Search Results Archives: June 2006

Release Notes – 11 June 2006

June 11, 2006 at 2:47 am Filed in:Release Notes 1 Comment

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, including support for importing/exporting data with extended character sets.
  • Criteria based email campaigns now include tags as part of the criteria. Note that when using tags in the criteria, the operator used will be OR and not AND (e.g., adding both tags Magic and Tragic to the criteria, will pull out contacts who has either tag).
  • The contact record page will now show a list of all other contacts that were referred by the contact.
  • Deals now contain a commission field (percentage). When viewing a deal’s record the commission amount will be calculated using the commission percentage and the deal total amount.
  • The Welcome text box in the preferences screen will now use the rich text editor if you have it turned in your Preferences settings.
  • Products amount/cost can now contain values of up to 99,999,999,999.99.
  • Added wholesale price field to products.
  • Cases now show the Deadline field in the default view. As well, overdue cases are marked in red and those expiring today are marked in yellow.
  • Added an Industry field to the contact search panel. This is a drop down pick list which shows all the industries used by the company records in your database. Searching by Industry will pull out all contacts that relate to that industry (via their company connections).
  • Added the ability to import from vCal files.
  • Added Deal Identifier to task import field mapping
  • The home page now shows cases expiring this week and overdue ones.
  • Added Save and Create New button to the Extended Fields creation form.
  • We rearranged the Setup screen.

Fixes:

  • Fixed a problem in the contact full search form that happened during the last release.
  • Fixed task query when sorting by Assigned To (applicable only if you created custom views that contain that field).
  • Deal search by contact now includes the primary contact.
  • Fixed a bug where under the RECORD security setting contacts might not appear under their related companies if the owner was not assigned explicitly.
  • Fixed a problem where if two users created tasks/case/deal records at the same time, the records might share the same sequence number.
    As a result of this fix, if you create a task/case/deal record which at creation time shows its sequence as 10032, and another user has created a record of the same type with the same number before you had a change to submit your form, then your record will receive the next sequence number in line (i.e., 10033).
  • Fixed a problem when paginating tag searches.
  • Fixed a pagination issue when performing searches by owner in the Deals section.
  • Added State field to call search results and listings to show the call’s Open/Closed state.
  • Extended field ordering field will now expand to show all fields without scrolling.
  • Fixed a problem in the user’s time online report where sometimes certain logons would not be counted in the total for a user.
  • The import tool has been improved and updated.

Update: You’ll find a new drop down box in the import form to allow you to select the encoding of the file you are importing. This is required if you are importing files with extended character setc (i.e., files containing chinese or thai that are NOT UTF).
For more about character encoding, see here

Planned System Upgrade: 10th June 10PM PST

June 8, 2006 at 7:29 am Filed in:Announcements | News 4 Comments

We will be upgrading our systems on the 10th of June, from 10PM.

This is a major upgrade and we expect freeCRM to be offline for about 3-5 hours.
The upgrade will include our next release as well which contains yet more new features and fixes!

NOTE: this upgrade has been originaly scheduled for 5PM PST and has been postponed by a few hours.

Release Notes – 5 June 2006

June 5, 2006 at 6:28 am Filed in:Release Notes 1 Comment

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 next to the saved search selector. This is only available on the extended search panels at this stage.
  • Contact full search form now allows searching by birthday using date ranges or by a specific month.
  • Criteria based campaigns can now filter by extended fields
  • You can now select to show overdue events in the home page. To turn this feature on, see your Profile Settings screen under Setup. Note that you need to be logged in as a User Administrator to access this screen. Overdue events show in a red/orange colour and events whose deadline expires today show in yellow.
  • By default, completed cases and calls will not show in the calendar and past events and deals will show in the calendar. However you can change this via your Preferences screen (page 2).
  • New report: Call flags by users
  • We added a Blog button to the left menu.

Fixes:

  • Extended fields in custom views is now enabled for all record types.
  • Exporting from the shortlist now works.
  • When sorting views by contact birthday, the sort will now by month instead of by the whole date.
  • Enhanced lookups will now populate the company field with the selected contact’s company (where applicable).
  • Enhanced date selectors (popup calendar) now also include a button to clear the date
  • Fixed an issue with task deadline not clearing under certain conditions.
  • Better wording for the selection of extended fields (under setup).
  • Fixed a bug when editing an extended field of type Checkbox/Radio where the edit box for the field’s options would not open right away.
  • We changed the wordings of the Data Confirmation page’s confirmation message. It no longer states that the user will be redirected to freeCRM.com, and instead suggests they can now close the browser window.
  • The This Week panel on the Home page will now scroll when there are many events instead of displaying as a long list.
  • Fixed a performance issue when importing very large data sets with a very large number of extended fields.
  • Changed wording for the data confirmation message.
  • In the Setup screen, we renamed Update Profile to Profile Settings.