Contact ManagementSponsored by Jamf Now

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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My client lost email history and notes within his  Goldmine Premium Edition version 2017.1.0.422. I have image backups running. If I grab an earlier copy of the data base, he will lose data he has entered for the last 7 to 10 days (since he noticed the issue). Is it possible to just restore the missing email history/notes without having to resort to an older GB DB copy?
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Cloud Class® Course: Microsoft Exchange Server
LVL 12
Cloud Class® Course: Microsoft Exchange Server

The MCTS: Microsoft Exchange Server 2010 certification validates your skills in supporting the maintenance and administration of the Exchange servers in an enterprise environment. Learn everything you need to know with this course.

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Good day,
I have Exchange 2010. I have Sugar CRM on Linux system that needs to access my EWS.
The code in the Sugar CRM system is:
// Request
            $xmlstr = <<<XML
                       
                        <soap:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
               xmlns:xsd="http://www.w3.org/2001/XMLSchema"
               xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"
               xmlns:t="http://schemas.microsoft.com/exchange/services/2006/types">
  <soap:Body>
    <CreateItem xmlns="http://schemas.microsoft.com/exchange/services/2006/messages"
                xmlns:t="http://schemas.microsoft.com/exchange/services/2006/types"
                SendMeetingInvitations="SendToAllAndSaveCopy" >
      <SavedItemFolderId>
        <t:DistinguishedFolderId Id="calendar"/>
      </SavedItemFolderId>
      <Items>
        <t:CalendarItem xmlns="http://schemas.microsoft.com/exchange/services/2006/types">
          <Subject>Planning Meeting</Subject>
          <Body BodyType="Text">Plan the agenda for next week's meeting.</Body>
          <ReminderIsSet>true</ReminderIsSet>
          <ReminderMinutesBeforeStart>60</ReminderMinutesBeforeStart>
          <Start>2006-11-02T14:00:00</Start>
          <End>2006-11-02T15:00:00</End>
          <IsAllDayEvent>false</IsAllDayEvent>
          <LegacyFreeBusyStatus>Busy</LegacyFreeBusyStatus>
          <Location>Conference Room 721</Location>
          …
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we are in a hybrid O365 and on premise exchange exchange (2016). And i am seeing that all external contacts that we add end up with additional "other email addresses" besides the correct (external primary address). The other addresses end with our domain.

Ex. Josmith@abccompany.com will be shown as the primary email - external contact

in the email options however I will see something like this, josmith@mycompany.com and abccompany@mycompany.mail.onmicrosoft.com

The problem now is that if i need to add an internal user that's named josmith@mycompany.com it does not work. It will tell me that josmith@mycompany is already in use.

how do I fix this problem? I can't delete the external contact.
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Hi Experts

What is the Best Practice re IIS & RDS services?

We have 2 VMs on a HyperV: DC + RDS (both WIndows 2016)
Our CRM, ACT! from Sage,  is currently installed on the RDS but is only used internally.
We need to install a IIS / Web Server to give remote access to ACT! via the web

Can I use the RDS to install these additional components? My instinct is to build a new VM and install ACT! on that VM.

What says you?

Alex
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I have simple landing page that collect phone number with submit phone. When the submit button is clicked, I want to send phone no to amazon connect and make the phone dial to my customer. Is it possible? And how to do that?
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I am new to php and APIs and am looking to insert a lead through a contact form in a Wordpress environment to a CRM Apptivo. Could anyone let me know why the code below is not working?

<?php
define ( 'APPTIVO_API_URL' , 'https://api2.apptivo.com/app/dao/v6/leads' );
define ( 'APPTIVO_API_KEY' ,
'xxx' );
define ( 'APPTIVO_ACCESS_KEY' , 'yyy' );


add_action( 'gform_after_submission_2', 'post_to_third_party_Apptivo', 10, 2 );
function post_to_third_party_Apptivo( $entry, $form ) {
 
    $post_url = 'APPTIVO_API_URL';
	$apiKey = 'APPTIVO_API_KEY';
	$accessKey = 'APPTIVO_ACCESS_KEY';
    $body = array(
        'lastName' => rgar( $entry, '8' ),
        'phoneNumber' => rgar( $entry, '5' ),
		'emailAddress' => rgar( $entry, '3' ),
		'referredByName' => 'flooringbrokers.ca',
		'leadStatus' => 'New',
        'Description' => rgar( $entry, '6' ),
        );
    GFCommon::log_debug( 'gform_after_submission: body => ' . print_r( $body, true ) );
 
	$params = array(
		"a" => "save" ,
		"leadData" => $body ,
		"apiKey" => APPTIVO_API_KEY ,
		"accessKey" => APPTIVO_ACCESS_KEY
		);
    $request = new WP_Http();
    $response = $request->post( $post_url, $params );
	
    GFCommon::log_debug( 'gform_after_submission: response => ' . print_r( $response, true ) );
}

?>

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I want to open online shop and need to use CRM platform.  Anyone can recommend good crm platforms for online bisiness?? Thanks
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I need a better way to manage my Google Contacts from my Android phone.

