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 […]

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 […]