Resources

Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.

Blog Search
Blog Filter Boxes
  • All
  • Open CRM Blog
  • Tuesday Tip
  • Case Study
  • Change Log
  • Webinar

Within OpenCRM you have the ability to set up and manage your customer's subscriptions. What's more, via the customer portal, your client base also has the ability to manage this themselves! This Tuesday Tip video demonstrates how you can do this. Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

This Tuesday Tip explores our integration with Google and how you can use it to keep your two systems in sync. That’s why we call it our Google Sync or GSync. Tom walks you through the user set up and shows you a few examples of the sync in progress. Our integration includes syncing your Contacts, Calendar and Tasks between [opencrm] and Google. You have the option of sending your Tasks to your Google Calendar or Task Manager. There are a number of settings available to you, not all of which are covered in this video. These settings include how your Tasks are synced between the two systems, which system should take priority, and how deleted records are handled. If you’d like to set up your own Google Sync, this FAQ will walk you through how to do just that. All of the legal information about our integration with Google can be found on this page.   Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?