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 […]
Category: CRM Usage
Forward links in emails or chats
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 […]
print price lists
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 […]
Tag Cloud Usage
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calls are not tasks
At the CRM we destinguish events (Call, Meeting) and tasks. Both types of activities are supported by different functions. For instance, tasks are not displayed at the standard calendar display. Even if you consider a planned call as a task for you, the CRM does not. Therefore, planned calls should be entered as calls and […]
creating E-Mail templates
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 […]
Usage of browser tabs in the list view
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 […]
do not delete invoices!
In most countries the internal revenue service requires from companies to number invoices consecutively. Even if the CRM allows you to delete an invoice you should avoid this. You will not be able to reuse the invocie number of a deleted invoice. Instead, create a credit note for this customer. This will also update the […]
gemeinsamer Kalender mit dem Chef
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 […]
E-Mail Signatur Design
A signatur is added to each email you send from the CRM system automatically, if the signature has been stored at Settings -> Users ->your user edit view. Such an email can get easily formated by the HTML format by using CRM tools. Procedure: Goto the detail view of one contact stored at your CRM. […]
Emails with images
In many cases it is better not to embed images into emails. Instaed we recommend to use a link in your email which points to the images you want to have in your email. You may use the following procedure: upload your images to a server with Internet access link your image by an URL […]