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 100 SMS messages at the same time. The following SMS service providers are supported: ClickaTell Nexmo Note, that the SMS […]
You may connect the CRM with a Private Branch Exchange (PBX). For outgoing calls (Outbound) this would allow the click on a phone number stored at the CRM to initiate a call. It is also possible that an incoming call (Inbound) triggers a CRM site which provides you contact information as long the phone number […]
If you like and if you have configured the CRM accordingly, the CRM can take automatic actions for you. The following is a list of the possibilities and suppose to help you for your selection: 1. selected automatic actions At the ‘My Preferences’ menue each user may select a Reminder Interval which generates a browser […]
The CRM supports you in sending emails to multiple recipients at once. Depending on your requirements and the purpose of the mails you may use one or all of the following options: 1. Use of the Email template function As admininstrator you may create a set of email templates which may get selected at the […]
Your Browser has a printing function with preview which works for any website. Since CRM version 188.8.131.52 you may use this to make a special print of your CRM data which does not include the CRM menues.
You cannot change a user’s name directly. But you follow this procedure: create a new user with the desired new user name delete the old user during deletion you will be ask for the new owner of the data of the old user, select the new user you just created All data will get transferred […]
Somtimes it is not required to include attachments if you send emails from Outlook to the CRM. This is for instance the case if the attachment is very large or if you have it already as a document listed in the CRM. With the new version you may decide whether you include attachments. The Plugin […]
The order of the picklist entries in the search menu for modules (list view) is based on the order of columns in the list view. The headline of the first column is the first entry in the picklist, etc. If you want, for instance, that your picklist always shows the Account Name as the first […]
Your CRM system may get connected to an iPhone / iPad. With this new interface you may view and edit most of the CRM data automatic alerts for tasks, potentials and tickets offline operation and synchronization business card scan If you are interested in this extension please contact crm-now for further information.
When you send an email from your CRM system an automatic function is included which allows you to see whether and how often the receiver has accessed this mail. This information is displayed in a contacts or leads detail view at the email listing in the ‘Access Count’ column. This function works only if the […]
With the CRM comes an interface which allows to link the CRM with other applications such as accounting or ERP systems. This interface is called Webservices (see Wiki) and uses REST (see Wiki) for communications. In principle this is an universal interface which uses the Internet to exchange information. It can be used not only […]
Each user may select its own calendar color at the “My Settings” menue. If a user need more colors for calenda entries you may create a group with this user as the only member and assign a different color to it. If you assign a calendar entry to this group the entry will get displayed […]
Since 01.07.09 an improved Outlook Plugin is available. Besides a new menue several functions have been improved and new functions were added: optional automatically Login a synchronization of contacts which are owned by groups and where the CRM user is a member is now possible possibility to select a start date for calendar synchronization possibility […]
At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only HTML formatting tags which are also supported by the CRM’s HTML editor. Otherwise you may experience formatting problems as frequently […]
Over time your lists of contacts, events etc. are getting longer. If you consider to change some entries which are located for instance on page 3 at one of your list views, we recommend to use your browsers capability to open new tabs. Just click with the right mouse button on your entry and open […]
In einer üblichen Unternehmenshierarchie arbeitet z.B. das Sekretariat dem Chef zu. Um das auch deutlich im Kalender zu kennzeichnen bietet es sich an Gruppen zu nutzen. Hier ein Beispiel dazu: Frau Meier macht Termine für Herrn Berger. Im CRM wurde eine Gruppe mit dem Namen “Me an Be” angelegt. Als Mitglieder dieser Gruppe wurden die […]