Changelog

New features & enhancements Calendar view Currently, when dragging and dropping an activity on the Calendar, upon successful drop, the view defaults back to ‘today’. We have listened to client feedback and changed this so it retains the currently selected view upon successful drop of an activity, making the Calendar easier to use. Calendar user…

Find out the latest updates on BuddyCRM completed in Milestone Release 84.

New Features Upload Documents to an Opportunity We have introduced the ability to upload documents from directly within an Opportunity. This is useful for uploading design briefs, RFI documents, proposals or other opportunity-specific documents and creates a relationship between the document and the opportunity. URL Custom Fields A hotly requested feature for BuddyCRM was the…

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…

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…

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

A rundown of the new features, improvements and bug fixes within BuddyCRM milestone release MS79, released 12th June 2024.

The following updates and new features are included and available to you from now on. Webhooks Our big new feature is Webhooks.  Webhooks allow you to trigger events in third-party software based on actions in BuddyCRM.  Examples of webhooks in use would be :  Webhooks can be set up and administered from within the Admin module. …

Updated Cases Module We continue to enhance and improve the Cases area which has had a complete rebuild over the last 6 months. This month’s updates include: Email Marketing Module Over 10,000,000 emails have now been sent by customers from our email marketing platform and that’s just the start. Plus these other enhancements… Across the…