David EdgarWorkflow 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
Read how LTS streamlined logistics with BuddyCRM, centralising client data, automating tasks, and enhancing efficiency, collaboration, and client satisfaction.
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 80 is a powerful new feature release introducing significant enhancements to the BuddyCRM workflow automation capabilities.
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