Elements CRM

có gì mới trong phiên bản 3.0 · Elements CRM

• Sales - New Invoice look & feel with customizable colors.
• Sales - Default Memo available for Invoices and other forms.
• Sales - Added new "Filter" feature to Sales Accounts.
• Sales - Added new workflow to menu tabs.
• Sales - Added URL link to companies in the "Profile Box".
• Sales - Added links to all the social networks to jump to URL.
• Sales - New "Contact" tab for "Individuals".
• Sales - New "Business" tab for "Individuals".
• Sales - New "Personal" tab for "Individuals".
• Sales - New "Social" tab for "Individuals".
• Sales - New "Social" tab for "Company".
• Sales - Added New Social Media fields(Example: Gowalla ).
• Sales - Added New Field "Toll-Free Phone Number".
• Sales - Added New Fields "Email1 and Email2".
• Sales - Added New Field "Stock Ticker" links to Yahoo Finance.
• Sales - Added New Functionality when "Individual" profile is selected.
• Sales - Added New Functionality when "Company" profile is selected.
• Sales - New button to see how many users are in a company.
• Sales - You can now add +1 in the phone fields for international customers.
• Sales - Added new Payment term: x Days after End of Month.
• Sales - Added First and Last Name fields for company credit cards.
• Sales - Added additional permissions to User level access (reassign ownership).
• Custom Category - Added Year selection for custom date categories.
• Products - Additional options available for Services.
• Products - Added product list report.
• Finance - Quickbooks integration enhancement - Added revenue sub-accounts.
• Finance - Accountedge integration enhancement - Supports additional fields.
• Finance - Accountedge integration enhancement - Support multi-user versions.
• Finance - Accountedge integration enhancement - Support Aus/NZ versions.
• Contacts - Added New Social Media fields(Example: Gowalla ).
• Contacts - Added new workflow to menu tabs.
• Contacts - Added links to all the social networks to jump to URL.
• Mail Elements - Supported additional formats of email display.
• Home - Twitter Integration now uses SuperTweet's OAuth.
• Marketing - Twitter Integration now uses SuperTweet's OAuth.
• Login - Pressing the "return" key on the keyboard to login works again.
• Developer - Fixed a bunch of issues.
• Global - 10x speed overall.
• Global - 100x speed enhancements for users with >5000 records.
• Global - Added a ton of new countries we support.
• Global - Added ability to add HTML code in your Company Name field.
• Global - Changed the "Sales", "Projects" and "Developer" toolbar icons.
• Global - Removed HTML based Help. All help is now in the manual.
• Global - Added hundreds of little enhancements in system.
• Global - Fixed a ton of bugs in system.
• -Global- Major interface update to entire system.