User survey:

We have setup an user survey in order to ask your recommendations. Follow this link. 

 

 

Learning CRM Business Notes:

 

Customers of CRM Business Notes 3.0 can follow this 'inApp-Link' to reach the newly created Learning Section. Here you can find videos and other learning material.

 

Learning Sales Business - this section collects links and information to learn from the experience of Sales Professionals ... 


CRM Business Notes 4 - CRM Business information management

The initial Contact Screen is the main entry point for CRM Business Notes. The descriptions below refers to the newest version 4.0.0 (available last week of January 2015)

 

Functions of the Contact list:

 

The contacts list displays all your contact aggregated by their company in alphabetical order.

Menu item (left)

Function



?

switch to OnLine Help


+

create a single customer in local mode.

If you have granted access to your address book additional menu items will appear which leads to your address book directly.



new

add an additional contact to the company


search

full text search in local customer data


last

repeats last search


right index list

alphabetical index for fast scrolling



Menu item (right)

Function



switches to the Activity Scheduler for all contacts.


dashboard for all events for all customer


dashboard for all deals for all customer


leads to the System Filemanager were you can manage CSV Import-Files, Dearchive files, Backup & Restore databases and import received Report-Files



Toolbox Gear

Opens the toolbox menu, where you can find the

  • Settings
  • What's new in Business Notes
  • Business Notes Online Help
  • About


 

The Contact Detail view

 

Selecting a list entry will update the detail view. From here you will be led to the nine functions, which are all related to the currently selected customer:

 

Window buttons

Function



Video

Starts Facetime with customers phone numbers


Phone

Starts Skype with customers phone numbers


Click the portrait to edit address data.

Clicking the bubbles right beside will open the classification sheet for the selected customer


switches to the activiy scheduler


Create and present customer related business KPIs


Leads to the Mail-History Dashboard


Creates and edit event documents, like meetings, notes, opportunities, task and initiation and 'own defined events' as well.


Give an statistical overview of all documents for the selected customer


Creates Proposal & Deals, let you utilize order lines from an item catalogue


Give an statistical overview of all proposal for the selected customer



Dropbox Management



 

Additional Links:

 

FAQ :                                          Question and Answers to the most recent version.

 

Version Support:                         Bugreporting of the most recent version.