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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 ...
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 ...
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 ...
How do I save a design/files into the CRM?
When creating a new Client, start a new ArtiCAD design by clicking 'New' and then ‘Open Design’. This will open the ArtiCAD software. When you are finished with the design, to save it against that client record in the CRM, click ‘File’ and select ...
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, ...