Merge EBSuite data into a PDF form Continue reading...
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In EBSuite, when you create an appointment and invite an attendee, he/she will receive an appointment invitation email. The content of the email can be configured at Account -> Setup -> Email Templates -> Appointment -> Appointment Invitation In the bottom of the page, you will see a checkbox: Send MS Outlook Meeting… Continue reading... A customer recently asks: “Can I do this: A webform from the EBSuite CRM is placed in a website, a visitor fills out the webform information, and when it is submitted, that information populates into the EBSuite CRM database, as well an additional database that only compiles the data for backup, reports, etc.”… Continue reading... A customer recently asks: Here are the three rules of how EBSuite determines which [email from address] to use when sending out… Continue reading... A customer recently asked: In opportunity management, how do I schedule an email to be sent out on a later date? Or more specifically, send out an email X days before the Opportunity close date? There are two ways to do this:
In the far left corner of the top bar, we ‘ve recently added a [Start] icon:
If you click on it, a new ‘lightbox style’ popup will appear ( see below ):
A customer recently asked: “how can the person who assigns a task to another user get notified that the task has been opened…finished…etc.?” There are two ways to do this: Task Delegation, or Email Notify. Task Delegation: If you enable your support portal, you can allow your customers to read through KB articles. They can browse by categories or folders, and they can search for a specific topic. We’ve recently added the following feature: track how many times visitors are searching by keyword, and what keyword(s) they are searching for. There… Continue reading... EBSuite has always had the ability to automatically convert email -> case. You can setup an email account, and we periodically poll the email account, and convert new emails to cases. Account -> Setup -> Case -> “Automatic Email -> Case Creation” We’ve recently added the following enhancements:
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