PerfectView Manual version

Transcription

1 PerfectView Manual version Table of contents Background information about the navigation within PerfectView... 4 A... 6 Activities... 6 Description of sales activities... 7 Address & Salutation... 8 API log book... 8 API console... 8 B... 8 Bit.ly URL... 8 Browser settings... 8 C...10 Campaigns...10 Campaign activity...11 Change password...13 Connections...13 D...13 Dashboard...13 Documents activities (Word templates)...13 Documents Campaigns (Word Templates)...14 Documents Standard...14 Documents Storage...14 E domains templates texts...15 External calendar...15 G...19 General log book...19 Google...19 H...20 Help...20 I...20 Import...20 L...24 Language...24 Licences...24 M...24

2 PerfectView Manual version Mail-in archiving...24 Mailings...25 Manage View...25 Mandatory fields...27 Modules...28 My relations...28 My workspace...28 N...29 Notifications...29 O...29 Office connections...29 Opt-in / Opt-out...31 Option lists...31 Other personal settings...31 P...31 Properties...31 Q...32 Queues...32 R...32 Region & Language...32 Relation network...33 Relation type - Organisations...34 Relation type - Persons...35 Reports...36 Rights...36 S...37 Sales texts...37 Sales objectives...37 Sales of products...37 Sales opportunity...38 Sales settings...38 Sales quotation and invoice...38 Search...38 Security...39 Selections...39 Send Social Media...42 T...44

3 PerfectView Manual version Tabs...44 Timeline...45 To do...45 To do by my colleagues...45 W...45 Web forms...45 Attachments:...47 Appendix I, System requirements and performance...47 Appendix II, notifications during the PerfectView import process...48 Appendix III, technical documentation CRM Online Add-ins...51 Appendix IV, iphone app and Android app...56

4 PerfectView Manual version Background information about the navigation within PerfectView This chapter contains background information about the navigation within PerfectView. We will explain the various functionalities in more detail in the following chapters. Left column The left column contains a list of all items to which you can navigate by clicking on them: The option 'my workspace' can be customized to your preferences. How to do this is explained in this manual. When your organisation is not using certain parts, such as a relation type or activity type, then you can hide these from the view by setting the user rights. In addition to the user rights, you can adjust the other application and personal settings via the 'settings' button. The options under the application and personal settings are further explained in this manual. Search on the name of a relation When you wish to search on the name of a relation (or part thereof), you can do this by using the search screen in the top left of your screen.

5 PerfectView Manual version The header of a relation The header contains the general information of the relation or activity. All data that you import is automatically saved. You may use the X in the header of your screen to close the relation card. This closes the screen. You can also do this when you have created an activity. The recent items The search screen always gives an overview of the last 25 items that you have used, the so-called recent items. By clicking on one of these links, you can quickly navigate back to the respective relation or activity. It is also possible to 'pin' the recent items in the right of the screen. Click on the pin for this. The arrow keys (back) PerfectView is a web application and is controlled via your browser. To use the software, you need to make use of the navigation that the application offers you. You cannot use the buttons and menus available to you in Internet Explorer (such as Previous or Next).

6 PerfectView Manual version A Activities PerfectView offers you several standard activities you may use to register contacts with your relations. An activity can be created from the tab with the same name within the relation. You may choose from the following types of activities. The administrator can set the user rights to determine which activities are visible to the user. Contract Third party contract Correspondence (you can use this activity for your outbound mail) Meeting report Complaint Mail registration (you can use this activity for incoming mail) Project Support Task Sales opportunity Quotation Sales invoice It is also possible to make use of the activities ' ' 'campaign' and 'mailing'. These activities will be explained separately. Please consult the table of contents for this. Each activity has a number of specific fields that you can fill in. It is also possible to add notes, or an attachment. Each activity gets assigned a follow-up date and time. Your personal 'to do' list, shows all activities according to follow-up date and time. This way, you have a clear overview of the follow-up actions you still need to do with respect to your relations. Within each activity, it is possible to take a step in the process. The different steps are shown in the panel 'take the next step'. Examples of the different steps Forward Place in the queue Close When you forward an activity to a colleague he or she will receive a notification of this in an from PerfectView. The activity will be also be added to his or her personal 'to do' list. The activity has received a new 'owner'. A queue is a shared workspace. Activities in a queue do not have an owner until an employee takes an activity out of the queue, i.e. 'Invoices reminders'. When an activity does not need following up, it can be closed. The activity will not be visible anymore in the 'to do' list, but can still be found under the relation. A closed activity cannot be reactivated. It is still possible, however, to add a comment or attachment. In addition, you can make use of a number of activities. Examples of different activities Create document With this action you can, for example, merge a document with Microsoft Word, i.e. to merge a letter in case of correspondence. The administrator can create a standard template for your organisation.

7 PerfectView Manual version Send Notify colleague It is possible to send an directly from within PerfectView. This is saved within PerfectView and can be found in the relation. The administrator can create a standard template for your organisation You can send a notification to a colleague or group of colleagues at any time. PerfectView will send an to the persons selected with a description of the activity. This ensures that your colleague is also aware of the activity that you have created. Other tabs in an activity: Connected activities: it is possible to connect two activities to one another. For example: in relation to a meeting for which you have created a meeting report, you wish to assign a task to a colleague. You can connect both activities for a clear overview. Project activities: this tab is only available under the activity Project. It is possible to connect other activities to the project; please note that this does make the underlying project activities also visible in the attachment tab of the project. Stakeholders: here, you can connect all relations (internal or external) to a project for a clear overview of all those involved. If you are unable to see the tabs as listed above, please contact your PerfectView administrator, as he can activate the tabs within the settings. Description of sales activities There are three different types of sales activities: Sales opportunity: In PerfectView, you can register your sales opportunities and follow them until they become orders or lost sales. You can plan in tasks for follow-up and create forecasting reports and dashboards, so you can manage your sales for better results. In Sales opportunity, you can print a quotation using a Word document, which you can send to the client. (if you rather wish to automate as much as possible, we advise you to also use the quotation). Quotation: In Quotation, you can create a fully automated quotation, containing multiple lines with numbers, amounts and VAT. In addition, a discount can be applied to the total amount. You can send an directly from the Quotation to your (potential) client containing the quotation. The client can give his approval digitally. The status of the quotation is tracked in the activity. In addition, you will receive a notification when your client has approved the quotation. Sales invoice: In Sales invoice, it is possible to fully automate the creation of a sales invoice. The invoice is based on the quotation. It is also possible to send reminders. For both the quotation as well as the sales invoice, the following is possible: You can add multiple (product/service) lines to an activity. You can adjust the term for follow up. You can directly send the quotation/invoice as PDF per . You can also send the quotation/invoice by post. The status of the activity (quotation sent, invoiced) is shown in the header. The activity may be duplicated, e.g. for a second version of a quotation.

8 PerfectView Manual version To be able to use all sales activities as listed above, it is necessary to check the sales settings. PerfectView supplies a number of standard text templates and quotation and invoice design templates, which you can adjust to your own requirements. The sales activities may also be used independently from one another. Address & Salutation When you create new relation data in PerfectView, the system will use the default settings when you send a letter to this relation. When the relation has been imported through the import module, the same settings will be maintained. It is possible to customize the standard settings to your organisation's standard settings. You may also indicate which salutation is to be used by default. It is of course always possible to adjust specific settings per relation. You can do this using the button 'change address'. API log book An administrator can find all data with respect to API connections here. API stands for Application Programming Interface. An API enables an external party to communicate with PerfectView. For more information about using the API, you can contact PerfectView. API console The administrator can adjust the settings of the API in the API console. It also contains the technical documentation with respect to the API B Bit.ly URL You will find this option under your personal settings. If you have a Bit.ly-account (or created one via you can enter your username and API key here to make a connection (if you do not remember your API-key, then you can click on the corresponding link in PerfectView). This service enables you to automatically shorten the URLs you place in, for example, the 'Timeline'. This enables you to save characters. Browser settings Security settings in your browser may cause it to show an alert when you want to download a document from PerfectView, or block the download process completely. You can prevent this by changing the settings in PerfectView. These settings are browser dependent. Follow the steps below:

9 PerfectView Manual version Internet Explorer 8 Security settings Go to the menu [Extra] and select [Internet options] Click on the tab [Security] and then on [Secured websites] Click on the button [Websites] Then type under [Add this website to the zone] and click on the button [Add] NOTE : Uncheck "Server verification ( required for all websites in this zone" Click on [Close] Now click on the button [Adjusted level...] Scroll down to the section [Downloaded elements] Make sure that both [Automatically request when downloading files] and [Download file] are on [Activate] Click twice on [OK] to close Deactivate blocking of Pop-ups Go to the menu [Extra] and select [Block pop-ups] followed by [Settings for blocking pop-ups] Next, type underneath [Address of website of which pop-ups are allowed] and click on the button [Add] Click on [Close] to close Internet Explorer 9/10/11 Chrome Firefox Safari Deactivate blocking of Pop-ups Go to the menu [Extra] and select [Internet options] Now click on the tab [Privacy] and then on [Settings] to the right of [Blocking of pop-ups] Next, type underneath [Address of website of which pop-ups are allowed] and click on the button [Add] Click on [Close] followed by [OK] to close Go to 'Adjust and manage' (icon) Select Settings Click on the link Advanced settings Click on the button 'Settings for content...' (under Privacy) Privacy) In 'Pop-ups', click on the button 'Manage exceptions' In the field, type a new host name pattern [*.] online.perfectview.nl Under Action, make sure that 'Permitted' is selected Click on 'OK' Close (all) screen(s) Go to Extra > Options' Click on (the icon) Contents Click on the button 'Exceptions' (behind blocking Pop-up windows) Underneath Address of website type: Click on the button 'Permitted' Close (all) screen(s) Go to General Safari settings (cog wheel icon) Uncheck 'Block pop-up windows'.

