08/02 Using Google Calendar? Now Sync your EBSuite Calendar with Google Calendar

If you have an Google Email account you already have a Google Calendar.  Now you can create appointments in either Google Calendar or EBSuite and have them reflected in both calendars.  You Google Calendar may be shared with others and others may add events to your Google Calendar, but only YOUR EVENTS will be synchronized [...]
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07/30 One Minute Challenge Launch an Email Campaign in under 60 secs

The Marketing Module in EBSuite passed the 1 Minute Challenge ? We Created, Documented and Launched an Email Campaign in under 60 seconds.    See the real-time 1 Minute Challenge of launching a full production campaign send in under 60 seconds. If you?re already a fan of the Marketing Module ? relax ? there is nothing new [...]
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07/28 Track and Display specific details about the Project or Project Steps

Did you miss this feature in the Project Module:  The Admin may add Custom Fields for data that is appropriate to track within both Projects and Project Steps. If you use Opportunity Management and it evolves to Project Management you can link the original Opportunity with the follow-on Project. Within the Admin > Custom Field > (pick [...]
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07/27 Project Management now includes a Change Log History

The Project Management Module in EBSuite offers a host of features that adapt to almost any collaborative effort.  Projects are roadmaps, but change is inevitable.  So EBSuite thinks you might need to know Who, What and When last made changes to your Project.  Now you can see a chronological log of who adjusted what [...]
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07/27 Project Management Jump Start in 10 Steps

EBSuite’s Project Module can be used to track many diverse planning and implementation efforts. The Project Module is a great asset to managing Post-Sales Implementation in the traditional Sales Cycle. It has also proven to be a great asset to other collaborative efforts even where customers and vendors need to be involved. Below [...]
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07/21 Instantly Assign multiple activities with Action Sheets

Did your most promising Prospect just become your Newest Best Customer?  Congratulations, but now you probably have a slew of new activities to assign and keep track of.  Now you can work from your hand written list of Tasks-To-Complete-With-A-New-Customer or you can assign an Action Sheet to the Contact in EBSuite. The Action Sheet is [...]
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07/20 Forget me Not

EBSuite offers many ways to track your commitments – Tasks, Appointments, Calls.  But, it just became more difficult to ignore them. When you review the details of any Contact or Organization you?ll see the ?Recent & Upcoming Activities? box-score where all previously scheduled and upcoming activities are summarized.  From here you can review the details of [...]
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07/20 Form Builder Graphic Designs

EBSuite’s Form Builder ( Tools -> Form Builder ) allows you to design & publish forms on your web site. It’s a powerful tool that lets you map web form input into both standard and custom fields. You can also customize how the form will display on your web site by building your own HTML code [...]
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07/16 Keep your finger on the Pulse with Dashboard Reports

The EBSuite application always opens at the Main Page.  From the Main Page all users will see the submenu items of the Main Page including the Dashboard and Reports.    The link to the Dashboard is right under the Main Tab (upper left hand quadrant of the page) The Dashboard is designed as a series of pages [...]
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07/12 Give your Customer Support Portal a Name and its Up and Running

The setup process for your EBSuite Customer Portal is literally no more complicated than deciding on a name for the Portal. Give it a name and its available for your customers to register (or you can invite them to join) or you can make much of the content Publicly available. The resources you setup for your [...]
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