crm-now Journal

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…

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…

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.…

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…

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…

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…

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…

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…

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…

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…

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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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…

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…