10 PerfectView Manual version C Campaigns After you have made a selection of relations you can execute a campaign, i.e. to send a mailing to all relations in the selection. The campaign will create a campaign activity when an is sent from PerfectView, and a mailing activity is created when you create a letter or start an export. With the help of a campaign, you can do the following: Create a mailing based on a Microsoft Word document (labels or letters). Create an ing using the functionality of PerfectView. Generate an export file with addresses. You can send your own ing with an programme. Create an export to a Microsoft Excel document. Create a follow-up activity with all relations in the campaign. To use the merge functionality to Word or the functionality in PerfectView, you first need to create a template. The administrator can create this template in the settings. When you start a campaign, the campaign wizard starts up. The wizard shows several different steps. The steps are dependent on the type of campaign. You can select the campaign type in step 3 of the wizard. To prevent long waiting queues during the sending of a campaign, a check is done on the number of selected relations. If more than 10,000 relations are selected, the campaign will be processed outside of peak hours (between 21:00 and 07:00 hours). You can place a check mark next to 'opt-out' (no s) with persons and organisations that no longer wish to receive s. When creating a selection, relations with a checked opt-out are initially automatically excluded. When a campaign has been executed, a campaign or mailing activity is shown in your personal 'to do' list. The activity will show all relations selected. When you have chosen to merge a document during the creation of the campaign, you can open this document from the Attachment tab. Do not forget to close the activity when you are done with executing the mailing. If you do not close the activity, it will remain visible on the 'to do' list. For more general information in relation to activities, we refer you to the table of contents.

11 PerfectView Manual version Campaign activity After sending an campaign, a campaign activity is created. Here, campaign statistics are shown, such as: Number of delivered s Number of opened s Number of click-throughs Number of downloads Number of opt-outs Number of bounced s These statistics are also visible on the tab campaign activities in the relation. marketing campaign legislation and misuse There is legislation for the collection, processing and use of personal data as well as sending s. We recommend you read through the important information below and observe the rules when sending a mailing. One consequence of not adhering to the points mentioned below may be that your domain is recognized as SPAM whereby your relations will no longer be able to receive your s. Legislation Overall, the following 4 government regulations for sending mailings (as in: e- newsletters) apply: 1. A relation must be an existing customer and / or have previously given explicit permission for sending 2. Personal data may only be collected, processed and used for a well-defined and legitimate purpose 3. It should be clearly indicated who is the sender of the mailing 4. A relation should be able to easily opt out for a subsequent mailing

12 PerfectView Manual version Ad 1. Customer relation/ permission: this is your responsibility Only you know if a relation is an existing customer and whether a relation has given prior consent The consent must be explicit; you must be able to demonstrate that a relation has expressly given consent You are not allowed to send e-newsletters to rented or purchased addresses Ad 2. Well-defined and legitimate purpose: this is your responsibility It is not permitted to randomly collect and use personal data Do not collect more data than you need to send your (personalized) newsletter When collecting personal data you are required to inform your relation why you are collecting this data (in practice, this means you indicate that you wish to send your relation a mailing and (possibly also) how often you wish to do this and the subjects of these mailings) It is your duty to carefully handle the personal data of your relations Ad 3. Sender: this is your responsibility For each mailing in PerfectView CRM Online you personally choose the sender and the signature Choose a person or business name; an alias or pseudonym is not permitted Send the mailing only via working sender addresses Ad 4. Opt out: this is your responsibility Each mailing sent via PerfectView automatically has an unsubscribe link with which a recipient can unsubscribe for a subsequent mailing, allowing him / her to "Opt out (to not receive further s)" from PerfectView CRM Online It is not permitted to change the adjustable text for the unsubscribe link in such a way that the purpose of the link is unclear It is not permitted to send mailings to people that have unsubscribed themselves, unless they have given permission again to receive mailings Position PerfectView Perfect View is against misuse of personal data, and SPAM. For this reason, a domain name needs to be validated (once) in PerfectView before sending mailings and a hard bounce (the address in the mailing does not exist) will automatically be placed in 'Opt out (to not receive further s). We also monitor the results of newsletters; as such we particularly look at mailings with poor acceptance, opening or unsubscribe ratios. How does PerfectView handle SPAM (complaints)? We take complaints about SPAM very seriously. 1. A spammer is given a warning and is blocked if he / she does not take the warning seriously. 2. In cases of severe misuse, we inform the relevant authorities (see below).

13 PerfectView Manual version Do you believe that you have received SPAM via PerfectView? Please inform us about this via +31 (0) or Monitoring compliance with the legislation There are three different authorities that monitor compliance with the legislation: 1. 'Autoriteit Consument & Markt' (Authority for Consumer & Market) - issues fines The ACM can issue fines up to 450,000 euros for sending unwanted mailings to companies or private individuals. This is called spamming and is punishable by Dutch law. 2. 'College Bescherming Persoonsgegevens' (CPB) (Consumer Data Protection Board)- monitors compliance with legislative regulation 2 3. 'Stichting Reclame Code' (SRC) (Foundation for Advertising Code) - monitors compliance with all legislative regulations Change password You get access to PerfectView by logging in with a username and password. Your username is personal and allocated to you during roll-out of your system. You can change the password given to you in personal settings. Connections PerfectView comes standard with various connections to other Cloud applications. Such as financial, mailing and web shop applications. An overview of the standard connections can be found under the menu 'Connections' in PerfectView, where you may also activate the connection by entering the correct account information. For more information with regard to connections with other applications, you may contact PerfectView. D Dashboard By creating one or multiple dashboards you will get a quick insight into the status of your sales. You can add new widgets to the dashboard, this can be a bar diagram or table. The data on the dashboard are filled with the sales objectives (if activated) and the turnover data from the sales opportunity. In order to get a good overview of all sales in the pipeline, we recommend you enter the date you expect to finalize the sales in the 'expected order date' field in the sales opportunity. To be able to use the dashboard, this option needs to be switched on by the PerfectView administrator. This can be done in application settings. For those users who regularly use the dashboard, it can be useful to add the dashboard to favourites under 'My workspace'. You can do this in your personal settings. Documents activities (Word templates) Templates are used for creating documents from within PerfectView. Each document that is created from within PerfectView is based on a template. A template contains: - The text of the document. - The structure and layout of the document. - Pointers to data from PerfectView. This makes it possible to import data from PerfectView directly into documents. For each document (invitation, confirmation, quotation, offer letter, etc.) you can use a separate template.

14 PerfectView Manual version Extra information merge fields When you create a document, the data from PerfectView are automatically entered in the document. The combining of data from PerfectView with the standard text is called 'merging'. In order to extract data from PerfectView, the templates contain fields. These fields point to the data registered in PerfectView, such as name and address information of organisations and persons. Adding merge fields to a template If you are familiar with the merging functionality that Microsoft Word offers, you will notice that adding fields to a PerfectView template is slightly different. This is because PerfectView is a Cloud solution. The templates are hosted on the PerfectView server and not on your local PC. If you wish to edit a document, you will first have to download the document. Then you can download the document 'list with available merge fields' from PerfectView. This document contains all fields that are available for merging. Copy the required field from the list and paste it in the template. This is how you create a new template: 1. Select the option 'word templates' in settings. 2. Select the correct activity in the 'Activity' column 3. It is possible to base the new template on an existing template. Select the template on which you wish to base the new template and click on 'Copy' 4. A copy of the letter is made. Give the template a new name. 5. Next, click on 'Download' to open the template. You can now edit the template. 6. Adjust the template and then click on 'Save as'. - Copy any required new merge fields from the document 'list with available merge fields'. - Enter the name and the location of the file and save the document. Close Word. 7. Click on 'Upload', and then on 'Add'. Browse to the Word document that you have just created and click on 'OK'. 8. The template becomes available when you click on 'Activate'. Documents Campaigns (Word Templates) For more information also read the above chapter. When creating a campaign, you can also use Word documents, for example for merging labels for sending Christmas cards. Documents Standard It is possible to upload frequently used documents such as directions or general conditions so they can be used at a later stage as an attachment to an . The administrator can upload these documents via the PerfectView settings, but can also do this from the Attachment screen in the . Documents Storage Indicate here whether you wish to save your documents in PerfectView (default setting) or in Google Apps. If you use Google Apps (for Business) and you wish to save your documents in Google, there are additional steps to be taken. Contact us via the 'Help' function for more information.

15 PerfectView Manual version E domains To be able to use the functions in PerfectView, you first need to validate an domain. This the domain from which you wish to send an . If you wish to adjust these settings, you need to have access to your . You will receive an to validate the domain. If you have no access to your mail, you will not be able to finalize the settings. In addition, it is necessary to check the SPF record. SPF is a protocol that is aimed at helping to reduce spam. SPF helps reduce spam by determining whether the sender of a message is authorized to send a message. templates You can create standard templates that you can use for an campaign or for sending an to a specific relation. If you have already created a template based on your corporate house style, you can duplicate this template to make adjustments later on. The template does not contain default text you may wish to send out, i.e. a subscription confirmation. The template is used to control things such as colour use, logo, sender and a closing paragraph. Steps Settings Extra information 0. How - General settings - The opt-out option only applies to bulk mailings, not to individual s. 1. Layout - Add the HTML code for the logo on the template. - You can also adjust the colours for the template manually. 2. Sender - Who is the sender when using this template 3. Footer - If so desired, you may add an extra logo or text in the footer - You can choose between personal or general sender. This is also dependent on whether you wish to send a bulk mailing or an individual . - It is also possible to not use the PerfectView settings, and create the text yourself in HTML. texts It is possible to create standard texts for frequently sent s (this functionality is used for individual s). The administrator can create the standard text, and the user may make small changes in the body of the before sending it. When you use the text functionality: It is possible to use 'merging fields' in addition to 'normal 'text. The merging functionality is similar to the one used in a Word document. If you wish to read more about merging fields, go to the chapter Documents Activities (Word Templates). External calendar It is possible to publish open activities in an external calendar (read: your own calendar) such as Outlook, Google or iphone if you have a solo plus account or higher. This way, you have one overview of all your appointments: the appointments that you have planned yourself and your open activities in PerfectView.

