CRMHaven Easily manage your contacts.
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CRMHaven Description

Easily manage your contacts. To understand a CRM we must come to grips with a few a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow.Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts! CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc.Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts. The Mark Clients feature is to be used before we perform actions on them and tyou can set Clients as Quick Contacts if you need to access their information regularly. What's New in This Release: · When performing a text Merge there is now a ‘Please Wait’ window. · There is now a new window to help copy a range of addresses to the clipboard and paste into www.batchgeocode.com for multiple Client links displayed on a web page or in a Google Earth document. · There is now a new Window for sending marked SMS messages in bulk 2SMS.com. · There is now a new option to copy the marked rows as transposed rows (horizontal row becomes vertical) with headers to the clipboard. This is useful to including details in emails. · The set Attribute option now adds the ability to replace the attribute or add to the existing attribute. · The new field called OrganisationID lets you group contacts, such as branches or franchises, that relate to the one central organisation. Defaults to the first ClientID. · The new Duplicates tab allows the detection of more kinds of duplicates including name/organisation/postcode, name/work-phone, organisation alone and work-phone alone. Duplicate sets can be combined with the same Head Office ID. · The Client now has the details for SMS · The Clean Clients window allows you to update attributes (Country, Duplicates, etc), perform Search and Replace, change the case (uppercase, lowercase, title case, sentence case and curly quotes), fill in missing gaps (city, region, state or country), fill in web sites based on email address, suggest salutations based on first name, groups clients into organisations, detect duplicates and delete clients. · The Clean Clients tab can now remove or replace leading and trailing text, double-spaces, carriage-returns, line-feeds and escape characters from most fields. · Text comparisons in Search can now include greater than, greater than or equal to, less than and less than or equal to, blank and not blank. · Set Attribute has been moved to become a tab in the Clean Clients window and is much faster. · Now supports entry, viewing and searching on Skype, Twitter, LinkedIn, MySpace, FaceBook and other social addresses · No Contact has now been changed to Only Contact. You can now specify both no contact at all or allowable methods of contact. · Export to Word now offers the option to merge to the Clipboard, allowing you to paste the merge text into any word processor rather than having to import a file. · Edit Group now includes the new fields for the Group. · Choosing a Group in the Limit tab then choosing to edit custom fields allows you to inline edit the custom fields for the displayed clients. · Can Sync CRM contacts to Apple Address Book · A warning dialog before deleting Clients · The Send Email option now adds an eMail Event. · SpotFind and client lookups now only begin searching after the return key is pressed. · Find and Replace can no longer change the GroupID, Created or Modified fields (if visible) · Export to Word Save As and Merge, now saves with the extension .txt rather than .doc. · eMailshots with only a BCC email no longer causes an error. The workaround of placing an address in the To: or CC: fields is no longer necessary.

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