crm-now Journal – Page 4 – CRM made easy

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

CRM Extensions

CRM Word Connector Installation

- 14. September 2012 | 14. September 2012 - frank comment

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…

Common

New import tool

- 20. April 2012 | 31. May 2012 - frank

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…

Common

CRM’s print functions

- 10. November 2011 | 21. November 2011 - Matthias

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…

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…

CRM Extensions

Word template usage

- 8. August 2011 | 9. August 2011 - frank

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…

CRM Extensions

new Outlook Plugin version available

- 8. October 2010 | 8. October 2010 - Matthias 3 Comments

Somtimes it is not required to include attachments if you send emails from Outlook to the CRM. This is for instance the case if the attachment is very large or if you have it already…

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…

Common / CRM Extensions

new iPhone / iPod / iPad interface

- 18. August 2010 | 20. August 2010 - Matthias comment

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…

Data import

Remove duplicates before data import

- 8. July 2010 | 9. July 2010 - frank comment

Before any import of inventory data is considered, it is recommended to review the data. According to experiences data tend to become inaccurate over time. It is much more effective to correct data errors before…

Common / CRM Extensions

Transfer requests from web pages to the CRM

- 18. March 2010 | 18. March 2010 - frank 1 Comment

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…

email

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…

Data import

How to display exported CSV data in Excel

- 19. November 2009 | 19. November 2009 - dirk comment

The CRM System is using a special character set called UTF-8 internally (see Wiki). This is done to be compatible to all languages in the world. Your Excel however expects your default character set if…

CRM Improvements / Data import

CRM interfaces

- 9. October 2009 | 7. August 2025 - Matthias 2 Comments

With the CRM comes an interface which allows to link the CRM with other applications such as accounting or ERP systems. This interface is called Webservices (see Wiki) and uses REST (see Wiki) for communications.…

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…

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…

Common

phone number formats

- 22. July 2009 - dirk 1 Comment

You may use any string of characters for a phone number entry but it is recommended that you follow some rules. This is especially necessary if you plan to synchronize your contact data with mobile…

CRM Improvements

new Outlook Plugin available

- 25. June 2009 | 2. July 2009 - Matthias comment

Since 01.07.09 an improved Outlook Plugin is available. Besides a new menue several functions have been improved and new functions were added: optional automatically Login a synchronization of contacts which are owned by groups and…

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…

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…