16 PerfectView Manual version In your personal settings, you can make a selection of all activities you would like to see your calendar. You can make this selection in the 'External Calendar Settings'. When you have activated the external calendar option, your personal PerfectView publication link becomes visible. You can link this to the external calendar. Once you have linked to your external calendar, you can indicate in the 'Follow up' panel if you wish to add a newly created activity to the external calendar. If so desired, you can receive reminders in your external agenda. (This functionality is dependent on the application you use; please see the matrix for this) The agenda link is password protected. If you give this link to someone else, this person can view your open tasks in your external calendar (outside of PerfectView). It is therefore important that you treat this link in the same fashion as your personal password. You may change the link in your personal settings at any time. Take the following steps to link open activities to the external Outlook calendar (based on Office 2010): 1. Open Outlook and go to the agenda 2. Click on 'Open Calendar' (under manage calendars) 3. Click on 'From the Internet' 4. Paste the link into the pop-up window 5. Click on 'Yes' Take the following steps to link the open activities to the external Google calendar:

17 PerfectView Manual version Open Google Calendar 2. Click on the triangle behind 'Other agendas' in the left panel 3. Click on 'Add via URL' 4. Paste the link into the pop-up window 5. Click on 'Add Calendar' Take the following steps to link the open activities to an ical (MAC) calendar: The steps below only apply when your Mac has not yet been updated to OS X Mavericks. 1. Open ical 2. Click on 'Calendar' in the menu 3. Choose 'Subscribe' 4. Paste the link Take the following steps to link the open activities to an iphone: Option 1: 1. Mail your link to your own address and click on the link Option 2: 1. Go to 'Settings' 2. Go to ' , contacts, calendars' 3. Select 'Add an account', choose 'Other' 5. Choose 'Add calendar subscription' 6. Paste the link

18 PerfectView Manual version Take the following steps to link the open activities to a Mac calendar: The steps below only apply when your Mac has been updated to OS X Mavericks. 1. Go to the menu Archive and click on New agenda subscription. 2. Put the URL of the external agenda in the field and click on subscribe. 3. Adjust the settings to reflect the desired synchronisation and location where the agenda should be saved and click on OK. When you use an icloud environment, you can set the location to icloud, which automatically adds the agenda to all your Apple devices that the icloud is connected to. PerfectView CRM Online calendar on an Android device. It is not possible to show an external calendar on an Android device without the use of an app. ICSSync offers an app with which it is possible to get direct access (without the use of Google Calendar) to the external calendar. There are costs associated with the use of this app. Install PerfectView CRM Online calendar on an Android device. 1. Download the ICSSync app in the market: 2. Click on the link of the external calendar in PerfectView CRM Online. 3. Copy the URL and send this to your Android device. 4. Copy the link to your Android device. 5. Open ICSSync and choose 'Add feed' 6. Paste the copied URL in the 'URL' field. The login fields can stay empty. 7. Enter a name for the calendar to be used in the field 'Local calendar name' (e.g. PV). 8. Choose a synchronization interval. 9. Click on 'OK'. 10. You may also synchronize manually with the 'Sync all' button. 11. You may now choose a new calendar in the application. The functioning of this calendar depends on the version of Android.

19 PerfectView Manual version The app has a trial period of 20 days. After this period, you need to purchase and install an 'unlocker'. You can download it from: G General log book Here, the administrator can find tasks such as exports and imports. These are tasks that have been executed in the background by the server. Progress may be followed through colour coding and a log book. If you wish to undo an import (e.g. because you are not happy with the end result), you can do this by clicking on the button 'Undo import'. You can always undo an import, but please note that this only applies to relations for which no activities have been created yet, are not yet linked to other relations and are not registered as stakeholders. Undoing an import is a planned task. As soon as the task is done, an is sent with a summary of the result. Only added relations can be deleted automatically after import. Changes to existing relations, which have been overwritten with new data, cannot be undone. You need to select one of these two options in Step 1 of the import process. : 'How to import relations'. Google Indicate here that links need to be opened in Gmail (the Gmail icon will appear behind all fields).

20 PerfectView Manual version H Help If you have a question about the PerfectView application, then you can send it to us via the Help function. We strive for follow-up within 1 to 8 hours of the initial request. Manual: The comprehensive manual of PerfectView CRM Online is regularly updated. Quick Reference Guide PerfectView CRM Online: This document is a Quick Reference Guide for new users. It gives a brief overview about: searching a relation, creating a new organisation and person and creating or handling an activity. Importing in 5 minutes: This document gives a short explanation of how you can import relation data into CRM Online. YouTube instruction videos: This link points to videos about PerfectView CRM Online. In the videos, we explain existing and new functionality. E.g.: how to create relations and activities and the use of social media on the dashboard. PerfectView on Facebook: We regularly post messages, photos and videos on our Facebook page. We therefore strongly recommend that you visit us regularly on Facebook or follow us by 'liking' our page if you have an account on Facebook. This way you stay informed about our company and our product and get to know the people behind the organisation PerfectView. You do not need to have your own Facebook account to see and read our posts. We announce new posts via Twitter! I Import As an administrator you can import relation data. E.g., you can use this functionality to import relations from your old system into PerfectView. Or you can use it to import a file, such as from the Chamber of Commerce, on a regular basis. Requirements: Before you start with importing data, it is important that you note the following: - The file you wish to import needs to have the extension.csv. - The list-separating character in the.csv file has to be a ; (semicolon) (see Appendix II, Messages during the PerfectView import process) - When the.csv file contains a value with a semicolon, this value needs to be enclosed in double quotes (""). TIP Use MS-Excel to create the.csv file, in order to achieve the correct file format - Relations in PerfectView are subdivided into relation types. As such, there are customers and suppliers, but also suspects and prospects. Each relation type requires a separate.csv file. - The values in the columns of the.csv file need to be the same as the values of the fields in PerfectView. Example: your relation form contains a selection list. The values that you provide in the.csv file need to be the same as the available values as defined in the accompanying selection list. - When a column is connected to a field, a check is done on the values in the respective column of the.csv file. It is possible that you receive notifications if the values of the file do not match the requirements of the field in PerfectView.

21 PerfectView Manual version Several of these notification messages are outlined in the appendix of this manual (see Appendix II, Messages during the PerfectView import process). - To enable the linking of the contact persons to organisations, it is necessary that you use relation codes in the.csv file that contains organisations. These codes have to be the same as in the ones used in the.csv file that contains contact persons. For example: E.g., ABC Mountain Bikes has a.csv file with organisations relation code XZ This organisation has two contact persons: Helen Miller and John White. The CSV.file with contact persons needs to contain a column under both Helen and John with the 'relation code mother', which is filled as per the example with XZ This way, the contact persons (Miller and White) can be linked to the organisation (ABC Mountain Bikes). - To prevent double entry of data of contact persons, the.csv file needs to contain a unique relation code for each contact person. - The order in which the import definitions are executed is of essential importance. Do you wish to create an import definition in which contact persons are linked to parent organisations? Then first import the organisations, followed by the contact persons. If you were to import the contact persons first, it would be impossible to link them, as the organisations do not (yet) exist. - In PerfectView, the address information is processed in separate fields, e.g.: address, house number, etc. For the import to be done correctly, it is important to add these data in separate columns. You can only import in PerfectView Team or Solo+. Do you use PerfectView Solo? Then you first need to upgrade in order to get access to this functionality! Step 1: Import organisations 1. Select the option 'import'. 2. Click on 'Add new import definition' 3. Enter the name of the import definition. 5. Step 1. Indicate that you wish to import organisations 6. Indicate which relation type you wish to import. 7. Indicate the import method of the relations. Do you only wish to add new relations or do existing relations need to be overwritten? 8. Step 2. Select the.csv file you wish to import, by clicking on the blue link. 9. Step 3. Link the available columns shown in the left panel ('Columns in file') to the available fields shown in the right panel ('Fields in PerfectView') by selecting the correct column and the matching field, and click on the blue link in the middle of your screen. Do this for all columns you wish to import.

22 PerfectView Manual version Step 4. To prevent the same relation from being created multiple times, PerfectView makes use of duplicate detection. In this step, you indicate on which field, or potentially, on which combination of fields you wish to perform this check. The fields in your.csv file on which you wish to perform the duplicate detection, need to be completely filled in. It is therefore advisable to only use a field with unique values, e.g. relation code. 11. Step 5. In order to be able to make a selection of your relations, you can give the relations one or more properties during import. 12. The import definition is now saved, but not yet executed. 13. If you wish to execute the created import definition(s), then click on 'Execute'. 14. You will receive an when the task has been completed. Step 2: import contact persons To enable linking of contact persons to an organisation, the use of relation codes is required. Add a column to the.csv file of organisations (e.g., customers) with the column name 'Relation code', which contains a unique code. Next, make sure that this column is linked to the PerfectView field 'Relation code' in the import definition. Add a column with the name 'Relation code mother' to the.csv file with contact persons. The relation code of the organisation to which you wish to link the contact person is displayed here. In step 5 of the import definition for the contact person, you will be asked how to search for the mother relation. You can then link the column 'Relation code mother' and the field 'Relation code' to each other. The contact person will then be registered with the correct organisation. 1. Create a new import definition by clicking on 'Add new import definition' 2. Step 1. Indicate that you wish to import contact persons with organisations. 3. Indicate the import method. 4. Step 2. Select the.csv file you wish to import.