I frequently add people, only to never be able to recall them. I would like to be able to sort them by the date they were added so that I could find contacts that have been recently added
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Managing Contacts of group of people on iPhone:-

I meet many new people for different reasons. I store all info on iPhone 6 or Google contacts.
Groups such as Customer Leads in a business, realtors(15 people), Yoga Leads(100 people), Neighbours(50), special interest (20 people).

My goal is when I receive any useful info and I want to share with  one group (and not searching for people individually), I should be able to send them easily and quickly.

If I create a WhatsApp group the other guy knows that I have put them in the group.I should do the grouping in the background without letting the other person know that I have grouped him in that group.
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Cloud Class® Course: Amazon Web Services - Basic
LVL 12
Cloud Class® Course: Amazon Web Services - Basic

Are you thinking about creating an Amazon Web Services account for your business? Not sure where to start? In this course you’ll get an overview of the history of AWS and take a tour of their user interface.

How to incorporate Contact Management into an Access database?
Hi,

this video explains a free download that you can incorporate into your Access databases, or use stand-alone for contact management.

Contacts -- Names, Addresses, Phone Numbers, eMail Addresses, Websites, Lists, Projects, Notes, Attachments, ... and many extra bsiness tables.
http://www.msaccessgurus.com/Contacts.htm#Download

This example is elaborate as I spent hundreds of hours building and refining it over the years. Don't let its complexity scare you off from Access! Even seasoned Access developers would need to spend a lot of time to understand it all. The good news is that you can also just use it! Be sure to swap out the back-end for the one without the sample data once you are comfortable ... and if importing tables into your back-end, get them from the "blank" back-end that is included as you probably do want some of the records, like for types.

While I categorized this as "intermediate", if you are a beginner, don't be shy about getting this valuable tool! One of the best ways to learn Access is to use it ... and everyone knows people they keep contact information for.

have an awesome day,
crystal
 

1. download the contact template

http://www.msaccessgurus.com/Contacts.htm#Download

2. open your working database, or skip the rest of the steps and just open the contact template if you want to use it stand-alone

3. from Ribbon --> External Data tab

4. click Access icon in the Import group

5. from the dialog box that pops up, choose --> import (default)

6. click the Browse button to choose the (contact) database file

7. click OK to see a list of objects

8. choose queries, forms, reports, and modules that you want to import

9. OK to bring them all in

10. tables are in the back-end database -- so import these into your back-end, not your front-end


   if your database is not yet split into a front-end and back-end, of course, put them where you are developing

11. Alt-F11 to go to the VBE (Visual Basic Editor)

12. Debug, Compile from the menu

13. fix what is wrong and/or import things you forgot

14. Save

15. Hook into your existing tables by adding CID where it needs to go.


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Please provide me with instructions on how to use  Cirrus Insight to record Gmail email contact info.

I'm most interested in recording people's information that is found within their email signatures such as name, job title, company name, address, phone numbers, etc.

How can Cirrus Insight be used within Google G Suite to do this?
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How to copy all contacts (with profile photo) from iCloud to Google?
I know I can download all contacts from iCloud by exporting a vCard file. However, it does not include the contact's profile photo.
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I am considering a small mass emailing to promote my new book. But I do not have the technology yet to validate who has opened the email and who has not.

I once use MailGun and found that had a great technology for that kind of validation.

Does anyone have suggestions about what other things are important when validating the response rates from a mass mailing?

I need to track:
- conversion rate of a purchase, based upon the number who saw the email
- I need to know who saw the email so I could consider sending it a second time to those who did not see it the first time

What else?

What tools exist? Free is better.

I am considering Zoho because of its ability to trace whether the email was opened.

Suggestions?
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I am considering switching from using Mac's Contacts program to the FREE Edition of Zoho CRM

https://www.zoho.com/crm/comparison.html

What is the easiest way to port all contacts over to Zoho?

