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• How do I Create a Mailshot in OpenCRM from a spreadsheet?  Updated : 13-05-2013 13:31
  OpenCRM::Contacts OpenCRM::Emails
• Help, I can't find any records - the Recent Items view is not showing any data anymore!  Updated : 02-05-2013 13:05
  OpenCRM::Contacts OpenCRM::Companies
• Social Network links on Companies, Contacts and Leads - how do we find usernames from the various Social Media Networks?  Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies

• How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.  Updated : 12-04-2013 14:24
  OpenCRM::Calendar OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Add-in::Outlook Windows::Outlook
• How can I add or link a Contact to a Company?  Updated : 12-04-2013 14:24
  OpenCRM::Contacts OpenCRM::Companies

• How can I import my LinkedIn contacts into OpenCRM?

   

    Updated : 12-04-2013 14:24
  OpenCRM::Contacts OpenCRM::Data Import-Export
• I want choose some records from a list and export these records only, is there a simple way of doing this?  Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies

• How does the Mapping tool work in OpenCRM? I want to see the locations of my Leads, Companies and Contacts on a Map, how do I do this?

    Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies
• How can I change the fields visible on the Basic and Advanced Search screens?  Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk
• I need to bulk update a set of records in OpenCRM, how do I do this?  Updated : 12-04-2013 14:24
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Documents OpenCRM::Contracts OpenCRM::Events OpenCRM::Campaigns

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• 

  How can new Custom Views be created?

    Updated : 27-09-2012 16:58
  OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk OpenCRM::Documents OpenCRM::Products OpenCRM::Products::Stock Items OpenCRM::Contracts OpenCRM::Property
• How can I import data into OpenCRM?  Updated : 08-04-2011 09:49
  OpenCRM::Companies OpenCRM::Contacts OpenCRM::Leads OpenCRM::Opportunities OpenCRM::Products

• How do I use the RTF Rich Text Format or  Mail Merge options to create document templates in OpenCRM?

    Updated : 04-04-2013 12:42
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies OpenCRM::Documents OpenCRM::Settings::Templates OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice

• How do I create a Main Contact on a Company record? How can I copy details from a Main Contact record to the related Company record?  Updated : 04-04-2013 12:42
  OpenCRM::Contacts OpenCRM::Companies
• 

  What are Action Plans in OpenCRM and how can I use them to get the most out of my OpenCRM solution? And what are Conditional Action Plans?

    Updated : 04-04-2013 12:42
  OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Helpdesk OpenCRM::Documents OpenCRM::Events OpenCRM::Campaigns OpenCRM::Settings OpenCRM::Settings::Additional
• How do I set up OpenCRM to assign records by Round Robin?  Updated : 04-04-2013 12:42
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Companies OpenCRM::Helpdesk OpenCRM::Personnel OpenCRM::Settings
• I need to bulk update a set of records in OpenCRM, how do I do this?  Updated : 04-04-2013 12:42
  OpenCRM::Leads OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities OpenCRM::Quotes OpenCRM::Orders::Sales Orders OpenCRM::Orders::Purchase Orders OpenCRM::Invoice OpenCRM::Projects OpenCRM::Documents OpenCRM::Contracts OpenCRM::Events OpenCRM::Campaigns
• How do I code emails in order to track click throughs, enquiries and to automatically manage remove me requests?  Updated : 04-04-2013 12:42
  OpenCRM::Leads OpenCRM::Emails OpenCRM::Contacts OpenCRM::Companies OpenCRM::Settings::Templates Hosted::Portal
• How can I make the most of my To Do List (Activities)? And how can I best use the "Complete" button?  Updated : 04-04-2013 12:42
  OpenCRM::Calendar OpenCRM::Contacts OpenCRM::Activities OpenCRM::Companies OpenCRM::Opportunities
• How to use the Outlook Add-in with OpenCRM. How to sync Contacts, Calender entries and Emails between Outlook and OpenCRM using the Outlook Add-in.  Updated : 04-04-2013 12:42
  OpenCRM::Calendar OpenCRM::Emails OpenCRM::Contacts OpenCRM::Activities OpenCRM::Add-in::Outlook Windows::Outlook