Milestone

New in BuddyCRM MS87 release: quote traffic lights, form styling, easier reCAPTCHA, UI fixes, and mobile enhancements.

Explore BuddyCRM MS86: enhanced email tabs, faster opportunity loading, mobile UI upgrades, and key bug fixes for improved CRM performance.

Discover BuddyCRM MS85 updates: enhanced workflows, Excel exports, and improved report visuals for streamlined CRM operations.

BuddyCRM MS84: Enhanced mobile layouts, faster ‘Create’ menu, decimal support in numeric fields, and email merge tag fixes.

BuddyCRM MS83: Upload docs to Opportunities, add clickable URL fields, view marketing emails in browser, plus report and PAL search enhancements.

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

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.