Support Borneosoft

Sales Funnel Plot

Where is the sales funnel plot?

1. Click Opportunity Folder
2. Click Charts Tab
3. Click Chart Type selection box
4. Select '# Opportunity for each sales stage (funnel)'

See in this picture:


The result:

Posted at 12:33AM Sep 19, 2011 by Support Borneosoft in General  |  Comments[0]

How do we increase deliverability of my newsletter/marketing campaign?

1. Always get express consent from the recipients. Our newsletter provides a link for public to subscribe to the newsletter. For example:
http://www.borneosoft.com/Borneosoft/_public/subscribenewsletter.jsp?newslettername=newsletter&module=contact&itemname=newsletter

 

2. You can also set inferred consent to the contact, but express consent take precedence over inferred consent. When express consent is revoked, newsletter will not be sent to the recipient that has revoked his/her express consent, even though inferred consent is still set.

3. Our delivery system uses  SPF: Sender Policy Framework that tells other mail servers that the emails' from addresses are from our delivery system.

4. In accordance to spam act, our newsletter automatically add the sender name/email and organization/company address to each newsletter sent. It also automatically check for the unsubscribe link. Without them the newsletter can't be sent. 

5. Always identify yourself clearly. You can't send newsletter to someone that you know using different name or organization. The recipient will most likely to categorize your newsletter as spam.

Posted at 10:26AM Aug 27, 2011 by Support Borneosoft in General  |  Comments[0]

What happens when you move some emails that are part of conversation into Trash folder?

What happens when you move some emails that are part of conversation into Trash folder?
The conversation remains intact but those emails that are moved into Trash folder are greyed out. 

Posted at 01:46AM Aug 24, 2011 by Support Borneosoft in General  |  Comments[0]

Email Address Auto Complete

You can just click on the to, cc or bcc box and type part of the name. It will search and display in real time the email addresses that match what you type.

Posted at 01:39AM Aug 24, 2011 by Support Borneosoft in General  |  Comments[0]

Session Expired

Sometimes, when you click folder you will be presented with logon page:


The logon page appears because your session has expired. If there is no activity for more than 45 minutes, your browser session will expire. And if anyone tries to use it, e.g. clicking one of the folder, the logon box will appear. This will protect your account when you are away for too long.

Posted at 04:00PM Apr 24, 2010 by Support Borneosoft in General  |  Comments[0]

Do you know that you can customize the lookups?

Another feature to meet your requirement, lookup customization.
You need to be the superuser to customize lookup. Select menu Setting -> Lookup.
Various lookup is shown in this window:


The built-in lookup (represented with cog icon) cannot be deleted but it can be made hidden from user's view. Any lookup item that has been used (represented with lock icon), cannot be deleted. If any lookup cannot be deleted but it is no longer in use, it can be made hidden from user view.

You can add customized lookup by clicking toolbar button New, enter the label/description and value (if there is any) and click Save.



The users now will see the new lookup and able to use it.

Posted at 10:55PM Apr 12, 2010 by Support Borneosoft in General  |  Comments[0]

It's easier to navigate documentation (user's guide) now!

It is now easier to navigate our user's guides/documentations with our dynamically generated Table of Contents.

Here are the simple steps:

1. Click the 'Table of Contents'


2. Click the section that you want to view


3. It shows you the section

Posted at 09:41AM Apr 12, 2010 by Support Borneosoft in General  |  Comments[0]

Schedule reminder to touch base with customer on the first weekday every month

If you want to schedule reminder to touch base with customer on the first weekday every month:
1. Set the schedule and add the customer's contact.


2. Record any conversation with the customer.


3. You can always see the history of the conversation (update).

Posted at 05:07PM Jan 22, 2010 by Support Borneosoft in General  |  Comments[0]