This feature requires AttachmentExtractor 5.24 or higher.
1.) It enables AttachmentExtractor to create custom folder structures based on entity data from the regarding (email) or parent entity (annotation).
2.) It enables AttachmentExtractor to create custom attributes on the sharepoint and fill them with data from regarding (email) or parent entity (annotation).
This article outlines the features of TOPDOWN view, which are available for GroupCalendar (GC) version 5.55 and higher (click here to download the latest GC version). En detail, this article explains, how you:
Change the user and time, by drag and drop
Create and save an appointment directly in CRM, by double-click into the selected time-slot
Delete activities directly
See all details of activities (multiple row able)
Create an activity by just clicking right into your selected time-slot
Right-click into your activities to open, delete or copy them
Change between the views show 24 hours and show business hours. Business hours-view is preset from 08:00-17:00 and also configurable.
Determine how many minutes a time-slot should have (in general 30 min.)
This blog article outlines how to send dtmf signals directly from the TelephoneIntegration (TI) balloon, so you no longer need to do that with your telephone handset. This feature is available in version 5.56 or higher.
Examples of using dtmf functionality:
That means, when you call e.g. a support telephone number, or you would like to start a conference call, you may have to enter an access password or some digital numbers. With the dtmf function, you don't need to use your telephone handset to enter your access password, but to select it direclty via the dtmf function in TelephoneIntegration.
With this reworked feature of ActivityTools, you again have a quick and clear preview of your e-mail content via ActivityTools print preview.
This article outlines, how to make a table invisible, when there is no data available. Simply mark the table or click into it. Open the table properties with a right-click. Now you have the opportunity to activate Delete whole table if rowcount is zero. As soon as you have activated this button, you will not have any blank tables in your document anymore.
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This blog article outlines how to enable/disable Dialing from relationships (DFR) by dialing from CRM site. Usually, TelephoneIntegration (TI) allows users to dial from related CRM-records. Say, they have the possibility to select from a list of records related to the initially opened one when dialing out from CRM (e.g. from related leads, contacts, etc).
This article explains the capabilities of GroupCalendar's TIMELINE which is available for the versions v.5.52 and higher (click here to download the latest GroupCalendar (GC) version). This feature gives you a quick and easy overview of all scheduled appointments/activities seperatet by selected users.
Please note:This article applies to TelephoneIntegration for MS CRM 2011, 2013 and 2015, as well as to CRM 2015/2016.
Basically there are two ways to activate debugging:
Solution 1: Activating debugging via the TI-Setup
Solution 2: Activating debugging on your Client via the Registry