(Deutsch) E-Rechnung 2025 … und nun?
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(Deutsch) XRechnung und ZUGFeRD sind da!
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better Sipgate Integration
Sipgate now offers a direct CRM connection. This allows not only more convenient phone calls through the CRM, but also the ability to create call notes and assign them to contacts in the CRM. For…
(Deutsch) Ende der Basisauthentifizierung für E-Mail bei Microsoft
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(Deutsch) Desktopansicht auf Smartphones
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(Deutsch) Was man über E-Mail Versand wissen sollte
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improved Web Service operations
Starting with v2.4.0.96 / v1.0.0.32 crm-now provides an new Web Service parser for the berliCRM system. Here a list of the most important improvements: works like the 'old' parser (all programs build so far will…
Zero Day GAP “Log4J” – no security threat…
crm-now does not use Java. Therefore, there is no security threat caused by this gap.
Replacement fields for PDF
If you create quotes, orders or invoices you can use certain replacement fields for the PDF generation. The following is a list of replacement field names you can use for the field in the blocks…
new CRM module Distribution List
With the current version, there is a new CRM module called "Distribution List". This module makes it very flexible to compile lists of people that can then be used for marketing activities or other purposes.…
new MS Word plugin version available
Today a new MS Word plugin version v2.1.7 has been released and is available to download from the CRM help menu. This is just a bug fix release. The self-used version number can be viewed…
how to assign a Contact to an envent
Every now and then the question is asked how to add a person from another company to an event. If you have already selected an organization for the event, only persons from this company will…
Why do I need a working browser cache?
The CRM system needs a working browser cache. A cache contains parts of web pages and of your CRM system, such as images, layout presets or JavaScript files, in your browser. It usually ensures that…
new API Description and new Example Code for…
You may connect the CRM with other applications like ERP or Accounting Systems, Websites or other. Ypu may also use your own program to read, create or change CRM data. Starting with the CRM version…
Security Updates
Surely you have learned from the press that areas of the CPU cache can be read out as of 1995 by a "malfunction" of all CPUS. Virtually every system connected to the worldwide Internet needs…
Search and Remove Duplicates
No matter how careful you use the CRM, there is always a chance that you create a duplicate accidentally. This applies especially to the Contacts and Leads module. Therefore, one should get used to the…
CRM Computer Telephony Integration
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…
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…
(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg
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