Calendar in the ArtiCAD CRM

The calendar section is where you can see views on your users’ schedules. This will include appointments, deliveries, fitting etc.

With CRM plus, you can integrate your emails system, including Office 365 which will integrate your existing calendar into the ArtiCAD CRM.

• Related Articles

• Client/Customer management in the ArtiCAD CRM

  This is where all your prospect, lead and customer information are stored. To add a new client into the ArtiCAD CRM Select ‘New Client’. This will open a pop up where you can enter all the Client details. There is a postcode search built into this ...

• What is the ArtiCAD CRM?

  A free ArtiCAD CRM system (customer relationship management system) has been added into Version 23 of ArtiCAD-Pro, BathCAD and BedCAD. ArtiCAD have introduced this for seamless management of customers, employees and workload. To access the CRM, ...

• Users in the ArtiCAD CRM

  The Users section are the users in your business for the CRM. The contacts ArtiCAD have listed on their records will display here. In this section you can edit existing users and assign their admin rights for the CRM. To edit a user, click them in ...

• Company settings in the ArtiCAD CRM

  Company settings are where you can alter the settings for your business. Company details – the details listed here are as ArtiCAD have them stored. If you need to change these details, please contact your local ArtiCAD office. Further elements on the ...

• What is CRM Plus?

  CRM Plus is an upgrade available (for a monthly subscription) whereby you can save ArtiCAD plans and files against the customer records and integrate your email systems and calendars. To upgrade, please contact your local ArtiCAD Sales Team.