January 10, 2020
We’re pleased to announce that the latest milestone release of BuddyCRM has gone live today. The following items were fixed, improved, or added:
1. Specific Activity Search
It’s now even easier to find important Activity information on a Record card.
- Search by a specific date within the Completed Activities with the new Filter Icon.
- Filter from Pending Activities by a selected Template name.
2. Opportunity Won/Lost
You can now view the Won/Lost Mandatory Comments within an Opportunity itself. Admin users are also able to Create a Report which shows the mandatory comments.
3. Sibling Accounts
When you are within a Child Record, you will now be able to see not only the Parent Record name but also any Records which are related to the Parent Account. These will be under the Sibling Account header and you will be able to click into any Sibling records.
4. Country Dialling codes
You can now select the country dialling code for each Contact within BuddyCRM.
- Simply select the Add button for ‘Contacts’ or creating a Record and select from the dialling code dropdown.
- Please remember that the zero will not be required now moving forward.
5. Xero Accounting Support
Do you use Xero for your Accounts package? BuddyCRM has now made it even easier to integrate with Xero. For more information contact your Account Manager Adam on 0121 2880808.