Mobile & visual enhancements
Opportunity management
We have added comma separators to the opportunity value on both the opportunity module, and account > opportunity tab. This will help to delineate larger value opportunities much easier.
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:
- Files module
- Calendar week and day views
New features
Report module
We have enhanced our report module offering to include all quote fields, including custom fields and quote product fields. This will enable you to produce powerful reports about quotes produced via BuddyCRM.
If you would like to add our Quotes module and don’t use it currently, please get in touch at support@buddycrm.com.
Quality of life improvements
Exporting
We have enhanced the export functionality from the lead, account & opportunity modules to offer output in the modern Excel .XLSX format. This is more robust and secure for modern data processing usage in Excel and compatible with a wider range of devices.
Bug fixes
We have resolved a bug that could occur with the Pal search whereby records would not correctly load using ‘lazy load’.
We have also resolved an issue on the lead and account screens where filtering by pending activities was acting on Subject and not on Activity Template. This feature will now successfully filter by template.