Tuesday, March 6, 2012

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.

Friday, March 2, 2012

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.