MailChimp Function Improvements

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 […]

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 […]

CRM Word Connector Installation

The CRM Word Connector (CWC) is a powerfil tool for the creation of serial letters or for other purposes with MS Word under consideration of the CRM’s data. To activate this extension 2 steps are required:Step 1: Check the installation status of the CRC extension. As admin goto the “Settings->ModuleManger->CustomModule” menue. Check wehter there is […]

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”> […]