Info
- Utilizzare la checkbox di selezione a fianco di ciascun documento per attivare le funzionalità di stampa, invio email, download nei formati disponibili del (i) record.
CiviCRM cookbook : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks
| CiviCRM cookbook : master this web-based constituent relationship management software for nonprofit and civic sector organizations / / Tony Horrocks |
| Autore | Horrocks Tony |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (236 p.) |
| Disciplina | 658.8120285536 |
| Soggetto topico |
Customer relations - Management - Data processing
Open source software |
| ISBN | 1-78216-045-0 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Setting Up CiviCRM; Introduction; Setting up a CiviCRM theme in Drupal; Setting up cron using cPanel; Adding items to the CiviCRM navigation menu; Refreshing the dashboard; Changing display preferences; Replacing words; Setting up geocoding; Autofiling e-mails; Creating new activities; Adding custom fields; Using Scheduled Reminders for activities; Using CiviCase to create an HR system; Installing languages and localizing CiviCRM
Chapter 2: Organizing Data EfficientlyIntroduction; Adding contact types; Adding a time-limited relationship; Using tag sets to quickly organize data; Using tags and groups to segment data; Changing option lists; Creating and updating a smart group; Using Google Refine to prepare data; Importing into CiviCRM using an import script; Using external identifier deduping rules to update contacts; Using Google Refine to create a unique ID; Importing relationship data; Exporting related data; Batch updating using profiles; Chapter 3: Using the Power of Profiles; Introduction; Speeding up data entry Using URLs to change profile displaysCreating a membership directory; Controlling the search result columns using profiles; Using the Profile Pages and Listings setting to improve usability; Setting up reCAPTCHA for user profiles; Chapter 4: Controlling Permissions; Introduction; Integrating profiles into Drupal user accounts; Restricting access to custom fields; Using CRM profile permissions correctly; Creating permissions for administrators; Managing event registrations using CiviCRM Access Control Lists; Chapter 5: Managing Communications; Introduction Setting up a bounced e-mail account using GmailCreating mail templates for CiviMail; Creating mail templates for CiviMail in Drupal; Using tokens in templates; Creating custom date tokens; Scheduling CiviMail; Throttling mailings to comply with hosting restrictions; Creating newsletter subscription services using profiles; Creating newsletter subscriptions using URLs; Creating a standalone newsletter subscription form; Getting a CiviMail report; Mailing attachments in e-mail and CiviMail; Allowing users to update information without logging in; Chapter 6: Searching and Reporting; Introduction Creating a membership mailing list using Advanced SearchUsing Search Builder to create a smart group; Adding the external identifier to full-text searching; Adding custom fields to a report; Adding an extra display field to a report template; Creating a dynamic relationship report using Drupal Views; Chapter 7: Integrating CiviCRM with Drupal; Introduction; Enabling Drupal Views; Creating user accounts from contacts in CiviCRM; Mapping contact data; Using Webform CiviCRM to update relationship data; Creating user accounts on the fly with CiviCRM entities Combining CiviCRM contacts with Drupal content using CiviCRM entities |
| Record Nr. | UNINA-9910811868903321 |
Horrocks Tony
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing SugarCRM 5.x [[electronic resource] ] : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead
| Implementing SugarCRM 5.x [[electronic resource] ] : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead |
| Pubbl/distr/stampa | Olton Birmingham [England], : Packt Pub. Ltd., 2010 |
| Descrizione fisica | 1 online resource (352 p.) |
| Disciplina | 658.8120285536 |
| Altri autori (Persone) |
MagañaAngel
WhiteheadMichael |
| Soggetto topico |
Open source software
Customer relations - Management |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-77921-4
