Help & Support

Posted on November 3, 2011

For people who never have used a CRM before the terminology might be a bit confusing. To take that confusion away a bit we compiled a list of phrases that are frequently used. Terminology Contacts A contact is a person where your company has an immediate relation with. Think about customers, partners, resellers, etc. etc. Accounts An [...]

Posted on November 3, 2011

What is the Skype identifier? The Skype identifier is a non intrusive tool created by Mr. Yoichi what needs to be installed on the (Micrrosoft Windows) computer that allows the user to easily archive calls made and received from Skype. The identifier hooks itself to Skype so it can read the duration of the conversation [...]

Posted on November 3, 2011

Although virtually any modern computer with Internet access can use PicaPica it only has been guaranteed to work on the following modern browsers. Compatible browsers: Mozilla Firefox Microsoft Internet Explorer version 8 and higher Google Chrome Apple Safari Opera All these browsers must have JavaScript enabled and must have a minimal screen dimension 1024×768 or higher. It [...]

Posted on November 3, 2011

Defining Custom Fields The thing you need to do is to just start adding them. How to add them? Go to the record to which you’d like to add a custom field (at the moment this can be an account, contact, opportunity, lead or target) and look in the bottom right corner of the details. [...]

Posted on October 1, 2011

This is a quick tutorial on how to export your Microsoft Outlook contacts to be used in PicaPica. Make sure Microsoft Outlook is opened. Click on the ‘File’ menu and then on ‘Import and Export..’ (see picture). In the screen that opens click on ‘Export to a file’ and click on ‘Next’ (see picture)   [...]