Friday, August 22, 2008

Print one-up labels from accounts or contacts

ADAPTcrm will now allow you to print ONE label from the account or contact record:

1. choose the address you want to print a label for

2. click the 3rd icon from the left and the chosen address will be displayed in a preview screen to allow you to make changes

3. click OK and the printer dialog will open up for you to choose the label printer

That's it.

Monday, August 11, 2008

Take your SmartCRM data with you on your phone, PDA or Pocket PC

This only works if your phone, PDA or Pocket PC supports Outlook synchronization.

Here are the steps:

1. Make sure all contacts, appointments and tasks in SmartCRM have been written to Outlook. (This happens automatically with the correct user settings)

2. Using ActiveSync, sync up your desktop Outlook to your mobile Outlook

3. On the road, access your contacts, appoinments and tasks. Make any changes or add new ones.

4. Back in the office, re-sync your mobile Outlook to your desktop Outlook.

5. Log into SmartCRM and the CRM data will update from Outlook.

No more lost phone numbers, addresses or important followup appointments.