Did you know you can send and receive SMS in SpiceCRM?

Claudia DraxlerUncategorized

SpiceCRM provides you with the feature of sending and receiving SMS right in your Activity Stream. Due to an integrated mailbox it’s very easy to send messages right to your contacts. Phone numbers can also be added manually if there is none saved within the contact’s details. All you have to do is open the contact in question and click on the ‘Text message’ button in your Activity Stream. If you enjoy our posts make sure you check out the … Read More

Did you know that you can easily find directions to your accounts using GoogleMaps in SpiceCRM?

Claudia DraxlerUncategorized

It is really easy to find directions to your accounts in SpiceCRM due to GoogleMaps integration. Simply open the account in question, go to ‘Map’ and it will show you the exact location of the account, right in the center of the circumscribed circle. Navigation provides you with 3 different simple ways of navigating to your final destination and additional information like the average time you will need to get there by car and the distance in either miles or … Read More

Did you know you can synchronize your Google calendar with SpiceCRM?

Claudia DraxlerUncategorized

In SpiceCRM you have the brilliant opportunity of synchronizing your spicy calendar with Google’s very own 🙂 Activities created in SpiceCRM can be viewed in Google Calendar as well as Google Calendar entries will be visible in SpiceCRM. All you need is a valid GMail address linked to your user. This function comes in very handy to keep track of your appointments and activities. It’s a wonderful and easy to use tool, once again saving you a lot of time … Read More

Did you know how easy it is to create your personal dashboard in SpiceCRM?

Claudia DraxlerUncategorized

In SpiceCRM it’s easy to set up a new dashboard according to your own preferences. Dashboards give you a good overview on what is currently going on in your sales pipeline as well as on your personal schedule, calls, meetings, etc. Your personalized dashboard gives you the opportunity to have the most important information on your home screen right away. They simply are an invaluable organizational tool. To start creating a home screen suiting your preferences you first have to … Read More

Did you know how easy it is to create and send a quote in SpiceCRM?

Claudia DraxlerUncategorized

In SpiceCRM it is easy to set up a new quote, generate a PDF and send it via e-mail. All you have to do is create a new quote and save it. SpiceCRM then gives you the opportunity to create a PDF and send it in just two clicks. As always, easy, quick and simple to use.   Enter the desired data using the search bar, add the desired products from your products list and your quote is done, since … Read More

Did you know how easy it is to manage your sales pipeline?

Claudia DraxlerUncategorized

In SpiceCRM it’s easy to move an opportunity one step further in the sales pipeline by just dragging and dropping. All you have to do is move the correct tile to its new position to set a new status, quick and easy in one second, without a lot of effort.   By doing so, in SpiceCRM, the total amount in the bar above will be calculated automatically.   Opportunities can also be closed by dragging the tile in question to … Read More

Did you know how easy it is to store documents, files and pictures in SpiceCRM?

Claudia DraxlerUncategorized

SpiceCRM lets provides you with the opportunity of adding and storing documents, files and pictures by simply dragging and dropping them wherever they are needed. Files from your computer’s hard drive can be uploaded and stored to accounts, contacts, consumers, etc., so basically everywhere where there is a ‘Files’ field. All you have to do is simply open the folder with the files in question and drag and drop them into the desired highlighted section in SpiceCRM. The files will … Read More

Did you know how easy it is to create accounts, using Google Search in SpiceCRM?

Claudia DraxlerUncategorized

SpiceCRM makes it easy for you to set up new accounts, using Google Search. While you’re typing along, the Google Search integration will provide you with suggestions of companies and places, based on the names, keywords or even just word fragments you’re entering. The autocomplete function will then take care of the rest for you by automatically filling in additional data.   Once the right contact appears you can easily select by clicking on it and autocomplete will then fill … Read More

Did you know how easy it is to search through SpiceCRM?

Claudia DraxlerUncategorized

SpiceCRM provides you with a lot of different and quick options to search for data. You can use the global search tool right at the start screen to look for various contacts, companies, etc. Type in a name or a keyword or multiple words and SpiceCRM will search globally and present you a highlighted list of results. Hit Enter to get more Details and groups of records. They are sorted by relevance with the best match on top.     … Read More

The 3 new navigation modes in SpiceCRM

adminSpiceCRM News, SpiceCRM Tips&Tricks

Modern web applications like SpiceCRM are based on the “one page application” schema. This means that the application runs in a single web page on the browser and mainly is handeld by the browser. This brings many enhanced capabilities and increases speed and usability. However the downside is that typically only one record at a time can be shown. With the latest release of SpiceCRM we added a set of new navigation modes  focusing on the typical power user in … Read More