Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

Hey there,  I have a PHP session cookie on our site which sets when a visitor comes to our site from a paid ad, and follows them through the site, and passes the variable to our CRM when they fill out a form.

See the PHP code below. Works!

function set_ad_cookies() {
	
	$vars = array('wordpress_sourcetagji');
	foreach ($vars as $k) {
		if (isset($_GET[$k]) && !isset($_COOKIE[$k])) {
			setcookie($k, $_GET[$k], 0, '/', $domains['cookie_domain']);
		}
	}
	
	  if (!isset($_COOKIE['wordpress_sourcetagji'])) {
		setcookie('wordpress_sourcetagji', $_GET['wordpress_sourcetagji'], 0, '/', $domains['cookie_domain']);
	  }
  }
  add_action('init', 'set_ad_cookies');

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We are now finding that caching is stripping the cookie value when they navigate to a different page. Flywheel have said that this will happen as it's php and need to keep the caching on, and the only solution is to create the cookie in JS.

I've got very basic js skills, so how could i convert the above PHP code into JS so that   Scenario :
User1 comes into the site from an ad  https://mysite.com/?wordpress_sourcetagji=this-monster-cookie
User 1 visits varous pages on our site, and then fills out a form.
Cookie is still active and keeps it's value until the session ends.
0
Need Campaign Management software

What kinds of web based system can you recommend that lets me do the typical things when managing a campaign? These are the normal CRM types of things, so far as I know...

Anything specialized to campaigns?

If not, what are good ones for normal CRM kinds of activities?

I need there to be a Cell Phone version, either an iPhone App or a Responsive Web App.

Thanks
0
An office here needs to send out around 1200 mailing packs.

But they are not going to be done all at once. They will be sent out around 40 a day.

What is the best way to track which ones have been sent out and which ones have not?

Presently, they are using Avery-type labels.

Is there a barcode or QR code solution where packets could be scanned on exiting the office?
0
Dear All,

I would like to know which CRM program is the easiest to use. Please, the list in the attached jpeg figure attached.

I am looking to choose in Microsoft Teams the best and easier CRM software to use for my co-workers.

Can you please advise?
CRM-Program-list.JPG
1
I have Microsoft CRM 2011 installed  & one user intermittently gets this message when he tries to create or open a quote (see attached).  I am wondering if someone can help us with this.
dec12capture.PNG
0
My phone was linked to a google account and contacts were sync fine. The sync has been frozen for a while and phone won't sync anymore, so I removed Google account from Android. But when added again the sync menu now DOES NOT show CONTACTS ; so I am unable to sync my contact because it is not there to select.

I tried to restart phone several times,
I tried to disable/enable the Google Contact system app,
even cleared its cache ... still the phone is linked to a Google account, but is not showing Contacts Sync option
0
I have written a page that posts data for a client into the above, It works as part of a new website as the only page (used for testing) when I copy the code or paste the page into the web application I have been developing it for I get an error, I've used Nuget to ensure all the correct dll's are added.

This is the error

"An existing connection was forcibly closed by the remote host
Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.

Exception Details: System.Net.Sockets.SocketException: An existing connection was forcibly closed by the remote host"

This line is causing the error:
Dim myresponse As HttpResponseMessage = client.SendAsync(myrequest).Result


Can anyone suggest a solution or reason why the same code fails in one web application but not the other?

Here is the code

Imports System.Net.Http
Imports System.Net.Http.Headers
Imports System.Threading.Tasks
Imports Microsoft.IdentityModel.Clients.ActiveDirectory
Imports Newtonsoft.Json.Linq
Imports System.Collections.Generic
Public Class CRM_Contact
    Inherits System.Web.UI.Page

    Public myclientId As String = Convert.ToString(ConfigurationManager.AppSettings("clientid"))
    Public redirectUrl As String = Convert.ToString(ConfigurationManager.AppSettings("redirecturl"))
    Public serviceUrl As String = …
0
I need an online CRM with no "monthly" subscription.

