For Outlook and Google Calendar users: send meeting vCal with calendar invitation - Story From: The Suite Advantage
In EBSuite, when you create an appointment and invite an attendee, he/she will receive an appointment invitation email. The content of the email can be configured at
Account -> Setup -> Email Templates -> Appointment -> Appointment Invitation
In the bottom of the page, you will see a checkbox: Send MS Outlook Meeting vCal
If checked, the email invitation [...]
Need More Time? Turn Off Email - Story From: The QuickBase Blog. Get more connected. Be more productive.
Email has been around as a communication tool for a long time. It’s intention was to help us work better together and make our lives easier. For many people, that’s just not the case. But I don’t think it’s the tool that’s the problem. It’s the people. We have become so conditioned to react to [...] Related posts:
Categories: Email, Intuit QuickBase, productivity Tags: Intuit QuickBase, QuickBase, QuickBase Marketing, QuickBase Project Management, QuickBase Sales Management
New content posted in our learning center - Story From: The Suite Advantage
We’ve just posted some new content in our learning center:
Online help for Email to Case auto creation ( also with PDF [...]
Scheduling email for a later date - Story From: The Suite Advantage
A customer recently asked: In opportunity management, how do I schedule an email to be sent out on a later date? Or more specifically, send out an email X days before the Opportunity close date?
There are two ways to do this:
Manually schedule an email for a later date:
In Organization, Contact, and Opportunity detail page, you [...]
Here Comes Google to Save the Sale - Story From: CRM Buyer
Google has introduced a feature that gives advertisers another bite at the apple -- that is, it gives them another shot at potential customers who interacted with their company somewhere on the Google Content Network but didn't make a purchase. Google is calling the feature "remarketing." Introduced last year in a beta test, it is now available throughout its advertising network.
Categories: Analysis, CRM Online, Customer Service, E-Marketing, Email, Email Marketing, email marketing 2.0 Tags:
Microsoft Dynamics CRM: Bulk Email with Merge Fields and Pics - Story From: Microsoft Dynamics CRM Team Blog
Today’s guest blogger, CRM MVP Frank Lee , provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers. ...(read more)
Categories: Bulk email, CRM Online, Email, Guest Star, Lead Managment, MVP Tags:
