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 We hope you enjoy creating and scheduling your own reports.
Schedule reports with security rules
You can now schedule reports to send automatically via email at set times taking into account record sharing security rules. The below screenshot shows Data Security being set according to specific sharing rules set on the right-hand side.
Our Data Management area has had a revamp making updating existing records in BuddyCRM via CSV easier.
Admins can now change the colour of the Buddy Sidebar to suit. You can now rock PINK Buddy! Head to the Personalisation section under Settings in Admin to select a colour. This feature will come to all users soon.
General fixes and speed boosts
As well as the above, there’s the usual bug fixes and small enhancements that have been made. We’ve also continued to optimise BuddyCRM so you’ll find it quicker than ever.