9786612779213 1-84719-867-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Authors; About the Reviewer; Table of Contents; Preface; Chapter 1: Doing Business-Better; Small and medium-size businesses: The good, the bad, and the ugly; Typical small business needs; The business benefits of CRM technology; What is Customer Relationship Management?; CRM customization; What will a CRM do for my business?; What are my CRM options?; Deployment options; What is SugarCRM?; Why choose SugarCRM?; How will this book help me tailor SugarCRM to my business?; Our case study: RayDoc Carpets, Doors, and Windows; Our hero: Doc
What does the future hold for RayDoc? Summary; Chapter 2: One Size Does Not Fit All-CRM Your Way; Identifying the CRM needs of your business; Which business activities will be a part of your CRM?; Account and contact management; Lead and opportunity management; Sales Force Automation (SFA); Sales analytics; Customer service and contracts; Knowledge management; Activity management; E-mail management; Marketing automation; Employee directory; Interface consolidation; Document management; Reporting and analytics; Business models and their specific requirements; B2B or B2C?; Products or Services? Average transaction value, sales cycle, and the recurring business model Business location; Size does matter: Two or two hundred?; International needs; How do I make shrink-wrapped software suit my business?; Customer-centric business management; Planning your installation; Your CRM data hub; Requirement analysis; RayDoc CRM requirements; Your CRM requirements worksheet; Summary; Chapter 3: CRM Deployment Options; Deployment alternatives; Choosing a server operating system; Specifying your server hardware; Web-based application platforms; Backup and security considerations; Server security Emergencies and natural disasters Bandwidth capacity and reliability considerations; Performing the installation; Summary; Chapter 4: SugarCRM Basics; CRM processes and terminology; Accessing the SugarCRM system; A quick tour of SugarCRM; Themes; SugarCRM basics: Data relationships; SugarCRM navigation: Accounts and contacts; List and detail view screens; Main panel and subpanels; Edit view screens; Data relationships and searching; SugarCRM basics: Security; The sales pipeline: Leads and opportunities; Aggregating opportunities: The sales pipeline; The dashboard; Calendaring; Sales activities Creating a note Creating a task; Scheduling a call or meeting; Managing e-mails; E-mail templates; Advanced user-interface features; Printing information; Getting help; Exporting information; Mass operations; Input business card; Create from vCard; Quick new item; Summary; Chapter 5: Extending The Business Role of Your SugarCRM System; Resetting the database; Marketing campaigns; Targets, leads and contacts; Creating an e-mail template; Adding targets to the campaign; The mass e-mailing queue; Campaign metrics; Summary; Chapter 6: The SugarCRM Ecosystem; SugarCRM Community Edition SugarForge.org and SugarExchange.com |
| Record Nr. | UNINA-9910459187003321 |
| Olton Birmingham [England], : Packt Pub. Ltd., 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing SugarCRM 5.x [[electronic resource] ] : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead
| Implementing SugarCRM 5.x [[electronic resource] ] : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead |
| Pubbl/distr/stampa | Olton Birmingham [England], : Packt Pub. Ltd., 2010 |
| Descrizione fisica | 1 online resource (352 p.) |
| Disciplina | 658.8120285536 |
| Altri autori (Persone) |
MagañaAngel
WhiteheadMichael |
| Soggetto topico |
Open source software
Customer relations - Management |
| ISBN |
1-282-77921-4
9786612779213 1-84719-867-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Authors; About the Reviewer; Table of Contents; Preface; Chapter 1: Doing Business-Better; Small and medium-size businesses: The good, the bad, and the ugly; Typical small business needs; The business benefits of CRM technology; What is Customer Relationship Management?; CRM customization; What will a CRM do for my business?; What are my CRM options?; Deployment options; What is SugarCRM?; Why choose SugarCRM?; How will this book help me tailor SugarCRM to my business?; Our case study: RayDoc Carpets, Doors, and Windows; Our hero: Doc