Also, I am considering
http://www.contactsjournal.com/

Are both pretty easy to migrate over to?

Thanks
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Our firm has been using PhoneSlips for almost twenty (20) years. Unfortunately, we have outgrown the system and we are having constant data corruption issues and our IT guy is spending more than 8 hours a month trying to constantly repair data errors.

Our needs are straight-forward and concise:

Client Profile Management. Names, addresses, contact info, etc. Unless the database is very well designed, having the ability to customize fields would be a must.

Inter-Office Messaging. We prefer an environment where this feature is not a separate program.

Appointment Scheduler. We want scheduling built into the same program. I am amazed at the number of CRM programs that have inadequate or no scheduler.

Task/Project Scheduling would be a plus.

Cloud-based of course. Our people need to access this info from their laptops, IOS and Android-based phones.

Online training videos - No Seminars. Software so complicated that people have to attend fly to a seminar somewhere is not only poorly-designed/presented, but typically not well received. One thing I have learned as a managing partner, make a job difficult for employees and they will make life difficult for you.

Good phone support. Offices becoming so reliant on these programs that good and quick software support is a must.

Please be frank. If you know someone using a system that has allowed their office to become more efficient, I want to hear about it. If they are running a system they wished they had never …
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I need a robust Contact Management for Mac with an integrated iPhone App so I can add/update/delete records from my iPhone.

I suppose a Web interface is okay instead of a Mac program, but we'll see that the choices are...

Thanks.
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To sync both directions is iCloud good ?

Customer has 2000 contacts there in iCloud and wondering is sync both directions possible from this modern galaxy ?

Is it easy to config ?


Thanks
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I am a community developer and am trying to find a contact manager that displays a map marking boundaries of different neighborhoods as well as a list of contacts grouped together by which neighborhood they live in. Any ideas?
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Free Tool: IP Lookup
LVL 12
Free Tool: IP Lookup

Get more info about an IP address or domain name, such as organization, abuse contacts and geolocation.

One of a set of tools we are providing to everyone as a way of saying thank you for being a part of the community.

I had some problems with Outlook and backups which resulted in multiple copies of various .pst files.
When I opened Outlook, a previously-existing folder in My Contacts was there.
But, when I clicked on it, it went away and has not returned.
So, I imagine that the data is in there somewhere.
How to get it back?

At the same time, the backups failed - so they are of limited help.
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I'm not sure whether I should move my contact center to the cloud or have it stay on premise?
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I have a feeling this is really easy for somone who knows code. Attached is the dialog box I am using. The end result is I want it to say:

Hello my first name is (Insert First name) and my last name is (insert last name)

First name is pulled with ${Contacts.First.Name} and Last name is pulled with ${Contacts.Last.Name}

Any idea what I put in the Formula Expression to make this work? It currently is working with the given formula. The result is just the first name.
Formula-Box.pdf
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My manage ask me to write a KPI that is traceable in numbers and can be measure in Target.

I am a Network and system administrator is there an example for this?
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Dear EE,

We are a small financial services entity that has 40,000 members who communicate with us across multiple channels.

I've been tasked with researching innovative, easy to interact with delivery channels that will provide great member fulfillment at 1st contact. It should work across all the channels (email, web, mobile, telephone, face-to-face, chat, text, etc).

Could you point me in the right direction to begin my research? What solutions do you hear about the most?
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Hello Everyone. I have a Samsung Captivate Glide i927 (AT&T). It runs stock ICS 4.0.4

My Google account isn't syncing properly. My contacts, calendar, Keep notes  are unable to sync. I keep getting an error that states that 'Sync is having problems.'  I also can't connect to the Google account from certain apps like WhatsApp & SwiftKey keyboard and as a result, I can neither back my chats to Google Drive nor download my customs words for the SwiftKey keyboard app. I can however use the Google Drive app normally. The Play Store also works properly.

I have done everything that I can think of (& read online).  They are:

1. Deleting the Google Play Services cache.

2. Emptied the phone's cache. I also formatted it & the Dalvik cache in CWM.

3. Removed my Google account from the phone. Restarted & added the Google account.

4. Reset the phone to factory settings.

5. Re-flashed the  official/stock 4.0.4 ROM by using Odin.

6. I have added a hash prefix to the localhost IP address in the hosts file in the 'etc' folder. I have also deleted it.

Syncing still doesn't work for those services. I am at my wit's end. Please can anyone suggest a solution?

Thanks.
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Contact ManagementSponsored by Jamf Now

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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