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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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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
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Microsoft Azure 2017
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Microsoft Azure 2017

Azure has a changed a lot since it was originally introduce by adding new services and features. Do you know everything you need to about Azure? This course will teach you about the Azure App Service, monitoring and application insights, DevOps, and Team Services.

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
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NEED HELP!  We have an email address of bshoward@contoso.com but all our emails resolve to contosoexc.us.  Thus we are trying to get autodiscover to work and have SSL certificate for all of contosoexc.us.  How do I set this up to work... trying to implement MS Dynamics CRM and it will not sync.  We have tried all the help options and also contacted a local exchange expert and no solution.  What do I need to do to get this working?  The impersonation is working for the account we setup, but this is a DNS or certificate error. Not sure...
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My friend's work has 20 sales reps using Salesforce.com, each processing 250 signed contracts per year, for a total of 5,000 contracts

When he asked DocuSign how much the above electronic signature cost would be DocuSign said it would cost about $3 per contract, for a total of $15k/year

What other "Salesforce.com electronic signature" options do you recommend for the above volume that would cost a lot less since the only thing he wants is eSignatures, no other features ?
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We have a Exchange 2016 environment for emails and a Internal inhouse written .NET CRM system .  Our CRM system stores various details regarding customers , links to contacts details , notes and financial info.     We now want to capture emails from all staff within business so that we can then store them against the customer

So basically if someone sends or receives a email from a Customer in our database  then that email is then saved to a folder so it can be view against the customer record in our CRM system.     This will not be for one customer it will be for 400+ customers and from any email in the business.

If we went out and purchased something like goldmine or similar this has a Outlook plugin that does this into the goldmine database but in my case we want it in our own DB

Anyone got any ideas how I can capture this mails , if it needs to be a outlook plugin or could I run something on the backend machine

We currently use mail enabled public folders but problem is if the user doesn't include the e address in the email then it doesn't end up in it , I want the system to do this automatically , anyone got any ideas how to approach this

Thanks brian
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Is there a free useful solution for a multi people thread... kind of like a forum that is closed for a certain group.

I want to be able to talk about multi subjects and that if someone new comes in he can easily browse through the subjects and see the comments.

again like a thread or forum.
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Database7.accdbHi Guys,

I am trying to create some meaningful CRM style reports and forms based on our accounts transaction file.
I need to create this kind of output:-

                          TOTAL SALES       FRESH          SAUSAGE            HAM             PIES          OFFAL           OTHER                  
customer          LYTD   YTD        LYTD  YTD      LYTD YTD    etc
                          TOTAL TOTAL   TOTAL TOTAL    etc

I think I am fast approaching my current query/crosstab/union etc  ability.
btw  LYTD is last year to date, I have achieved most things with a selection of select queries, crosstab queries, left/right and union queries and i think
I am making this more complicated than is necessary.

1. The reason i need left and right join query is because some customers have no data for LYTD or YTD so in order to get everything I need to do the whole left/right/union thing
but if i injected 0 where there is NULL can i dispense with the l/r/union.
2. I cant seem to work out how to get totals for all sales and categorys.


many thanks in advance.
Your humble servant
Andy
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I am running Outlook 16.15 for MAC and I need to export my contacts to a CSV file for a CRM tool. The issue is MAC exports contacts to OLM. Does anyone know how to export contacts to CSV on a MAC or a tool to convert OLM to CSV?
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Microsoft Dynamics CRM on premise. We have an issue where the ADFS self signed cert has expired. We have tried to disabled Claims Based Authentication, restart IIS to auto rollover the cert. However, claims based authentication will not complete and an error with the federationmetadata.xml is shown.

If we choose a wildcard cert the wizard completes fine. The issue is the metadata is different so the Relying Party trust don't update

IIS is running on port 443 and ADFS/CRM port 444 using server 2012 R2.
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In Dynamics CRM 365 On Premises, running on Server 2016 with an SQL 2016 backend.

We use Autotask for our primary client database, but I have a utility that exports all contacts for importing into CRM. These contacts will often be changing, updating, etc - sometimes improper information gets automatically attributed to a contact object due to our email-to-ticket system.

I would like to be able to import an updated contact set into CRM periodically, and have the information in the updated contact list update the existing contacts in CRM rather than the existing duplicate detection settings where it merely discards the new contact information when a duplicate is detected. I also don't want to disable duplicate detection and manually merge the contacts, we have thousands.

The end goal is to be able to bulk update any changes to our contacts but be able to keep any existing marketing metadata for that contact object. If I simply delete all my contacts and reimport, I lose all that metadata - including unsubscribe, etc. We are only using CRM for email marketing.

In other words, if $existingcontact.emailaddress = $newcontact.emailaddress, merge the contacts using the fields from $newcontact. If $newcontact.emailaddress does not exist, create a new contact object as normal.

Is there a built in mechanism that I am not seeing to accomplish this, or is there a third party tool that will help me accomplish this in some way?
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Introduction to R
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Introduction to R

R is considered the predominant language for data scientist and statisticians. Learn how to use R for your own data science projects.

Hi!
I need help figuring out how to quickly share a contact with a colleague. I get an e mail request for contact information. I would like to quickly insert the requested information into the reply and send it off. Instead, I have to do a search of google contacts, export the contact to a vcf file. download it to my desktop. Then attach it to the email as a separate file. then I can send it. What I really want to be able to do is to access my contacts list quickly copy the contact info to the clipboard and paste it into my reply email. Is there a way to do this?
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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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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?
0
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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Why Diversity in Tech Matters
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Why Diversity in Tech Matters

Kesha Williams, certified professional and software developer, explores the imbalance of diversity in the world of technology -- especially when it comes to hiring women. She showcases ways she's making a difference ithrough the Colors of STEM program.

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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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?
0
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
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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