May 29th 2007
Posted under News & Pivotal CRM 5 Platform
A set of documentation for a Pivotal CRM 5.9 Spanish version is already available to download from producer’s websites - Pivotal Customer/Partner Portal.
Archive for May, 2007
May 29th 2007
Posted under News & Pivotal CRM 5 Platform & Pivotal MarketFirst
To ensure a proper coopoeration of Pivotal CRM system with new version of Pivotal MarketFirst 5.10 you need to install a proper hotfix.
Hotfixes for Pivotal CRM v.5.7 and 5.9 have just been published at Pivotal Customer/Partner Portal websites.
Published hotfixes consist of:
- for version 5.9 - Pivotal Application/CMS 5.9 HF04
- for version 5.7 - Pivotal Application/CMS 5.7 HF09
May 28th 2007
Posted under News & Pivotal CRM 6 - Sedna
The CDC software enterprise has informed in its electronic bulletin about a few facts connected with the integration of new Pivotal CRM Sedna version with MS Office.
The customers who possess implemented MS Exchange 2003 or 2007 server will be provided with a use of MS Outlook functionality directly from Pivotal application, instead of using a traditional MS Outlook client. In other words, the users will have the opportunity of creating e-mails, planning meetings and activities in the Outlook’s calendar, managing contacts and tasks directly from the Pivotal application. From the other hand, MS Outlook client will be still available and all changes made using Pivotal application will be reflected in Outlook. From the MS Outlook client’s level also the use of database of contacts, stored in Pivotal CRM system will be available.
The customers who have SharePoint Designer 2007 and SharePoint Server 2007 implemented will also have the ability to place new kind of Smart Portals - Pivotal Portal Pages into Pivotal CRM application. Developers of Pivotal system will have an opportunity to prepare predefined portals dedicated to individual business roles - individual for salesmen, customer service representatives, finance experts, and so on.
The users will have a chance for creating their own, predefined webparts sets, in order to create an ergonomic and adapted to their work style portal.
Despite the above-mentioned functionalities, Sedna will be provided with improved mechanisms of integration with MS Office, which are already well-known to the customers:
- Creating LetterExpress using MS Word
- The ability of searching the data from Pivotal CRM system directly in MS Office applications
- The ability to linking e-mails from Outlook to the Pivotal CRM system’s records
- The ability to export the data to MS Excel
May 22nd 2007
Posted under News
There has appeared an interested Juda Marto’s blog - “CRM Architect - Pivotal CRM and .Net Development” (www.crmarchitect.com) on the Internet.
The blog has existed since April 2007 and contains interested guidelines connected with the implementation of Pivotal CRM system.
Juda Marto is an independent consultant, specialized in designing and implementing CRM systems and Custom Enterprise Applications using Pivotal CRM, Microsoft CRM and .NET Framework. He is Microsoft Certified Solutions Developer as well as a Microsoft CRM Certified Master.
May 17th 2007
Posted under News & Pivotal CRM 5 Platform
New hot fixes for Pivotal CRM products have been published at the Pivotal Customer/Partner Portal.
Pivotal Financial Services 4.1 HotFix 4 is a solution for issue where the user was unable to Send Docs for the Literature Fulfillment activity.
Pivotal Market First 5.9 HotFix 6 - resolved two reported issues: where there was a memory leak detected while performing an Assign Value task, as well as where, when choosing Delete and Archive Lead during a Process Lead task does not produce any results and the lead is neither deleted nor archived.
