November 22, 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. Reminders for Activities
You can now add a time set reminder for any of your important Activities.
- The Reminder setting needs to be turned on within the Admin Area (please get in touch with the Support team for assistance with this).
- Add your Reminder whilst creating your chosen ‘Activity’.
- Select how long before the appointment you would like to be reminded. 5 Minutes/10 Minutes/ 1 Hour/ 1 Day or 1 Week.
- Your Reminder notification will appear at the top of the BuddyCRM screen.
2. Document Workflow
You can now add pre-determined Document folders with the use of our Workflows. If you would like more information on how to do this, please contact the Support team.
3. Opportunities User List
You can now view individual sales staff pipelines with a click of a button. Select the dropdown list within the Opportunity module, as below and select a user. You will then see your Opportunity Values change and your Opportunity records below. This is dependent on your user sharing rights within BuddyCRM.