On the SAME workstation, you can open multiple instances of ADAPTcrm using the SAME login. This allows one user to operate in more than one screen at a time.
One good use of this is to have one instance running the Executive Sales chart display at all times.
Remember to log out of ALL open instances at the end of the work period.
Monday, June 30, 2008
Context Menus for Accounts and Contacts Save Time
Using the "right-click" on any account or contact record will display the context menu and save you keystrokes to perform the following:
For Accounts:
New Opportunity
New Service Ticket
New Service Contract
Appointment
--View Appointment
--New Appointment
Task
--View Task
--New Task
Print Account
Document Attachment
For Contacts:
Appointment
--View Appointment
--New Appointment
Task
--View Task
--New Task
Merge Contact
Print Contact
Document Attachment
For Accounts:
New Opportunity
New Service Ticket
New Service Contract
Appointment
--View Appointment
--New Appointment
Task
--View Task
--New Task
Print Account
Document Attachment
For Contacts:
Appointment
--View Appointment
--New Appointment
Task
--View Task
--New Task
Merge Contact
Print Contact
Document Attachment
Campaing response now includes email search
Revised New Campaign dialog box includes Target Market and Manual Response Capture sections so that a user can set up a direct marketing campaign with primary and optional secondary sources while creating the record.
You can create multiple Email filters that will look for a phrase in the email subject and/or email message - if a match is found, the email will be counted as a response.
You can create multiple Email filters that will look for a phrase in the email subject and/or email message - if a match is found, the email will be counted as a response.
Re-designed Dashboard assignment
Redesigned Dashboard setup consolidates configuration options into a single-screen graphical interface that simplifies creating, managing, and assigning dashboards.
Speeding up reports
Enterprise Edition only:
When creating (or modifying) an Accounts report based on an advanced filter (with either the Internal Report Writer or Excel Spreadsheet writer), users can Use SQL Optimization to speed record search.
When creating (or modifying) an Accounts report based on an advanced filter (with either the Internal Report Writer or Excel Spreadsheet writer), users can Use SQL Optimization to speed record search.
Account Process enhancement
Primary Contact option sends email inserted in a process to the primary sales contact of an account. If an account has no primary contact, ADAPTcrm sends the email to the account’s email address.
Competitor Dashboard enhancement
From the 4. Competition tab of the Sales Preferences window, administrators can add links to Web sites and shared folders into the Competitors dashboard view, including links to Web sites corresponding to competing companies’ NASDAQ stock symbol.
Assigning tasks assigned to another user
It really gets complicated when you assign a task to someone else and they in turn assigne to yet another person
Administrators can restrict the privilege, Reassign tasks assigned by another user, to prevent users without the corresponding right from delegating tasks received from others.
Administrators can restrict the privilege, Reassign tasks assigned by another user, to prevent users without the corresponding right from delegating tasks received from others.
Easier than even to assign user privileges
ADAPTcrm now uses a redesigned Privileges Setup dialog box that displays privileges in a tree structure that lists Categories on the left side and the corresponding Privileges and Status on the right side. This results in much faster and intuitive method of assigning privileges.
More privacy settings for appointments and tasks
In both the Appointment List (under Calendar) and the Task List, you can tag records and activate the Move/Re-assign Action - at the end of the Move/Re-assign Items action, a list appears if any appointments that met the criteria were not changed. Appointments that meet criteria for rescheduling or reassignment may not be changed if marked as Private, if editable only by the organizer (when different from the user), or if the user does not have the required rights to perform the action.
Mass Processes cover more areas
ADAPTcrm can now run Mass Processes on a variety of record types, including accounts, campaigns, contacts, defects, opportunities, service contracts, and service tickets.
When you choose one of these areas, the Process selection list will only show the Processes you have set up for that module.
Examples of how this is useful in your business:
1. email or fax all open opportunities with a "reduction in price" message
2. email or fax all accounts with a specific defect ticket history about a product recall
3. email or fax all service contract owners about an upcoming change in the renewal fee
When you choose one of these areas, the Process selection list will only show the Processes you have set up for that module.
Examples of how this is useful in your business:
1. email or fax all open opportunities with a "reduction in price" message
2. email or fax all accounts with a specific defect ticket history about a product recall
3. email or fax all service contract owners about an upcoming change in the renewal fee
Sunday, June 29, 2008
Send selected contacts from CRM to Outlook
You can now tag contact records in CRM and send them all to Outlook by using the Write to Oulook selection on the Action menu.
Once in Outlook, you can go offline, make changes to the contact information, then have ADAPTcrm update its contact records next time you log in.
Of course, appointments and tasks can also be synchronized in the same way.
