Loading
Uniconta
Search
Generic filters
Free trial signup
  • Visit a Country Site
    • Dansk
    • Deutsch
    • Eesti
    • Íslenska
    • Lietuvis
    • Nederlands
    • Norsk
    • English
  • Search
  • Uniconta
    • What is Uniconta ?
    • Modules
    • Ledger
    • Customer
    • Sales Order
    • Vendor
    • Purchase
    • Inventory
    • Logistics
    • Project
    • Light Manufacturing
    • CRM
    • Fixed assets
    • Dashboard
    • Company
    • Adaptability
  • Download
    • Uniconta for Windows
    • Uniconta for Mac
    • Download for Developers
    • Free trial signup
  • Resellers
    • Find a reseller
    • Become a reseller
    • Partner Portal Login
    • Partner Portal sign up
  • Developers
    • Become an integration partner
    • Documentation
    • Samples
    • Downloads
  • Accountants
    • Become a Univisor
  • News Overview
    • Blog
    • News
    • Uniconta Update
    • Customer cases
  • About us
    • About us
      • Management
      • Contact
      • IT Security ISAE 3402
      • System status
    • Terms & Conditions
      • License Agreement
      • Data Processing Agreement (DPA)
      • Privacy policy
      • Cookie policy
      • Sub-processors

