Event Manager Plugin - Tutorial Video

Export contacts from Outlook 2010

Outlook 2010 behaves a little differently than previous versions. Here is a link to instructions for exporting contacts into a CSV file.


http://office.microsoft.com/en-us/outlook-help/export-contacts-HA101870639.aspx

Notify a user when you assign them a task

One of the main principles of our simple CRM is to show features only when they are relevant. If you assign a task to a different user, the notify check box becomes available.

This feature design is it to notify the user via email if another user assigns them a task. Presumably, the other user may or may not be logged in to address two, but has access to email, and needs to be notified of a task before the next day when they will be emailed a task list from address two.

Custom Quoting

On the projects screen, you can print quotes with the print button.

This will show the available quotes in the list.

You can customize the quotes by downloading the .rtf, make the update and upload the file.

First, click the (customize) link and download the file under "Download Templates:"

The custom templates are listed first and the Default Template is available at the bottom of the list.

Then update the text and add images to the rtf file as needed. Save the rtf file with a new name and upload under the "upload New:" section.

This makes the file available in the "Print Quote" list.

Happy Quoting.

Advanced Search: Query with OR, Write your own SQL

If the phrases in the title, "query with OR," and "write your own SQL," sound like Greek to you, then this might not be a feature you care about.  But for the few geeks among us, this is a major upgrade.  In the lower-right corner of the Query Builder screen, you will now find a link to "Advanced Search" where you can structure your own SQL statement using plain-english to reference the fields in the AddressTwo contacts and accounts table(s). 

Now, as you may imagine, this does open the possibility for syntax errors.  If you receive errors that you do not understand, please feel free to copy what you see on screen and email it to us.  As this is a brand new feature for us, we are sure to find ways to improve it.  But at a minimum, we're pleased to give our advanced users a more detailed control over the way their searches are constructed.

Click-to-Dial - VoIP Integration

 Click to Dial allows users of AddressTwo to place a call directly from inside AddressTwo, with the click of a button. With Click to Dial, after you click on the phone icon next to the contact you are calling, your phone rings, showing with the Caller ID of the person you are calling.  Simply pick up your own phone and wait for them to answer.  It’s already placed the call for you!




So, AddressTwo is in the phone business?
No. This is offered through a partner vendor, Fathom Voice.  In order to use Click to Dial, AddressTwo customers need to be using FathomVoice by Weeks Communications.  Many of our customers have already made the switch and are saving money without sacrificing call quality.


Does this feature cost extra?
AddressTwo does not charge users any extra to utilize this feature.  However, there is a cost associated with Fathom Voice service.  To utilize this feature, purchasing Fathom Voice in addition to AddressTwo is requred.  Pricing is available upon request.  To see pricing, click the dial icon next to any phone number in your CRM and follow the instructions for requesting more information.

Do I have to change phone providers?
Technically, no.  You may choose to add a Fathom Voice phone line for use within AddressTwo without porting your existing phone number and cancelling your existing phone service.  However, Fathom Voice is a full-featured phone system complete with auto-attendants, voice mail, and more.  At AddressTwo, we have switched completely to Fathom Voice as our phone provider.

Using your own HTML in an Email Design

Can I just upload my own HTML instead of using your template designer?  Absolutely!

Many of our customers employ a graphic designer, or have contracted with a Partner Provider who provides graphic design services.  For a true designer, our simple email editor may feel restrictive.  Or, perhaps you have previously designed templates that would be cumbersome to re-create in AddressTwo.

To upload your own HTML, create a new email template using the wizard, but select the "Plain Letter" layout (the last option) which will advance you directly to the HTML editor.  There, click the "Source" button to view the HTML source of the template.  You may paste your HTML source over the existing source to effectively create a new template entirely of your own composed HTML.