New Version Release

On 4/22/2010 version 5.10.3 of SmartCRM was released. Be sure to email or call us for your upgrade download.

New Look and Feel

SmartCRM now displays all views with color bars to help in horizontal reading.

Create "favorites" lists

SmartCRM enables you to create public (administrator only) or private views based on "Selected" records. This allows the views to be broken down by content for faster retrieval.

Save time when emailing or running processes

Emails and processes can be run from the automation server instead of your workstation. All you need to do is start the process flow with a Wait command - set it for 1 minute. This will free up your workstation so you can continue to do other things.

New Look!

SmartCRM selection and lookup screens have been updated for easier navigation. Also, reports now print to any printer or to default printer if submitted to the job queue.

Custom Report Writer

ADAPtcrm includes a flexible report writer to allow most ad-hoc reports to be created as either public or private reports. An option is available for generating the report to Excel. Third-party support for Crystal and SQL Reporting Services is available from CBS.

Improve customer retention during tough times

CRM Service will help retain customers by giving you vital invoice and items owned information directly in the CRM. If you know all items bought, then you can easily open new service tickets directly from this list. If you manufacture using ERP, the same is true of defect management in CRM.

Run ERP command-line requests inside CRM

CRM now lets you run command-line operations directly from the CRM dashboard. This must be setup by the CRM administrator. This feature allows you to drill down into ERP data quickly and easily.

CRM can now import contacts from Outlook

It used to be a one-way street, but now CRM will let you import your Outlook contacts into CRM. You decide how you want the CRM data to be formatted. This great feature now allows you do contact business in Outlook, or on your Windows Mobile device, and get the new contacts into CRM without typing typing them in.

Faster Searches and Reports in ADAPTcrm

If you use MSSQL Server 2005 for the ADAPTcrm database, you can take advantage of improved performance of search in accounts, contacts and service tickets as well as improved reporting speed in the same modules.

Use Remote Desktop to login and use ADAPTcrm

ADAPTcrm now supports remote desktop connections via the Internet using Microsoft Terminal Services. By definition, this will also extend remote connections from supported Windows Mobile devices.

Now your remote users can connect directly into the main ADAPTcrm database and have access to all features - just as if they were working at their desk.

Of course, for mobile users NOT able to connect this way, the offline laptop alternative is available.

Import Outlook contacts into ADAPTcrm

Until now, you could NOT import Outlook contacts into ADAPTcrm without a tedious export from Outlook and import into ADAPTcrm - a process that had lots of problems.

Now you can setup each user of ADAPTcrm to allow importing contacts into ADAPTcrm from their desktop Outlook. The process also takes care of firstname,lastname parsing and reversal if needed and will allow pointing the new contact to an existing ADAPTcrm account.

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.

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.

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.