The CRM System is using a special character set called UTF-8 internally (see Wiki). This is done to be compatible to all languages in the world. Your Excel however expects your default character set if you open the CSV file. Therefore, you need to tell Excel that your file is using UTF-8 coding. You can […]
Author: dirk
Getting most from the product and service listings
If you create a quotation, an order or an invoice you have to use the product or service listings. To be able to use this feature efficiently you need to consider that the description field of a product or service becomes a part of your PDF output of quotes, orders and invoices. As illustrated in […]
phone number formats
You may use any string of characters for a phone number entry but it is recommended that you follow some rules. This is especially necessary if you plan to synchronize your contact data with mobile devices or to use automatic dialing e.g. with the Skype Toolbar. Please note the following hints: Always use the same […]
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 […]
do not delete invoices!
In most countries the internal revenue service requires from companies to number invoices consecutively. Even if the CRM allows you to delete an invoice you should avoid this. You will not be able to reuse the invocie number of a deleted invoice. Instead, create a credit note for this customer. This will also update the […]
tips for online marketing from eco
available in German only at http://www.eco.de/arbeitskreise/akom_download.htm
Login data lost
After the long holiday season our support gets frequent requests from users who lost their CRM access data. We are not able to recover any access data for you but can help users with administrator privileges. CRM administrators can set new login data for CRM users.
E-Mail Signatur Design
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. […]
Emails with images
In many cases it is better not to embed images into emails. Instaed we recommend to use a link in your email which points to the images you want to have in your email. You may use the following procedure: upload your images to a server with Internet access link your image by an URL […]