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General Questions |
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- How much does LinkPoint for Pivotal CRM cost?
$155 (USD) + 20% Support and Maitenance.
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- Are there any implementation costs?
Your Business Partner can quote the implementation cost.
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- Do I need to purchase an equal number of LinkPoint as I have of Pivotal CRM?
No - it is not required that everyone requires email integration.
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- How/where is LinkPoint installed?
Using industry standard installation routines, LinkPoint is installed on the client
machine. The installation is very light-weight and very simple.
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- How is support handled?
The annual license fee entitles you to unlimited support via our web-site or telephone
support.
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- Do you support web proxy servers?
Yes, during configuration, you may specify your proxy server information.
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- What version of Pivotal CRM is required?
-Applications/CMS r5.9 Hot Fix 1
-Applications/CMS r5.7 Hot Fix 6
-Applications/CMS r5.1 Hot Fix 8
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- Where do we get the licence key that the configuration screens reference?
After you purchase LinkPoint, you will receive the License Certificate from your
Business Partner.
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- What email systems do you support?
We support Lotus Notes and Novell GroupWise.
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Lotus Notes Questions |
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- What version of Lotus Notes is supported?
We support Lotus Notes Versions 5, 6, 7 and 8.
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- Are the Lotus Notes servers affected?
No - not at all. LinkPoint is installed on the client machine. It speaks to the
Notes client, which in turn (as usual) speaks to the server.
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- How is the Notes user interface changed?
Minimally. The email integration module is accessed via two methods while in Lotus
Notes. During installation, you are prompted if you want to add items to the users
"actions" menu and / or if you want to add buttons to the user's mail template.
The choice is up to you. Depending on your firms needs and your mail template change
policy, you may choose to omit the buttons and work strictly with the agents. In
either case, the changes are minimal and easy to view, modify or remove.
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- Can I utilize the Pivotal CRM address book in Lotus Notes?
Yes, you can use your Pivotal CRM contacts to address the recipients of the email.
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- Does email integration of LinkPoint work in Notes "Island Mode"?
Yes - it works in all Lotus Notes "modes"
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LinkPoint Mail Questions |
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- Does LinkPoint store the attachments in Pivotal CRM?
Only if you want it to. You can save attachments either to the contact or the opportunity.
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- When I search for a name, what is being searched?
LinkPoint searches the Pivotal CRM contact list. Specifically, we search for all
contacts that you have access to.
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Troubleshooting Questions ahd Helpful Tips |
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- In terms of Windows security, what privileges do I need to install and run LinkPoint.
We recommend that a Windows Administrator or equivalent perform the installation.
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