23 PerfectView Manual version Step 3. Link the available columns shown in the left panel ('Columns in file') to the available fields shown in the right panel ('Fields in PerfectView') by selecting the correct column and the matching field, and click on the blue link in the middle of your screen. Do this for all columns you wish to import. 6. Step 4. To prevent the same relation from being created multiple times, PerfectView makes use of duplicate detection. In this screen, you indicate on which field or potentially which combination of fields you wish to perform the check. The fields in your.csv file on which you wish to perform the duplicate detection, need to be completely filled in. It is therefore advisable to only use a field with unique values, e.g., relation code. 7. Step 5. In order to be able to make a selection of your relations, you can give the imported relations one or more properties during import. 8. Step 6. The left panel shows the columns, which were not linked in step 3. The organisation fields are shown in the right panel. Indicate how you wish to link to the organisation. E.g.: link the column 'Relation code mother' to the field 'Relation code'. 9. The import definition has now been saved, but not yet executed. 10. Click on 'Execute'. 11. You will receive an when the task has been completed. Examples of an import file with a relation code. File, a column 'Relation code' is added with a unique code for the organisation. A 'Relation code mother' column with the relation code of the mother organisation is added to the Contact persons.csv file.

24 PerfectView Manual version L Language The administrator of PerfectView CRM Online can set the default language for the interface. It is also possible to set additional languages. This way, the default language may be set to Dutch but colleagues in the UK may use the English language. If you use multiple languages within your organisation, it is important to enter the English equivalents of the Dutch values from the option lists in the translation centre. The values that have not been translated yet, are indicated with a grey bullet. A green bullet indicates the values for which the translation has already been confirmed. Click on the grey bullet to confirm the translation. The translation is provided by Google Translate. You may alter the translation where needed. Licences Before you can give an employee access to PerfectView, you first have to add this person as an employee to the system. When you give this person a user license, you need to enter an existing address of the employee. In addition, you can indicate which rights need to be assigned to the employee. The new user then receives an that contains the login instructions, including the password. More information with respect to the different user rights in PerfectView can be found in the respective chapter. If by registering a new user you exceed the total number of user licenses previously obtained for your organisation, you will automatically receive an invoice for one additional user license. (You will only receive a first notification when creating a new user.) When you have questions about your user licenses, please contact us on via the 'Help' function. When an employee no longer needs to have access to PerfectView, you can delete the user license, and re-assign any remaining activities and relations that are linked to the employee to a different employee. The former employee cannot be removed. He or she will be de-activated instead. The name of this user will remain visible, however, in any past activities that are linked to this user. Reset password. When a user has forgotten his or her password, then the user with administrator rights can reset the password. For this, select the respective user and click on 'Reset password'. Next, you will be notified that the password has been reset and the user will receive an with the new password. M Mail-in archiving This functionality is available and has been tested for a connection to Gmail and Microsoft Outlook You can also use the Outlook add in if you make use of Microsoft Outlook. For this, please refer to the chapter about Office connections. Mail-in archiving enables you to archive mail messages that you send or receive via your programme with your relations. The archived will be shown in the relation on the activities tab. Based on the address of the sender or recipient, the system will

25 PerfectView Manual version check whether the relation is already known in PerfectView. If so, the will be archived without notifications. If the relation is not yet known, PerfectView will create the activity and place it on your to do list, so you can still add it to the respective relation later on. Mail-in archiving is only possible in PerfectView Solo Plus and Team. Do you use PerfectView Solo? Then you first need to upgrade in order to get access to this functionality! When you activate the mail-in option, a personal PerfectView CRM Online address is created. We advise you to save this address in your account, so that you can easily use it at a later stage. Sent When you send an and want to archive it, you need to add the PerfectView CRM Online address to the Bcc field. The CRM Online mail server analyses the message and searches for a match between the recipients and addresses of your relations in PerfectView. Incoming When you have received and , you can forward it to your personal CRM Online mail-in address. The CRM Online mail server analyses the message and searches for a match between the recipients and addresses of your relations in PerfectView. Notification: Optionally, it is possible to receive a notification if the archiving was unsuccessful. These are also shown on your to do list, after which you can link the to the correct relation. Processing speed: The processing of mail messages in the CRM Online environment is dependent on various things, e.g. how busy the CRM Online mail servers are, Spam filters, third party mail servers, Internet etc. On average, mail messages will be processed within a matter of minutes. Permitted addresses: s received on the CRM Online server are validated by checking that the was sent from one of your permitted addresses and that it is addressed to your personal mail-in address. Multiple addresses may be added by separating them with a semicolon. Mailings It is possible to send a mailing to a number of relations you have selected. When you wish to send a mailing, we advise you to use the properties, selection and campaign functionality. For more information with respect to these options we refer you to the table of contents. Manage View The view displays the data entered into PerfectView. PerfectView has created several standard views that can be used. When you select the option 'Contact persons' in relations, the columns 'Contact person' and 'From' are visible by default. If you also would like to view the phone number and address, you can create a personal view by selecting your own columns. The standard view is used when no other views are available. When the administrator of PerfectView creates a view, he can make an 'organisation view'. This view is then made available to your entire organisation. Other users may create a 'personal view'. You may

26 PerfectView Manual version also request a PerfectView Consultant to create a customized view for you at the time of delivery. All views that have not been made by you, can be recognized by the square brackets displayed in the viewing screen. You cannot adjust any shared views or customized views created by a consultant. You can, however, make a copy of it to use as a base for creating your own personal view. When creating a view, you can set the following options: - Column name - Column width - Column sorting - Order of the columns - Sharing the view with colleagues In addition to selecting different columns, it is also possible to add a filter in the view. This way, you can for example make a view of all clients with the status 'A'. The clients with a different status are not shown in the view. When you create a view and you wish to change the filter, click on 'Filter' in the left bottom of your screen. Creating the filter is similar to making a selection. For more information regarding the creation of a filter/selection, we refer you to the chapter about selections. NOTE You can set one or multiple views per activity and per relation type. Create view (relation) Below, we guide you through the different steps to create and adjust a view: Example for setting a personal view in 'Contact person': 1. Open the view Contact persons 2. Click on the icon 'manage view'. 3. Copy an existing view. Select from the fields in the relation type, the daughter and the mother relation. Right-click to select a field and confirm you wish to add a column. 4. When you have added the fields, you may wish to adjust the column width and the column name. For this, click on 'Edit columns'. 5. In the screen 'Edit columns', you can change the name of the column, change the width of the column and indicate on which column you wish to sort. You may also adjust the order of the columns by making use of the blue arrow buttons on the right-hand side of the screen. 6. Click on 'Save' (the icon with the blue square disk) to save the settings. If you have administrator rights, you will be given the opportunity to make the view available to the whole organisation at this time. The other employees can then make use of this view directly after.

27 PerfectView Manual version NOTE When you add fields to the view you can choose between the options "Display name" and "Sorting name". The 'Display name' displays the complete name of a person, e.g.: 'Gerry Black'. The sorting name displays the name by surname, e.g.: 'Black, G.' This distinction does not apply to organisations. Create view (activity) Example for setting a personal view within 'Sales opportunities': 1. Open the view 'Sales opportunities'. 2. Click on the icon 'manage view' (the icon with the 4 squares) 3. Copy an existing view. Select from the fields in the relation type, the daughter and the mother relation. Right-click to select a field and confirm you wish to add a column. 4. When you have added the fields, you may wish to adjust the column width and the column name. For this, click on 'Edit columns' 5. In the screen 'Edit columns', you can change the name of the column, change the width of the column and indicate on which column you wish to sort. You may also adjust the order of the columns by making use of the blue arrow buttons on the right-hand side of the screen. 6. Click on 'Save' to save the settings. 7. Enter the name of the view and click on 'Save'. TIP When you add fields to a view, these fields will be searchable in this respective view. This makes it possible to search for fields that are important for your specific activities. TIP In the view of all activities, the notes field is added as a hidden column. This enables you to also search for notes from within the view. This search functionality does not work from within the quick search option in the top right of the screen. Edit existing view Once you have created a view, and click on the icon with the 4 squares next to the view, a new screen will open. Within this screen, you can indicate whether you wish to create a new view, adjust an existing view, or delete an existing view. You can also rename or copy the existing view. With this last option, the settings of the selected view are copied, in order for you to create a new view on the basis of the old one. Share view By default, when you create a new view, it is only accessible by yourself. You can, however, share the view with your colleague. For this, select the respective view in the 'Manage view' screen, click on 'Edit' and then on 'Share view'. On the left, the registered employees of your organisation are visible. Select the colleagues with whom you wish to share the view and use the blue triangle arrows to move them to the right, and click on 'OK'. Mandatory fields By default, PerfectView doesn't use any mandatory fields other than the name of the organisation and the last name of a person. The administrator can make one or more of these fields mandatory for your organisation. This means that these fields always have to

28 PerfectView Manual version be filled in. You can create this setting for activities and relations. Please note, this is only possible for fields that are freely definable, and does not apply to option lists. Modules In addition to linking relations to your own organisation you can also create links between relations themselves. In this way, you can record the suppliers of your customers for example. If you wish to link relations to each other, then use the respective module for this. If you would like to register one of your customer's suppliers then you can do so under 'Relation network' in the relation details. This option is switched off by default. Your PerfectView Administrator can activate this within the settings. In addition, the administrator can activate the API functionality to connect to another application. My relations When you enter new relation data into PerfectView you will automatically be linked to it as an account manager. The relations of whom you have become the account manager will be shown in the view 'my relations'. Relation information contained in PerfectView CRM Online, can be copied to Outlook or Gmail. In the personal setting: With 'My relations' you can indicate which relations you wish to copy. For example, only the employees of your organisation. You can also indicate that you wish to copy relations that you follow or of which you are the account manager. First, adjust the required settings and click on 'Copy my relations to Outlook or Gmail now'. When you use Outlook, you will receive an with the data from PerfectView. You can use the button 'import my relations' in the Outlook add-in to copy the data to Outlook. Any changes you make in Outlook or Gmail in the data of these contacts will be lost when copying relations from PerfectView in the future. My workspace If you are a frequent Internet user, you probably will have saved pages in Favourites before in order to easily visit them again in future. 'My workspace' are the favourites within the PerfectView programme. You can add the options that you use often under the heading 'Configure my workspace' in your personal settings, by selecting the desired option on the right-hand side and then clicking on 'add to my workspace'. You can use the arrows to change the order of the options in your workspace. Do not forget to save your new workspace configuration. For example, if you have a commercial role within your organisation, then you could add the options Clients, Suspects, Prospects and Sales Opportunities to 'My workspace'. If you make selections frequently you could add the option Selections. You can navigate more quickly through the application when you set up 'My workspace'. 'My tasks', 'My relations' and 'Timeline' are placed under Favourites by default. It is not possible to remove the option 'To do' from my workspace. You can remove the other options if you wish.

