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Forum Replies Created
May 4, 2015 at 12:55 am in reply to: Connecting Web Customer to account/contact #28413
thanks for your reply. I´ll look into that…April 30, 2015 at 3:17 am in reply to: Logging a call, related contacts not at related account #29818
second that. I makes no sense to display ALL contacts when call is logged from account entry. Wether the person one is calling simultaniously is also member of another company is irrelevant at this moment.April 30, 2015 at 3:11 am in reply to: batch operations for contacts #29882
second that!April 17, 2015 at 8:55 am in reply to: Converting lead to contact/opportunity – lead not deleted #28369
thanks for your reply. Following situation: I gather leads created via webform in segment and use that to send a mail with coupon for first time customers. When lead uses the voucher he no longer is “Prospect” but “Customer”. The lead is then converted to contact with opportunity and “b2b customer”. But when he/she also stays a lead then he/she will be included in next marketing action for first time users.
I cannot see any benefit from having to records on one person. Can I do something to “make it go away” – like automatically hiding converted leads (also from searches, segements, reports etc.)
RembertMarch 29, 2015 at 2:17 pm in reply to: relating cases to… #28380
This is good news! Thanks for your guidance.
RembertMarch 26, 2015 at 3:41 am in reply to: relating cases to… #28378
Thanks for your hints. how can it be achieved that having a case open one could easily create a new mail/task/call etc that would automatically be related to the case? Best would be a button “create task” “log call” etc…
Seems quute tedious to manually set relations in a long conversation (and having lots of them each day)
RembertMarch 14, 2015 at 2:04 pm in reply to: Outlook integration – how? #28356
I see. You might want to communicate clearly what the differences between CM and Enterprise Edition are. Other CRM have a comparison table on the website.
It´s a little confusing since your website features “Exchange Integration for Enterprise Edition” but the page I refer to says “Outlook Integration”. Outlook vs Exchange is really making a difference. Other CRM handle those as different things. E.g. VTiger: While Outlook Integration is for free with the CE Edition the Exchange Integration is restricted to the hosted version…