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 […]
Category: Common
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 […]
(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg
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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 […]
new SMS extension module
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 […]
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 […]
Softphone Usage
Hint: The following functions are available for users’s with CRM version 25.4.0.39 (or better) in the menu CRM Settings -> Other Settings – Softphone. Starting with CRM version 5.3.0.88 you may connect your PC with the CRM to make phone calls by softphones. This works for outbound calls as well as inbound calls. For outbound […]
iPhone App
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
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 […]