Sipgate now offers a direct CRM connection. This allows not only more convenient phone calls through the CRM, but also the ability to create call notes and assign them to contacts in the CRM. For more information, visit: https://www.sipgate.de/integrationen/crm-now

crm-now does not use Java. Therefore, there is no security threat caused by this gap.

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 found in the manual.

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 Conclusion and Cover Letter: If the data are related to a contact (related field): Salutation Contact: $contacts-salutation$ First Name Contact: […]

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. As already known from the campaign module, content can be added from list views, reports or as single contact. But […]

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 in Word under the CRM Info Button / Icon. If you want to update an existing Word plugin, you have […]

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 be offered for selection. The tick is that you remove the organization, add the person from the other company and […]

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 cache items do not have to be downloaded again each time you visit the CRM system. Thus, the cache allows […]

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 25.4.0.61 the possibilities for such a communication are extended. If you plan to use CRM data outside the CRM system […]

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 to be updated and restarted. This applies to all providers and every computer (PC, laptop, server, possibly smartphone / tablet). […]

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 idea of looking for duplicates and removing them regularly, especially with larger teams. To control and to remove duplicates 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 or from a cloud. The following functions are supported: Initialting of outgoing calls by clicking on a telephone number stored […]

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 of 2015 and 2016. Make sure you that you include dates. Revenue 2015 Date Customer Revenue 01.02.2015 Customer A 10100 […]

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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 to perpare the import file. The easiest way is with an Excel file. Please consult the manual for detailed instructions […]