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Why Do We Love Paper? Producing Documents from CRM 4 Sarah Boothroyd

Why Do We Love Paper? Producing Documents from CRM 4 Sarah Boothroyd Director, Business Process & Systems Application Orchid Cellmark Ltd. Introduction. Aims Share Our Experience of Printing from CRM 4.0 Provoke Discussion Learn from each other Business Context

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Why Do We Love Paper? Producing Documents from CRM 4 Sarah Boothroyd

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  1. Why Do We Love Paper? Producing Documents from CRM 4 Sarah Boothroyd Director, Business Process & Systems Application Orchid Cellmark Ltd

  2. Introduction • Aims • Share Our Experience of Printing from CRM 4.0 • Provoke Discussion • Learn from each other • Business Context • Leading DNA Testing Business (20 years exp) • Relationship Testing (Paternity) • Forensic Casework

  3. Content • Why We Love Paper • User Requirements • Our Options • Our Solution • Discussion

  4. Why Do People Love Paper? • Permanent, Physical, Tactile - confidence of existence/reality • Signed copy perceived as more ‘official', higher quality communication • Preferred by the less tech savvy • Some customers do not have email – certainly not secure email • ‘Easier’ to read paper than on screen • Some people just like paper

  5. User Requirements • Documents appear magically at the printer from the correct paper tray • Better than the current system • User editable templates • Auto generated bar code labels • Letters to be easily personalised • Option of batch printing • Easy to add/change printers

  6. What are the Options? • Mail Merge • Third Party add-on • Reporting Services • Export to Excel • Bespoke Solution • Others….

  7. What did we do? • Bespoke was best for our requirements • Preferred price tag of third party add-on • Best of both worlds solution • Teamed up with our MS Partner to develop a bespoke app/add-on – sharing costs

  8. How does it work? • Create Basic .rtf template • Upload template & printer • Integrate with Workflow Use It….. • Entirely through CRM interface OR • Use Printing Web App Direct

  9. Basic Template • .rtf template • Easily User Editable in Word Pad Meaningful Field Names to correspond to CRM workflow Field Names preceded by | will have line removed if empty

  10. Easy Upload Set Up New Printer Click to Add Printer

  11. Easy Upload Set Up New Printer Enter Printer Name & Click Save

  12. Easy Upload Set Up New Printer Paper Trays Identified Automatically

  13. Easy Upload Add Letter Choose Letters Click Add Letter

  14. Easy Upload Add Letter Upload the .rtf file, select printer and Save

  15. Create Workflow Workflow plug-in allows Printing selection as standard workflow option

  16. Create Workflow Choose ‘Set Properties’ to choose data to send to printing application

  17. Create Workflow Batch or ‘Magic’ printing Letter Name & Field Names match the Printing Application

  18. Create Workflow

  19. Result

  20. Personal Touches In the Archive or Letters Area the user has the option to open the standard letter in Word and modify

  21. Batch Printing View For Letters Ready Workflow for batch printing

  22. Other Reporting Tools • We do use other tools too! • Reporting Services • Estimates • Courier Forms • Management Reports • Export to Excel • Management Reporting where managers prefer to manipulate their data in Excel

  23. Other things to share…. • Postcode lookup for multi-tenancy CRM 4 – Vigence has written free code for Postcode Anywhere integration • Workflow modification can disable on-load javascript of associated form • Workaround is to re-publish the entity following workflow change • Have experienced ‘hanging’ on IE6 on certain machines – seems to be fixed by upgrading to IE7

  24. Discussion – How do you create documents from CRM 4? We saw earlier that there are many options to choose from We are pleased with our solution but it is not the only way What do you do?

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