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… Copying a node to a new type Submitted by John Locke on Thu, 10/21/2010 - 08:55 … site, but one change is difficult: changing the content type of a node after you've created it. In general, once you create an item of a certain type, you cannot change that type without breaking it. But …
… of a set of resource types (e.g. "video", "newsletter", "article", "case study", "organization") and how to properly … of a set of resource types (e.g. "video", "newsletter", "article", "case study", "organization") and how to properly …
… CRM & Business Solutions CRM (Customer Relationship Management) systems, … offer effective engagement tracking. Keep an eye on our blog for what we’re learning. There are a lot of other cool …
… Retriever CRM Submitted by John Locke on Wed, 03/10/2004 - 22:23 Coming … management (CRM), Sales Force Automation (SFA), and business intelligence (BI) tools, allowing companies to …
… Drupal CRM -- Why? Submitted by John Locke on Fri, 01/20/2012 - 09:21 We have several customers … Reply Submitted by akku (not verified) on Fri, 12/06/2013 - 04:38 Permalink The same reason that I have The same …
… not a tool Submitted by John Locke on Tue, 10/01/2013 - 09:24 Whether you realize it or not, you're doing CRM … Opportunity Matrix," and filter by last executive contact date I've been participating in a coaching program … total revenue. I added a field for "last executive contact", and now I'm schedule meetings or phone calls to …
… actually poses some problems, because of its security features -- you cannot just embed a Drupal form on another … actually poses some problems, because of its security features -- you cannot just embed a Drupal form on another …
… this does is it creates a URL structure based on how you tag an individual story. For example, you might have one … this does is it creates a URL structure based on how you tag an individual story. For example, you might have one …
… people. So a person is a contact in my system. You can tag that person as a customer, lead, prospect, whatever you … We attach an expected value of that opportunity, and tag them with a sales stage. This becomes our sales pipeline, … people. So a person is a contact in my system. You can tag that person as a customer, lead, prospect, whatever you …
… for developers--if you would like to be involved, leave a comment below! You can download the code using a Subversion … SugarCRM seems to meet all the criteria... Reply Add new comment You must have JavaScript enabled to use this form. … me when new comments are posted All comments Replies to my comment Comment About text formats Filtered HTML Web page …
… This CRM application looks like a winner Submitted by John Locke … <em> <strong> <blockquote cite> <cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <h1> <h2 id> <h3 id> <h4 id> <h5 …
… Why tech work is so hard to estimate Submitted by John Locke on Thu, … <em> <strong> <blockquote cite> <cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <h1> <h2 id> <h3 id> <h4 id> <h5 …
… One big problem lots of our customers have is out of date contact information for their customers, members, or … the archives, taken on the Sounders MLS opener, back in 2009!) CRM Sounders CRMs, Databases Add new comment You … the archives, taken on the Sounders MLS opener, back in 2009!) … Get your customers to update your CRM for you …
… projects, part 4: It costs more if you do half the work Submitted by John Locke on Thu, 02/27/2014 - 11:11 "My … <em> <strong> <blockquote cite> <cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <h1> <h2 id> <h3 id> <h4 id> <h5 …
… Freelock Custom CRM Tracking System - Project Dashboard Freelock Internal CRM … employees engaged with each client. As the volume of our work gets too big to handle in any one person's head, it was …
… about how to use the system Adding new functionality Theme changes Web Application Consulting Upgrading to newer … about how to use the system Adding new functionality Theme changes Web Application Consulting Upgrading to newer …
… Drupal Panels, Panelizer Display Suite Custom themes, page-type templates Drupal "Paragraphs" Field Collections Entity … each paper, with sections for the author's biography, the category, methodology, supporting organizations, and various … a new widget from the new map provider. Lots of manual work. Maybe I can find or create a script, but even so, it …
… to WordPress, and kinda misses the point Submitted by John Locke on Thu, 01/31/2019 - 20:40 Software as a Service (SaaS) … just outsource our (CRM, bookkeeping, project management, blog, whatever) system". Ok, I might agree with you if we're …
… Drupal Protection Plan Perfect for simple Drupal sites and mature sites with a minimum of additional work to … plan includes module and security updates and any site modifications required to maintain normal site … Notify on release 2 hour notification 1 day notification (default) 2 day notification Notify and hold for green light …