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We feel lucky to be in the lives of our clients and what better way to show our continued appreciation than with much requested system updates? Here is a list of a few of our most notable system upgrades and updates! Do you have a suggestion? Email us Anytime. 


Company Data in Contact Details: 

You can now set your company data preference to show either expanded or compressed when viewing the contact details. Settings > Account > Contact Data Settings


Signup Forms

 

When a form is submitted and confirmed, the notification email now includes the datetime and account time zone at the bottom of that email. Website > Signup Forms > Options > Notification Email 

Groups

On the Group Folder organizer page (click “Group” to the left of the group dropdown box) we added a “New Group” button, allowing you to create a new group and organize it into a folder on the same page. 

 

 

On the same Group Folder organizer page you can now click any group name in the left column to launch the Group Settings page.

To Do List

CRM activities on the To-Do Lists located on the Dashboard and Contact pages now show comments for those activities.

Workflows

Workflows that set opportunities to a Closed phase can now set the outcome reason within the workflow itself. Automation > Workflow Manager 

Opportunities 

Contacts > Reports > Opportunities - new report for Win/Loss Outcomes, showing the value and number of opportunities won/lost for reasons defined in Settings > Opportunities (6 Mar 2022)

Settings > Opportunities - new tab for Outcomes, which allow you to specify the reasons why an opportunity was won/lost, after which they're defined, you will see checkboxes when editing/viewing opportunities (5 Mar 2022)

Custom Objects 

Custom Objects - all objects must be deleted now before a user can delete an object definition (2 Mar 2022)

SMS 

SMS - inbound SMS messages can be assigned as CRM activities done by a user for any number (1 Mar 2022)

Projects

When creating new projects, you can choose to copy a previously created task associated with another project and preserve the stage the tasks are in . Apps > Projects

 

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