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2019 EDITION

How to Successfully Select and Implement a CRM

Learn how to navigate your options and find a CRM that fits your business goals.

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Adding a Text Rich Custom Note Section in bpm online

We want to add a 'Notes' detail section with the rich text options into a custom section. This would allow users the ability to format note entries, attach related Web URL's and even add images ...
author Julie Cooper 6 Min Read
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Creating the folder views your want in bpm'online CRM

While bpm'online has the ability to setup various folders (groups of records) to show columns of information, it cannot show different columns of data for each of the folders. For example, in an ...
author Dick Wooden 7 Min Read
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2 Key Resources for Successful Emarketing Functionality in bpm online

 
author Julie Cooper 9 Min Read
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What is an 'Active' contact for bpm online Marketing?

What is the bpm’ online's definition of an “actual response”.   What responses flag that contact records as ‘active' contact.  Does that include: Un-opens, Bad email responses, hard bounces, soft ...
author Julie Cooper 4 Min Read
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Interviews of Business Process Championship winners

Results are in from the first ever competition to design a unique process using bpm'online studio free. In this skilled contest, participants designed for usefulness, relevance, creativity, ...
author Dick Wooden 8 Min Read
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More comprehensive tools to improve efficiency, generate leads

Bpm'online introduces new solutions and templates on bpm'online marketplace for increased operational excellence.
author Dick Wooden 9 Min Read
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Improvements for bpm'online update 7.14.3 August 2019

Now you will have the benefits of the latest update of bpm'online 7.14.3 available. Cloud customers will be updated during the next available maintenance period.  For on-premise customer see the link ...
author Dick Wooden 7 Min Read
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