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
Sorry, this entry is only available in Deutsch.
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…
tips for online marketing from eco
available in German only at http://www.eco.de/arbeitskreise/akom_download.htm
Challenges by the implementation of a crm software
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…
Login data lost
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…
Organizing Leads within the CRM
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…
Tipps für einen guten Vertrieb
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…
neue CRM Funktionen im Dezember 08
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…
gemeinsamer Kalender mit dem Chef
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…
E-Mail Signatur Design
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…
Emails with images
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…
was man beim Datenimport beachten sollte
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)…