David Fochler

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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler shared this idea  · 
  2. 12 votes
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    0 comments  ·  weclapp Business Apps » Organizer  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 103 votes
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    in review  ·  3 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 22 votes
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    1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 11 votes
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    2 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    Es gibt bereits mehrere Möglichkeiten eure Telefonie mit weclapp zu verbinden, sodass ihr direkt aus dem CRM Anrufe tätigen könnt: https://doc.weclapp.com/knowledgebase/telefone-einbinden-fuer-eingehende-und-ausgehende-anrufe/

    Bzgl. MS Teams hat euch die Community schon potentielle Lösungsvorschläge genannt.

    Darüber hinaus können auch andere Telefon-Tools eingebunden werden. Schaut auch in unserem Store vorbei: https://store.weclapp.com/erweiterungen/

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  6. 7 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 6 votes
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  8. 1 vote
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    1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler commented  · 

    Einfach die Stamdaten mit dem Adressebuchd es Organizers verknüpfen. Dazu muss natürlich das Postfach eingerichtet sein. Wenn die Kontakte regelmäßig synchronisiertw erden, dann sind die Kontakte im Outlook da und mann kann einfach aus dem outlook heraus schreiben.,

  9. 10 votes
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  10. 18 votes
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  11. 14 votes
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  12. 1 vote
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  13. 6 votes
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  14. 14 votes
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    1 comment  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  15. 69 votes
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    2 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler commented  · 

    super Idee! Wir benötigen das auch, dass würde die Bearbeitung von Zusatzfeldern erleichtern. Damit würde man Zusatzfelder einsparen, wenn diese Feld auch bei anderen Werten benötigt wird und man müsste bei Erweiterung des Feldes nur eins bearbeiten.

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  16. 3 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 185 votes
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    21 comments  ·  weclapp Business Apps » Sonstiges  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler commented  · 

    Wir nutzen alle E-Mail-Felder in einem Kontakt (Person).

    Nun kann das Kamapgentool in weclapp aktuell nur an die Geschäftsadresse senden. Wir benötigen jedoch die Möglichkeit an alle senden zu können.

    Es wäre also als erster Schritt super, wenn im Kapagnentool unter Organizer die Option auftauchen würde „+ E-Mail (privat)“. Das zweite E-Mail Feld heißt in unserer Instanz E-Mail (privat).

    Im weiteren wäre es aber auch super, wenn es eine Option geben würde, die ich aber als langfristiges Projekt bei weclapp sehe: „+ Wenn-Dann-E-Mail“. Hier muss es dann eine Auswahlmöglichkeit geben, welche die bevorzugten E-Mail-Adressen (privat oder geschäftlich) sein sollen, an die geschrieben wird. Wenn das bevorzugte E-Mail-Adressen Feld leer ist, wird an die E-Mailadresse aus dem zweiten Feld geschrieben.

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    David Fochler commented  · 

    Um die Funktion zu verstehen muss ich ein wenig ausholen:

    Wir haben ein Zusatzfeld, in dem unsere User sich auswählen können, wenn Sie eine Beziehung zu diesem Kontakt haben. Dadurch können Sie zum Beispiel in der Tabellenansicht unter Kontakten nach Ihren Namen filtern und sehen nur Ihre eigenen Kontakte.

    Bei uns werden die Kampagnen zentral von der Vertriebsabteilung über die Postfächer der User eingesteuert. Das machen die einzelnen Benutzer wegend es Zeitaufwandes nicht selbst.

    So nun zum Zusammenhang:
    Sende ich eine Serien-E-Mail über das Postfach eines Benutzers steht in der Grußfomel am Ende sein Name. (entweder weil er der Hauptkontakt ist oder weil es so als Text eingegeben wurde) Nun sollen aber in der E-Mail auch Namen von anderen Benutzern (Mitarbeitern) genannt werden. Dafür benötige eine eine Wenn-Dann-Funktion.

    Zur Erklärung:
    Ich habe 3 Benutzer: Martin Muster, Klaus Klausen und Elfriede Friedlich.
    Es wird nun eine Serien-E-Mail über über das Postfach von Frau Friedlich gesendet. In der Grußformel steht Ihr Name. Nun ist es so, dass Herr Klausen diesen Kontakt auch kennt. Daher muss es heißen: Prüfen, ob weitere Benutzer außer Frau Friedlich ein Kontaktverhältnis zu dem angeschrieben haben. Wenn ja, dann soll ein Satz eingefügt werden: " Ich möchte auch liebe Grüße von >>Vorname Nachname<< ausrichten." Die Namen sollen dann automatisch mit Aufzählungszeichen/-syntax genannt werden. Haben also auch Herr Klausen und Herr Muster Kontakt, dann steht da: "[..] Grüße von Martin Muster und Klaus Klausen ausrichten."

  18. 18 votes
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    0 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 13 votes
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    started  ·  3 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler commented  · 

    Aber auch bei anderen Feldtypen wäre es super. ich würde dann unser Feld Beziehungstyp immer uf Sie stellen.

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  20. 158 votes
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    7 comments  ·  weclapp Business Apps » CRM  ·  Flag idea as inappropriate…  ·  Admin →

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    David Fochler commented  · 

    Aktuell nutzen wir ein Zusatzfeld für diesen Beziehungstyp. Würde das Feld aber ein Standardfeld von Weclapp sein, könnte man es im Kampagnentool zum Beispiel nutzen, um den Anredetypus festzulegen (Liebe/Lieber oder Sehr geehrte/geehrter). Dies im Anredefeld einzubinden als zusätzliche Auswahlmöglichkeit macht keinen Sinn, da dann das Geschlecht verloren geht.

    Aus den Eingaben in den Felder Anrede und Beziehung kann dann die Begrüßungsanrede im Kampagnentool geschaffen werden. So bildet Du + Frau = Liebe "Vorname" oder Sie + Herr = Sehr geehrter Herr."Nachname"

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