29 PerfectView Manual version N Notifications You will receive a notification any time there is an update to data registered in PerfectView of which you need to be informed. E.g. when a colleague forwards an activity to you, you will automatically receive a notification. In addition you can also subscribe to a notification when an activity is placed in a queue. In addition to an , you will also be receiving a reminder in the PerfectView bar at the top of the screen if you have described to one or more notifications. By clicking on this, you will get an overview of all notifications. The different icons used indicate whether it is a notification of an activity that was directly assigned to you or an activity that was placed in a queue to which you are subscribed. When you open the notification, it will be removed from the unread notifications. There are also two buttons available to immediately mark everything as read. All lines you haven't read yet are printed in bold face in the 'To do' list and queues. In settings you can indicate whether you also wish to receive a notification on your mobile phone. This functionality is currently only available for the iphone app and in future will also be made available for the Android app. O Office connections The functionality below is only available in Solo Plus and Team accounts. The Add-in is installed on your PC. To start the installation, you need to have installation rights. Consult your system administrator when you do not have sufficient rights to do so. These Add-ins are only available for Microsoft Office. For technical specifications, see Appendix IV, Technical documentation CRM Online Add-ins. After the installation, check the settings in Outlook or Word. You need to enter your username and password. Microsoft Office Add-in: PerfectView offers an Office Add-in for Microsoft Word and Excel. This Office Add-in enables you to automatically save documents created in PerfectView under the correct relation and activity. Changes in the documents are tracked automatically. Integration with Word: When you create a document in PerfectView, it is saved in PerfectView under the tab 'Appendices'. You can open the file by double-clicking it. You may then make changes to the file and save it again. If you have made changes to the file, the document will receive a new version number in PerfectView. When you create a new document, it is automatically given the name of the template as a description. Use 'Change description' to change the name of the document. Use the functionality 'Change description' to change the name of the document in order to keep an overview of the different versions you may create over time. It is possible that two employees, independently of one another, make changes to a document simultaneously. When this happens, two documents will be created, and an alert will be shown to the person who saves the document last.

30 PerfectView Manual version When you wish to save a document, there are a couple of things you need to take note of: - When you wish to share a document with a colleague, we recommend forwarding the activity to this colleague. Your colleague will then always have access to the latest version and be able to make any necessary changes, while the document remains within PerfectView. - If you choose to open the document and use the option 'Send by ', please note that Outlook may change the file name, and cause the connection with PerfectView to drop. If this happens, any changes made in the document by your colleague will not be processed in PerfectView. - When you wish to open a document on the tab 'Appendices' by double-clicking on it, you will be given two options: 'Open' and 'Save'. The option 'Open' is recommended. This opens the document in order to make changes, and when you save the document, this version is saved within PerfectView. If you choose for the option 'Save' and you do not change the document name, the link between the document and PerfectView stays intact. If you do change the document name, then the link between the document and PerfectView will be broken. - If you choose the option 'Save as', and you do not change the document name, the link between the document and PerfectView stays intact. If you do change the document name, then the link between the document and PerfectView will be broken. Microsoft Outlook Add-in: The PerfectView Outlook Add-in enables you to archive sent s in PerfectView, so it is centrally stored with your relation, and your colleagues can also find them. In addition, Add-in makes it possible to save received s under a relation. When you have installed the add-in, you will have an extra PerfectView menu bar in Outlook. Archiving outbound mail: It is possible that PerfectView will ask you if you wish to archive this after sending it. (This setting can be changed in the settings in the PerfectView menu bar). When you wish to archive the mail, PerfectView will check if the recipient is known in PerfectView. If so, the mail will be linked automatically. (If this is not the case, then you can use the option <Click here to select a relation>) Appendices larger than 25MB cannot be archived. Therefore you cannot check these. Change the subject: If so desired, you can change the subject of the by clicking on the subject and entering a new subject. When you are done, click on "OK". Next, fill in a new subject. When you are done making changes, click on 'OK'. Select or change relation: If the relation has not yet been selected or if the found relation is not the correct one, you can change the relation. To do this, click on the option 'Relation'. This will open a search Enter your search request and click on the magnifying glass to view the search results. The search result will be shown. Select the correct relation to link the to and click on 'Select'. The relation will now be linked to the .

31 PerfectView Manual version Link an to an activity: It is possible to link an to an existing activity in PerfectView. E.g. when you have started a project and you receive or send an in connection with this project. You can then link the directly to the correct activity. Opt-in / Opt-out When sending , PerfectView takes into account the settings of the relation. When a relation has indicated they no longer wish to receive mailings, it is necessary to check the 'opt-out' option in the relation. When you make a selection for the purpose of a mailing, the relation will not be shown in the result. You can make use of the 'opt-in' functionality in the PerfectView web forms. When a person enters their information in a web form, he will receive a 'subscribe' mail. Option lists When you create activities and relations, you will encounter different option lists. The administrator can change the values of option lists to match the values used in your organisation. Examples of option lists are: 'function', 'industry', 'sales phase' etc. When you wish to add a new value you can do this using the button with the same name in the menu bar. It is not possible to delete a value. If you no longer use a value, you can deactivate it. It is also possible to change the order of the values or to set a value as the default. Other personal settings Here, you can change settings with respect to: - activities: w.r.t. confirmations and taking over projects automatically - relations: which tab should be opened by default in organisations / persons You can also click on a link here to indicate: - you wish to view the instructions again P Properties By adding a property to a relation, you can register more information about a relation. By adding a property to a relation, you can add additional information to a relation. You can add properties to all relation types, whereby each relation can have multiple properties. Based on a property you can easily make selections, e.g. for a campaign. For instance, you could register that a board member has the following properties: Board of Directors, Staff and Annual Report. You can subdivide relations based on their role in the organisation. Another possibility is a classification on the basis of products. When you send out mailings to potential clients based on products, is makes sense to indicate per contact person which products he or she is interested in. You can link one or more existing properties to an organisation or a person via the tab 'properties' in the relation. When you wish to get an overview of which relations have received a specific property, you can click on 'properties' under the option 'More' in the left column of PerfectView. As soon as you have selected a specific property, a view with all relations containing that property is shown. You could start a new campaign with this result. For an explanation of campaigns, we refer you to the table of contents.

32 PerfectView Manual version The administrator of PerfectView can create new properties. Follow the steps below: 1. Open property settings 2. Click on 'Add property' 3. Select the correct category in the 'Category' field. If the correct category does not exist yet, you can add it by clicking on the icon with the plus sign 4. Enter the name of the property 5. You may also add a description to the property 6. Click on 'Save' 7. If you wish to delete a property, you may use the 'Delete property' function. You can only delete properties that are not linked to relations. If you no longer need a property, you can use the button 'Make inactive'. Q Queues Multiple team members can access the tasks in the queue. More information regarding the buttons etc. can be found in the chapter about the middle panel. An employee may pick his own task from the queue, or a manager or colleague may assign the tasks to a specific member from the team. The tasks in the queue are not assigned to a specific employee. All employees that have rights to access this shared task list can pick a task from the list. The administrator of PerfectView can create new queues. He can do this in the application settings. For each activity, he can create one or more queues. You can use this functionality for example when you work with web forms and/or campaigns, or wish to cluster certain activities but do not wish to have them in your 'to do' list. Examples of situations in which you can use queues: to collect all information requests that arrive via the PerfectView web form on your website in an 'Information Requests' queue to collect all incoming registrations during an campaign in a 'Registrations' queue to collect all correspondence that needs to be checked before it gets sent out, in a 'Check correspondence' queue to place follow-up tasks such a contacting customers who you have not been in contact with for more than 3 months in the 'Periodic customer call' queue. R Region & Language The administrator can change the default language of the organisation and set any additional languages supported by the system. As a user you can then indicate in which language you want to work in PerfectView. You can also change the regional settings, when creating a new relation the country selected is automatically shown.

