Release Notes 20th July 2008

  • 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 available attached to the the contact. If a contact does not exist you can have the system create a new one for you. See Preferences, page 2 (bottom 3 new settings). This is available to the Pro version only.
  • You can now delete emails from your mail server.
  • Deal exports (via left menu) now contain contact information fields for the primary contact as well
  • Deal pipeline report now includes deals by source.
  • Identifier field was added to custom view available fields for contacts and companies
  • Remember me will now remember your entire login until you log out, instead of just your user name. Please note that if you are on a shared computer, it would be more secure not to use this feature.
  • This won’t really relate to most of you, as you you are already using the system, but we’ve completely redone our registration process.

Comments are closed.