Once in Outlook, you can go offline, make changes to the contact information, then have ADAPTcrm update its contact records next time you log in.
Of course, appointments and tasks can also be synchronized in the same way.
Unlimited email addresses per account/contact
You can set up unlimited email address entries in account or contact records.
You can send email to any of them by clicking on the Email button, chosing the email address and clicking on Send.
Email will be sent out using Outlook, Lotus Notes, or your internal SMTP server.
You can send email to any of them by clicking on the Email button, chosing the email address and clicking on Send.
Email will be sent out using Outlook, Lotus Notes, or your internal SMTP server.
Speeding up mass emails
When setting up a process to do mass emails (or email a large number of tagged records) you can speed up the email by using your internal SMTP server instead of Outlook.
If you prefer Outlook, you can still speed up the process by running the email process on the Automation Server with Outlook installed on it.
If you prefer Outlook, you can still speed up the process by running the email process on the Automation Server with Outlook installed on it.
Speed up views and reports in Enterprise Edition
(Enterprise Edition only)
Users of both the Professional Edition and Enterprise Edition can create regular public or private views and reports.
The Enterprise Edition adds the capability to optimize record searches in views based on advanced query expressions. When creating (or modifying) an accounts view based on an advanced filter, users can Use SQL Optimization to speed record search.
At this time, for reports, only Accounts records can be optimized.
Users of both the Professional Edition and Enterprise Edition can create regular public or private views and reports.
The Enterprise Edition adds the capability to optimize record searches in views based on advanced query expressions. When creating (or modifying) an accounts view based on an advanced filter, users can Use SQL Optimization to speed record search.
At this time, for reports, only Accounts records can be optimized.
Optimized SQL Quick Search
(Enterprise Edition only)
Quick Search provides an optimized search for records based mainly on indexed fields, although some nonindexed fields are included. Quick Search is available for accounts, contacts, opportunities, items owned, service contracts and service tickets. This powerful feature is ready to use without any special setup.
However, administrators can customize settings for quick searches to modify the display of system fields and add user-defined fields (UDFs) as search criteria. Setup is available from within the Quick Search dialog box.
The Quick Search function is available under File menu or by pressing CTRL-F2
Quick Search provides an optimized search for records based mainly on indexed fields, although some nonindexed fields are included. Quick Search is available for accounts, contacts, opportunities, items owned, service contracts and service tickets. This powerful feature is ready to use without any special setup.
However, administrators can customize settings for quick searches to modify the display of system fields and add user-defined fields (UDFs) as search criteria. Setup is available from within the Quick Search dialog box.
The Quick Search function is available under File menu or by pressing CTRL-F2
Audit trail can save the day!
ADAPTcrm creates an audit trail for all activity in accounts, contacts, campaigns, opportunities, service tickets, and defects.
You can view in each of the above areas, but opening up the Summary folder and choosing the audit tab.
This is useful in jogging your memory about a past change that is being questions by the customer or by administration.
You can view in each of the above areas, but opening up the Summary folder and choosing the audit tab.
This is useful in jogging your memory about a past change that is being questions by the customer or by administration.
You can track items and orders without any accounting integration
ADAPTcrm can track items and assign them to sales opportunities with customer-specific pricing rules without the need to integrate to a back-office system.
Simply set up the items (with or without kits), set up you pricing tables (including default currency) and create sales opportunities with these items. When the sale is "won" you can enter the "items owned" by the account to facilitate creating service tickets against the item in the future.
Simply set up the items (with or without kits), set up you pricing tables (including default currency) and create sales opportunities with these items. When the sale is "won" you can enter the "items owned" by the account to facilitate creating service tickets against the item in the future.
Why use multiple databases?
Your ADAPTcrm license allows you to create as many stand-alone databases as you need. All databases will share the same system information - only account and contact data is isolated. Some uses for this include:
1. copy your live database to a training database for new employees and assign a unique right so only the training database is available to them until further notice.
2. copy your live database over to an archive database by year to keep the current database as small as possible. Then purge the current database of older information. Anyone needing to see older data can choose the correct archive database - unlimited data storage.
3. you have a subsidiary company in a different country - so all the international settings can apply to this database and you can perform business analysis seperately from the main database.
1. copy your live database to a training database for new employees and assign a unique right so only the training database is available to them until further notice.
2. copy your live database over to an archive database by year to keep the current database as small as possible. Then purge the current database of older information. Anyone needing to see older data can choose the correct archive database - unlimited data storage.
3. you have a subsidiary company in a different country - so all the international settings can apply to this database and you can perform business analysis seperately from the main database.
Choose your licenses carefully
ADAPTcrm is unique in that it allows you to purchase user licenses as named- or shared- users. This can be helpful to optimally configure your user licenses according to the usage schedule required by your work force.
