David Edgar

David Edgar is the marketing manager for BuddyCRM. David manages the website and external communications of BuddyCRM including advertising, social media, and email marketing. David has worked in marketing for various companies in a 30 year career. In his spare time, he enjoys seeing bands, playing and watching sport.

Milestone Release 82

Categories Milestone

Workflow scheduled report improvements Building on the work completed in milestone 80, we have added some enhancements to the Workflows functionality. A time-dependent workflow based on an autofeed scheduled report can now be bound to a specific scheduled report, where previously this would have been triggered by any & all scheduled reports. This makes it … Read more

Milestone Release 81

Categories Milestone

New features Link cases and opportunities We have introduced the ability to link multiple cases with an opportunity, both from a case in the case overview screen and from the opportunity overview screen. This was a hotly-requested feature; there is a requirement for a relationship between follow-on cases and an opportunity, for example after-care cases … Read more

Milestone Release 80

Categories Milestone

Milestone 80 is a powerful new feature release introducing significant enhancements to the BuddyCRM workflow automation capabilities.