Improvements
Mobile Optimisations
We have made a series of optimisations to BuddyCRM to improve usability on a mobile phone.
These include:
- Improvement to the search bar
- Improvement to layout of Account > Master Details
- Improvement to the layout of Account > Trading Profile
- Improvement to the layout of Account Contact and Activity Feed modules
- Improvement to the layout of Account > Opportunities
- Improvement to the graphical feature of the side-bar
- Improvement to the look of the Homepage activity totals
Create menu speed optimisations
We have continued work from the last milestone into the create menu, by introducing speed improvements to the speed of loading create call, appointment and task.
Decimals in numeric fields
We have implemented the ability to save decimal places within numeric fields, allowing reports to display this data, giving greater reporting power to our clients.
Fixes
Marketing Merge Tags
We have fixed a particular scenario in the email marketing builder where upon coming back to edit a template that has already been started, the merge tags menu wouldn’t display. This menu will now show in all circumstances.