Changelog

July 10, 2019 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. Updates to the Opportunities module We have made some fantastic updates that will assist your sales team to see their sales pipeline: Pipeline View Tab – This new…

June 21, 2019 New modules are now live! Welcome to our new Accounts, Leads and Opportunities modules which are replacing the Companies Module. The new modules are going to be even easier to view, interrogate and update your prospect and customer data. Quick Edit function. You can now edit the record within one page with…

May 24, 2019 Two factor (2FA) authentication is now LIVE This is a significant boost to the security of your BuddyCRM data. Ensure access to your information from approved sources by enabling 2FA today. Enable this option in the ‘Security’ tab of the Manager module. This is a great way to keep your Buddy sales…

Apr 26, 2019 Quoting System Updated The Quotes module in BuddyCRM has had a revamp. Now you’ll find it quicker and easier to create a bespoke quote for your clients. Quote module has had optimisation to produce a quote quicker. It now works better on weaker internet connections for working on the road. Various bug…

Mar 20, 2019 New Reporting System now live We say farewell to the old reports that were live for seven years as the new Reports module is now the default in BuddyCRM. Many of you joined our free reports training webinars last month and a full set of support articles is also available at support.buddycrm.com…

Feb 13, 2019 We’re pleased to announce that the latest milestone release of BuddyCRM has gone live today. The following items were fixed, improved, or added: Manager Tables now have Sticky Headers: We’ve made sticky headers on your tables in the Manager module so when scrolling through the table you’ll always be able to see…

Jan 17. 2019 The first Milestone release of 2019 includes: Sending tags to Mailchimp As part of our continued improvements to the MailChimp -> BuddyCRM link we have now added the ability to send Tags from BuddyCRM over to your MailChimp lists. More improvements will continue to be rolled out with our MailChimp link so…