I have contacts in Google in Facebook, Instagram, etc.

How do I link them together so that I can view, manage, sort, and filter them from a single tool?
0
CRM 2011 for Outlook client fails to install with Outlook 2019
Message:
The installation has failed.  You do not have a supported version of Outlook installed.

It worked with Outlook 2016.  Is it officially unable to install on 2019 or is there a workaround?
0
We need to move CRM 4.0 data into a clean installation of Dynamics 365 CE.  Since version 4.0 doesn’t use solutions, what are the options for moving data (accounts,contacts,leads,opportunities) into D365 CE entities?

We have access to Scribe and KingswaySoft.  We don’t want to go through a stepped upgrade (2011, 2013, 2015, 2016) and want to hear your thoughts on the best way to move our data to D365.  Also, would like to know any downside to moving our data without doing an upgrade.

Thanks
0
I am migrating a small company off of exchange 2010 into Google Business cloud service.  With one exception it is going pretty good.  

The exception is they have a public folder which they use only to store contact lists for the billing department.  The contacts are stored in groups of 4 or 5 email addresses in a group named for the customer.

I am unable to get Outlook to export these groups into a CSV file.  It just makes and empty file.

The data migration tool for GSuite got the same result.  It connected, spun the wheel for a bit then said it was complete, but the contact list remains empty.

I am able to open the groups in Outlook and view the addresses.  Does anyone know of a way to get this data out other than cut and paste from each group and manually creating each contact?  There are about two hundred addresses.  We go live on Google today at the end of the workday.
0
My client uses gsuite and a CRM program to send mail. I have configured the gsuite properly for SPF, DKIM and DMARC. But DMARC is showing me that the client is also using SENDGRID.NET to send mail. After investigation, we found that the CRM is created by a third party, and ALL the mail goes through their SENDGRID account, leaving no way to to individually configure it.

I created an SPF record for this, but I would like to create a DKIM record. There is a DKIM-Signature in the header of the email from sendgrid. Is there a proper way to create a TXT record to store this information? Would I need to add this to the current TXT record used by gsuite or would I make a new one?

Thank you.
0
Hello Experts
I was recently appointed as IT Manager at one of the companies.
This company is using microsoft CRM.
The former Director of Information Technology used traditional VPN technology from Internet service providers to connect all the company's branches around the country. Which cost the company a lot of money per month.
While this VPN is only used to run that program in these branches.
What I think if I can develop or modify this system to use cloud technology or any thing else To reduce costs and also to develop the company
0
One of my users is getting a random popup in Microsoft Outlook 2010 that says:
Contacting: \\collect.tealiumiq.com

She doesn't have any idea why it's happening and we can't reproduce on demand.  The popup appears to happen randomly.

I looked into this "tealiumiq" and it appears to be some sort of CRM software.  But it is nothing she's installed.  I checked her outlook plugins and have attached a screensho

Can anybody tell me how to stop this popup or shed some light on what this is all about?
teliumpopup.jpg
addins.png
0
Need a quick start in SiteCore

I have a new job as a .NET Software Engineer and expect to need to integrate .NET Framework code and ASP.NET code with SiteCore. So, I want to be a quick study with SiteCore, since I have not yet worked with that CRM.

Can you provide me URL's to some key videos and/or documents where I can start the process of getting acclimated?

Thanks
0
Trying to find a way to have a public contact database that will sync to mobile phones, (Apple and Android). In the best case, we would keep something local here at the office or in the cloud that we would be able to assign permissions to a couple users to be able to change them while everyone else just has read access. The big catch is I want the users in the field with iPhones and Droids to be able to see this contact list easily but is sperate from they normal local contacts or their exchange contacts. I found something like CiraSync that will let us use public folder contacts and push to the phone but i have never used it before and was wondering how anyone else is doing this.
0
Dear Experts

