Search Results Archives: May 2006

Tags and freeCRM

May 31, 2006 at 5:55 am Filed in:F.A.Q. | How To No Comments

Using tags you can create quick ad-hoc keywords to categorize and group records of different types together.
Continue Reading

Hide blog news from your Home Page

May 30, 2006 at 4:22 am Filed in:F.A.Q. | How To 3 Comments

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 weekly to keep yourself updated on the latest freeCRM features and news.

About our release cycle

May 30, 2006 at 2:54 am Filed in:FreeCRM 2 Comments

Traditionally, software houses working on a product have a fixed release cycle every certain period of time, for example every 6 months.
Any bugs found with the product between those release cycles are either dealt with by issuing a hotfix (or patch), or if the issue is minor, it is deferred to the next release cycle (or ignored).
We never really liked that model. There might be no other realistic way when the software is released on a CD (that you can pick up in a store and pay for at the counter), but it doesn’t hold true with a hosted software solution.

Continue Reading

Release Notes – 24 May 2006

May 23, 2006 at 5:46 pm Filed in:Release Notes 206 Comments

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 added a Frequently Asked Questions section, available from the left menu (FAQ button).
  • Custom views can now include extended fields (Sorting by these extended fields is not yet enabled).
  • Extended fields of type DATE are now searchable using date ranges in the Contact/Company full search forms.
  • Added additional email campaign criteria fields: company industry, annual revenue, number of employees and more.
  • When editing company address you can now propagate the address to the company contacts. The address can be copied or shared with the contacts.
  • Company industry field can now be a customizable drop down field-set instead of the standard free text field.
    To use a drop down, set the option: “Use a free text for company industry” to NO in your Preferences screen (Page 2).
  • Added a new preference setting to control the default selection for call forms for “Contact exists/does not exist”.
  • New preference setting: You can now create an automatic note to contacts every time a contact is mailed out via an email campaign. To turn this feature on, log on as a User administrator and see your Profile screen (this option is not available to regular users as it is an account wide setting).
  • Pressing ALT + S will focus the quick search form field.
  • Added Messenger Id/Network/Skype Id to the list of mapping fields on imports.
  • The quick search form now allows you to specify if you want to search the CRM database or the web. Both results will display inside the CRM.

Fixes:

  • Under very certain conditions, clicking a contact from a deal search results might not show closed deals in the contacts deals tab. This has been fixed.
  • Fixed a problem when searching for company names in the lookup window where the name contained special characters.

Welcome!

May 22, 2006 at 3:01 pm Filed in:Announcements 2 Comments

Hello and welcome to the FreeCRM blog!
We decided to jump the wagon and setup our own weblog as means to communicate with our users, publish release notes, tips, help and whatever else comes to mind.
Your CRM homepage will show the latest posts on the blog and we recommend that you come visit us here when new content is posted to make sure that you are up to date with the ever evolving application of freecrm.com.
Thank you,

The FreeCRM.com team