AdoptOS

Assistance with Open Source adoption

CRM
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Fair Voting in Canada: In it for the long haul with CiviCRM

CiviCRM - Wed, 10/31/2018 - 10:56

This month, British Columbians (in Canada) will be voting on whether to adopt proportional representation (PR) when electing their provincial representatives. If they do, they'll be the first province in Canada to do so.

Fair Vote Canada has been advocating for proportional representation in Canada's voting systems for more than 10 years, and I've been working with them for almost as long, using CiviCRM. 

Categories: CRM

Stripe for Credit card payments

CiviCRM - Thu, 10/25/2018 - 17:11

If you've heard of stripe you'll know it's a great platform for accepting credit card payments.  If you haven't heard of it and are reading this then you should try it out: https://stripe.com

Categories: CRM

CiviCRM Establishment Committee Elections Update

CiviCRM - Thu, 10/25/2018 - 10:07
Background

The first annual CiviCRM Governance Summit was held in New Jersey, USA on 25/26 September 2018, attended by 29 people - core team, partners, users and service providers from around the globe.

The major decision of the summit was to create a representative body to help guide the CiviCRM project.  An outline of the structure was produced, but there are many details yet to be resolved so the secondary decision was to create an interim committee, called the Establishment Committee, for the purpose of defining the eventual structure.  

Categories: CRM

CiviContribute online Training Session - November 1st

CiviCRM - Wed, 10/24/2018 - 18:56

The Fundamdentals of Contribution Management is a 2-hour online training course designed for new users of CiviCRM and taught by Cividesk.

This training course will cover how to customize CiviContribute to work best for your organization and focus on important features. We demonstrate examples in our demo CiviCRM site so you learn how to add new contributions manually, track online donations, search on contributions and create reports, invoices and thank you letters for donors. 

Categories: CRM

Display CiviCRM forms on any web site anywhere

CiviCRM - Wed, 10/24/2018 - 10:19

Powerbase (the Progressive Technology Project's hosted CiviCRM program) provides a Drupal site for your CiviCRM database, but, even though it's in Drupal, you can't use it for your web site. Your web site must be hosted elsewhere. This approach is becoming increasingly popular as organizations move from Drupal, Wordpress and Joomla to new web site platforms, or simply don't want their web site vulnerabilities to lead to a compromise of their database.

Categories: CRM

Vtiger recognized as a 2018 Gartner Peer Insights Customers’ Choice for Sales Force Automation

VTiger - Mon, 10/22/2018 - 16:46
We are excited to announce that we have been named a Gartner’s 2018 Peer Insights Customers’ Choice for Sales Force Automation. All of us here at Vtiger are proud of this demonstration of our growing commitment to putting customers at the heart of what we do. The award, Gartner explains “is a recognition of vendors […]
Categories: CRM

v2.1.1

SugarCRM - Thu, 03/12/2015 - 07:00
New modules translated: EmailAddresses, EmailMan, EmailMarketing, Emails, EmailTemplates, Employees, Groups, History, InboundEmail, LabelEditor, Roles, SavedSearch, Users
Categories: CRM

Agile SugarCRM to Exchange Synchronizer 4.3.1 is Out

SugarCRM - Thu, 03/12/2015 - 07:00
Compatibility fix for servers with the patch for POODLE exploit recently applied. Upgrade to this version is recommended for all users.
Categories: CRM

AlineaSol SolCRM coming up in November

SugarCRM - Thu, 03/12/2015 - 07:00
Dear all, Just wanted to share with you the upcoming releases (November) for our product Portfolio: - AlineaSol Blue Theme will be officially commercialised Up and till now we only exposed this to our current customers but we will be marketing this as General Available. We are planning only an Enterprise version for this, but we think the price is appealing! It gives Sugar CE a much more professional look. - AlineaSol WFM (both enterprise and community) We have now a full graphical editor under Beta. This will definitely help in the creation of new flows. We have also started working on libraries to add more off-the-shelve functions. We will be opening also this mechanism to third parties so that you can define/share your own libraries. Library support will though not be available in November (early releases in December/January) - AlineaSol Reports We have been adding a considerable number of new features. Just to mention a few: possibility to support cascaded joins (you can now connect more modules within one report); support for inner and outer joins; inheritance of filters within SQL; support for clean CSV (to facilitate Excel processing), export to .xls format... This will be all available in November. We are starting to work now on more complex report presentations, picking up data from multiple reports and presenting this in one-go. You can expect early releases of this in January. - AlineaSol Projects We are looking now into supporting additional fields as part of the GANTT so that you can adapt this to your needs. Not sure if this will be November or a December delivery. There are some additional projects that we are just starting, but more about those iin a later update. In any case, we will be sharing soon a demo site so that you can test this all out (already available to our enterprise customers) Enjoy! @AlineaSol
Categories: CRM