33 PerfectView Manual version Relation network You can, of course, register your relations with contact persons within PerfectView. However, the software also enables you to record relations between organisations and/or persons. This way, the system can give you an insight into who is a supplier of your customer and which contact person is useful for your own organisation. At the same time, this contact person may be registered with a different role and in a different way with your own organisation. In practice, it is very common that you have multiple relations with one and the same person. As such, an account manager of your supplier of telecommunications equipment can also be the chairperson of the shopkeepers' association, as well as the treasurer at the local tennis club. PerfectView enables you to register each relation type. Also in business, this type of registration provides advantages. E.g. by linking separate companies, you can use PerfectView to register a distribution chain. This enables you to easily identify relationships between companies and the contact persons at various companies. With PerfectView all relations are registered, making it possible to build a network of all relations that your company is in contact with. It is also possible to indicate the relation type (link) within a relation, similar to a family tree. It is also possible to indicate the relation type (link) within a relation, similar to a family tree. For more information regarding linking of relations, we refer you to the table of contents, where you can click on the chapter 'Modules'.

34 PerfectView Manual version When you create a relation, you select the relation type. Within the relation type you record the data that are relevant for that specific type. For a contact person this would be for example the contact person's function, business card, department but also specific communication information for this person (in relation to the organisation for which he or she is a contact person). When you create a contact person in the system, the above data are automatically recorded in the relation type. Other personal information (such as the name, street and so on, are automatically recorded with the person (the so-called daughter relation). As soon as you indicate that it concerns a contact person with a specific organisation, this link is recorded as the so-called mother relation. When creating the view, these relations become visible. This enables you to select columns from the relation type, but also (in a limited fashion) from the mother and daughter relation. Relation type - Organisations When you register an organisation in PerfectView, you can choose from different relation types. The administrator of PerfectView can make a relation type visible or invisible by setting the rights. The relation types can be divided into commercial relation types and other relation types. Several relation types are explained further in this chapter. TIP When you enter the physical, mailing or invoicing address, you can use the icons to cut and paste the entered address to the clipboard, for easy filling later on. It is recommended to enter both the physical as well as the mailing address, even if they are the same. By default, PerfectView will select the postal address when you write to an organisation and the postal address when you write to a contact person. This setting can be adjusted by an administrator. When you create a new relation, you can also search a person based on his Twitter

35 PerfectView Manual version name. The data from the Twitter profile of the person are searched, such as surname, first name, surname prefixes and photo. PerfectView then checks if this person is already known in PerfectView CRM Online. You can only use this functionality if you link your personal Twitter account to PerfectView. You can do this via the 'Personal settings' in the left panel. Commercial relation types: Customers Hot Prospect = an organisation that has expressed a clear interest in your organisation. A 'Hot prospect' is a well-qualified lead. A prospect = a qualified lead. Lead = a potential customer for your organisation. Suspect = a not yet qualified lead. The 'Suspect' possesses certain properties that indicate he or she could become a potential customer for your business. You can use these relation types to segment your client database and, for instance, promote an organisation from a prospect to a customer. Other relation types: General relation = Use this relation type for organisations that you cannot yet classify Competitor Daughter organisation = Use this relation type to link two organisations in your system. Donor Potential donor Candidate Supplier Member Potential member Branch office = Use this relation type to link two organisations in your system. Educational institution Press and Media Sponsor Potential sponsor Association Business partner = Use this relation type for entering organisations with which you cooperate. Organisations for review = Use this relation type for the connection with an API if it is not yet known what relation type is created by the API. Relation type - Persons Similar to organisations, PerfectView also has different relation types for persons. The personal relation types can be subdivided into commercial and other relation types. Several relation types are explained further in this chapter. Commercial relation types: Private customer Private hot prospect = a person who has expressed a clear interest in your organisation. A 'Hot prospect' is a well-qualified lead. Private prospect = a qualified lead. Private lead = a potential client for your organisation.

36 PerfectView Manual version Private suspect = a not yet qualified lead. The 'Suspect' possesses certain properties that indicate he or she could become a potential customer for your business. You can use these relation types to segment your client database and, for instance, promote an organisation from a private prospect to a private customer. Other relation types: Contact person = a person that is linked to a parent organisation Candidate Private individual Private member Potential private member Private donor Potential private donor Private sponsor Potential private sponsor Personal contact = use this to link two persons in your system. Employee = only intended for persons that work within your organisation. When a person needs to get access to PerfectView, he or she will first have to be registered in the system as an employee. Persons for review = Use this relation type for the connection with an API if it is not yet known what relation type is created by the API. Reports By clicking on 'Reports' or by clicking on the plus sign in front of 'Reports', all standard reports available in PerfectView are shown. These are subdivided into sub items such as: activities, commercial relations, projects, relations, system and sales. The system contains standard reports. Which reports are available to you, are partly determined by the rights allocated to you. Rights By default, there are two different types of rights available in PerfectView. These are the roles 'administrators' and 'users'. It is possible to create extra roles if so required for your organisation. You can set the following rights: Create View Change Delete You can set these rights for the following functionalities: Activities Relations Option lists Queues Application settings Other (e.g. export or selection functionality)

37 PerfectView Manual version Through colour coding you can indicate whether your organisation wishes to use the activity 'sales opportunity' and whether the employees with the role 'users' can create this activity. S Sales texts When you use the activity Quotation or Sales invoice, it is important to check and adjust the default texts supplied. When a quotation is created, the user can automatically send it via PerfectView to the relation. The text that is used in this can be configured via the texts. You may use merge fields in the texts. The list of available merge fields can be found in the settings under Word documents. Sales objectives The dashboard gives a clear and quick overview of the sales status. The administrator can add the sales objectives to the application. When the sales objectives are added, the dashboard is shown through the use of diagrams. When your organisation doesn't work with sales objectives, then you can deactivate these under sales settings. Take the following steps to create sales objectives: 1. Navigate to Sales Objectives. 2. Click on 'Add new year'. 3. Enter the year. 4. Select the employees and sales categories for which you wish to create the objectives (you may use the buttons 'everything on / everything off' for this purpose) Save. 5. You can now enter the amounts for the objectives. You can adjust the filtering in the top of the screen. The amounts you enter will be automatically saved. Use the 'Change' button to select a new employee or sales category. Sales of products The administrator can create a product book in PerfectView that includes all your organisation's products or services. The products can be used in the activities quotation and sales invoice.

38 PerfectView Manual version Details such as the name of the product, the price, and the VAT % can be added to the product. It is also possible to indicate in the product if an employee is allowed to change the name of the product or the price. If so, it is necessary to also check the 'Other' user rights. Sales opportunity The sales opportunity card can be customized on certain aspects. You can, for example, distribute your turnover over different fields. It is also possible to show multiple total and date fields. You can adjust the following settings: You can add a maximum of 5 currency fields, and adjust the description that goes with it. You can also use a maximum of 3 total fields, and specify how they need to be calculated. Lastly, you can use a maximum of 5 date fields. Sales settings You can adjust the following settings: Currency. What is the standard currency symbol used? Sales targets. Do you work with sales targets? Also see the chapter 'Sales targets'. Terms. Set the terms for your quotations and invoices. Amounts. Are the amounts including or excluding VAT. Units. Do you wish to display the product units on the sales quotation or sales invoice? Sales quotation and invoice When you use the activity quotation or sales invoice, it is important to check and adjust the default quotation and invoice. You can for example add a logo, adjust address information and change the text for approval and payment terms. Search You can use the search function to quickly find a relation (person or organisation) in the database. NOTE An * is automatically added to your search. This enables you to search for a part of the name. E.g. the search 'View' gives 'PerfectView' as result. If you wish to search for a person or organisation, you can always perform a search by entering the name or a combination of letters occurring in the name of the person or organisation in the search screen and pressing the Enter key. You may also click on the magnifying glass. When you have entered the complete name of the person or organisation, the information of this person or organisation is shown immediately. If you are searching for a combination of letters occurring in the name of a person or organisation, a screen will appear with all persons and organisations that contain the respective letter combination. To view the information of a specific person or organisation, you need to click on it and then click on 'OK'.

39 PerfectView Manual version The search function only searches in data of the respective relation or activity that are visible in the list view (and not in the contents entered in the relation or in the activity) Security The administrator can determine from which locations users may login to PerfectView CRM Online (based on the IP-addresses). If no IP-addresses are entered, login will be possible from any IP-address. Selections Using the selection module, you can select relations in order to edit them simultaneously. You can perform the following actions on the selected data: - Start a Campaign You can mail relations via or via post, you can add an activity for follow-up or you can export relation data to a file. - Add property You can make a selection of relations to ultimately add a property to the selected relations - Delete property You can make a selection of relations to ultimately delete a property that is registered with all these relations - Export data You can make a selection of relations and directly export the data to Excel. If your result contains more than 1000 relations, it is necessary to start a campaign to execute the export. - Change account manager You can make a selection of relations and then change the account manager for these relations. (This option is only available to administrators). When making a selection, you can define your selection on different levels, such as on a relation type level, specific properties and specific fields. You can define your selection on multiple levels. For example: you wish to make a selection of all contact persons and private customers that have 'Christmas card' as a property, and who live in London. Contact persons and private customers are relation types. 'Christmas card' is a property and 'Place' is a field on the contact person form. In addition, there are some more advanced features, such as expanding the selection, making a selection within a selection and the AND/OR functionality. You can also save your selection criteria in order to use them again at a different time. Selection criteria: Below, we give a list of all available selection criteria for making selections. Selection criteria can vary per field type. E.g., a date field has different selection criteria than a text field. You can see the selection criteria by right-clicking on one of the items.

