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 list
We have sorted the user list on the Calendar module to alphabetical, making this easier to navigate through.
Scheduled report description
We have added a description text field to schedule report creation and update as well as to the grid view, allowing the user to add details to help them to navigate through the schedule report list, for example detailing a short note of the purpose of the schedule. This will make it easier to maintain scheduled reports moving forwards particularly those clients with a big list of scheduled reports.
Mobile & visual enhancements
As part of our continual improvement process, we have made further improvements and optimisations to the user interface & user experience (UI & UX) of the BuddyCRM application on a mobile device.
Some of the system areas that have been tackled include:
- Home screen
- Reports module
- Cases module
We have also improved the Cases view handling of longer custom field names, removing overlapping/squashing of text.
Bug fixes & quality of life enhancements
XLS report output
There are some contexts where report output in XLS is still required, we have therefore re-introduced XLS report output as a separately selectable option so that this can be used.
Issue with scheduling reports
We have fixed an intermittent issue with creating scheduled reports, where in some specific circumstances, the schedule could not be created.
Optimisation of the home page
We have improved the load times of the home page in some circumstances
Optimisation of reports
We have improved the load times of some reports, which could take longer to complete in some circumstances.
Module renaming
As we continue to improve our product offering we have made some changes to the names of modules within BuddyCRM.
The ‘Marketing’ module becomes ‘Legacy Marketing’, reflecting its status as a legacy part of our offering.
The ‘New Marketing Beta Version’ module becomes ‘Marketing’ as this is our up-to-date and state-of-the-art marketing offering.
‘Case Beta Version’ becomes ‘Cases’ as this is no longer in a beta phase. We will of course be adding continual improvements to all areas of the BuddyCRM system.