crm-now Journal – Page 4

Common

Use of Pivot Tables for Reports

- 13. March 2017 - frank

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…

Common

(Deutsch) CRM Leitfaden der eBusiness-Lotsen Metropolregion Nürnberg

- 11. October 2016 - frank

Sorry, this entry is only available in Deutsch.

Common

Tools for data imports

- 6. March 2016 - frank

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…

Common

new SMS extension module

- 11. August 2015 - Matthias comment

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…

Common / Data import

Samples for using the CRM interfaces

- 25. July 2015 | 7. August 2025 - frank 1 Comment

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…

CRM Extensions / CRM Improvements / email / MailChimp

MailChimp Function Improvements

- 23. July 2015 | 25. July 2015 - frank 1 Comment

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…

Common / CRM Extensions / Telefon

Softphone Usage

- 27. May 2015 | 9. January 2018 - frank comment

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…

Common / Telefon

iPhone App

- 22. April 2015 | 29. October 2015 - frank comment

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.…

Common / Telefon

Android App

- 22. April 2015 | 7. December 2015 - frank comment

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…

Telefon

Connecting a phone system with the CRM

- 2. July 2013 | 22. April 2015 - Matthias comment

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…

Common / CRM Usage / email

automatic messages

- 11. April 2013 | 11. April 2013 - Matthias comment

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:…

Common / CRM Extensions / email

Options for Sending Mass Emails

- 13. November 2012 | 13. November 2012 - Matthias comment

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…

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…