Cluttered view of Lotus Notes Message screen when draft opened for editing

Hi, I am doing customization of Lotus Notes client to accumulate CRM related functionality. I have added one Hotspot button on Message scrren so that user can invoke CRM functions while composing mail/editing/replying etc. Hotspot button is to be displayed above TO, CC boxes and below advanced...

Any CRM not based on marketing?

I need a simple CRM to assign incoming emails to my staff, and to view their communications between each other. Shocked that I can not find any such thing available! Somebody pls help! Software/Hardware used: None yet

Importing and exporting data

I have been using CRM and i want to know how i would go about updating various crm contacts through the use of a spread sheet. I want to be able to export a list of contacts and information into excel, update that spread sheet and then import it into CRM. I have tried this but there is always an...

ACT By SAGE Client Notes

I was wondering if anyone had a solution for me to export ACT's Client notes out to a CSV so I can load them into our new database. I have found the Notes Report but can only export to a txt file with no commas. When opening the txt as a CSV Excel gets everything completely messed up. The txt file...

Call Center functions and features

What functions and features should be included in a Call Center RFP? Software/Hardware used: Shoretel

About CRM and SCM

I want know about CRM and SCM 1-How are they different? 2-Where do they interact? 3-What kind of technologies used in each? 

SalesForce Data Reader to SQL Table

I am using CozyRoc dll and Script Task to read SF Objects data. How do I write them to a SQL atble using Data Flow task I can connect with VB script and read the data... How do I write to a SQL table? Software/Hardware used: MS SQL 2005 SSIS, CozyRoc DataReader for SalesForce

Survey Automatically attaching to a new Opportunity in SAP CRM Web UI

When I create a new Opportunity in Web UI, and click on Assessments, this particular survey template, is already present there. What settings I need to do exactly, so that it does not comes there automatically? I have already checked the determination rule for the questionnaire under: Sales...

Free IT Book: Demystifying the Virtual Desktop

Interested in desktop virtualization? This week's free IT book is just what you need. Michael Fox's Demystifying the Virtual Desktop Starting with Desktop Virtualization is a quick read that breaks down the business and technical complexities of virtual desktops. Simply answer one of five questions...

Open IT Forum: What tech CEO would you vote for?

Michael Morisy recently reported on a primary of off-ticket, independent candidates, which included Cisco CEO John Chambers. Not to get too political, but we were wondering if there were particular tech CEOs that you admired for one reason or another. Share your thoughts -- or your vote -- and...

I am looking for a SaaS based content filtering software. Any tips?

Hi All: I am in the market to find a SaaS based internet content filtering software. So far I've discovered that ZScaler has a very solid approach to this with their SaaS Security Suit. The plus side to this is that their reporting is magnificant and really adds value to the service provider. My...

EXTENDED: IT Scripts Contest now ends October 17

It's not too late! IT Knowledge Exchange is extending its latest contest: Is your script 3-dimensional? You don't have to be an IT Script Shakespeare to get in on the contest: Did you know you can win a Nintendo 3DS for just leaving a great comment on one of the entries? Check out the entries...

Using salesforce.com instead of building a cloud

i am thinking of using salesforece.com instead of building my own develompment cloud. Any thoughts?

Open IT Forum: What do you want to see from IT Knowledge Exchange in 2012?

We asked what your goals are for late 2011 and early 2012, but now we want to know what you hope to see from the IT Knowledge Exchange community. If there's a functionality you would like to see, or a topic you want to know more about, let us know in the discussion section! Don't be afraid to get...

Free IT Book: IP Networking

We're giving away a detailed and practical overview of TCP/IP networking in IP Networking. From the publishers: "IP Networking takes you from a broad and basic knowledge of IP addressing and routing to a solid skill level with how hosts, switches, and routers collectively deliver IP packets in...

SAP CRM 7 bp data

We have created custom field in CRM for customer classification. On doing a batch update, we get an error about the batch being locked. What options are available to mass update data in CRM BP records?

Open IT Forum: Does the Windows 8 secure boot and Linux clash affect you?

We want to know how this "little" inconvenience is affecting the world of Linux users out there. Air your grievances or worries for the future of Linux right here, and we'll send you 50 Knowledge Points!

Sponsored Webcast: Active Decisions for the "Aware" Organization, 9/29

Organizations need systems that allow them to respond to fast changing conditions. These systems must be easy to change as requirements change and be able to respond to what is happening in real-time. Rules-based decision management systems are easy to change. Combining business rules with...

Announcing the HP Elite Series Scavenger Hunt (sponsored)

Today is the first day of the HP Elite Series Scavenger Hunt, designed to better educate potential customers about all of the great qualities that make HP Elite Series "elite." For details on how to enter check out the HP Elite Series Scavenger Hunt homepage. The Loot Grand Prize: 5 HP EliteBook...

Free IT Book: Official Cert Guide for CCNP Security SECURE 642-637

This week's free IT book is just what you need if you're planning to take your CCNP Security SECURE 642-637 certification exam. From exam topics and quizzes to exam prep tasks and realistic exam questions, the Official Cert Guide is a must for everyone preparing or planning to prepare for this...