Upgrades to CRM-FREE July 26, 2010 Category: Upgrades Next we added a page with more options when adding a new contact. Now you can enter an address, phone number, email, note, calendar item and more all when initially adding the contact rather than after the contact has been added. Finally we added two new options in the custom fields. A drop down with all user's listed and one with all user groups listed. The user list will show all active users so you can use to track a user assigned to the contact or project and search from the advanced search as well. Upgrades to CRM-FREE June 30, 2010 Category: Upgrades Next we have added a type option to each note that is entered. You have options for: note, log and email and can add as many options as you like from the Settings tab. The log and email options will be used by CRM-FREE for emails you send into the database and for all notes that are logs of activities done on a contact or project. Upgrades to CRM-FREE April 24, 2010 Category: Upgrades CRM FREE now makes it even easier for you to enter and track information. You are not limited by a design and a certain set of fields. The ability to add custom and additional fields gives you control over what data you track making it more valuable to you. Finally from the Calendar List you can now export all entries to a csv file to print a list of calls or meetings to take with you. Upgrades to CRM-FREE March 27, 2010 Category: Upgrades There are different ways to keep employees or contacts at a company in the database. A new feature on the contact page now makes it a little simpler. Enter a person and add the company they work for, leaving the Personal/Company option as Personal. This will will display the company name as a link if a company record exists for that name (a contact where the Personal/Company option is selected as Company). So you will have direct access to the main company page. Also next to that link will be a link showing the total number of contacts at that company. Clicking on this link takes you to a page listing everyone at that company. In the paid version we recently added the ability to post new contacts or leads from a form on your web site. We now have added the option of setting the user(s) and user group(s) that should be assigned to view that contact right from the form. This way new leads could come in and be visible to your sales department for example right away. See the posting instructions from the Help tab in CRM-FREE. Upgrades to CRM-FREE February 28, 2010 Category: Upgrades Also we updated process for sending emails into CRM-FREE to now accept attachments. The files attached will be linked in the contact or projects record as well as on the Email tab viewable from each individual email. We have lots of new features and updates coming in the next few months and always appreciate any comments on new ideas and requests. |