unipedia

  • Introduction
    • Get started with Uniconta
    • Which browser are you using?
    • Get started with an existing set of accounts
  • Converting to Uniconta
    • Conversion tool
    • What can be converted to Uniconta?
    • Converting from NAV to Uniconta
    • Converting from e-conomic to Uniconta
    • Converting from C5 to Uniconta
    • Converting from eCtrl to Uniconta
    • Checking your accounts after conversion
  • General Ledger
    • How to split voucher PDF
    • Chart of Accounts
      • Chart of Accounts
      • Account types
      • System Accounts
      • Import a Chart of Accounts
    • General journals
      • Journal Entries
      • Import from a file
      • Import Bank statement
        • Automatic account selection
      • Posting in foreign currency
      • Posting customer payments
      • How to manage voucher number series
      • Setting up Journals
      • Cancel voucher/delete journal/delete record
    • Bank Reconciliation
      • Bank Management / Bank reconciliation
      • Automatic account selection
    • Budget
      • Budget
    • Reports
      • Account statements
      • Transactions
      • Financial Statement
      • Physical Vouchers
      • Posted Journals
    • VAT reporting
      • VAT reporting – Denmark
      • VAT specification – Denmark
      • EU sales
      • Intrastat
      • EU sales list
    • Pivot table
    • Maintenance
      • Dimensions
      • – Join two dimensions
      • – Reverse charged VAT – Denmark
      • Voucher number series
      • – Automatic allocation of number series
      • Terms of payment
      • – Managing cash discounts
      • Accounting year
      • – Year end closing/opening balances
      • Join two accounts
    • Audit activities
      • Company accounts templates
      • Export transactions
  • Customer
    • Customer
      • Customer
      • – Reconciling Customer Accounts
    • Quick invoice
      • Quick invoice
    • Sales
      • Sales orders
      • – Create purchase/sales order
      • Quotations
      • Mass update
      • – Generate UBL
      • – Purchases and sales without VAT
      • Order journal
    • Reports
      • Statement
      • Transactions
      • Open transactions
      • Payment proposals (SEPA)
      • Ageing report
      • Interest and collection letter
        • – Collection letter messages
      • Invoices
      • Delivery note
      • Stock transactions
      • Order lines
      • Customer statistics
      • Pivot table
    • Maintenance
      • Customer groups
      • Order groups
      • Shipments
      • Terms of delivery
      • Layout groups
      • Number sequences
        • – Error messages
      • Invoice layout
        • – Creating watermarks
      • E-mail setup
        • – Setting up SMTP
        • – Mail server set up
        • – Forwarding e-mails to Uniconta
      • Document messages
      • SEPA set up
      • Mandates (SEPA)
      • Customer Direct Debit
      • Join
        • Join two accounts
        • Join two sales orders
        • Join many
  • CRM
    • – Introduction to CRM
    • Prospects
      • – Creating an quotation for a prospect
      • – Create follow-up
    • Customers & Prospects
    • Follow-up activities
    • Create e-mail list
    • Campaign
    • Maintenance
      • Interests
      • Products
      • CRM groups
      • Follow-up groups
      • Campaign groups
  • Vendor
    • Mass update
    • – Purchases and sales without VAT
    • Reports
      • Statement
      • Merge payments
      • Ageing report
      • Pivot table
    • Maintenance
      • Vendor groups
      • Purchase order groups
      • Vendor layout groups
      • Number sequences
      • File formats for methods of payment
        • – Setting up messages for vendor payments
        • – Setting up bank days
      • Join
      • – Join two accounts
      • – Join two purchase orders
      • – Join many
  • Inventory
    • Items
    • Stock Journal
    • – Posting in the stock journals
    • – BOMs in Uniconta
    • – Handling packaging fees
    • Reports
      • Inventory account statement
      • Inventory transactions
      • Item stock status
      • On-hand
      • Re-order list
      • Pivot table
    • Maintenance
      • – Purchasing number series items
      • Join two items
      • Variants
        • – Default variants
        • – Importing old inventory transactions
  • Project
    • Get started with Project and Time
    • Invoicing in the project module
    • Project Categories
    • Pivot table
    • Project groups
  • Company
    • Company information
    • View a demonstration company
    • User rights
      • Manage users
      • Requests for company access
      • Request company access
    • Maintenance
      • Configure application functionality
      • Preferences
      • Subscription (Administrators)
      • – Create subscription (Administrators)
      • – Create subscription (Client)
      • – From trial period to subscription
      • – Counting financial items
      • Modification URL
      • Create a new company
    • Contacts
  • Administrator
    • Distributor Administration
    • User Login History
    • Partner Plugin
  • Tools
    • Main Menu
    • Save layout as a menu item
    • User Plugin
      • How to change Uniconta’s default plugin path
    • Report Generator
      • Report Generator
        • Acccount statement
        • Collection letter documents
        • Company accounts cover page
        • Picking list
        • Purchase documents
        • Sales documents
      • Create a report to be viewed externally
      • Expression binding for Reports
    • Additional setup
      • Local backup
      • Import e-conomic
  • Data Access
    • Transfer data from Uniconta to Excel
    • OData filter function
  • General
    • User Interface
      • User Profile
      • Shortcut Keys in Uniconta
      • Layout
      • Templates
      • How to search in Uniconta
      • Filter/Clear Filter
      • General tips
    • General Functions
      • Attachments
      • Copy and paste in Uniconta
      • Export data and reports to file format
      • Send documents and data by e-mail
      • Print reports and list forms
      • National company number lookup
      • Excel, export and import
    • Security
      • Forgot Password
      • Backup
      • Uniconta Security
    • Installation
      • Installation on RDS – Remote Desktop Server
      • Optimal internet access for Uniconta
      • Install Uniconta in Windows 7
      • Uniconta in the Microsoft App-Store
      • Uniconta for Mac

– Creating a quotation for a prospect

November 21st, 2017 by Uniconta

Use the navigation panel to go to CRM/Prospects.  To create an quotation for one of your prospects, highlight the prospective customer and click on the ‘Quotation’ button in the toolbar/ribbon.   (Click on the screenshots to enlarge.)   The quotation screen will then appear. Click on the ‘Add’ button in the toolbar/ribbon to add a […]

– Create follow-up

November 21st, 2017 by Uniconta

Use the navigation panel to go to CRM/Prospects.  A follow-up can be created directly on the prospect by highlighting the relevant prospect and clicking on ‘Follow-up’ button in the toolbar/ribbon. Users can of course also see all follow-up activities under CRM/Follow-up activities.  Here, users can complete the form with all of the relevant follow up parameters. […]

Customers & Prospects

October 15th, 2017 by Jørn Rejndrup

Use the navigation panel to go to CRM/Customers & Prospects. This menu item refers to the companies that are both customers and prospects.     The ‘Add’, ‘Edit’ and ‘Update’ buttons in the local Customers & Prospects menu are simply used to add, edit and update customers and prospects. Read more about setting up prospects […]

