CRMHaven 4.3

Size 12.356 MB   0 seeders     Added 2011-06-09 10:19:17

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CRMHaven is a useful tool that was designed to help you store and manage all your business contacts.To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. We Mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly. CRMHaven main features:Your PC, your LAN or our CloudSecurity webcam only sends to server when image changesNew WhiteBoard screen sharingShare your desktop presentation with dozens of people, save as JPEGs or movieSpotFind searchingDrag and Drop importing via DockImport, Export & Archive all dataSmart Projects with aliasesOff-site & off-server storageUnlimited Users, Clients, Documents, Transactions and FTP sitesOnline HelpProject ManagementBuilt-in BackupQuotas and SecuritySend Bulk EmailsNetBook friendlyLinks with OfficeWhat's new in CRMHaven : [Fix] Clean Clients: Updating records is now much faster[Fix] Some Client fields are now auto-formatted before importing.[New] When importing Clients you now have the option of showing only duplicates, only non-duplicates, showing both with any changed values in bold or showing with with the changes in bold and the duplicates unchecked.[Fix] A separate popup now exists on how to handle duplicates. They can overwrite the data in the original file or then can be imported as a totally new client with the old client marked as a duplicate.[Fix] Duplicate detection now much match the full last name and the first letter of the first name, plus any one of the following: matching work phone, email address or postcode (all non-blank).[New] It is now possible to turn off the importing of individual clients in the import window[Fix] For speed, it no longer shows NoContact, Hidden and Duplicate Contacts in italic.[New] It is now possible to export to Dynamics CRM as two separ...
crmhaven-4.3/crmhaven-4.3.exe 12.356 MB
crmhaven-4.3/Features.txt 12 B
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