Mondo, Author at MondoCRM

Adding the WiredContact Mobile Site to an Android or iPhone

For Android:

1. Unlock your Android device and ensure you are connected to the internet.
2. Open the Google Chrome web browser or any other browser you prefer.
3. In the browser’s address bar, type or paste the website URL provided by MondoCRM or WiredContact.
  For example: http://mobiledemo.wiredcontact.com and press “Go” or “Enter.”
4. Follow these instructions:
  1. Tap the three-dot menu icon in the top-right corner of the browser window.
  2. Scroll down to find the “Add to Home screen” option (or similar wording) and tap on it.
  3. A pop-up window will appear, allowing you to customize the shortcut’s name. You can leave it as the default or enter a custom name if you prefer.
  4. After customizing the name (if desired), tap the “Add” or “Add to Home screen” button. This will create a shortcut to the website on your Android device’s home screen.
  5. You may be asked to confirm the action. If prompted, tap “Add” or “OK” to proceed.
5. The website shortcut will now be added to your Android device’s home screen, and you can find it among your other app icons.

For iOS:

1. Unlock your iOS device and ensure you are connected to the internet.
2. Open the Safari web browser, which is the default browser on iOS devices.
3. In the Safari browser, navigate to the website you want to add to your home screen:
  For example: http://mobiledemo.wiredcontact.com and press “Go” or “Enter.”
4. Follow these instructions:
  1. Tap the “Share” button at the bottom center or top right of the Safari window (it looks like a square with an arrow pointing upward).
  2. Scroll down in the Share menu and find the “Add to Home Screen” option. Tap on it.
  3. A pop-up window will appear, allowing you to customize the shortcut’s name. You can leave it as the default or enter a custom name if you prefer.
  4. After customizing the name (if desired), tap the “Add” button in the upper right corner of the pop-up window. This will create a shortcut to the website on your iOS device’s home screen.
  5. You may be asked to confirm the action. If prompted, tap “Add to Home Screen” to proceed.
  6. The website shortcut will now be added to your iOS device’s home screen, and you can find it among your other app icon
5. The website shortcut will now be added to your iOS device’s home screen, and you can find it among your other app icons.

by Mondo

Act! Preventive Maintenance

Tips on Act! Maintenance

Here are a couple quick ideas on maintaining Act!, which can be automated from the Act! server also by going Tools -> Act! Scheduler.

Go to File -> Backup. Do this early and often!
Go to Tools -> Database Maintenance -> Check and Repair

by Mondo

Swiftpage E-Marketing To Be Discontinued

Swiftpage E-Marketing will be discontinued on June 30th, 2018.

Swiftpage E-Marketing for Act! will be retired on June 30th, 2019 and technical support ends on March 31st, 2019. Act! E-Marketing will be supported, and Swiftpage will build upon the Act! Marketing Automation platform.

by Mondo

Practical Limits on Zoho CRM Free Edition.

Practical limits of the Zoho CRM free version.

I am really impressed with Zoho offering a free edition of Zoho as it allows people to try at no risk. That’s quite unique in the CRM space. So, as with most “free-mium” offers, there are features taken out. As I work with clients on this, I will compile a list of limits that might matter right away. Here is the complete chart for complete reference. During the trial, all features are available for 14 days after the initial sign up.

You can only have up to 3 users.
You cannot add any custom fields to a module. So if you want a field called "ID/Status" to the contact module, you cannot add it.
You can only have one layout.
Anyone can delete records, but only the Zoho administrator can empty the recycle bin.
You cannot add any custom modules (aka entities, tables or custom objects).
You can only have two profiles (aka security profiles).
You can only have two roles (how contacts are shared among the users).
The tag feature is not available.
The Deluge scripting language cannot be used to write custom functions.
Data conversion from programs like Act! or salesforce wouldn't be available.
The Outlook integration features are not available.

by Mondo

WiredContact Dialer Demonstration

WiredContact Phone Integration Sample

WiredContact, without buying a third party plugin, allows you to make outgoing calls with a click-to-dial button we program. That won’t require any VOIP programming costs. 99% of our requests from our clients revolve around outgoing calls.

For incoming calls, we’d program WiredContact to work with your VOIP provider, and those costs are on a case by case basis.

This demo video uses 8×8 with their soft phone application and their free Chrome extension.

by Mondo