March 27, 2010
Upgrades to CRM-FREE
Category: Upgrades
We are happy to announce some new features for CRM-FREE. We have added a type option to the projects, allowing further organizing of your projects. This can be used to separate them by department, product or any other separation needed. In the contact search results we have also added the ability to Batch Add notes to each contact in the list or to add them all to a group you select. The new Batch Add link is above the contact results next to the total number of contacts found. 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.