Joseph

Show:

What's happening?

  • Followup: RE: Send / Receive email within

    This is amazing! Folks who are into CRM not even bother to reply prospect enquiry. Not only I posted in this forum but I sent email to their "info@sourcetap.com" to ask for more information. 5 days passed not even a sinlge auto-reply. :( Sad to see folks who promote CRM and yet they themselve never practice it. Hmmm, what could I say? Thz.

    2006-08-22 01:07:19 UTC in SourceTap CRM

  • Followup: RE: Multiple Users on Calendar Activity

    ISn't it this is tedious? If I have more than a dozen users in my sales & marketing team (or oragnization), it will be a lot to put in. No to mention the "maintenance" of it, add / remove stuff! Thz.

    2006-08-17 06:49:29 UTC in XRMS CRM

  • Send / Receive email within

    Hi, I hv gone thru the doc on your website but could not locate any information that allow us to send / receive email within the SourceTap CRM. How do you keep track of all email correspondence on the contacts? I do beleve that this is a very important features & functionailty that any good CRM/SFA should have! Thz.

    2006-08-17 04:56:03 UTC in SourceTap CRM

  • Followup: RE: How Do I Send/Receive email from within X

    Sorry! It was a mistake coz I couldn't locate any button of "New Thread or Post". I though if I were to click on any exisitng thread and rename the subject it will do the trick! Guess I'm wrong. Sorry! Btw, how do I post a new topic? Thanks. Joseph.

    2006-04-26 08:01:59 UTC in XRMS CRM

  • Followup: How Do I Send/Receive email from within XRMS?

    Hi, 1.) How do I send and or receive emails within the XRMS? 2.) If the contact has more than 1 email addresses, will XRMS recognize it? Thanks. Regards / Joseph.

    2006-04-26 07:58:41 UTC in XRMS CRM

  • Followup: RE: A company Multiple Contact Relationship

    In order to have this function, is it difficult to add in? Thanks / Regards Joseph.

    2006-02-28 02:05:28 UTC in Interleave

  • Followup: RE: Price Quote

    Great! Now, that brings out another point, Inventory list! In order to create "Quote", we do require an Inventory List which comprises of SKU, Description, Unit Price, Price Level1, Price Level2, at least. How could we achieve it? Alternatively, it is possible to retrieve & pick it from the financial system? E.g. WebERP? Thanks / Regards Joseph.

    2006-02-28 02:03:51 UTC in Interleave

  • Followup: RE: A company Multiple Contact Relationship

    Gee.. how about duplication of contact within the same company, will it take care of it when creating a new contact and its happend to be an existing one? I mean, by creating these extra fields to handle it. Please pardon for my ignorance as I don't know anything about programming. Thanks & regards / Joseph.

    2006-02-27 03:22:19 UTC in Interleave

  • Followup: RE: Audir Trial

    Thanks. So in CRM-CTT it is the Journaling.

    2006-02-27 03:16:55 UTC in Interleave

  • Followup: RE: Price Quote

    Geee, that's great! I'm NOT a programmer. Could this be generated entirely in the CRM-CTT FormFinity without writting or hacking any code beneath? More concern on the details portion like Item|Description|QTY|UOM|U$|Total Basket Ball <----First grouping Sub-total: NetBall <----Second grouping Sub-total: Grand Total...

    2006-02-27 03:15:10 UTC in Interleave

About Me

  • 2005-04-15 (5 years ago)
  • 1259845
  • jslh (My Site)
  • Joseph

Send me a message