Ti’s the season for amazing system updates! We love our clients so much and listening to their feedback is not only our favorite way to update the system, but also bettering their needs is always our top priority. Here are the new updates for December along with a few of our favorites from 2022.

Tickets:

On ticket update pages, you can click to view the image in full size in a separate browser tab

Journeys

New Delay until x business days before date defined in an opportunity custom field

New Delay until x business days before opportunity proposal due date

Invoices - in Settings > Account, you can now specify Invoice Types and Shipping Methods, and these can now be edited when viewing an invoice and invoice status

Booking Calendar

When assigning booking time to a user field, the time will now be converted to 12-hour time if the field is a text/short text type and the account is set to 12-hour time

From earlier in 2022:

SMS/MMS/Voice:

Voice Broadcast - Voice broadcasts are either a recorded MP3 file from your Media Library or a text-to-speech conversion done by a computer. You can choose the file by clicking the Audio Message text link next to the text box by going to Communicate > SMS > New SMS Broadcast > Campaign Type.

Call Summary Transcriptions - If you choose to record calls, you can now add transcription summaries to your CRM to review lengthy conversations in seconds.

call transcribing.png

Contacts

The map markers are now clickable, bringing up contact/company details. Contacts > Tools > Map

To-Do List

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

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

Email Tracking

We’ve added the ability to toggle between showing and hiding the legend and log/linear scale. At GreenRope, being able to review your tracking statistics in multiple convenient and powerful ways is one of the many things that sets us apart from other CRM systems. (Communicate > Track Email)

We also added an easy-to-use search filter to the group dropdown feature, making it simple to find and view the tracking information for any specific group in your account. (Communicate > Track Email)

Contacts

Contacts > Tools > Clean - can now search and merge duplicates by mobile/phone numbers

Journeys

New Decision option that looks at the ability to split based on an opportunity having a product in it

Opportunities

We added ability to edit opportunity field order in Settings > Opportunities > Preferences

Website

Website > Blog - if no images in any of the top 5 blog posts, it removes the spacer

Website > Signup Forms > HTML - added link to QR code for the signup form

Website > Tracking > GDPR - new GDPR tab with instructions on how to install a widget on your website for cookie acceptance

To our clients, thank you for yet another fantastic year. We appreciate you and your feedback!

Share: https://www.greenrope.com/blog/Blog809/2022-System-Updates-a-Year-In-Review

Share Category "Monthly Updates":
https://www.greenrope.com/blog/BlogCategory21/Monthly-Updates

Sales

Marketing

Operations

Creative

Implementation

Training

CRM for Agencies

CRM for Nonprofits

Tickets:

Journeys

Booking Calendar

From earlier in 2022:

SMS/MMS/Voice:

Contacts

To-Do List

Projects

Email Tracking

Contacts

Journeys

Opportunities

Website