40 PerfectView Manual version Criteria for the relation Person and Organisation Criteria Relations that... select Description You can indicate per relation type whether you wish to select relations of this specific type Criteria for Properties Criteria Relation contains one of the properties of this category Relation contains all of the properties of the category Relation contains none of the properties of the category Relation contains the property Relation does not contain the property Description Selects the cards that contain at least one of the properties of the selected category Selects the cards that contain all properties of the selected category Selects the cards that contain none of the properties of the selected category Selects only the cards which contain this property Selects only the cards which do not contain this property Criteria for all other Relation types and Personal information Criteria is equal to is not equal to contains Does not contain starts with does not start with ends with does not end with is not empty is empty on Description Selection is made if the contents of the field are exactly the same as the value entered Selection is made if the contents of the field are not exactly the same as the value entered Selection is made if the field contains the text entered. If the text contains the text 'chester', the system selects both 'Chester' as well as 'Manchester'. Selection is made if the field does not contain the text entered. Selects only cards in which the selection field starts with the text entered Selects only cards in which the selection field does not start with the text entered Selects only those cards in which the selection field ends with the text entered Selects only those cards in which the selection field does not end with the text entered Selects only those cards in which the selection field is not empty Selects only those cards in which the selection field is empty Selection is made if the date of the field is exactly the same as the date entered

41 PerfectView Manual version on or before on or after today...a minimum number of days ago...a few days ago Selection is made if the date of the field is on or before the date entered Selection is made if the date of the field is on or after the date entered Selection is made if the date of the field is today Enter the number of days. The selection is made if the date in the field is minimally the number of days entered. Enter the number of days. The selection is made if the date in the field is exactly the number of days entered. Tips when making a selection: Right-click to add a condition to the filter. By default, the selection is set to 'persons'. When you wish to select on 'organisations', you can use the button 'Select on' in the menu bar. In the default setting, you can select on relation type, properties and general organisation/personal data. When you wish to make a selection based on specific fields of a relationship type, such as the function of the contact person or status of a client, you can use the button 'select' in the menu bar and open the respective relation type. Once you have made a selection based on organisations, you can use the button 'replace organisations by contact persons' in the result screen. You can save the selection criteria, in order to use them again at a later stage. This will save the filter and not the result. You can also share the filter with a colleague. Use the respective buttons in the menu bar. If you wish to remove a condition from the filter then you can use the button in the menu bar. You can then remove the line(s) you no longer need. Use the buttons Increase or Decrease to adjust the result. Increase or decrease selection: An example of an active selection is illustrated below. This selection consists of 11 cards. A green line indicates the selection criterion. Four of the cards meet this criterion. The grey area indicates the selection. Next, a second selection criterion is set. A red line indicates this second criterion.

42 PerfectView Manual version Increase selection: The existing selection still exists, and all cards that do not meet the first (green) criterion but do meet the second (red) criterion are added to the selection. The total selection now consists of 7 cards. Decrease selection: The system looks for cards that do not meet the second selection criterion within the existing selection. The selection is now decreased. Send The explanation below applies to the button 'send ' which is available within an activity. The is sent via PerfectView and not from your default programme. When you send an via Outlook or Gmail, you can use the connection with Outlook or the mail-in archiving option to make the visible within PerfectView. We refer you to the table of contents for the correct page. When you have registered an address with a relation, you can send this relation an from within PerfectView. If you wish to use this functionality, you need to register your domain and create at least one template in the application settings. It is also possible to create a number of standard texts to use when you send an . These settings can be created by your PerfectView administrator. When you send an you can change the following settings as a user: The subject. The template (which is essentially the layout of the ). The default text, e.g. you can enter the default text used in information requests. The salutation (formal, informal, no salutation). The sender. When you leave the default setting 'close activity immediately' on, your will be directly saved in the history of the relation. When you undo the check mark, the activity is saved in the relation and you will have to perform a follow-up still. You will also find this activity in the 'To do' list. Social Media If you wish to use the integration between PerfectView and Twitter, you first have to adjust a few settings. - 'Personal Twitter account' in 'Personal settings'

43 PerfectView Manual version 'Business Twitter account' in 'Application management' - Twitter channels in Application management Twitter Business Account. Click on 'Authorize', log in with the Twitter business account information (username and password) and remember the pin code shown on the screen. Next, enter this pin code and click on 'Save'. Authorize for a different account. Click on this button to authorize PerfectView CRM Online for a different Twitter account than previously entered. Withdraw authorization. Click on this button to withdraw PerfectView CRM Online's authorization for the Twitter account as previously entered. Initials. Place a check mark here if you wish to include initials in the tweet of the user who is tweeting. As you are using twitter for the company, it is useful to know (internally as well as externally) who tweeted. Select employees. Select an employee and use the blue triangle to indicate whether you are giving someone the rights to tweet via your Twitter business account. You need to have a Twitter business account in order to use this functionality! Twitter channels. Add a channel by clicking on this button. You are asked to enter certain information. Once you have executed on the settings as above, the options below will become visible when you open the social media Twitter name> Here you will see tweets of people you are following. There are a few possibilities: Place a tweet. You can place a tweet by typing a message in the field under you Twitter name and clicking on 'Tweet'. Refresh. To get an up-to-date overview, click on the 2 blue arrows behind the Twitter name (this is only necessary if you have not left the page for a (long) time). New activity. You can see a link to a 'New activity' under each tweet. Clicking on this opens a window in which you can assign the Twitter account to an existing or a new person. Details already available via Twitter (surname, first name and surname prefixes) are pre-filled, and possibly you can select an existing relation. If this is not the case, you need to enter the data yourself and possibly select an existing relation. If it concerns a new relation, you can add the person via 'Add'. Next, you link the person to an existing relation (e.g., as a 'Private individual' to your own organisation) and select an activity. E.g., a 'Task' (research), 'Support' (request) or 'Sales Opportunity' (sales opportunities). The text of the tweet is saved in the notes. Respond. By clicking on 'Send response', you open a new screen in which you can enter your response (or if you do not want to do this, click on 'Cancel'). Your response will be shown on your Twitter profile and the person you are responding to will be notified. Retweet. Click on 'Retweet' to place the respective link on your own Twitter profile.

44 PerfectView Manual version Team Tweets. If you have activated the 'Business Twitter account' and have reading rights, then you will see all tweets on the Twitter profile. There are a few possibilities: Place a tweet. You can place your own tweet - if you have the rights to do so - by typing a message under your Twitter name and clicking on 'Tweet'. Refresh. To get an up-to-date overview, click on the 2 blue arrows behind 'What did <Twitter name> say' (this is only necessary if you have not left the page for a (long) time). New activity. You can see a link to a 'New activity' under each tweet. Clicking on this opens a window in which you can assign the Twitter account to an existing or a new person. Details already available via Twitter (surname, first name and surname prefixes) are pre-filled, and possibly you can select an existing relation. If this is not the case, you need to enter the data yourself and possibly select an existing relation. If it concerns a new relation, you can add the person via 'Add'. Next, you link the person to an existing relation (e.g., as a 'Private individual' to your own organisation) and select an activity. E.g., a 'Task' (research), 'Support' (request) or 'Sales Opportunity' (sales opportunities). The text of the tweet is saved in the notes. Channels. If one or more Twitter channels are activated and you have the correct access rights, you can here view the channels in which you will find tweets about the keywords set by the administrator. There are a few possibilities: Refresh. To get an up-to-date overview, click on the 2 blue arrows behind the Twitter name (this is only necessary if you have not left the page for a (long) time). New activity. You can see a link to a 'New activity' under each tweet. Clicking on this opens a window in which you can assign the Twitter account to an existing or a new person. Details already available via Twitter (surname, first name and surname prefixes) are pre-filled, and possibly you can select an existing relation. If this is not the case, you need to enter the data yourself and possibly select an existing relation. If it concerns a new relation, you can add the person via 'Add'. Next, you link the person to an existing relation (e.g., as a 'Private individual' to your own organisation) and select an activity. E.g., a 'Task' (research), 'Support' (request) or 'Sales Opportunity' (sales opportunities). The text of the tweet is saved in the notes. Respond. By clicking on 'Send response', you open a new screen in which you can enter your response (or if you do not want to do this, click on 'Cancel'). Your response will be shown on your business Twitter profile and the person you are responding to will be notified. Retweet. Click on 'Retweet' to place the respective link on your own Twitter profile. T Tabs PerfectView contains a few tabs that are by default not available to a user. The administrator can activate these tabs for the entire organisation if this is required. The tabs concerned and which functionality they offer is described in the application.

45 PerfectView Manual version Timeline 'Timeline' enables you to easily keep up-to-date regarding all news surrounding relations and colleagues. It is our view that this is required to optimally manage your relations and cooperate with your colleagues as efficiently as possible to achieve even better results. 'Timeline' provides your organisation with a new dimension, instantly increasing your chances for success. 'Timeline' is following, participating and informing for the highest possible customer-focused result. In addition to the option 'Timeline' in the menu, you can also look on the Timeline tab of a relation which recent notes were made in an activity belonging to the organization or individual. The administrator can see all notes that an employee has made in the tab 'Timeline' of the employee. To do By clicking on 'To do' you will get an overview of all activities assigned to you: you can therefore consider this as your task list. Colour coding indicates whether the follow-up date has passed, or is about to pass (red and orange). Once you have completed an activity, you can close it. The activity will then no longer be shown on the 'to do' list. If you do not have time today to execute the activity, you can change the follow-up date. Also, you can use the button 'change selected lines' in your To do list to perform the following actions: Change the follow-up date of multiple activities. Assign multiple activities to a colleague. Close multiple activities, without first having to open the activity. (This option is only available to administrators). TIP The above-mentioned functionality is available in your own 'to do' list and the 'to do' list of your colleagues. (This last option you may use for example when a colleague is sick and you need to take over his tasks for the day. You can quickly move the tasks to your own 'to do' list). Selecting (checking) lines only works on the current page. (When you need multiple pages, then select them per page). It also works with a searched selection of lines, e.g. you can quickly assign all tasks of a specific client to a colleague when he or she takes over this client (search on client name, select all and assign to a colleague). When you adjust the follow-up date by a few days, you can also enter negative numbers. The last option 'distribute over working days' can be useful when you have created for example a 100 phone activities, of which you wish to follow up 5 per day. To do by my colleagues You may view the activities linked to a colleague by selecting the respective colleague's name in the list 'Tasks of my colleagues'. This list is sorted alphabetically. W Web forms Are you using your website to collect visitor information for future activities? Or would you like to use you website for this purpose? And do you wish to be able to use the data collected automatically in PerfectView, in order to save time, reduce errors and follow-up requests in a structured way? You determine which data you collect (you can create your own web form) and where in the site you request this information of your visitors (place the form on your website).

