Exporting data
When we created RealtimeCRM one of the core principles that guided us was allowing Users to remain in control of their data at all times with the ability to take their data with them at any time, there is no…
Export your RealtimeCRM Contacts to Mailchimp
A lot of businesses when they begin email marketing make the mistake of dumping their entire address book into a mail automation platform not realising they need to have permission to email prospects and clients. In this article we will…
Download a Contact’s information into a template
RealtimeCRM enables you to download Contact information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through creating a simple template letter that invites…
Download Project details into a template?
To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
Download an Opportunity into a Quote template
To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where…
Downloading Company information into a template
RealtimeCRM enables you to download Company information into pre-prepared template letters or envelope addressee labels thus saving you from having to fill in the information manually. In this example we will go through the process of creating a simple addressee…
A customer requests all the information you hold on them (GDPR – Right to access)
“The data subject shall have the right to obtain from the controller confirmation as to whether or not personal data concerning him or her are being processed, and, where that is the case, access to the personal data and the…
Using Excel to put tags into columns
When you export data from RealtimeCRM you get a column for each field, including any custom fields that you create. However, you may notice that the field that is used for Tags contains all tags separated by commas; there is…