Turn on/off Capsule for Google Apps users - Story From: Capsule CRM Blog
If you have a paid google apps account you now have the possibility to choose which of your users that can see and use the Capsule gmail gadget or not. If you for example have a lot of google apps users but only a few of them user Capsule, why not turn off the gadget for the rest of your users. The gadget will only be there for the relevant users and won't cause confusion for the rest of your google apps users.
What you have to do as administrator of your google apps domain is the following:
- Go to your google apps dashboard
- Select the Organisations & users tab
- Click the Add sub-organization button at the top right
- Add a sub-organization with an appropriate name ('Capsule Users' for example)
- Go back to the list with all your users and move the users that need access to Capsule to the Capsule Users sub-organization
- You move a user by ticking the box next to the user name and then using the Move to menu at the top to move the user to a different sub-organization
- Once you have moved all the users to the correct sub-organization you can edit the application access
- You will find your newly created sub-organization on the left hand side
- Click the Capsule Users sub-organization and then go to the Services tab
- Now you can override the inherited services access and turn on or off any services you would like, including Capsule CRM
Google has written a blog post about how this all works, you can find it here
Categories: Capsule CRM, Integration Tags: Capsule CRM, CRM
Turn on/off Capsule for Google Apps users - Story From: Capsule CRM Blog
If you have a paid google apps account you now have the possibility to choose which of your users that can see and use the Capsule gmail gadget or not. If you for example have a lot of google apps users but only a few of them user Capsule, why not turn off the gadget for the rest of your users. The gadget will only be there for the relevant users and won't cause confusion for the rest of your google apps users. What you have to do as administrator of your google apps domain is the following: Go to your google apps dashboard Select the Organisations & users tab Click the Add sub-organization button at the top right Add a sub-organization with an appropriate name ('Capsule Users' for example) Go back to the list with all your users and move the users that need access to Capsule to the Capsule Users sub-organization You move a user by ticking the box next to the user name and then using the Move to menu at the top to move the user to a different sub-organization Once you have moved all the users to the correct sub-organization you can edit the application access You will find your newly created sub-organization on the left hand side Click the Capsule Users sub-organization and then go to the Services tab Now you can override the inherited services access and turn on or off any services you would like, including Capsule CRM Google has written a blog post about how this all works, you can find it here
Categories: Capsule CRM, Integration, crm vendor Tags: Capsule CRM, Google Apps
QuickBooks tm Integration with your EBSuite Account - Story From: The Suite Advantage
If you use QuickBooks for your business and EBSuite for your Sales and Support – POP THE CORK! The two applications can be integrated in a very customizable way.
Here is a short screen cast video showing the integration in action
QuickBooks can also be integrated with EBSuite Action Templates and Action Sheets: http://blog.ebsuite.com/wp/?p=1290
To see some other [...]
Categories: EBSuite, Integration Tags: EBSuite
When Hit or Miss Research Just Doesn’t Cut It in Business, You Need To Try Gist - Story From: CRMFYI
When Shane Mac at Gist approached me for a quick guest blog post on how I use Gist, I jumped at the opportunity. It’s easy to talk about companies and products that make your life better. Today my post hit their blog and you can certainly read more about it here. Just as a bonus feature for Salesforce enthusiasts, I figured I’d give you a couple more insights on why I like Gist. A one-sentence description of Gist is “Aggregated … →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Integration, News, Social Networking, Tools, sales Tags: AppExchange, Chatter, Dreamforce
How to Prevent Your Accounts and Contacts From Aging Like Fish - Story From: CRMFYI
Jigsaw for Salesforce CRM gives you realtime feedback on how current your accounts and contacts are. A red light means something is out of sync. Check it, merge the data in, and you're done. Jigsaw is also fully integrated to Chatter to proactively notify you of changes. →
Categories: AppExchange, CRM Technology, Chatter, Dreamforce, Integration, sales Tags: AppExchange, Chatter, Dreamforce
Bing (and Google) Maps Integration (works with On Line!) - Story From: Webfortis - Microsoft Dynamics CRM Solutions
Google/Bing maps implementation
Integrating any mapping technology into CRM provides you with quick access to where you want to go. By following these steps, you'll be able to add Bing maps and/or Google maps to your system in no time. This works with Online as well as On Premise.
What are the benifits from this? Simple.
1) There's no need for a hosted page (.aspx or .htm)
2) You get current, real time address values from the Account (or Contact) page. In other words it will just pull from your entered data and the page and it checks it dynamically without having to hit save (the maps query the fields when they are selected on the tabs).
As you can see, this example uses the Account page, but you can apply this to any entity.
Here are the steps:
Note: Only type what is in between the quotation marks (except in the code)
Step 1: Go to Settings >> Customization >> Account >> Forms and Views >> Form.
Step 2: Click “Add a Tab” and type in a name. (In our case we are using “Map It!”)
FIGURE A
Step 3: You should see your new tab appear on the screen. Next, click “Add a Section” and type in a name. (In our case we are using “bMap”) Click OK.
Step 4: Click your bMap section and click “Add an IFRAME” and type in a name. (In our case we are using “bingMap”)
In the URL field type “about:blank” Note: be sure to uncheck “Restrict Cross Framing” (see FIGURE B); in the Formatting tab, check “Auto expand to use available space” (see FIGURE C).
FIGURE B
FIGURE C
Step 5: Next, hit OK and click “Form Properties”. Then, click “OnLoad” and press “Edit”.
Step 6: Note: make sure “Event is enabled” is checked.
