Replacement fields for PDF

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: […]

Security Updates

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). […]

Search and Remove Duplicates

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 […]

CRM Computer Telephony Integration

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 […]

Use of Pivot Tables for Reports

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 […]

Tools for data imports

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 […]

Samples for using the CRM interfaces

As described and explained in the article CRM Interfaces in this Journal you may connect the CRM with other applications like Websites, Accounting Systems or other. Here are some PHP coding examples which show how this works: CURL Class Example Example for getting Lead Details Example for uploading a Document If you need support for […]

Options for Sending Mass Emails

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 […]