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…
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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…
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…
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…
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…
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…
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.…
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…
Connecting a phone system with the CRM
You may connect the CRM with a Private Branch Exchange (PBX). For outgoing calls (Outbound) this would allow the click on a phone number stored at the CRM to initiate a call. It is also…
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:…
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…
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
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…
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…
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…
Special report about accounts not contacted since…
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…
Word template usage
You may use the Settings -> Text Template menu to store MS Word documents as templates for serial letters. These templates must have the .doc format and can get created by using the Office Plugin…