You can setup your system so that if a non existent company name is entered in a company lookup field, instead of prompting you that the company does not exist, it will be created. This setting is available for User Administrators only, and can be found under the Setup, in the Profile Settings screen. It [...]
If you are using GMail as your outgoing mail server for an email campaign remember that Google allows only 500 emails to be sent from any given account per day. If your email campaign contains more than 500 subscribers Google will reject any email after the 500th one and you will loose the mailouts for [...]
In our last release we introduced the option to create relationships between extended fields of type ‘drop down’. What that means is that you can now create drop down selectors which show different options deepening on a selection in another drop down. This can allow you to restrict the data your users input into the [...]
Using tags you can create quick ad-hoc keywords to categorize and group records of different types together.
You can turn off the blog news panel from your freeCRM home page by going to the Preferences screen (via the left menu). Click the Page 2 tab, and set the option: Show CRM news on Home screen to NO. If you do turn the news off, we do recommend that you check this blog [...]