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.