Archive for the ‘Uncategorized’ Category

Wednesday, January 13th, 2010

I will be hosting two free iCRM One Click Webinars on January 19, 2010 at 4:30pm PST and again on January 20, 2010 at 10:00am PST.  Attendess will recieve 10% Discount on The iCRM One Click Activity.

Webinar info.

iCRM One Click Activity Version 2 New Features

Wednesday, December 16th, 2009

ICRM One Click Activity Version 2 should be release latter this week. Here is a list of new features:

  • Complete Activities from the grid (supports: task, phone call, appointments, fax, letter and email)
  • Assign primary contact from grid or the contact form.
  • Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
  • Create associate entity form an entity
    • Form accounts create a contact, opportunity, case, quote, order or invoice.
    • From contacts create an opportunity, case, quote, order or invoice.
    • From opportunity create a quote, order or invoice (brings across product just like creating them from the associate grid).
  • Create the same buttons on the entity form as on the grid.

All the fetchers currently in iCRM One Click Activity Version 1.