Changing the picklist order for search function
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…
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…
Remove duplicates before data import
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…
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…
E-Mail Tracking
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…
How to display exported CSV data in Excel
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 interfaces
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.…
colored calendar entries
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…
Getting most from the product and service listings
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…
phone number formats
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…
new Outlook Plugin available
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…
Forward links in emails or chats
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…
print price lists
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…
Tag Cloud Usage
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why users should not get administrator privileges
It seems convenient to assign administrator privileges to a user especially if a user needs to change CRM settings frequently. However, for the daily work this is not recommended. Users with administrator privileges always see…
calls are not tasks
At the CRM we destinguish events (Call, Meeting) and tasks. Both types of activities are supported by different functions. For instance, tasks are not displayed at the standard calendar display. Even if you consider a…
creating E-Mail templates
At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only…
Usage of browser tabs in the list view
Over time your lists of contacts, events etc. are getting longer. If you consider to change some entries which are located for instance on page 3 at one of your list views, we recommend to…
new functions in january 09
In January a few functional enhancements has been applied. These changes affect only users who are using the PDF exports. You may add additional Information to an account name by using the new field named…
do not delete invoices!
In most countries the internal revenue service requires from companies to number invoices consecutively. Even if the CRM allows you to delete an invoice you should avoid this. You will not be able to reuse…