46 PerfectView Manual version You also determine the possible follow-up, e.g. by automatically allocating an activity (such as the task 'Call') to the user upon an information request. After you have gone through the steps for the web form, you will receive a link to the form from PerfectView. You can then create a button on your website that links to the web form. When a relation changes his data on the form, a confirmation is automatically sent to the relation. In addition, the relation is created in PerfectView, and a related activity and property may be created. When creating a web form, you will be asked to follow a few steps. Depending on the options selected, some steps may or may not be visible when creating a web form. Important notes for web forms: When you wish to use an Opt-in property, check the property Definition. A relation can unsubscribe to a newsletter. When a relation has multiple properties, he or she can unsubscribe for an individual property. The property for which he or she unsubscribes is deleted in the relation. The other properties will remain. When a relation unsubscribes for all properties, all properties will be deleted and the opt-out field on the relation card will be activated. By default, the link to the web form is included. If you wish to make the layout of the form correspond to the look and feel of your website, we recommend you use an iframe. For support when adding HTML code, you are advised to contact your web designer.

47 PerfectView Manual version Attachments: Appendix I, System requirements and performance The minimum requirements to work with PerfectView are: Operating system Browser Office Internet Windows XP or higher. We recommend to always use the most recent version of your browser. Office 2003 (or Office 2007). This is required for Office Framework 3.5 A broadband connection suffices. Performance PerfectView is Cloud software. The software is hosted in a data centre and offered to the user via a web browser. A large part of the performance of the application is therefore determined on the hosting side, but of course also the user environment is important. Internet connection Application and upload/download The application has been developed based on a minimal bandwidth requirement. At the start of the application, the framework (the engine) of the application is sent to the workspace. The kernel of the application is 40 ~ 50 KB, which is by far the largest traffic being sent. Other than that, only changes in the application are sent between the workspace and the server. This traffic varies from about 1 KB to 10 KB. In practice, a light ADSL or UMTS subscription will suffice in order to achieve good performance. The upload and download performance is of course dependent on the size of the files and the Internet connection speed. The PerfectView Add-ins also make use of the uploading and downloading of files and are therefore also dependent on the speed of the Internet connection. Virus scanners A virus scanner can affect the performance of all applications. In some cases, a virus scanner can too 'enthusiastically' monitor the traffic of the workspace, slowing down the working of the application. For PerfectView CRM Online it has been established in the past that script-scanning (the scanning of the code that controls the browser) slows down the functioning of the application. It is recommended to disable script-scanning, or at a minimum exclude scanning scripts with the extension.wgx. Browsers and add-ons PerfectView CRM Online is optimized for the use of Internet Explorer, Chrome, Firefox en Safari. The use of many add-ons in the browser can negatively affect the performance of the application!

48 PerfectView Manual version Appendix II, notifications during the PerfectView import process Below, we include a few of the notifications you may receive during the import process. The postal code field contains too many characters: Postal code fields in PerfectView can contain a maximum of 20 characters. Check the.csv file and make the necessary changes. When you are done making the changes, you will need to link the new.csv file to the import definition. You can do this by clicking on Previous and linking the file again. The 'country' field does not contain the correct values: In PerfectView the countries are written in full. Check the.csv file and make the necessary changes. When you are done making the changes, you will need to link the new.csv file to the import definition. You can do this by clicking on Previous and linking the file again.

49 PerfectView Manual version The 'gender' field does not contain the correct values: In PerfectView, genders are written in full. Check the.csv file and make the necessary changes. When you are done making the changes, you will need to link the new.csv file to the import definition. You can do this by clicking on Previous and linking the file again. The 'function' field does not contain the correct values: The precise notification may differ depending on the values in the.csv file. In this example, we wish to import functions. The function column should be linked to the field 'function business card'. If you still want to link the column function to the field 'function' (option list), then the necessary changes will need to be made in the.csv file. In this example, empty values are entered in the function column. This is not allowed, as you are linking the column to a field, which includes an option list. This means that the column needs to be completely filled with the valid values. You can define the valid values in PerfectView. Make sure that the values in the column function are equal to the allowed values in the function field in PerfectView. If this is not the case, you will receive a notification as illustrated in the screen shot below. My.CSV file is not delimited by a ; but by another character:

50 PerfectView Manual version If your.csv file you wish to import is not delimited by a ; but by another character, you cannot import it into PerfectView. You will first need to adjust the file. Take the following steps to adjust the existing file: Open the file in MS-Excel. In MS-Excel (office 2007), go to Data > Text to columns. This starts up a Wizard. Step 1. Make sure the value Separated is selected. Step 2. Enter a separating character, e.g. a comma or under other a different separating character Step 3. Make sure the value for each column is set to Text. Click on Complete. Check the data Select save as (different file format) and enter the file type.csv (separated by a listseparating character). When you have created an export from a different system, then the file can be a commadelimited file. This is dependent on your regional settings in Windows. Follow the steps below to adjust the setting of the list-separating character (when you do not have sufficient rights, consult your system administrator). Go to the menu Start Click on Control Panel Click on Date, Time, Language and Regional Options Click on Regional and Language Options Click on the tab Regional Options on Customize Click on the tab Notations (Regional Options) on the button More settings (customize). Change the List separator to semicolon. Save changes Export your data again. In different scenarios, consult the system administrator of the application from which you are performing the export.

51 PerfectView Manual version Appendix III, technical documentation CRM Online Add-ins The information included below applies to all add-ins with version and higher. Platform The add-ins are suitable for use on the following platforms: Operating system Windows XP, 32 bits editions Windows Vista 32 en 64 bits editions Windows 7, 32 en 64 bits editions Office Outlook, Word and Excel 2003 Outlook, Word and Excel 2007 Outlook, Word and Excel 2010, 32 and 64 bits editions Registry User settings are saved in the registry. This happens in the key HKEY_CURRENT_USER\Software\PerfectView Online\Settings\ Web service The Outlook and Office Add-in use a web service to communicate with the PerfectView application. Starting with version , this web service URL has been hard-coded: In exceptional circumstances, it may be necessary to use a different web service URL, which is why the parameter AlternativeWebserviceUrl is included. The parameter is normally empty. Activation In addition to the content keys for the add-in, there is 1 general parameter that determines if the add-in is activated for (shown to) the user. This option is mostly useful on server based environments such as Terminal server / Citrix.

52 PerfectView Manual version OutlookAddinInActive Description : Determines if the Outlook add-in is inactive for the user Values : Boolean, true = Inactive false = Active Default : Non-existing Note : If this key does not exist, the Outlook Add-in is activated for the user. OfficeAddinInActive Description : Determines if the Office add-in is inactive for the user Values : Boolean, true = Inactive false = Active Default : Non-existing Note : If this key does not exist, the Outlook Add-in is activated for the user. Outlook add-in Interface parameters 1. UserName Description : Description :Contains username Values : Text, address format Default : Empty 2. Password Description : Contains the password of the user Values : Encrypted text Default : Empty 3. MailDeleteAfterSync Description : Determines if after upload to CRM Online the is deleted in Outlook Values : Boolean, True = delete, False = keep Default : False 4. MailAskforSync

53 PerfectView Manual version Description : Values : synchronize Default : Determines if after sending of an it needs to be synchronized Boolean, True = Ask to synchronize, False = Do not ask to True 5. MailCloseProces Description : Determines whether the calendar process is indicated as closed in CRM online Values : Values :Boolean, True = close, False = do not close Default : False 6./7. CalendarSyncAll Description : Determines whether by default all or only appointments of today and in the future are synchronized Values : Boolean, True = all appointments, False = today and future appointments Default : False 8. CalendarCloseProces Description : Determines whether the calendar process is indicated as closed in CRM online Values : Boolean, True = close, False = do not close Default : False MailSaveMessageAsAttachement (not used yet in add-in) Description : Determines whether an is also saved as an attachment Values : Boolean Default : False System parameters Organisation Description : Contains the organisation name of the user Values : Text Default : Empty OrganisationID Description : Contains the organisation ID of the user Values : Text Default : Empty OutlookAddInLastUpdateCheck Description : Date of the last check for version Values : Date Default : Empty Office add-in Interface parameters

54 PerfectView Manual version UserName Description : Description :Contains username Values : Text, address format Default : Empty 2. Password Description : Contains the password of the user Values : Encrypted text Default : Empty System parameters OfficeAddInLastUpdateCheck Description : Date of the last check for version Values : Date Default : Empty Proxy parameters Starting from add-in version , 4 parameters are included in the registry for use of a Proxy server for access to the Internet. Normally the Add-ins use the proxy settings as determined in the Internet settings within Windows. In those instances that it is necessary to deviate from this, it is possible to record the address and port number of the Proxy in the registry. These settings get preference over the Windows settings. 1. WebServiceProxyAddress Description : Contains the address of the proxy server Values : Text, IP number of the proxy server, e.g Default : Empty 2. WebServiceProxyPort Description : Contains the port number of the proxy server Value : Number, Port number, e.g Default : Empty If the proxy server requires a name and password of the user, the user will be asked to provide these. The username and password are then registered in the registry. 3. WebServiceProxyUsername Description : Contains the username for authentication by the proxy server Values : Text