Archie CRM Portal EN

Archie CRM portal - build 46.3 EN

Important information for the system administrator!

This Portal version requires IIS version 7 or above, and IIS 6 is no longer supported. IIS 6 is a component of Windows Server 2003 which is no longer supported by Microsoft (for more information please click here). .Net Framework 4.7 is also required.

New in the phone version of Archie

Operation has been simplified and response speed has quadrupled.
The user interface is now in line with the look and feel of modern Apps and Archie El Dorado.
The colorful icons in the old App have been replaced by the easily recognizable icons common on smartphones.

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The Archie App allows you to consult the following data:

Organizations
- Organization data
- Contact persons
- Activities
- Activity archive
- History
- Notes
- Correspondence, including email contents
- User-defined fields
- Sales, incl. bodies and detail lines
- Attachments
- B-Groups
- Time registration (if module active)
- MPM (if module active)

Contact persons
- Contact details
- Tel./Email/Web
- Activities with History, Attachments and, if available, MPM and Sales
- Activity archive
- History
- Notes
- Other organizations in which the contact is active
- Correspondence, including email contents
- Sales, incl. bodies and detail lines
- Attachments
- K-Groups
- M-Groups
- MPM (if module active)

Planner
- Ongoing activities
- Archived activities

Activities
- Ongoing activities
- Archived activities

Sales
- Monitor (sales from Today, this Week or this Month)
- Cockpit (open opportunities)

Personal Dashboard
- Feed readers
- Planners
- Activities
- Birthdays
- Tasks
- Notifications
- Sales Monitors
- Sales Cockpits

The following data can be added or edited:

Activities
- Add
- Edit
- Delete
- Archive

Organization and Contact History
- Add
- Edit

Organization and Contact Notes
- Add
- Edit

Organizations and Contacts
- Change color

Attachments
- Link to Organization
- Link to Contact
- Link a profile photo to a Contact
- Upload and download

Time registration (if module active)
- Add
- Edit

Filters
- Planner
- Activities
- Activity archive
- Cockpit
- Monitor

No longer available

Classic search (Smartsearch is now always used)
Previous and Next Organization
Organization History via Activity and Sales
Browsing days, weeks and months in the Sales Monitor
Custom font size


New

Organization
Swipe through organization data: 1) Name, address, telephone details, 2) Spare fields, 3) Map
Data: email, IBAN, last change and link to Parent within concern (Rel.met is now known as Concern)
Archived activities
Route planner now uses the navigation app set as the default on the phone
Change Color, History and Notes
Hint on B-Groups
B-Groups with Description and Info
User-defined fields
Open linked email message from History
Open linked (archived) activity from History
Sales (prospects, proposals, orders, invoices, scored and expired proposals)
Body and details of all Sales (Sales module)
Swipe between prospects, proposals, orders, invoices, scored and expired proposals
CVO color/layout S, M, L, or XL (Customer Value Optimizer module)
Consult/edit time registration (if module active)

Contact Person
Swipe through contacts at an Organization (underlying tab will refresh)
Cake icon when it’s the contact's birthday
Change Color, History and Notes
Open linked email message from History
Open linked (archived) activity from History
M-Groups
K-Groups
Archived activities

Planner
Filter by Initials or Group
Reference-date filter to quickly jump to another period
Archived activities

Activities
Link or unlink contacts
Add/edit campaigns
Lock On/Off
Add/edit location
Add/edit project (Project module)
Add involvement if no involvement is known yet (Project module)
Info
Archived Activities
Send notification to the owner of an activity when it is modified by a colleague
Support for Campaign/Response input when archiving

Sales Monitor
Filter by Initials or Group
Filter by Sales Type


Sales Cockpit
Sales Cockpit
Body and details of available Sales (Sales module)
Filter by Sales Type
Filter by Initials or Group
Filter by Prospects, Prospects/Proposals, Proposals, Orders

 

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