What does the future hold for RayDoc? Summary; Chapter 2: One Size Does Not Fit All-CRM Your Way; Identifying the CRM needs of your business; Which business activities will be a part of your CRM?; Account and contact management; Lead and opportunity management; Sales Force Automation (SFA); Sales analytics; Customer service and contracts; Knowledge management; Activity management; E-mail management; Marketing automation; Employee directory; Interface consolidation; Document management; Reporting and analytics; Business models and their specific requirements; B2B or B2C?; Products or Services? Average transaction value, sales cycle, and the recurring business model Business location; Size does matter: Two or two hundred?; International needs; How do I make shrink-wrapped software suit my business?; Customer-centric business management; Planning your installation; Your CRM data hub; Requirement analysis; RayDoc CRM requirements; Your CRM requirements worksheet; Summary; Chapter 3: CRM Deployment Options; Deployment alternatives; Choosing a server operating system; Specifying your server hardware; Web-based application platforms; Backup and security considerations; Server security Emergencies and natural disasters Bandwidth capacity and reliability considerations; Performing the installation; Summary; Chapter 4: SugarCRM Basics; CRM processes and terminology; Accessing the SugarCRM system; A quick tour of SugarCRM; Themes; SugarCRM basics: Data relationships; SugarCRM navigation: Accounts and contacts; List and detail view screens; Main panel and subpanels; Edit view screens; Data relationships and searching; SugarCRM basics: Security; The sales pipeline: Leads and opportunities; Aggregating opportunities: The sales pipeline; The dashboard; Calendaring; Sales activities Creating a note Creating a task; Scheduling a call or meeting; Managing e-mails; E-mail templates; Advanced user-interface features; Printing information; Getting help; Exporting information; Mass operations; Input business card; Create from vCard; Quick new item; Summary; Chapter 5: Extending The Business Role of Your SugarCRM System; Resetting the database; Marketing campaigns; Targets, leads and contacts; Creating an e-mail template; Adding targets to the campaign; The mass e-mailing queue; Campaign metrics; Summary; Chapter 6: The SugarCRM Ecosystem; SugarCRM Community Edition SugarForge.org and SugarExchange.com |
| Record Nr. | UNINA-9910785213103321 |
| Olton Birmingham [England], : Packt Pub. Ltd., 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing SugarCRM 5.x : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead
| Implementing SugarCRM 5.x : install, configure, and administer a robust customer relationship management system using SugarCRM / / Angel Magaña, Michael Whitehead |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Olton Birmingham [England], : Packt Pub. Ltd., 2010 |
| Descrizione fisica | 1 online resource (352 p.) |
| Disciplina | 658.8120285536 |
| Altri autori (Persone) |
MagañaAngel
WhiteheadMichael |
| Soggetto topico |
Open source software
Customer relations - Management |
| ISBN |
1-282-77921-4
9786612779213 1-84719-867-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Authors; About the Reviewer; Table of Contents; Preface; Chapter 1: Doing Business-Better; Small and medium-size businesses: The good, the bad, and the ugly; Typical small business needs; The business benefits of CRM technology; What is Customer Relationship Management?; CRM customization; What will a CRM do for my business?; What are my CRM options?; Deployment options; What is SugarCRM?; Why choose SugarCRM?; How will this book help me tailor SugarCRM to my business?; Our case study: RayDoc Carpets, Doors, and Windows; Our hero: Doc
