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Milestone Release 41

June 21, 2019

New modules are now live!

Welcome to our new Accounts, Leads and Opportunities modules which are replacing the Companies Module.

  • The new modules are going to be even easier to view, interrogate and update your prospect and customer data.
  • Quick Edit function. You can now edit the record within one page with a split screen view!
  • Pick Table so you can amend what information you see for each Company.
  • All detail in the companies module remains accessible via search but this gives you a new base to manage your business. Once these new features are bedded in, we will look to turn off the tables on the home page.

adding a subfolder in the document library of a record in BuddyCRM

Sorted!

You can now create Folders in the Document area of a Record.

  • Add a sub document to a folder to be able to view information easier.
  • View a PDF without downloading to your desktop.

adding a subfolder in the document library of a record in BuddyCRM

Speed optimisation and Bug fixes have continued to happen throughout the Milestone Release.

Look out for more revamping and new functions in the future Milestone.

Buddy CRM is the online sales customer relationship software for sales teams of 5 or more. Cloud hosted, you can access your customer records and sales data wherever you are through a browser, tablet or phone. Lots of lovely charts, tables, pipelines and kpis for management. History, scheduling, and opportunities for the sales team. With a Buddy to help you with your selling, you'll never be alone on the road again.
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