Author: Brian McHale

Improved layout for adding and editing contacts

We’ve updated the layout of the Add/Edit contact screen in OnePageCRM. The update splits the form into separate tabs of “Contact info” and “Organization info”, making it simpler to add or edit contacts. It allows you to create an organization initially, even when you don’t have any of the contact’s personal details. This happens in… Read More

Featured

New updates: Add custom fields, calculate cost margins and commissions for deals

Manage your deals and margins better by using custom fields for deals. The latest update has three main features: Calculate the margin based on Cost (Deal amount, Deal margin & Deal cost). Calculate commission (total). Custom fields (Single line, multi line, dropdown, number, checkbox & date).   Show the margin of your deal using the cost… Read More

Featured Product updates

Update custom fields in bulk

Updating custom fields in bulk is easy with OnePageCRM. Quickly select the relevant contacts and decide whether to apply a contact-level or company-wide custom field. Bulk updating custom fields is ideal for tidying up data in your account. It also makes moving and segmenting your contact’s information much easier. A great use case is if… Read More

Featured Product updates
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