What does the future hold for RayDoc? Summary; Chapter 2: One Size Does Not Fit All-CRM Your Way; Identifying the CRM needs of your business; Which business activities will be a part of your CRM?; Account and contact management; Lead and opportunity management; Sales Force Automation (SFA); Sales analytics; Customer service and contracts; Knowledge management; Activity management; E-mail management; Marketing automation; Employee directory; Interface consolidation; Document management; Reporting and analytics; Business models and their specific requirements; B2B or B2C?; Products or Services? Average transaction value, sales cycle, and the recurring business model Business location; Size does matter: Two or two hundred?; International needs; How do I make shrink-wrapped software suit my business?; Customer-centric business management; Planning your installation; Your CRM data hub; Requirement analysis; RayDoc CRM requirements; Your CRM requirements worksheet; Summary; Chapter 3: CRM Deployment Options; Deployment alternatives; Choosing a server operating system; Specifying your server hardware; Web-based application platforms; Backup and security considerations; Server security Emergencies and natural disasters Bandwidth capacity and reliability considerations; Performing the installation; Summary; Chapter 4: SugarCRM Basics; CRM processes and terminology; Accessing the SugarCRM system; A quick tour of SugarCRM; Themes; SugarCRM basics: Data relationships; SugarCRM navigation: Accounts and contacts; List and detail view screens; Main panel and subpanels; Edit view screens; Data relationships and searching; SugarCRM basics: Security; The sales pipeline: Leads and opportunities; Aggregating opportunities: The sales pipeline; The dashboard; Calendaring; Sales activities Creating a note Creating a task; Scheduling a call or meeting; Managing e-mails; E-mail templates; Advanced user-interface features; Printing information; Getting help; Exporting information; Mass operations; Input business card; Create from vCard; Quick new item; Summary; Chapter 5: Extending The Business Role of Your SugarCRM System; Resetting the database; Marketing campaigns; Targets, leads and contacts; Creating an e-mail template; Adding targets to the campaign; The mass e-mailing queue; Campaign metrics; Summary; Chapter 6: The SugarCRM Ecosystem; SugarCRM Community Edition SugarForge.org and SugarExchange.com |
| Record Nr. | UNINA-9910823925703321 |
| Olton Birmingham [England], : Packt Pub. Ltd., 2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 reporting : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay
| Microsoft Dynamics CRM 2011 reporting : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay |
| Autore | Sinay Damian |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (308 p.) |
| Disciplina | 658.8120285536 |
| Soggetto topico |
Customer relations - Management - Computer programs
Customer relations - Data processing - Computer programs Management information systems |
| ISBN | 1-84968-231-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Microsoft Dynamics CRM 2011 Reporting -- Table of Contents -- Microsoft Dynamics CRM 2011 Reporting -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Downloading the example code -- Errata -- Piracy -- Questions -- 1. Introduction to Reporting in Microsoft Dynamics CRM -- CRM report types -- CRM report settings -- Categories -- Related Record Types -- Display in -- Languages -- SQL reporting services versions -- SQL Server databases -- Windows Service -- Report Manager website -- Report Server Web service -- Installation and configuration of Reporting Services Extensions -- Installation and configuration of Report Authoring Extension (Visual Studio development) -- Summary -- 2. Database Basics -- ERD basics -- Relationship types -- One-to-many relationships (1:N) -- Many-to-one relationships (N:1) -- Many-to-many relationships (N:N) -- SQL overview -- Select -- Update -- Delete -- Insert -- WHERE -- ORDER BY -- group by -- join -- SQL advanced -- CREATE TABLE -- DROP TABLE -- Stored procedures -- Cursors -- Transactions -- FetchXML overview -- Select fields -- Filters and conditions -- Order by -- Group by -- Linking to other entities -- Inner join -- Outer join -- Summary -- 3. Creating Your First Report in CRM -- Using Microsoft Dynamics CRM 2011 Report Wizard -- Using Visual Studio -- Publishing the report -- Summary -- 4. SQL Server Report Builder -- Report Builder overview -- Datasets -- Query Designer -- Creating a new report -- Table or Matrix Wizard -- Adding a logo to our report.
