New Office skin was added, which provides more functional space for your data. Give it a try – change your look and feel from Preferences. New navigation tabs now perform like a menu. Hover the tabs for more options. Shortlist now includes a tick box per group which will invert the group’s selection. You can [...]
Besides a few minor issues that are now resolved we added the following. We’ll continue with a series of small releases during the next few weeks to address issues with calling, sms and print campaigns as they arise and build up a more robust feature set around those features. You can now set up call [...]
We’re delighted to announce major new features: Voice CRM, Microsoft Word Mail Merge and Print Campaigns! Voice CRM integrates your telephone with Freecrm. Right click any phone number and you can dial it directly. Your phone will ring first, and after you answer it the target’s phone will ring as well. The details of the [...]
A small maintenance release to resolve a few issues: Record flags are now available across contacts, companies, deals, cases and tasks. The record flag box display issues are now resolved. As well you’ll find a new icon to ‘acknowledge’ a flagged record and remove it from the list. You can now create an alert to [...]
Text/SMS campaigns are now functional You can now set reminders to arrive via a text message instead of emails Alerts can now be delivered via text messages to your phone. You can now flag records for other users (or for yourself). A new home page box can be added to the homepage to display flagged [...]
We integrated Google Maps with addresses. Each address you view will now include a map for it as long as Google can map it. You can now set incoming emails to be saved automatically as contact notes when the email is viewed. You can also determine that attachments will be saved as documents and where [...]
We’re introducing a brand new support site at http://support.freecrm.com. It contains video tutorials, a knowledge base, docs and downloads. Pro Users: we’re phasing out the old crm support system in favor of a the new ticketing system in the new support site. You can log in using your FreeCRM login and post your support cases [...]
Contacts can now have an image assigned to their record. Email campaigns now include a new option to prevent the same email from being emailed twice on a campaign. You can now allow other users to add contacts to your own email campaigns. This can be turned on by the Administrator via the Setup->Security Settings [...]
This is a small complimentary release to the last one. We’ve ironed out a few issues some of you had with the last release and will continue to improve the functionality and stability of the system. We update the rich text editor we use (the fantastic TinyMCE) to version 3.0.2.1. User administrators can now choose [...]
UPDATE: Please clear your browser’s cache if your home page looks funny. A big one this time! Lots of new features that have been in the works for quite a while now. Customizable Home Page! – You can now customize what’s on your homepage. We’ll be adding more boxes you can place on your homepage [...]
We are happy to introduce ‘Editable Views’: In the company and contact’s views, you can now double click a value (or for empty values, single click the pencil icon) to edit that value then and there. Once edited, use Enter or Tab to make the new value ‘stick’. We are rolling this feature out as [...]
We’ve put in a fix for a recent problem sending emails via GMail. We’d like to remind you that GMail has a limit on how many emails you can send in a day (around 500) so keep that in mind when you are sending out campaigns via GMail. If you are a serious user of [...]
A small release this time with a few fixes: Additions: Added Company Name to the old-style email campaign criteria filter. Fixes: Fixed a problem with pagination when searching by referrer contact. Raw export error now fixed. Sorting by date/date-time extended fields will now sort properly
Additions: You can now sort custom views by extended fields When exporting a custom view result listing, only the fields showing will be exported, including extended fields. You can now update extended fields in bulk. Flag any number of records to the short list, then choose Update Fields from the shortlist action drop down. The [...]
Additions: SMS / Text Campaigns – This is an experimental new feature, still in Beta. SMS stands for Short Message Service and is the more ‘technical’ term for text messages. It will allow you to send text message campaigns. Since this is a pretty important and large bit of functionality we’ll be introducing it in [...]
On the surface, a very small release this time, but underneath lies major new functionality coming soon… Additions: Contacts now have a “Receive SMS” field. Fixes: We resolved an issue with filtering by first letters that existed since our last release. In some cases filtering contacts or companies by first letter returned no results, if [...]
Additions: You can now set up alerts that will notify all users of the account once the alert event has happened. New security setting added to the Security Settings screen under Setup: Administrator Access. This setting can determine if User Administrators can always see other user’s data regardless of the selected security setting. By default [...]
Another small maintenance release with a couple of fixes: Fixed an issue with country drop down appearing to not ‘stick’ in some cases when editing address. Fixed an issue with export – when exporting company and contact records, and selecting to export only default addresses, the address information will show if it is marked as [...]
Just a few fixes this time: Resolved an issue with the contact creation dates 3-part date pickers on the mail out screen now set the proper schedule. Fixed a problem with this week display for calendar events. Product listings now show the product group as well. We have changed the default value for calendar mode. [...]
Additions: Better handling of different time zones – Please recheck that your timezone is the right one in your Preferences screen. Quick create form now creates record quicker, and allow for creation of records in quick succession. Page numbers now show at the bottom of grid views. Deals now have an “exclude from reports” switch [...]
Quite a big release this time: Additions: RIGHT CLICK CONTEXT MENUS! – You’ll now be able to right-click items to open an actions menu for that item. For example, click a contact name to open a menu showing actions like Email, Call, Edit etc. As well, right clicking contacts and company links will also show [...]
Additions When creating events, you’ll now receive more detailed notification regarding who was emailed a notification of the event and who was not. When mass updating many fields (via the short list) you can now choose to append a value to existing fields instead of overwriting it. This is only applicable to textual fields, and [...]
Additions: NEW: Interactive Time line! A new way to view your calendar in time line view. Raw data export: you can now export your data in raw format which means you get access to all your data as we have it. Great for backups! You can find the raw export under Setup (administrators only). New [...]
Additions: You can now use Extended Fields in your Mail Templates! Hovering a contact name will now display a tooltip with the Contact’s contact information. You can disable this feature from the Preferences screen by setting the Use Contact Tooltip option to No, on Page 2. Calendar month view now shows a summary of events [...]
Our release cycle has somewhat slowed up, but only because we are working hard on some major enhancements to freeCRM which we’ll release very soon! We have decided to break our next release into two chunks. The first one now, contains: Additions: You can now set up extended fields of the drop down type (select [...]
After many delays, a new release is out! Additions: Email campaigns can be scheduled. Email campaigns send engine improved: You no longer need to wait for a mailout to complete. Added a link titled QUEUE to the email campaign listing. Clicking it will tell you how many more emails are in that campaign’s queue waiting [...]
This is a Major release for us! Besides a good deal of new features, we can now support character sets from almost any language, from Japanese to Hebrew to Arabic or Thai! Additions: Full UTF (Unicode) Support – Our database and application are now full UTF8 compliant and can support characters from most languages correctly, [...]
Additions: Conference Calls – you can now create calls with more than one contact. Default Searches – you can now set a default search for the different sections. For example, “Show all Presentation type tasks as the default view for Tasks”. To set a default – save a search and click the little push pin [...]
This is a big release with a good deal of well requested features: New Features: We’ve started Blog.Free.Crm which will be used to keep you informed of what’s new with the system. A news feed from the blog now appears in your freeCRM home page and can be turned off via the Preference screen. We’ve [...]