• Getting Start
    • Firebird
    • Connection Settings
    • CRM Database Utilities
      • CRM Database functions
      • PVSW DSN
      • New CRM Database
      • Update CRM Database
      • Remove all Data
      • Grant Access to User
      • Connection settings for Firebird
      • CRM Database Guided Creation
        • PDiCRM Database Creation
        • Location of Sage50c Pastel Accounting Data
        • ODBC / DSN Connection details
        • Firebird database location
        • Create Database
    • Starting PDi CRM for the first time
    • About Screen
  • Using PDI CRM
    • Starting PDI CRM
    • CRM Sidebar
    • CRM Desktop
    • CRM Menu
    • CRM Status bar
    • CRM Grids
    • CRM Finders
    • CRM Dymo Labels
    • CRM Actuals application
    • PDi CRM Document case
  • Customers
    • Contact Details
    • Activity Tasks / Contact History
    • Customer Documents
    • PDi DMS Link
    • Customer Sales opportunity
    • Internal Products
    • Customer Product Sales
    • Customer Budgets
    • Customer Pricing
    • Customer Category Discounts
    • Customer Documents: Quotes to Debit Notes
    • Customer Balances
    • Customer Open Item Transactions
    • Customer Transactions
    • Serial No(s) assigned to Tasks
    • External Account Mappings
  • Prospects
    • Contacts
    • Contact History
    • Documents
    • Sales Opportunities
    • Internal Products
    • Prospect Budgets
    • Transfer Prospect
  • Suppliers
    • Contacts
    • Contact History
    • Document History
    • Products Purchased
    • Preferred Supplier Products
    • Supplier Documents
    • Supplier Balances
    • Open Item
    • Transactions
    • PDi DMS Link
  • Inventory
    • Pricing
    • ReOrder
    • Supplier Pricing
    • Activity
    • Serial No(s)
    • PDI Serial Information
      • PDI Serial Information - New/Edit
    • Extra Notes
    • Product History
    • Inventory Documents
    • User Defined
    • Language Translations
    • PDi DMS Link
    • External Product Mappings
  • Campaigns
    • Setup Campaign Details
      • Campaign define
        • Campaign stages
        • Campaign Products
        • Campaign Prospects
        • Campaign Questions
        • Campaign Scripts
    • Campaign Start
    • Campaign desktop
      • Campaign Destkop - activities
      • Campaign Desktop - Tasks for Prospect / Activity
      • Campaign Desktop - Details
      • Campaign Desktop - Products
      • Campaign Desktop - Contacts
      • Campaign Desktop - Prospects
      • Campaign Desktop - Scripts
    • Campaign - Statistics
  • File
    • Logout
    • Import / Export routines
      • CRM Data Import
      • Import Prospects
      • Export Customers / Prospects
      • Import to / Export from Outlook contacts
      • Import and Create Invoices
      • Import Sales Data
    • Maintenance
      • Delete in-active prospects
      • Delete Sales Opportunities
      • Search duplicate prospect records
      • Clear Budget Qty and Values
      • Clear Budget Actuals
      • Move User Open Transactions
      • Auto Add Task Documents
  • Process
    • Sales Opportunities
      • Sales Opportunity entry
      • Formatted Details
      • Attachments
      • Status
      • Product Charge Lines
        • Price Matrix
      • Sales Opportunity costs
      • Linked Tasks
      • Mini Activities
      • Invoice Documents
      • Outlook Items
      • Email Quote
      • Create Pastel Document
      • Graphs
      • Average Percentage
      • Move on to next stage/step
    • Sales Opportunities Tasks
    • Duplicate Sales Opportunities
    • WooCommerce
      • Create Products in WooCommerce
      • WooCommerce Stock / Price Transfer
      • Create Sales Opportunities from WooCommerce Shop
    • Calendar Task View
    • Task View
    • White board Task View
    • Service Documents
    • PDiTag Functions
    • Purge Activities
    • Internal Products
    • Customer Functions
      • Block Customer Accounts
      • Block Customer Wizard
      • Customer Recurring Invoices
      • Customer Sales
      • Customer Budget by Item
        • Maitain Customer Budgets
        • Set Customer Budgets
        • Year End Customer Budgets
        • Clear Empty Budgets
      • Budget Values Only
        • Maintain Customer budget sales only
        • Set Customer Budget Sales only
        • Maintain Prospect Budgets
        • Year end Sales budgets
      • Customer Pricing :: Discount Levels
        • Create Customer Pricing
