CRM Usage – crm-now Journal

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.

CRM Extensions / CRM Improvements / email / MailChimp

MailChimp Function Improvements

- 23. July 2015 | 25. July 2015 - frank 1 Comment

The CRM provides now to MailChimp users new functions which allow to track changes to mailing lists at Mailchimp also in the CRM. The CRM administrator can update the existing version to version# 2.0 by the CRM Extensions menu. Just follow the instructions given by the menu. The following MailChimp actions are transferred to the […]

Common / CRM Usage / email

automatic messages

- 11. April 2013 | 11. April 2013 - Matthias comment

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 […]

Common / CRM Extensions / email

Options for Sending Mass Emails

- 13. November 2012 | 13. November 2012 - Matthias comment

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 […]

Common / CRM Usage

Microsoft Internet Explorer 9.0 Compatibility

- 26. September 2012 | 13. November 2012 - frank comment

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

Reports / CRM Usage / CRM Improvements

Special report about accounts not contacted since…

- 5. October 2011 | 5. November 2011 - Alexander

There is a new functionality in your CRM since version 5.2.1.25 that allows you to create a report about accounts which includes a special filter. That filter enables you to select a date specifying the last desired activity of an account. The report will list every account that has not been contacted since the specified […]

Common / CRM Usage

Changing the picklist order for search function

- 14. September 2010 | 14. September 2010 - Matthias comment

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 […]

E-Mail Tracking

- 24. November 2009 | 24. November 2009 - Matthias comment

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 […]

Calendar

colored calendar entries

- 9. October 2009 | 9. October 2009 - Matthias comment

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 […]

Common / Invoices

Getting most from the product and service listings

- 2. September 2009 | 2. September 2009 - dirk comment

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 […]

CRM Usage

Forward links in emails or chats

- 23. June 2009 | 23. June 2009 - frank comment

Every CRM entry has its own URL if you goto the detail views or consider stored files. Just copy this URL from your browser. You may use this URL for references in emails or chats such as: — snip Hi Bob, have a look at <url to the CRM entry> and let me know what […]

Reports

print price lists

- 29. April 2009 | 23. June 2009 - admin comment

Some CRM users would like to generate price lists based on the product list. You may use the following procedure to generate such lists: Create a custom field for products, called “Product list” . Use the Multi Select Box as field type in order to be capable to consider products in multiple price lists. Assign […]