Week In Review (29th June 2012)
Posted: Friday, June 29, 2012 at 10:45:50 AM EST by Ben HamiltionIt's been busy leading up to the end of financial year, we've done more with the great add-on from Xact to display MYOB Exo data inside of ACT!.
One of the great things about that link is that auto linking the MYOB Exo Accounts and the ACT! contact records is quite easy.
Both Brett (in our Sydney office) and Darren (in our Brisbane office) have attended extra vendor training in Sydney for SugarCRM, so they'll be even better able to answer any questions you have about how SugarCRM can help with your workflows.
We've found some issue lately with clients importing data into ACT!, we've found a reliable and cost effective add-on that consitently imports data into ACT!. One of it's great features is the ability to save the 'Merge Configuration'. This means that for those that regularly import data that is the same format each time (same columns) it is now very quick to import. It also gives a meaningful report after the import that details what has occured, the geek in me loves seeing that sort of detailed information.
Also had a client that asked us how to record the the name of the Windows folder in ACT!. They keep client documents on a network drive, and wanted to record the folder name in ACT! i.e. N:\Clients\Doe Jane\
To do this in ACT! we simply created a new URL field in ACT! that has a default value of file:///
Now staff simply add the folder name to what already exists in the field i.e. file:///N:\Clients\Doe Jane\
Because it is a URL field type it means that they can click this and it will open it in Windows Explorer for them. No more wasting time browsing to the folder.
Who this post is for: Existing clients that are looking to get more from their CRM system and the relationship with Evolution Marketing and prospective clients that are interested in see what we can do.
What we do: We help businesses work out what they need to better manage their customer and contact information. We like to understand what your requirements are and then offer you advice on the best systems to achieve those objectives. We also provide Implementation, Training and on-going support. There are 3 CRM platforms we recommend, depending on a clients situation. They include SageACT!, SugarCRM and Nimble. We have a lot of SugarCRM work happening behind the scenes but are currently only sharing what is happening with our SageACT! projects in this blog series.
What would we like you to do: Leave a comment on this post. Follow us on Twitter or Facebook. Send us an email or give us a call. We’re interested in what your problems and goals are around enabling your business with better customer relationship management.
