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Questions tagged [crm]

Customer Relationship Management - a widely implemented strategy for managing a company’s interactions with customers, clients and sales prospects

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How to add embedded hyperlinks in a Monday.com form?

I'm currently developing a form on Monday.com and have encountered a limitation that I'm hoping to find a workaround for. The core of the issue is that I need to include embedded hyperlinks within the ...
Bilesh Ganguly's user avatar
1 vote
1 answer
43 views

How to share ONLY several fields of the contacts

I already know how to share google contacts with my team. But I need to share only SEVERAL fields with each people. Imagine I wish to share all contacts but not all the information, but only phone ...
Mike's user avatar
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1 vote
0 answers
31 views

Encrypt selected data only in Google Contacts?

Is there a way to have let's say an online CRM platform sync its contact details in realtime with Google Contacts, but hide the contact's phone numbers or encrypt them for certain users of the CRM ...
user118873's user avatar
1 vote
0 answers
224 views

Mailbox can't synchronize appointment, contact, and tasks

I've got a mailbox in Dynamics CRM which is throwing the error "Mailbox can't synchronize appointments, contact, and tasks. Another Microsoft Dynamics CRM organization is configured to the same ...
franglais's user avatar
  • 123