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Need a web form on your web site? Create web forms for Contact, Lead and Case Capture. Each web form will capture the fields of interest, create the entity, send an response back to the form submitter, alert the stakeholders. This is not just a form – its a workflow of events to make you life in EBSuite just a little easier. Continue reading... Track the last interaction with your Contacts Continue reading... Why would you send an email update to your customer when you could invite them to visit the Project Management portal and see Notes, Documents, Case Issues, Development Milestones, and a GANNT chart of the project progress. Answer: You wouldn’t – when you can simply let your customer have a login to the Project… Continue reading... The Project Management tool in EBSuite allows you to create a Project then dynamically add Project Steps as the Project develops. Each Project step can be Delegated to other internal Users or other Outside Contacts by simply picking the individual from the User List or the Contact List. Once a Delegatee has been chosen… Continue reading... The concept of the Retainer in EBSuite allows you to pre-sell “Credits”, “Hours” or “Dollars” on Retainer. Whether the Retainer is sold monthly on a recurring basis or an on-the-spot purchase, tracking the deliverables (hours on the job or Credits charged for the job) is easily the most valuable and important part of the Retainer/Work… Continue reading... If you are currently selling Professional Services (e.g. On-Site Support, Consulting, Training, CPA Planning, or Expert Subject Assistance), then you either bill BEFORE or AFTER the service is rendered. With EBSuite you can sell a RETAINER to your customer then charge your Professional Service activity against the Retainer. 1. Sell Pre-Paid assistance in… Continue reading... Let’s face it. If you only needed a place to track names and numbers your wouldn’t need EBSuite. But If you are tracking The Who, The What and The When of your business you’d be dying without your EBSuite account. Now let’s review some of the layout and display choices in EBSuite. In this… Continue reading... If you use Google Calendar you already know how to push your EBSuite Calendar items to Google Calendar. (NOTE: We cannot syncronize changes from the Google Calendar side because of the tremendous computing overhead it would take to constantly check for updates to Google Calendar. EBSuite Calendar items will be pushed to… Continue reading... Within a Project created in the EBSuite Project Module you have a number of ways you can create and organize Project Tasks and Project Task Groups where a Task may have multiple Sub-Tasks. Notice the Task Hierarchy in this Project:
We’ve just posted some new content in our learning center: Online help for Project ( also with PDF download )… Continue reading... |
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