Comments for Tactile CRM Help http://help.tactilecrm.com Just another WordPress weblog Wed, 09 Dec 2009 14:40:36 +0000 http://wordpress.org/?v=2.9 hourly 1 Comment on iCal export/How do I use activities with my favourite calendar application? by New: Activities CSV Export | Tactile CRM http://help.tactilecrm.com/activities/ical-exporthow-do-i-use-activities-with-my-favourite-calendar-application/comment-page-1/#comment-25 New: Activities CSV Export | Tactile CRM Wed, 09 Dec 2009 14:40:36 +0000 http://help.tactilecrm.com/?p=81#comment-25 [...] to announce the release of our new export method for activities. Now, in addition to offering our iCal feed, you can export activities as a CSV file, and filter by tag [...] [...] to announce the release of our new export method for activities. Now, in addition to offering our iCal feed, you can export activities as a CSV file, and filter by tag [...]

]]> Comment on How to capture web leads directly into Tactile CRM by Brian Caruso http://help.tactilecrm.com/contact-management/how-to-capture-web-leads-directly-into-tactile-crm/comment-page-1/#comment-8 Brian Caruso Tue, 13 Oct 2009 14:28:24 +0000 http://help.tactilecrm.com/?p=188#comment-8 Great feature! Will you be adding a captcha to the form? There is too much spam out there not to have one. Great feature! Will you be adding a captcha to the form? There is too much spam out there not to have one.

]]> Comment on How do I subscribe to my activities in Google Calendar/GCal? by jake http://help.tactilecrm.com/activities/how-do-i-subscribe-to-my-activities-in-google-calendargcal/comment-page-1/#comment-7 jake Mon, 12 Oct 2009 16:41:39 +0000 http://help.tactilecrm.com/?p=119#comment-7 Hi Ed, You can add notes against activities in Tactile CRM (this won't be exported by iCal), and you can add a description to the activity that will be exported in the iCal feed. At the moment Tactile CRM doesn't do invitations, but you might want to add it is a request at http://feedback.omelett.es/pages/tactile_crm Jake Hi Ed,

You can add notes against activities in Tactile CRM (this won’t be exported by iCal), and you can add a description to the activity that will be exported in the iCal feed. At the moment Tactile CRM doesn’t do invitations, but you might want to add it is a request at http://feedback.omelett.es/pages/tactile_crm

Jake

]]> Comment on How do I subscribe to my activities in Google Calendar/GCal? by Ed Cawthorne http://help.tactilecrm.com/activities/how-do-i-subscribe-to-my-activities-in-google-calendargcal/comment-page-1/#comment-6 Ed Cawthorne Fri, 09 Oct 2009 14:16:59 +0000 http://help.tactilecrm.com/?p=119#comment-6 I have tried this and it works as described. However, Its usefulness is limited by the fact that you can't invite your contact from TactileCRM to the event and you can't add any notes. If it did this, I could use TactileCRM for all my meetings but with the benefit that I could link meetings to customers. Ed I have tried this and it works as described. However, Its usefulness is limited by the fact that you can’t invite your contact from TactileCRM to the event and you can’t add any notes. If it did this, I could use TactileCRM for all my meetings but with the benefit that I could link meetings to customers.

Ed

]]> Comment on iCal export/How do I use activities with my favourite calendar application? by How do I subscribe to my activities in Google Calendar/GCal? | Tactile CRM Help http://help.tactilecrm.com/activities/ical-exporthow-do-i-use-activities-with-my-favourite-calendar-application/comment-page-1/#comment-3 How do I subscribe to my activities in Google Calendar/GCal? | Tactile CRM Help Tue, 06 Oct 2009 07:00:11 +0000 http://help.tactilecrm.com/?p=81#comment-3 [...] CRM provides an iCal feed you can subscribe to in your favourite calendar application. These instructions show how to easily [...] [...] CRM provides an iCal feed you can subscribe to in your favourite calendar application. These instructions show how to easily [...]

]]> Comment on How do I export my contact data? by How do I do a ‘mail merge’? | Tactile CRM Help http://help.tactilecrm.com/contact-management/how-do-i-export-my-contact-data/comment-page-1/#comment-2 How do I do a ‘mail merge’? | Tactile CRM Help Mon, 05 Oct 2009 15:32:46 +0000 http://help.tactilecrm.com/?p=50#comment-2 [...] doesn’t have a built in ‘mail merge’ system, instead it provides the ability to export contact data (organisations and people) so that you can use it in other applications, such as [Open]Office to [...] [...] doesn’t have a built in ‘mail merge’ system, instead it provides the ability to export contact data (organisations and people) so that you can use it in other applications, such as [Open]Office to [...]

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