        • Create Customer Pricing file
        • Delete customer prices
      • Customer / Category Pricing :: Price Date Range
        • Customer category - additional discount
        • Maintain Customer / Category Pricing
        • Transfer customer/category pricing to Sage50c Pastel
      • Customer web price import
      • Customer Tag/Task Wizard
    • Create Customers/Prospects from Email Messages
      • View Previously Processed Emails
    • Start Document Approval
    • Document Approval
    • Open Sales Orders
    • Product Sales
    • Product Purchases
    • Document User Defined Fields
    • Sales Rep. Commission Percentages
    • Sales Code budget functions
      • Maintain Sales Code Budgets
      • Set Sales Codes Budgets
      • Year End Sales Budgets
  • Reporting
    • Mailing Labels
    • Mail Merge address records
    • Age Analysis/Statement Reporting
    • Document Printing
    • Customer Reports
      • Customer age analysis
      • Customers Created
      • Customer information sheet
      • Customer listing
      • Customer Order regularity
      • Email Customer Price List
    • Customer Budget Reports
      • Accumulated budget report
      • Customer budget report
      • Customer calendar year budget
      • Customer Sales Budget Report
      • Customer 12 Month Budget Report
    • Prospect Reports
      • Prospect Listing
    • Prospect Budget Reports
      • Prospect Sales Budget Report
      • Prospect 12 Month Budget
    • Inventory
      • Internal Product List
      • Product Catalogue
      • Serial History
      • Serial Next Service
      • Serial No(s) assigned to Task
    • Task / Call List Reports
      • Call List
      • Products assigned to Tasks
      • Task Listing
    • Sales Code Reports
      • Sales Code Commission by Category
      • Sales Code Budget Report
    • Sales Opportunities
      • Summary List
      • Full Listing
      • Expected / Variance
      • Forecast by Employee
      • Over Due
      • Funnel by Responsible person
      • Forecast by Sales Code
      • Overdue by Sales Code
      • Funnel by Sales Code
    • Sales Opportunities by Category
      • Summary List
      • Full Sales List
      • Expected / Variance
      • Forecast by Employee
      • Over due by employee
      • Forecast by Sales Code / Category
      • Overdue by Sales Code / Category
    • CRM Business Information desktop
      • Customers
      • Supplier
      • General Ledger
        • Fiscal Ratios
        • Fiscal Charts
      • Inventory
      • Ratio Definitions
    • CRM DOLAP
      • Cube Data Source
      • Toolbar
      • DOLAP Area
      • OLAP Chart Area
      • Examples
    • Most profitable Customer / Products
    • Top x Item Report(s)...
    • Reports Desktop
    • User Reports
  • Setup
    • CRM Options
      • Email Form Processing
    • CRM Next Numbers
    • Maintain PDi Tags
    • Account Access
    • Document Flow
      • CRM Departments
      • Manager List
      • Document Approval Flow
    • Document Reports
    • Document User Defined Fields
    • Branch / Store Code
    • Message Stores
    • Task Activity Codes
    • Task Templates
    • Customer Discount Levels
    • Customer Level & Inventory category discounts
    • Extra user field titles
    • Internal Product Groups
    • Internal Product Codes
    • Job Titles
    • Define Language Codes
    • Document Reports by Language
    • Language Translations
    • Sales Opportunity
      • Annual license fee text
      • Annual license fee due text
      • Budget Levels
      • Categories
      • Lead Source
      • Document Layouts
      • Matrix Headings
      • Next Sales Opportunity Number
    • POP3 Server
    • SMTP Settings
    • SMS Provider
    • System Parameters
    • System Reports
    • User Details
    • User/Group Membership / Menu security
    • PDF Export Options
    • Spelling Options
  • Help
    • Language
    • Thesaurus (F11)
    • Fast Reports Designer
    • Update Pastel brief data
    • User Reports
    • Widget Creation Wizard
    • Tip of the Day
    • Connected Users
    • About
    • Help
    • Online Help
    • Check latest version
    • Create PVSW DSN
    • PDi CRM Videos
  • Favourite
  • Task - Create Outlook Calendar Appointment
  • PDi Document management
    • PDI DMS Link
  • Supplier Documents
    • Supplier Document Requests / Creations
  • CRM Audit Logging
    • Add Audit Logging
    • View record audit log information
  • Outlook Office365 Email Integration