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Email templates: Creating emails
General The Email Templates module of CRM’s new user interface has a built-in editor for creating emails. The editor works easily and visually on the drag-and-drop principle, so creating an email does not require HTML knowledge. In addition to this, the editor automatically takes care of how the e-mail works on different end devices, and […]
Update information to linked and current entity
General This workflow gives the possibility to update information beyond the saved entity. For example, when the potential is saved, the account information is updated and saved with new information. Information from the Account is copied to the contact like the street address This workflow also allows you to run your own dynamic field formulas, […]
What SPF, DKIM and DMARC mean to your emails?
General Safely delivered email is one of the most important communication tools for organizations and companies. However, because of the large number of spam and phishing attacks, the ability to identify the sender is extremely important. One way of doing this is the usage of common email authentication protocols SPF, DKIM and DMARC. Different email […]
WordPress Plug-in
WordPress Plug-in – Configuration and Use Introduction CRM-service offers a free-to-use WordPress plug-in, or connector, with which the information received through WordPress site forms can be automatically saved in the CRM as well. You can use the forms to create new leads or potentials, which can be used instantly in your sales, support or marketing pipelines. […]