Blog entries

CRM2Office Under new ownership

Simon — Mon, 02 Apr 2012 09:03:14 +0100

South West ICT Limited recently acquired 100% owner of the CRM2Office brand and will continue to support and enhance the CRM2Office solutions in the coming months.

We would encourage all customers to send us enhancement requests (either via email or via the online forum) where we will review your ideas and begin to plan a development and enhancement programme.

We recognise that some customers have been left in the dark in recent weeks and we would like to assure you that supportRead More...

CRM2Word for SugarCRM V1.1.3 Now Shipping!

Simon — Tue, 25 Oct 2011 15:48:33 +0100

CRM2Office is pleased to announce the release of CRM2Word V1.1.3 for SugarCRM. The following enhancements and fixes have been applied to this fix.

[Enhance] Sorting - you can now choose how your data is ordered before merging
[Fix] - contacts merged multiple times
[Fix] - contacts removed from a Target List are excluded from the merge

Please download the fix, read the upgrade instructions and apply it asap.

CRM2Word Announcement

Simon — Mon, 17 Oct 2011 13:15:55 +0100

Shortly we will be issuing an update for the CRM2Word plugin. The enhancements will be:

Support for sorting the merged list prior to printing
Fixed duplicated results where contacts have more than one history item
Fixed query so that people who have been removed from a Target List are not included in the merge

This patch should be available this week. We will try and include a new feature which writes back a history record for each merged record.

CRM2Word V1.1.2 Released for SugarCRM

Simon — Tue, 01 Mar 2011 12:28:57 +0100

We are pleased to announce that a new build has been applied for CRM2Word. This build includes support for foreign character sets and includes a few minor enhancements to the GUI.

Existing customers can simply go to their Windows Control Panel and click on the existing CRM2Word installed application within the Installed Applications list and click the update link.

Anyone wishing to try it out can click here to download a free version (no time limit!) but does have restrictRead More...

CRM2Outlook LEADS is available for BETA testing

Simon — Wed, 26 May 2010 08:32:54 +0100

We are very excited to release CRM2Outlook LEADS for SugarCRM. This plug-in for Microsoft Outlook is a time saving solution that automates the process of extracting email-based feedback forms or sales enquiries.

Typical uses include:

You have an enquiry page on your website which people fill in and submit. The enquiry arrives in your Outlook Inbox and you currently re-type the details into your SugarCRM database.
You have an electronic questionnaire that is completed aRead More...

CRM2Word added to SugarExchange

Simon — Thu, 15 Apr 2010 12:55:48 +0100

Well, it's been just over one week since we put CRM2Word 2007 for SugarCRM onto http://www.sugarexchange.com and there have already been over 115 downloads!!

You can view the listing here

We're receiving some positive feedback too and I thought I'd share some of the comments with you:

"Awesome, awesome, awesome"

"Great product - I wish I had come across it two months ago"

"Your software was a breath of fresh air"

And to clarify some questionRead More...

New patch file released for CRM2Word for SugarCRM

Simon — Thu, 18 Mar 2010 09:20:04 +0100

Just wanted to keep everyone up to date with the latest developments.

We have released a patch for CRM2Word which has support for larger data sets and is compatible with all 5.x versions.

If you want to upgrade simply redownload the setup files that were emailed to you and run the installation. No need to uninstall the previous version as the installation process takes care of that for you.

In the near future we will be adding support for Target List merging aRead More...

Very excited about the forthcoming release of CRM2Outlook

Simon — Wed, 10 Mar 2010 06:55:52 +0100

I thought I'd let people know about the release of CRM2Outlook LEADS which has been requested for sometime now. With this plugin the content in a structured Outlook email is extracted by CRM2Outlook and inserted into your CRM system.

Many organisations we speak to have a website-based enquiry form which sends the details entered to an email address when the form is submitted. The trouble is that the recipient of the email then has to manually type the details into their CRMRead More...

CRM2Word for info@hand CRBM released!

Simon — Mon, 01 Mar 2010 16:49:30 +0100

We are pleased to announce the release of CRM2Word for info@hand CRBM. This plugin connects your Microsoft Word 2007 and info@hand systems. Produce letters, perform mail merges and print labels with ease.

With this release you can find information stored in Accounts, Contacts, Opportunities, Quotes, Leads and User tables. More tables will be supported in future releases so please use the forum to request your preferences.

There is a free 30-day trial which can Read More...

CRM2Word 2007 for SugarCRM launched!

Simon — Mon, 08 Feb 2010 09:37:13 +0100

Our first plug-in for Microsoft Word and SugarCRM is available here. With this plug-in you can connect Microsoft Word to your SugarCRM CE/Pro/Ent edition and perform a mail merge and print labels.

The plug-in currently only supports Microsoft Word 2007 running on XP, Vista and 7. A version for Word 2003 will be released shortly.

Features:

Merge data from Accounts/Contacts and Leads, Custom fields and Users
Search across multiple tables (i.e. Find all accounts inRead More...

Good news and not so good news :)

Simon — Mon, 18 Jan 2010 15:32:51 +0100

Launch day has arrived and we have finished the development of the CRM2Word plugin for SugarCRM but until we have received our code signing certificate from the authorities (the bit that tells you, the customer, the code is from a reputable source) we cannot release the installer.

We'll do our best to get this out the door ASAP.

As for the next development we plan to release CRM2Word for info@hand CRBM next month and an exciting new add-on for Outlook called CRM2Outlook Leads.

2010 here we come!

Simon — Wed, 30 Dec 2009 09:42:35 +0100

I thought I'd write a quick blog on our progress with the plugins. We have had a lot of people ask us when these will be available so here's an update :)

The CRM2Word plugin for all editions of SugarCRM will be available for download on Monday 18th January 2010 and quickly after this the same plugin for info@hand CRBM will be released.

The Outlook and Excel plugins are still in an early state of development and we should see releases of these plugins at the end of the firsRead More...

CRM2Office - our vision statement

Administrator — Tue, 08 Dec 2009 16:33:35 +0100

I thought I'd start our blogging with the company's vision statement and the overall goal of CRM2Office.

Having worked in the CRM space since 1989 I have found it increasingly difficult to get make use of my CRM data quickly and effortlessly. Even to complete the simplest of tasks such as merging a letter so that the name and address of the person I am writing to appears on the letter without having to re-type the damn thing each time and making stupid typos!

I've worked wRead More...