– Introduction to CRM

July 27th, 2017 by Uniconta

The CRM module is designed to help users manage their marketing, follow up with clients and prospects and send out news updates. To get started, set the parameters up for the module under CRM/Maintenance. The parameters will determine how the business wants to use the CRM module for their particular needs. Set the following parameters […]

Create e-mail list

July 18th, 2017 by Jørn Rejndrup

E-mail lists are used to send information via e-mail to Vendors, Customers, Prospects or contacts according to specifically selected criteria.   (Click on the screenshots to enlarge.)   Select the search criteria and click on the ‘Search’ button in the toolbar/ribbon. The search results will be listed, as shown in the example below.     […]

Follow-up activities

July 18th, 2017 by Uniconta

Follow-up activities are used to record activities with each customer/prospect or contact.   Use the navigation panel to go to CRM/Follow-up activities. To create a new activity click on the ‘Add Record’ button in the toolbar/ribbon. To edit an activity, click on the ‘Edit’ button in the toolbar/ribbon. When editing a follow-up activity, users can, for […]

Interests

July 18th, 2017 by Uniconta

Use the navigation panel to go to CRM/Maintenance/Interests. ‘Interests’ is used to indicate what a customer or prospect is interested in. The example below is a wholesaler who sells car parts to both businesses and private clients.  Various interests in car parts have therefore be set up under “CRM/Maintenance/Interests“. This is done by clicking on the […]

Products

July 18th, 2017 by Uniconta

Use the navigation panel to go to CRM/Maintenance/Products. Here, the user can set up various products that they can then target each customer or contact person with. This is done by clicking on the ‘Add record’ button in the toolbar/ribbon, writing the product name and clicking on the ‘Save’ button.     “Products” are used […]

Prospects

July 18th, 2017 by Uniconta

Prospects Prospects refers to potential customers that the company has not sold to yet, but that they would like to pursue. (Click on the screenshots to enlarge.)     Use the navigation panel to go to CRM/Prospects and click on the ‘Add’ button in the toolbar/ribbon to add a new prospect. To set up a prospect […]

Campaign

July 18th, 2017 by Uniconta

The ‘Campaign’ function is used when running a campaign for customers and prospects. In the example below, a campaign has been set up as a ‘Newsletter 2018’ advert.     Creating a campaign: Enter a name for the campaign Write any notes Select a campaign group (set up under CRM/Maintenance/Campaign groups) Allocate an employee Select […]

Campaign groups

July 18th, 2017 by Uniconta

Use the navigation panel to go to CRM/Maintenance/Campaign groups. Here the user can set up the Campaign groups that can later be chosen when setting up Campaigns under CRM/Campaign. In the example below, the following campaign groups have been set up with the ‘Number’ field being used to further define the group. e-newspaper Newsletter Commercials   Campaign […]

Follow-up groups

July 18th, 2017 by Uniconta

Use the navigation panel to go to CRM/Maintenance/Follow-up groups. Here the user can set up groups that can be used for follow up activities. The following groups have been set up in the example below: Closed Being reviewed Not yet allocated The groups can be further defined in the ‘Number’ column with a number or description […]

Posts navigation

1 2 Next

Get in touch with us

Uniconta

  • Uniconta
  • Modules
  • Downloads
  • Free trial signup
  • Subscription Terms
  • System Status

PARTNER

  • Become a Reseller
  • Become App Partner
  • For Developers
  • For Accountants (Univisor)
  • Uniconta Partner Portal

INFO

  • News
  • Updates
  • Customer cases
  • Video
  • IT Security
  • About us
  • Management

Support

  • Unipedia
  • API information
  • Contacts
  • Visit a Country Site
    • Dansk
    • Deutsch
    • Eesti
    • Íslenska
    • Lietuvis
    • Nederlands
    • Norsk
    • English
Uniconta
© Copyright 2019 | All rights reserved | info@uniconta.com | Terms & Conditions
Facebook Twitter LinkedIn Youtube