crm-now Journal – Page 5

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…

CRM Usage

why users should not get administrator privileges

- 10. March 2009 | 10. July 2010 - frank comment

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…

CRM Usage / Calendar / Invoices

calls are not tasks

- 28. February 2009 | 9. March 2009 - dirk comment

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…

Data import / email

creating E-Mail templates

- 16. February 2009 | 27. August 2009 - Matthias 2 Comments

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…

CRM Usage

Usage of browser tabs in the list view

- 29. January 2009 - Matthias comment

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…

CRM Improvements

new functions in january 09

- 24. January 2009 | 24. January 2009 - frank comment

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…

Invoices

do not delete invoices!

- 22. January 2009 | 23. January 2009 - dirk comment

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…

Common

tips for online marketing from eco

- 22. January 2009 | 22. January 2009 - dirk comment

available in German only at http://www.eco.de/arbeitskreise/akom_download.htm

Common

Challenges by the implementation of a crm software

- 14. January 2009 | 27. January 2009 - Boris comment

A new software program has been bought - you as the manager are glad to provide this facilitation for your employees. Soon afterwards you come to realize the program is simply not used by some…

Common

Login data lost

- 9. January 2009 | 9. January 2009 - dirk comment

After the long holiday season our support gets frequent requests from users who lost their CRM access data. We are not able to recover any access data for you but can help users with administrator…

Common

Organizing Leads within the CRM

- 30. December 2008 | 10. March 2009 - Boris 1 Comment

A differentiation between Leads and Potentials makes sense as you usually expect that most of your Leads will not end up in a real business. By separating the Lead data we avoid to fill account…

Common

Tipps für einen guten Vertrieb

- 18. December 2008 | 14. January 2009 - frank comment

Auch wenn crm-now keine Newsletter versendet (wir glauben dieses Journal für unsere Kunden besser geeignet), so gibt es doch eine Reihe von Newslettern, die ich gerne empfange. Dazu gehört definiv die unregelmäßige und unaufdringliche Post…

CRM Improvements

neue CRM Funktionen im Dezember 08

- 18. December 2008 | 18. December 2008 - frank comment

Mit der letzten Versionsumstellung, wurde wieder die Sicherheit des Systems erhöht. Wir versuche ja immer den vielen neuen Bedrohungen aus dem Internet einen Schritt voraus zu sein. Die Gelegenheit haben wir auch genutzt ein paar…

Calendar

gemeinsamer Kalender mit dem Chef

- 18. December 2008 | 18. December 2008 - Matthias comment

In einer üblichen Unternehmenshierarchie arbeitet z.B. das Sekretariat dem Chef zu. Um das auch deutlich im Kalender zu kennzeichnen bietet es sich an Gruppen zu nutzen. Hier ein Beispiel dazu: Frau Meier macht Termine für…

email

E-Mail Signatur Design

- 17. December 2008 | 8. October 2012 - dirk comment

A signatur is added to each email you send from the CRM system automatically, if the signature has been stored at Settings -> Users ->your user edit view. Such an email can get easily formated…

email

Emails with images

- 17. December 2008 | 2. May 2012 - dirk 1 Comment

In many cases it is better not to embed images into emails. Instaed we recommend to use a link in your email which points to the images you want to have in your email. You…

Data import

was man beim Datenimport beachten sollte

- 17. December 2008 | 14. August 2025 - frank

Eine Übernahme von Bestandsdaten sollte gut vorbereitet werden, da die Qualität der Daten entscheidend für die Nutzbarkeit im CRM ist. Dazu gehört in der Regel auch eine manuelle Durchsicht um offensichtliche Fehler (wie z.B. Tippfehler)…