Pivotal CRM Tips and Tricks

Powered by CRMCulture

Category Archives: Knowledge Base

Pivotal CRM – Batch Record Creation w/o Importing

March 10, 2012 admin No comments

Demonstration of Pivotal CRM’s unique ability to create secondary data in a batch mode such as Alerts, Notes, or Orders across a selected list of Contacts, Companies or any custom entity. The demo shows how easily the feature is enabled for any entity and how it is controlled by existing Pivotal security groups.

The feature is able to dynamically read the relationships between tables through the Pivotal CRM business module and offer up a “Batch Add” menu item for any table where the adminstrator allows it for a given security group. This is a great tool to quickly add associated data to existing records without having to go through the pain of the typical CRM system import tools, which are certainly easy but not this easy. A great tool for business analysts, Marketers and easy and secure enough for CRM end-users.

Check it out by watching this video on YouTube: http://www.crmculture.com/Events/Detail/?crmc_Event_Id=0000000000000615&s=379

Social CRM demo

July 17, 2011 admin No comments

Check out the new 6 min video of Social CRM using Pivotal CRM. Great demonstration of Pivotal’s integration of CRM data with social media sites to pull customer social media updates into the CRM while also offering tools for employees to post their own updates to multiple social media channels at once.

Watch it at: http://www.CRMCulture.com/events/?s=379

Please join us for the Lunch and Learn seminar: “Going Social with CRM” on July 21 in Broomfield, featuring guest speaker Shane Gibson, co-author of Sociable! and Guerilla Social Marketing.

Edit Pivotal CRM code while debugging

May 08, 2011 admin No comments

Most Pivotal developers learn to debug Pivotal CRM client tasks using the Visual Studio “Debug –> Attach To Process” method. However, what if you want to debug and edit your code on-the-fly. The normal process of attaching to the process does not allow this.

Solution: By setting the Debug –> Start External Program property you can launch the Pivotal Smart Client from the Visual Studio play button and gain the added benefit of editing your code on the fly. The obvious benefits are:

Time savings by not having to Attach To Process
Ability to edit your code without closing, re-compiling, re-opening the client, and repeating it all again

Here’s how (click to enlarge):

Set the "Start External Program" to launch Pivotal Client and edit code while debugging

Locating your Smart Client executable is often an initial challenge for new Pivotal developers. Below is a typical path to the executable, where the “PivotalClient.PIVOTAL2” happens to be the name of my deployment server.

C:\Users\steveroch\AppData\Local\CDC Software\Smart Client\PivotalClient.PIVOTAL2\exe\CdcSmartClientContainer32NoDEP.exe

More examples and a recorded webinar on setting up your Pivotal debugger at: http://www.crmculture.com/events