July 26, 2010
Upgrades to CRM-FREE
Category: Upgrades
We have added some new features to CRM FREE for both the free and paid accounts. Now you can send emails from within CRM-FRM. Right from a contact record send an email either from within CRM-FREE or from an external email program. All emails sent from within CRM-FREE are stored as an email in the Notes section and in the Sent Folder from the Email tab. (Paid accounts can store emails sent externally in the notes section as well) All accounts have access to our SMTP servers (number of emails allowed to send per day depends on account) and you can add your own SMTP servers as well.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.