Advanced reports with Report Builder -- Map Wizard -- Map visualization types -- Testing the Map report -- The Report Builder's limitations -- Summary -- 5. Creating Contextual Reports -- Using Visual Studio -- Toolbox -- Expressions -- Prefilters -- Report parameters in detail -- CRM_FilterText -- CRM_FormatDate -- CRM_FormatTime -- CRM_FullName -- CRM_FilteredAccount -- CRM_URL -- CRM_CalendarType -- Data sources -- Embedded data sources -- Shared data sources -- Data sets -- Groups on data sets -- Adding columns to the report -- Hiding and showing columns -- Charts -- Drill-down and collapsible controls -- Summary -- 6. Creating Inline Reports -- Embedding reports on an entity form -- Creating a custom solution -- Creating the HTML web resource -- Implementing the report control -- Developer Toolkit -- Summary -- 7. Using Reports and Charts in Dashboard -- Showing report on a dashboard -- Exporting dashboards -- Basic charts -- Drill-down chart -- Charts editor -- Exporting charts -- Charts internals -- 3D charts -- Summary -- 8. Advance Custom Reporting and Automation -- The ASP.NET report -- Late binding -- Early binding -- CRM integration -- Silverlight reports -- MVVM -- Basic report automation -- Report scheduling -- Advanced report automation (programmatically) -- Summary -- 9. Failure Recovery and Best Practices -- Common failures in SSR authentication -- Tracing -- Enabling CRM Trace -- Using SQL Trace -- Report development best practices -- Report deployment best practices -- Improving the performance of reports -- Creating report caching -- Creating report snapshots -- Summary -- 10. Mobile Client -- New features for mobile clients -- The sales process -- The autosave feature -- SQL Server 2012 with SP1 -- Microsoft Surface -- The mobile client's considerations -- Authentication considerations -- Custom reports development considerations. Summary -- A. Expression Snippets -- Basic expressions -- Constants -- Variables -- Advanced expressions with VBScript code -- References -- Working with control events -- Actions -- Visibility -- Interactive Sorting -- Summary -- Index. |
| Record Nr. | UNINA-9910828244403321 |
|
Sinay Damian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
| Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee |
| Autore | Scott Joel |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Indianapolis, IN, : Wiley, 2008 |
| Descrizione fisica | 1 online resource (434 p.) |
| Disciplina | 658.8120285536 |
| Collana | --For dummies |
| Soggetto topico |
Customer relations - Data processing
Relationship marketing |
| Soggetto genere / forma | Electronic books. |
| ISBN | 0-470-39753-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index |
| Record Nr. | UNINA-9910454074603321 |
|
Scott Joel
|
||
| Indianapolis, IN, : Wiley, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee
| Microsoft Dynamics CRM 4 for dummies [[electronic resource] /] / Joel Scott, David Lee |
| Autore | Scott Joel |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Indianapolis, IN, : Wiley, 2008 |
| Descrizione fisica | 1 online resource (434 p.) |
| Disciplina | 658.8120285536 |
| Altri autori (Persone) |
LeeDavid <1950->
WeissScott |
| Collana | --For dummies |
| Soggetto topico |
Customer relations - Data processing
Relationship marketing |
| ISBN |
1-118-05260-9
0-470-39753-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index |
| Record Nr. | UNINA-9910782130603321 |
|
Scott Joel
|
||
| Indianapolis, IN, : Wiley, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 4 for dummies / / Joel Scott, David Lee
| Microsoft Dynamics CRM 4 for dummies / / Joel Scott, David Lee |
| Autore | Scott Joel |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Indianapolis, IN, : Wiley, 2008 |
| Descrizione fisica | 1 online resource (434 p.) |
| Disciplina | 658.8120285536 |
| Collana | --For dummies |
| Soggetto topico |
Customer relations - Data processing
Relationship marketing |
| ISBN |
1-118-05260-9
0-470-39753-5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | Microsoft Dynamics CRM 4 for Dummies; About the Authors; Authors' Acknowledgments; Contents at a Glance; Table of Contents; Introduction; Part I: Microsoft CRM Basics; Part II: Setting Things Up; Part III: Managing Sales; Part IV: Making the Most of Marketing; Part V: Taking Care of Your Customers; Part VI: The Part of Tens; Index |
| Record Nr. | UNINA-9910828072803321 |
|
Scott Joel
|
||
| Indianapolis, IN, : Wiley, 2008 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||