Starting with CRM version 5.3.0.90 you may connect to your CRM by the new iPhone app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at the iTunes Store: iPhone App Link
Category: Common
Android App
Starting with CRM version 5.3.0.90 you may connect to your CRM by the new Android app. Please check your CRM version number (after Login, footer left side) and contact crm-now if you need an update. The app is available at: Android App Link
automatic messages
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 […]
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 […]
Microsoft Internet Explorer 9.0 Compatibility
The Microsoft IE Browser might cause some CRM site display problems. If you experience some issues switch to the compatibility mode. You may find instructions at http://windows.microsoft.com/is-IS/windows7/How-to-use-Compatibility-View-in-Internet-Explorer-9
New import tool
We provide a new data import tool for Excel at the CRM’s help pages. There is a new version published on May 31st, 2012. This Windows program converts the content of an Ecel’s worksheet into a CSV file with a format required by the CRM system automatically andhas the following features: easy to use automatic […]
CRM’s print functions
Your Browser has a printing function with preview which works for any website. Since CRM version 5.2.1.6 you may use this to make a special print of your CRM data which does not include the CRM menues.
Change CRM user’s name
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 […]
Changing the picklist order for search function
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 […]
new iPhone / iPod / iPad interface
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.
Transfer requests from web pages to the CRM
If you have your own web site with a contact form you may transfer the content as Lead to your CRM. For the transmission you may take advantage of the Webservice functions. The following example shows how a webform for the transmission of name, email and description can look like: <html> <body> <form method=”POST” action=”https://yoururl/modules/Webforms/post.php”> […]
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 […]
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 […]
why users should not get administrator privileges
It seems convenient to assign administrator privileges to a user especially if a user needs to change CRM settings frequently. However, for the daily work this is not recommended. Users with administrator privileges always see everything, inluding standard fields or picklist entries which has been disabled for the users. In addition, a user with admin […]
tips for online marketing from eco
available in German only at http://www.eco.de/arbeitskreise/akom_download.htm
Challenges by the implementation of a crm software
A new software program has been bought – you as the manager are glad to provide this facilitation for your employees. Soon afterwards you come to realize the program is simply not used by some employees or even openly opposed. Are you familiar with this situation? The implementation of a new software program, such as […]
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.
Organizing Leads within the CRM
A differentiation between Leads and Potentials makes sense as you usually expect that most of your Leads will not end up in a real business. By separating the Lead data we avoid to fill account and contact lists with relatively useless data. Typical Leads for instance are contacts collected at trade shows or calls and […]
Tipps für einen guten Vertrieb
Auch wenn crm-now keine Newsletter versendet (wir glauben dieses Journal für unsere Kunden besser geeignet), so gibt es doch eine Reihe von Newslettern, die ich gerne empfange. Dazu gehört definiv die unregelmäßige und unaufdringliche Post von Gerold Braun, einen Vertriebsspezialisten, der sich gern in die Karten gucken läßt. Kurz und prägnant erklärt er, worauf es […]