This page lists some of the most common inquiries you might have about the product from installation to actual use in your business activities.
Frequently Asked Questions
The application supports Import from back-end data sources specifically, Salesforce.com, MS Dynamics and QuickBooks.
Data in .csv file format can also be uploaded.
There is a mobile version of the application which can be downloaded from the app store as well as a Mac Application.
iCRM can be used by 2 active users in addition to including the Administrator.
iCRM is multi-lingual. The languages included by default, besides English, are French, German, Spanish and Italian.
You may also change the default translation per preference.
You can build email-merge template that you can use for mass mailing.
There is an embedded HTML editor with basic formatting tools to layout your template. For more complicated formating, iCRM also support using an attached HTML file.
We have a suite of Email Connectors that can be used to integrate your email and track them as activities on iCRM.
The email clients supported are Gmail, IBM Notes and MS Outlook.
|There is a Library module on iCRM that can be enabled. These is a repository for your document, pdf, spreadsheets and images. You may also attach this when you send email-merges or emails.|
|The export facility is accessed from Reports. You may create a report with filters and groupings and then export it to a CSV file.|
iCRM security and ownership is Accounts-based. An Account can be transferred to another user by editing that Account and selecting another user from the list.
There is also a mass action for changing ownership call Transfer Accounts. Only Administrators can access this function. The original user must be Inactivated first before his Accounts can be transfered.