Scheduled Workflows enable you to run periodic tasks to automate workflows. Workflows are executed even in your absence. Now that the tasks are automated, you can spend more time on your business operations. Here are some examples where Scheduled Workflows would be useful Send email to customer and account manager, 2 days before the invoice […]

You can personalize the application by uploading your Company logo and details to your simply CRM service; as a result, company logo appears on your home page. Your company logo and address can also be used in email templates and Inventory tools such as Quotes and Invoice, when exported to PDF files. Steps to update […]

This tutorial is designed to address issues faced by users after installing Simply CRM Outlook plugin Sometimes Simply CRM menu doesn’t appear in Outlook even if installation seemed to have went fine. Solution :1 During installation if images are not copied properly, simply plugin will not be displayed in Outlook. Please follow few simple steps to […]

Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information. Steps to convert a Lead Click on the Lead record you intend to convert In the detail […]

This tutorial is designed to explain you how date and time stamp can be viewed in a comment. When you post a comment within a record in Simply CRM, the comment only displays the time duration since the comment was posted. For instance, I had commented on a record last month;so, it displays 1 month […]

Workflows now provides options to calculate Squares, Cubes and Power in the Expression of Update Task. Labels Editor now allows CRM Users to change the custom field labels and custom block labels. Print Templates now allows you to see different taxes in the PDFs. Email Campaign now provides you the ability to view the mails […]

Contents Setting up PBX Manager with Asterisk Step 1: Install Simply Asterisk Connector Step 3: Configure your Asterisk credentials in Simply Step 4: Configure the extension number for each user Simply Asterisk Connector Setting up PBX Manager with Asterisk Step 1: Install Simply Asterisk Connector Please refer this link for more information on Simply Asterisk […]

Contents Setting up Phone Calls with Asterisk Step 1: Install Simply Asterisk Connector Step 2: Install Phone Calls module in Simply Step 3: Configure your Asterisk credentials in Simply Step 4: Configure the extension number for each user Simply Asterisk Connector Setting up Phone Calls with Asterisk Step 1: Install Simply Asterisk Connector Please refer […]

Email campaigns list view now shows Number of Emails Sent, Opens, Clicks, Bounces, Unsubscribes, Complaints Ability to sort list view in Email Templates and also to search within a filter. Ability to duplicate a filter.

Note :- Users who are having Login issues please email us to support@simplyhq.com with the output file (output.txt) after executing the below steps For Windows: 1. Download .bat script file from below link: https://files.simplyhq.com/webftp/data/TrackDNS.bat 2. Click on windows button and run cmd as an administrator and hit Enter button 3. Run .bat file from cmd: /path/to/TrackDNS.bat […]