Email attachements can be a word or excel template

When attaching a file to email messages, ADAPTcrm gives you the option of a file or a template. Using a template, the "merge" will occur automatically with the data of the current record and you will have a ready-made attachement in your email.

Just make sure your recepient can open Word or Excel files on their computer, either using the commercial products or the available readers from Microsoft.

Of course, when attaching a file, the file can be any file type that can be opened in Windows, including .doc, .xls, .pdf, .ppt, etc

HTML editing avaialble in some note fields

ADAPTcrm gives you the option of creating email messages or activity/history notes using either plain text or HTML text. With HTML, you have the same choices as Outlook gives you over the control of font, font size, bold, italic, etc - even including images.

Lookup fields available when creating emails

ADAPTcrm supports the use of account, contact, opportunity, service ticket and service contract data fields (including all user-defined fields) when creating an email.

In the subject and/or the message entry fields, type CTRL-F to choose from many available database fields to include in your email.

This features allows dynamic email templates to be created and filled in with the proper data at the time of sending the email.

Create a quote in a different currency

SmartCRM supports multiple currencies with:

1. a country table with currency exchange rates (which can be imported from an online source on a daily basis, if needed)

2. a table showing all currency imports by date (so you can refer to an earlier one)

3. an item price table where each item can have additional prices by currency

4. the ability to assign a currency to an account and opportunity

When adding items to a sales opportunity, simply select the item and the price matching the account currency will be displayed. And when all line items have been entered you will have a total in the new currency.

Now you can launch a quote templace in either Word or Excel and the correct currency will be displayed. Be sure to name your quote with the intended currency in case you need to submit multiple quotes in different currencies.

A calculator in every field (numeric, that is)

ADAPTcrm has a built in calculator function for:

addition +
subtraction -
multiplication *
division /

For example:

You have a numeric field of price and want to calculate the new price for a quantity

Original value in the field is 9.49

To multiply this by 4, click on the field and type in 4*

Hit the TAB key and your result will show in the SAME field.

The only limitation is doing only ONE calculation at a time. and that you operation cannot use more decimal place than allowed in the original field - the result will be NO change in the answer.

But it works great to get a quick calculation.

XML imports

XML has become a standard for moving data from one system to another.
ADAPTcrm supports XML imports into Accounts using an XML schema file.

This allows child records to be imported also, such as appointments, activities, etc.

ADAPTcrm Enterprise Edition scales to millions of records

We have recently done a test database with 20,000 account, 200,000 contacts and related appointments and tasks - for a total of over 2.9 million records in SQL 2005. No problem! All you need is lots of RAM on the SQL Server machine. If you want even more scalability, you can install ADAPTcrm Enterprise Edition on a 3-tier setup to isolate the CRM application to its own server. Link the SQL and CRM servers with GigaBit Enthernet and you set to go!

One-up label printing coming soon

ADAPTcrm will allow one label to be printed on demand from either the account or contact screen. This will require setting up the label printer on your computer as a valid Windows printer. After choosing anyone of the addresses available you will be able to click an icon and print the label. That's a real time saver.

Who is available for a service ticket?

ADAPTcrm does not directly show availability for a service ticket followup, but you can work around this by making an appointment for the service call and then using the "invite attendees" button to see all other users and their availability on this date and time. Then you can go back to the appointment screen and assign the appoinment to whoever is available.