iCRM Blog

Works (on and off line) with:

• Internet Facing Deployment (hosted deployments)
  
• On-premise
  
• Live
  

Supported Entities:

• Accounts
  
• Contacts
  
• Opportunities
  
• Leads
  
• Cases (incidents”)
  

Activities:

• Phone Call
  
• Task
  
• Email
  
• Fax
  
• Letter
  
• Appointment
  
• Letter
  
• Service Appointment (only creates service appointment does not complete them)
  

Associate Entities (Creating one entity from an other including all mappings)

• From Account
  • Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Contact
  • Incident
  • Opportunity
  • Quote
  • Sales Order
  • Invoice
• From Opportunity
  • Quote
  • Sales Order
  • Invoice

   

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

• Complete Activity from the grid (supports: task, phone call, appointments, fax, letter and email)
• Assign primary contact from grid.
• Create duplicate entity (supports: accounts, contacts, opportunities, cases, and leads)
• Create associate entity from an entity
  • From 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 from as on the grid.

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