We have a couple questions on email/Outlook from within CRM. Emails being sent directly out of Outlook are not automatically linking to CRM so the email list in CRM is incomplete. From within CRM, we are getting an error message when he hits “send and save”. The specific process is below: Starting in customer-crm Click on the email address that is under contacts. Write the email and hit “send and save” The email will not send and it gives me an error message. Error message states”error while trying to send and save to ifs”
I would like how to manage/maintain the customers account not valid anymore in IFS. In many cases it is impossible to delete this form system as there are other records (as business opportunities or leads) assigned to these customers. For now we created technical (not existing) sales rep but maybe there is better way to manage it.
I have few questions related to this point: Is there possible to open the records created in CRM Panel in EE (not in Aurena as standard)? Is there possible to connect to Orders/ Create orders via CRM Panel/ or add some e-mails to orders instead of saving them from outlook to desktop and then move and save in IFS? What permissions are required to have an access to outlook Panel? For Sales we grant CRM permissions which are in the conflict with CSC permissions. I have as well one question related to usage of EE/Aurena: is there possible to “move” Outlook to IFS and use IFS as an e-mail box? If yes, how can we benefit with such solution?
I have the incorrect period on the tax proposal so cannot submit to HMRC, how could I change the period without doing the whole proposal again? Screenshot below
So there is an employee in our company who got the task to insert the public holidays once per year, they are doing this in WORK_TIME_EXCEPTION_CODE. Can you please inform us what we need to do to insert the correct public holidays year to year that our calculation in time recording will be okay?
Already have an account? Login
No account yet? Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
