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August 2023 System Updates

August 2023 GreenRope System Updates 



Communicate > Track Email > Personal Emails - new check/uncheck all function at the bottom of the list of messages

Email Tracking

Shared Access

Shared Access - new ability to clone an existing user with all group permissions the original user has 

CRM Shared Access


New progressive web app is launched in BETA for all GreenRope users 

Progress Web App


API - added shared access support to media library uploads, click here to view new shared access media library API specs.

Contact details > CRM Panel - Quotes & Invoices now reads Quotes, Invoices, & POs 

CRM Contacts

Privacy Policy

Updated our privacy policy to reflect the new Data Policy Framework (DPF) between the EU, Switzerland, and UK and the US (see paragraph 8)


Settings > Account > Settings > CRM Activities - account owners and power users can set default CRM activities filters (applied in the contact details, in the CRM Activities panel) for all users 

CRM Account Settings

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