9th, 2018 - frank comment on Softphone Usage
Hint: The following functions are available for users's with CRM version 25.4.0.39 (or better) in the menu CRM Settings -> Other Settings - Softphone. Starting with CRM version 5.3.0.88 you may connect your PC with…
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