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The Marketing Module in EBSuite passed the 1 Minute Challenge – We Created, Documented and Launched an Email Campaign in under 60 seconds. If you’re already a fan of the Marketing Module – relax – there is nothing new to learn other than you might want to take advantage of the “Add New Campaign… Continue reading... Did you miss this feature in the Project Module: The Admin may add Custom Fields for data that is appropriate to track within both Projects and Project Steps. If you use Opportunity Management and it evolves to Project Management you can link the original Opportunity with the follow-on Project. Within the Admin >… Continue reading... The Project Management Module in EBSuite offers a host of features that adapt to almost any collaborative effort. Projects are roadmaps, but change is inevitable. Did your most promising Prospect just become your Newest Best Customer? Congratulations, but now you probably have a slew of new activities to assign and keep track of. Now you can work from your hand written list of Tasks-To-Complete-With-A-New-Customer or you can assign an Action Sheet to the Contact in EBSuite. EBSuite offers many ways to track your commitments – Tasks, Appointments, Calls. But, it just became more difficult to ignore them. When you review the details of any Contact or Organization you’ll see the “Recent & Upcoming Activities” box-score where all previously scheduled and upcoming activities are summarized. From here you can review the details… Continue reading...
EBSuite’s Form Builder ( Tools -> Form Builder ) allows you to design & publish forms on your web site. It’s a powerful tool that lets you map web form input into both standard and custom fields. You can also customize how… Continue reading... The EBSuite application always opens at the Main Page. From the Main Page all users will see the submenu items of the Main Page including the Dashboard and Reports.
The link to the Dashboard is right under the Main… Continue reading... The setup process for your EBSuite Customer Portal is literally no more complicated than deciding on a name for the Portal. Give it a name and its available for your customers to register (or you can invite them to join) or you can make much of the content Publicly available. The resources you setup… Continue reading... Adding custom data fields to EBSuite is a straight forward process that is available in virtually all of the functional areas of the application. The most common type of custom field is the simple “character string” field that can be setup to be a dropdown field where the user picks one entry from… Continue reading... |
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