New features with QuickCRM 4.0

SugarCRM - Thu, 03/12/2015 - 07:00
New maps features (using JJWDesign Google Maps) on your mobile: - Filter maps with "My records" or saved searches - Different markers depending on field values - Search close to an address Also : - Convert Leads ... More details at http://www.quickcrm.fr/mobile/en/content/8-new-version-has-been-released
Categories: CRM

Asterisk Connectivity with SugarOnDemand

SugarCRM - Thu, 03/12/2015 - 07:00
We are also providing Asterisk Connectivity with SugarOnDemand User with any flavor. For More Information please drop a mail @ kirti.softworld@gmail.com
Categories: CRM

Address Lookup addon video released.

SugarCRM - Thu, 03/12/2015 - 07:00
Video Link : https://www.youtube.com/watch?v=fdqJsAIvksA
Categories: CRM

Address Autocomplete addon now available on SugarOutfitters.

SugarCRM - Thu, 03/12/2015 - 07:00
Powered By Google Maps, this add-on will make entering addresses in SugarCRM fast and easy. As you start to type in an address it will auto-suggest addresses. As soon as you select an address it will populate all of the relevant address fields. Download Link : https://www.sugaroutfitters.com/addons/address-lookup
Categories: CRM

Worklog Field 2.0 Released!

SugarCRM - Thu, 03/12/2015 - 07:00
Documentation: https://docs.google.com/document/d/1CycEkpRLC--F-cY0LNAWG0zYI3RoqM9fSALLp-M5g0I/pub Github: https://github.com/geraldclark/WorklogField
Categories: CRM

Dispage Extensions for SugarCRM 6.5.18

SugarCRM - Thu, 03/12/2015 - 07:00
Dispage ModuleSurfer, Enhanced Search and Enhanced Studio are now compatible with SugarCRM 6.5.18
Categories: CRM

Flat $ 100 Discount on Premium theme for CE

SugarCRM - Thu, 03/12/2015 - 07:00
Flat $ 100 discount for #SugarCRM Premium theme on @SugarOutfitters , buy now! | https://www.sugaroutfitters.com/addons/premium-theme-for-sugarcrm-ce?tag=urdhvatech
Categories: CRM

SugarCRM Metro theme user review

SugarCRM - Thu, 03/12/2015 - 07:00
"YouAddon, and this product has been providing me very quick and responsive services and because they know excellent what to do with Sugar, YouAddOn and myself are working together!" alexlkc28. Link: http://www.sugarforge.org/reviews/?group_id=1539
Categories: CRM

Mail Merge Reports (docx, odt, pdf) 2.4.0 released

SugarCRM - Thu, 03/12/2015 - 07:00
v2.4.0: - [Premium version only] Sugar 7.2 support. Please see "SugarCRM 7 Notes" section in README.txt file - [SugarCRM Pro] Added support for favorites field (add and search) - [SugarCRM Pro] Bug - Recently viewed and favorites list was not showing the Template names Mail Merge Reports can create documents in docx, docm, odt or pdf format without MS Office or others plugins installed from any module and subpanel. Any feedback will be appreciated. Enjoy !!!
Categories: CRM

Advanced Marketing Lists 1.1.5 Released

SugarCRM - Thu, 03/12/2015 - 07:00
v1.1.5: - [Premium version only] Added "Create Advanced Marketing List from Search" process to SugarCRM 7.2 (except for Users module). This feature was not ready when released v1.1.4 with SugarCRM 7.2 compatibility. Advanced Marketing Lists helps organizations to meet the needs of creating custom target lists and keep them updated regularly with automated tasks.
Categories: CRM
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