We have to send sms to international customers, the content will have the rating on product OR the service for example 1 for excellent and 10 for poor.
2. The feedback from the customer to be replied to be for the same SMS number which being used to deliver it to them (please note: we will not provide the separate number for the reply instead the feedback to be for the same SMS no which it delivered).
3. Feedback/reply sms from the customer should not be charged to them.
4.  We would like to have detailed reports and the journey of each customer with respect to the feedback /trend analysis for example month 1 poor is his/her feedback and later after few months based on services 5 later the feedback is excellent, we would like to measure this.
We are located in india, please let us know if above is possible and refer few good sms such service providers please, thanks in advance.
0
We are looking to delete old external contacts from our Exchange 2013 on-prem environment. I would like to see when the last time an email was sent to the external SMTP address (a contact stored in exchange). I have been trying to use the Get-MessageTrackingLog & and the Get-Contact, but nothing returns. How can I go about this in PowerShell?
0
Hello,
Any suggestions on how to learn Microsoft Dynamics CRM  from scratch.
Regards
0
CRM2011 - Problem with Option Set values not showing in the DB.

Basically, i insert a record to optionset and on crm 2011 - i see everything but when i query database. I do not see new record.
any one has idea how to fix it?

Please read below and you know the problem exactly.

https://community.dynamics.com/crm/f/117/t/226832
0
I am looking to sync the GAL for an on-prem Exchange 2010 environment with the contacts list for every users' exchange mailbox.

We need all of the contacts in the GAL to be able to sync to mobile devices so that mobile users have access to phone numbers that are kept up to date in active directory. This will also remove the issues we are seeing where users do not know how to utilize the GAL and are keeping spreadsheets of everyone's phone number.

I have located a couple of paid services that will accomplish this, most notably CircaSync, but we are trying to avoid the use of third party tools. I also know we can get a little creative with an automated powershell script, but I am trying to avoid a jerry-rigged setup that is likely to become an issue to support down the road if it ever stops working once we are already reliant on it.

Who has accomplished this?
0
I'm trying to list the relevant  regulations/acts that are applicable to

a) a CRM (Customer Relationship Mgmt) system : guess PDPA (Personal
    Data Protection Act) is applicable;  if it contains a US customer's data,
    guess GDPR is applicable.   What else?

b) for a procurement system,  Goods & Services Tax Act  is applicable.
    What else?

c) for a HR/Payroll,  "Computer Misuse Act" & what else?  Guess PDPA
    is not applicable for Payroll but applicable to HR (as Date of Birth
    & NRIC# is there)
0
I would like to know the SUREST method to backup all my contacts on my phone to my PC . I have a Samsung Galaxy Note 4. I have the Google back up checked however the last time I formatted my phone I lost quite a few contacts for some reason. Luckily I was able to find the missing ones from Google Text messages app and DRUPE{ it's a third party app which cost me $12.00 ?} it had saved my contacts. I am a bit paranoid. I want to reformat my phone again but I do not want to risk losing any contacts information. The more back up the better. So if some one can give a couple of options to back up hopefully everything on my phone specifically the CONTACTS that would be great.

Thank you.
0
Hi all, I have:
1 x CRM dynamics
1 x MAIL server exchange
1 x ERP sql based

We have a big problem about contact info of CUSTOMER and  SUPPLIER
Info are so divided:
1) Older info are on ERP
2) some info is in CRM
3) other important are in PUBLIC FOLDER of exchange
4) newer on OUTLOOK AUTOCOMPLETE list of sales department employees

About existing integration:
CRM read (not write) info about CUSTOMER and SUPPLIER in order to attach ticket and leads

We would merge these info, electing a MASTER DATABASE where all of us can point.
Which is the best approach? having info on ERP or CRM, and develope connector to EXCHANGE?
i know is a difficult project....

Sorry for my english, ask me for details
Really thanks!
M
0
Hi Experts


Could you share your experiences on customizing Oddoo Opensource ERP?

Do you consider it a good alternative to customize its code ?

Thanks in advance
0

Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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Contact Management
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