For example:
1. all installations should have at least ONE named license for the CRM administrator.
2. department managers are usually assigned a named license to make sure they can login at anytime/
3. remote users using SQL Replication must also be assigned named licenses.
4. the shared licenses are useful when your workforce is mobile and not always logged in. For example, you have 12 users who login a few times a day. If you assign them shared licenses, you only need 4 licenses to assure that ANY 4 of the 12 can login at the same time.
For example:
1. all installations should have at least ONE named license for the CRM administrator.
2. department managers are usually assigned a named license to make sure they can login at anytime/
3. remote users using SQL Replication must also be assigned named licenses.
4. the shared licenses are useful when your workforce is mobile and not always logged in. For example, you have 12 users who login a few times a day. If you assign them shared licenses, you only need 4 licenses to assure that ANY 4 of the 12 can login at the same time.
Incoming calls automatically display accounts or contacts
If your workstation running ADAPTcrm is also connected to a VOIP internet-phone system, any incoming calls to your desk can automatically search ADAPTcrm and pull up the account and/or contact associated with the calling number. This popup window will show over any other screen you may be using at the time. You have the choice to:
1. pull up the account or contact information and answer the call
2. just answer the call, if no AADAPTcrm notification is displayed.
This is very helpful in sales and service cases to carry on an informed conversation.
1. pull up the account or contact information and answer the call
2. just answer the call, if no AADAPTcrm notification is displayed.
This is very helpful in sales and service cases to carry on an informed conversation.
Let ADAPTcrm fill in your addresses
That's an easy one - just skip down to the postal code field and type in the postal code (5 digit US zip code only 0- no Zip+4 (yet)
The city, state, county and country field will automatically fill in correctly. Of course you can override any entry.
For Non-US countries you can set up the postal codes in System Preferences>Regional Settings>Country button.
For example, if you use Canadian addresses. up can specify the postal codes and provinces in the country file. Then you can add the postal codes to the postal code file and if your postal code entry matches an exsiting one, then the city and province information will be filled in.
The US postal file can be updated regularly through the Import function using either the AIS Zip+4 national format or a .csv file format.
The city, state, county and country field will automatically fill in correctly. Of course you can override any entry.
For Non-US countries you can set up the postal codes in System Preferences>Regional Settings>Country button.
For example, if you use Canadian addresses. up can specify the postal codes and provinces in the country file. Then you can add the postal codes to the postal code file and if your postal code entry matches an exsiting one, then the city and province information will be filled in.
The US postal file can be updated regularly through the Import function using either the AIS Zip+4 national format or a .csv file format.
Use MapPoint to locate accounts and customers
ADAPTcrm integrates into Microsoft MapPoint 2006 North American Edition as follows:
1. in accounts or contacts list, tag any number of accounts or contacts
2. click on Actions menu and select Map
3. all tagged accounts or contacts will be displayed on a US Map, along with the matching records listed in the left hand side legend
4. rest the cursor on any mapped point to display a popup with the account or contact information.
5. double-click any mapped point to see all available information about the account or contact
6. you can save the display for later reference or to email to soneone else
1. in accounts or contacts list, tag any number of accounts or contacts
2. click on Actions menu and select Map
3. all tagged accounts or contacts will be displayed on a US Map, along with the matching records listed in the left hand side legend
4. rest the cursor on any mapped point to display a popup with the account or contact information.
5. double-click any mapped point to see all available information about the account or contact
6. you can save the display for later reference or to email to soneone else
List searching made easy
ADAPTcrm gives you many ways finding data in a long list:
1. sort any column in ascending or descending order to group items together (dates, locations, etc). Instead of scrolling to the end of the list, just sort is in descending order.
2. start typing in any field and let ADAPTcrm find the closest match for you.
3. Use the Find button to find records with search methods:
a. "starts with" - type in the characters to match
b. "contains" - type any characters that are contained in the search field
c. "sounds like" - type in your search the way it sound phonetically
d. "spelled like" - type in the best spelling you know
There is no reason not to find what you need within 5-10 seconds in ADAPTcrm
1. sort any column in ascending or descending order to group items together (dates, locations, etc). Instead of scrolling to the end of the list, just sort is in descending order.
2. start typing in any field and let ADAPTcrm find the closest match for you.
3. Use the Find button to find records with search methods:
a. "starts with" - type in the characters to match
b. "contains" - type any characters that are contained in the search field
c. "sounds like" - type in your search the way it sound phonetically
d. "spelled like" - type in the best spelling you know
There is no reason not to find what you need within 5-10 seconds in ADAPTcrm
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