Monthly Archives: June 2010

Field Selection for Web Forms

In a previous post, we encouraged you to increase your  inbound marketing effort with PlaybookIQ Web Forms.   We’re excited to announce the first of a series of improvements to our PlaybookIQ Web Forms, field choice. Now when you set up your web forms in PlaybookIQ, you can check the fields you want to include. […]

CRM Import Help – Improved in PlaybookIQ

CRM import can be at once one of the simplest tasks and yet also one of the most rife for errors.  Contact data is relatively simple.  There are some basic fields for all contacts that most all CRM products support (name, address, email, phone, etc.).  There are contact information standards such as vcard that can […]

User friendly CRM for all!

In working to revamp the Import feature of PlaybookIQ, its becoming increasingly clear there is still a gap between the developer and the ordinary computer user.  For the technical partner, its easy to throw terms such as CSV, parsing, and “plain text” around (even in a single sentence!).  As the non-technical partner, it feels like […]

PlaybookIQ increases custom contact fields

PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account.  Custom contact fields allow users to capture contact information specific to their business or industry. Setting up custom fields is easy in PlaybookIQ.  Under the Admin link in each account is a Custom Fields option.  Simply click “edit”, input the desired fields, and save. […]