CRM Business Deals 2.0 - Filemanager

The Filemanager

 

The continuously growing of CRM Business Deals functions made the centralisation of various datafile functions in one central place necessary. The new filemanager has moved to the Menubar of the initial screen and all file functions in one place.

 

 

Button

Function


Show Archive

Undo Customer/Meeting Deletion (Dearchiving)

 

To recover a removed customer or documents simply click the 'Into-App Action' Symbol. Since Archiving/Dearchiving is one of the most expensive activities in Business Notes this recovery can run a while.



Show Backup

Showing & Restoring Database Backupfiles

 

In certain circumstances it may be necessary to restore the database. Click the 'Hammer'-Symbol Button of the Backup Fileentry and Business Notes will prepare all necessary steps for the next full launch of the app.



Create Backup

Backup Database

 

To create a backup from your database click simply the 'Create Backup' Button. The database and all your work (except calendar entries) will be saved in a special directory (for later Restore).



Import CSV

Import of CSV Textfiles

 

To finalize an Import of Address Data, Catalogue Data or Metrics Data simply click the 'Into-App Action' Symbol of the respective list entry. The Import-Procedure will run automaticall in the background.



Import Report

Import of Report-Archives

 

After receiving a Report-Archive (i.e. as eMail attachment) you can finalize an the import of this report in your database by simply clicking the 'Into-App Action' Symbol of the respective list entry. The Import-Procedure will run automaticall in the background.