PicaPica - CRM for busy people

Help & Support

 

Help! My import keeps failing!

Posted on April 13, 2012

A failing import is probably the most annoying thing that can happen when you are just starting to use a new application! However, most of the time the failing is because of some simple things that go wrong that mess up the rest. We compiled a small list of situations that we always check for [...]

Read the rest of this page »

 

How to sign in to PicaPica through Google

Posted on March 28, 2012

To sign in through Google is an easier way to access your PicaPica environment. You won’t have to remember your username and password for PicaPica and it is much quicker as well. This small tutorial lets you see how you can make use of this awesome feature. Note: To sign in with Google it is [...]

Read the rest of this page »

 

How to navigate through PicaPica

Posted on February 25, 2012

We created a collection of images (below) that are helpful getting your ‘grip’ on PicaPica’s navigation. Simply click on the images to see the zoomed in version.

Read the rest of this page »

 

What is the terminology of PicaPica?

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 [...]

Read the rest of this page »

 

How to install the Skype identifier.

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 [...]

Read the rest of this page »

 

What are the system requirements for PicaPica?

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 [...]

Read the rest of this page »

 

How to use Custom Fields

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. [...]

Read the rest of this page »

 

How to export my contacts from Microsoft Outlook?

Posted on October 1, 2011

The picture gallery underneath explains through pictures how you can export contacts from Microsoft Outlook (2010 used in the example).

Read the rest of this page »

 

Topics

General Import / Export Interface Modules



Search



Can't Find What You Need?

Contact Us

E-mail: support@pica2.org
Telephone: (+44) 0191 645 0987
Skype: mryoichi
Twitter: @mryoichi