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Author: dirk

Data import

How to display exported CSV data in Excel

- 19. November 2009 | 19. November 2009 - dirk comment on How to display exported CSV data in Excel

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 […]

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Common / Invoices

Getting most from the product and service listings

- 2. September 2009 | 2. September 2009 - dirk comment on 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 […]

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Common

phone number formats

- 22. July 2009 - dirk 1 Comment on 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 […]

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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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Invoices

do not delete invoices!

- 22. January 2009 | 23. January 2009 - dirk comment on 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 […]

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Common

tips for online marketing from eco

- 22. January 2009 | 22. January 2009 - dirk comment on tips for online marketing from eco

available in German only at http://www.eco.de/arbeitskreise/akom_download.htm

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Common

Login data lost

- 9. January 2009 | 9. January 2009 - dirk comment on 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.

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email

E-Mail Signatur Design

- 17. December 2008 | 8. October 2012 - dirk comment on 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. […]

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email

Emails with images

- 17. December 2008 | 2. May 2012 - dirk 1 Comment on 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 […]

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Categories

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