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Tips and Tricks: Employee Access Permissions NEW
Posted: May 23, 2013

For each user of Elements CRM, your system admin can set access permissions. To do so, navigate to the Admin Element > Employees > Employee Management. Select an employee from the list, then click on the Access tab found in the Data Editor (half-ways down the screen).
You may adjust permissions for each Element listed by select Off (no access), User (limited access), or Manager (full access). Those with user level access are allowed to view and edit data, however they are not allowed to delete records, view or change preferences or generate reports whereas manager level access allows for viewing and changing all data.
Additional permissions for user level access can be set in the Sales Element > Prefs, turning on or off specific functions within the Sales Element. Elements CRM works for everyone!
-Justin

Running for Help? Your Mac CRM is Right Here!
Posted: May 18, 2013

Is your team frantically running away from your old, antiquated CRM? Are they tired of trying to use something that operates as poorly as it looks? The good news is you don't have to keep on running. You can stop now and just get Elements CRM! It's beautiful, it's mac-centric, it's user-friendly and it can be all yours. Get started for only $99 for your first 30 days!
-Justin

Tips and Tricks: Adding Notes from the Dashboard
Posted: May 08, 2013

Did you know you can jot down a note in your Elements Dashboard without leaving the screen you are working on? It's as easy as adding the notes tool to your Dashboard. Navigate to the Home Element > Prefs > Dashboard and select "User Custom" from the list. Then, in the Data Editor, select "Scratch pad" from the 3rd options menu in the list.
Now, you may enter a note by typing it in the box in your Dashboard and clicking the plus icon. The note can be reviewed later in the Notes Element. Elements CRM makes adding notes quick and easy!
-Justin

Surfs Up Elements CRM Dudes
Posted: May 05, 2013

Spring is here and it's time to go out and hit those waves. And when you have Elements CRM to manage your business, you will have more time to surf and play in the sun. Elements CRM is proven to make you more efficient and more organized so you can spend less time in the office and more time on the beach. So surfs up, Elements CRM Dudes. It's time for some fun in the sun!

-Justin

Past Blog Posts

May 2013

- Tips and Tricks: Employee Access Permissions -

- Running for Help? Your Mac CRM is Right Here! -

- Tips and Tricks: Adding Notes from the Dashboard -

- Surfs Up Elements CRM Dudes -

- Tips and Tricks: The Super Cool Goal Tracker -

Apr 2013

- Getting Frustrated With Your Mac CRM? Look No Further! -

- Tips and Tricks: Posting Calls to Apple Calendar -

- Hey Chicago, Take a Look at Us -

- Blog - Tips and Tricks: Parent/Child Relationships -

- Ni Hao, Peoples Republic of China. Meet Elements CRM. -

- Tips and Tricks: The Search Center -

- Mac CRM Flexibility Where it Matters Most -

Mar 2013

- Tips and Tricks: The IT Element -

- Find Your Peaceful Place -

- Tips and Tricks: Saving Bookmarks in Elements CRM -

- Spring Cleaning Gives Elements CRM a Whole New Meaning -

- Tips and Tricks: Adding History Events and Scheduling Calls -

- Elements CRM is Like a Swan? -

- Your Core Strength Comes From Your Mac CRM -

- Tips and Tricks: Setting Up Account Types in Elements CRM -

- Take a Journey to Mac CRM Land -

Feb 2013

- 3 Big Things Are Hurting Your Productivity -

- HotSpot Meets Mac CRM -

- Hoodie-Hoo 2012; This is the year I buy a Mac CRM! -

- Your iPad, The Beach, and your Mac CRM Solution. Oh Yeah! -

- Good Customer Relations = Good Marketing Strategy -

- A Global Mac CRM for Apple Business and Enterprise. -

- Elements CRM is a rockin' app -

- I can see clearly now with an iPad mini! -

- Mac CRM lovers unite. Yeah, yeah, yeah! -

Jan 2013

- How to Get Started with Elements CRM -

- Apple Stores + Elements CRM = Good Fit. -

- Elements CRM, Starbucks and Chai Tea. -

- Finding a Mac CRM that fits your industry. -

- Hello Infinite Loop. I'm Back. -

- Going on a business trip? Take Elements CRM along! -

- Ntractive Speaking To Apple Store Business Teams. -

- Elements CRM Is A True Mac CRM Cloud App. -

- Missing Plugin Issue with OS X Lion -

- Yes. We Updated Our Website. Mac CRM at its best! -

2012

- Our Cluster Hive -

- Sweet! Drag and Drop is Back! -

- Elements CRM and the iPad mini -

- PIM, CRM, ERP, oh my! -

- Hear the Elements CRM Roar! -

- Drumroll Please..... -

- Elements CRM for iPad! -

- Mac CRM in your hands -

- What direction to take when choosing a CRM system -

2011

- Happy Holidays from Ntractive -

- New Stuff Being Released Today! -

- Mac CRM Cloud Software, Yup that's us! -

- Steve Jobs 1955-2011 -

- Elements CRM 3.2 Ready To Roar on Mac OX Lion -

2010

- Hello Mac App Store! -