Blog Archives

Zoom Video Conferencing

31/3/2020

Zoom is a popular free online meeting system with cross platform apps to support iOS, Android, or Browser based access.

It's easy to sign-in using your email, Gmail or Facebook account for authentication. When you host a meeting you can email, txt, or message your meeting URL to your participants who can join without creating their own accounts.

https://zoom.us/
https://zoom.us/signin

The time and group limits for the basic free package are generous (40 minutes per meeting, up to 100 participants), and the app performance is impressive with minimal lag or freezing. The audio is clear and works well over speakers or headsets. The app will intelligently switch focus to the current speaker and compress their audio for signal clarity. The app is optimized to work well on tablets and smartphones as well as notebook or desktop PCs.

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How to combine contacts

30/3/2020

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Question: How do I merge three duplicate contacts into a a single contact?

Solution: In Contacts you can use Combine Contacts under advanced tools to merge duplicate records into one.

Open Contacts and select the contacts you wish to merge. Click Tools, Advanced Tools, Combine Contacts.

Select the primary contact which the other contacts will be merged into. In this example I've selected the contact that has additional contact details.

Click Yes when prompted then you can review the log. Note that activity records are preserved and vendor links where applicable are retained to prevent orphaned listings.

The activity records from the deleted contacts are shifted into the primary contact's journal.

Duplicate contacts may be visible to admins on a centralised instance if a contact has been entered by multiple salespeople. For example if an office is running SalesPartner-Cloud, agents may have client overlap through entering open home visitors.

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Working remotely

23/3/2020

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For office administrators considering e-commuting options, there are a number of practical options we can support you with.

Remote Desktop

Remote desktop options such as TeamViewer, AnyDesk, Splashtop and LogMeIn allow you to connect and control your office workstation remotely from your home PC. If you have access to your office Router we can also configure Microsoft Remote Desktop (target requires Windows 10 Pro, Ultra Fast Broadband recommended).

Chrome Remote Desktop FREE

https://remotedesktop.google.com/

Free subscription options:

Free trial options:

Microsoft Remote Desktop setup guide:
https://www.salespartner.co.nz/news/how-to-setup-remote-desktop-in-windows-10-pro

Cloud Storage

Cloud storage is ideal for when you have folders and files you need to share or access remotely or from multiple devices. The most popular services are Dropbox, Google Drive, and OneDrive.

Teleconference and group messaging

Google Duo https://duo.google.com/about/

Simple high quality video calls for tablets, computers, and iOS / Android mobile devices. Login using your phone number.

Skype / Skype for Business Basic https://www.microsoft.com/en-nz/download/details.aspx?id=49440

Support for up to ten participants for video conferencing. Multiple platform clients available.

Facebook Messenger https://www.messenger.com/

Ideal for group chat messaging with support for group calling.

More information

If your office is running SalesPartner-Cloud we can allocate additional seats or provision extra devices (Notebooks, desktop and tablets) depending on your requirements. There are also hybrid options for non-cloud deployments such as backup and restore with shared folders to sync photos, reports, and letters automatically.

SalesPartner-Cloud is scalable from economical virtual desktops for individuals and teams, through to multi-office shared instances for admin as well as salespeople.

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Version 14.0.41.0

20/3/2020

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When you are sending group SMS messages the progress, delay timer, and sent/failure counts are displayed in a single window.

Fixed an error which could appear when you closed SalesPartner after editing a listing's details during the session.

Added support for calling via Android HTTP2Phone app from SalesPartner. This Hot-desk ready feature lets you dial SalesPartner contacts hands-free from your PC.

Requirements: HTTP2Phone must be installed on your Android mobile, and either open or running in the background. Your phone must be connected to the same WiFi network as your PC, in order to receive instructions. In Contact Entry, Details, click on the Phone icon and select Call Using: HTTP2Phone. Under Settings, check that the IP address matches the address shown in the HTTP2Phone app on your device. Click Call to dial the number.

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HTTP2Phone Android SMS relay guide

11/3/2020

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HTTP2Phone is a proprietary Android app developed to relay SMS text messages from your PC via SalesPartner. SMS is an effective communication vector with advantages over telemarketing and email.

Deliverability - better message penetration than email or voicemail.
Economy - HTTP2Phone uses your mobile plan's allowance.
Non-intrusive - less disruptive than a phone call, but with a direct path back to the sender.

You can merge recipient's first names and also throttle message deliveries.

How it works

Your contacts are entered into SalesPartner on your PC. Your Android mobile must be connected to the same WiFi network as your PC so that your phone can receive the instructions from your computer.

When you open HTTP2Phone on your mobile, you'll see your device's unique IP address. This address is entered in SalesPartner on your PC so it knows where to send the commands.

Part 1: Sending a message to one person

Ensure your phone is connected to the same WiFi network as your PC. This is essential for the phone to receive instructions from SalesPartner. Open HTTP2Phone on your phone and note the phone's IP address. Normally it will be similar to 192.168.1.1:8080. If your phone's IP address is 0.0.0.0:8080, that means your phone is not connected to WiFi.

In SalesPartner, open Contact Entry and enter yourself as a contact. Click Send SMS.

Under Send Via... select SMS Sender then under Android Settings ensure the IP matches the IP address shown in your phone. The port number 8080 is specified underneath the IP address.

Enter a test message in the lower right panel then click Send to This Contact.

SalesPartner will remember your phone's IP address for future sessions but it may change from time to time depending on the number of devices in your network.

The recipient's activity is automatically recorded with the message saved in the description field.

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<<Previous

Zoom Video Conferencing

How to combine contacts

Working remotely

Remote Desktop

Cloud Storage

Teleconference and group messaging

More information

Version 14.0.41.0

HTTP2Phone Android SMS relay guide

How it works

Part 1: Sending a message to one person

Admin
Geoff Duncan

Archives

Categories

Zoom Video Conferencing

How to combine contacts

Working remotely

Remote Desktop

Cloud Storage

Teleconference and group messaging

More information

Version 14.0.41.0

HTTP2Phone Android SMS relay guide

How it works

Part 1: Sending a message to one person

AdminGeoff Duncan

Archives

Categories

Admin
Geoff Duncan