Then insert the following into the white space (you do type in the quotation marks within this code--See FIGURE D):
crmForm.all.tab4Tab.attachEvent("onclick", doMap);function doMap()
{
if (crmForm.all.address1_line1.value != null)
{
crmForm.all.IFRAME_bingMap.src = ("http://www.bing.com/maps/default.aspx?where1=" + crmForm.all.address1_line1.value + ", " + crmForm.all.address1_city.value +", " + crmForm.all.address1_stateorprovince.value);}
else{
crmForm.all.IFRAME_bingMap.src = "about:blank";
}
}
FIGURE D
Note: You may need to change “tab4Tab” to wherever your respective tab is.
The tabs are numbered from left to right starting at zero. For instance, if you wanted to use the very first tab on the left, you would use “tab0Tab”.
Also: Replace “bingMap” with the name of your IFRAME. Finally, click OK >> OK >> Save To see your new map in action press Preview >> Create Form
FIGURE E
If you haven’t noticed, the address is being pulled from the General Tab (Street 1, City, and State/Province)
If you want to integrate Google Maps, simply do the following: In the OnLoad code, replace “http://www.bing.com/maps/default.aspx?where1=” with "http://www.maps.google.com/maps?q="
(you may also want to change the name of your IFRAME to googleMap)
FIGURE F
Categories: Integration, Microsoft, Webfortis Tags: CRM MobilityiPhone, CRM Software, CRM5, Microsoft, Microsoft Dynamics CRM Solutions, Webfortis
Calculate Sales Commissions & Manage Employee Performance with ease with Deskera CRM - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
Deskera CRM lets you create & assign goals for your sales team. These goals can be effectively tracked using performance appraisal easily. All you need to do is to assign goals to your sales team using the link “Assign Goals” from the CRM Dashboard. The Goal settings page appears where you can assign goals in terms [...]
Categories: Deskera, Integration Tags: CRM iPhone, Deskera, Deskera Accounting, Deskera HRMS, iDeskera CRM
Deskera Project + Deskera CRM = Win - Story From: Deskera Blog | Deskera CRM, Project Management, Employee Performance Management, Accounting & Financials and more!
Here’s how the integrated Deskera Application Suite can really help as opposed to using multiple independent applications for managing various business processes. You managed campaigns, tracked leads and converted interested customers into accounts using a CRM Software. You are providing one of your Accounts with an Accounting Service – a project for your company which would [...]
Categories: CRM, CRM Reviews, CRM Technology, Customer Centric, Customer Retention in a Recession, Deskera, Integration, Project Management Tags: CRM Industry, CRM iPhone, Deskera, Deskera Accounting, Deskera HRMS, iDeskera CRM, Social CRM
The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client - Story From: Microsoft Dynamics CRM Team Blog
Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta . I recently downloaded Office 2010 Beta and installed it on my CRM Test server. My CRM test environment includes the following:...(read more)
Categories: CRM Basics, CRM Reviews, CRM Technology, Custom Solution, Customer Centric, Customer Retention in a Recession, Downloads, Guest Star, Integration, MVP, Office Integration, Workflow Tags: CRM Reviews
10 Bits of Advice from the Online Marketing Summit - Story From: Recent Ideas
A couple of weeks ago Lauren Vaccarello, Sr. SEM Manager, had the pleasure of speaking on a panel at the Online Marketing Summit in San Diego with some of the most talented online marketers she'd ever met. Her panel, which included Jorie Waterm...
Categories: CRM Online, Customer Service, Integration Tags:
Using CRM Patterns for Integration Scenarios
One of the most common IT projects for business application developers is integration solutions between multiple systems. In the CRM world it is not uncommon to see integrations to/from various application and services such as ERP systems, social networks,...(read more)
Categories: Business Intelligence, CRM Software, CRM Technology, Connector, Contact Management Software Free, Contact Management Software Reviews, Integration, Scenarios, Tips and Tricks, Web-Based Contact Management Software, web 2.0 Tags: Contact Management Software, CRM Software
Deploying the CRM Social Media Accelerator - Story From: Webfortis - Microsoft Dynamics CRM Solutions
Earlier today we installed the CRM Social Media Accelerator for Twitter. It is very cool and it is free. It is available here on Codeplex:
http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=29979
When installing it be sure to check these points if you run into issues:
-
As noted in the discussions, be sure your date/time format is correct (and restart the Asynch service if necessary)
-
Be sure you have a c:\debug directory (the Acclerator will error with a non-descriptive error if not)
Follow us on Twitter: http://twitter.com/Webfortis
Here is our first Tweet from CRM (we have a ton of other Tweets):
Categories: Customization, Integration, Webfortis Tags: CRM MobilityiPhone, CRM Software, CRM5, Microsoft, Microsoft Dynamics CRM Solutions, Webfortis
Gartner EAS Magic Quadrant Ranks Microsoft as Leader - Story From: Webfortis - Microsoft Dynamics CRM Solutions
Microsoft Dynamics CRM relies on the capabilities of the Microsoft Application Platform—Windows Server, IIS, SQL and .NET. Given this, I wanted to draw your attention to recent research from Gartner Research (www.gartner.com). The report – released September 24, 2009 – delivers valuable information regarding the current landscape of the Enterprise Application Server market, as defined by Gartner. The report is under the title of: “Magic Quadrant for Enterprise Application Servers”
Categories: Customization, Documentation, Integration, Microsoft, Outlook, Project Management, Webfortis Tags: CRM MobilityiPhone, CRM Software, CRM5, Microsoft, Microsoft Dynamics CRM Solutions, Webfortis
