A quick heads-up on some great features and updates coming to OnePageCRM this week. Our beta testers find the latest updates really speed up adding/editing contacts and companies.
Thanks to your feedback we can constantly innovate, and we’re really excited about the future of our app.
After a long wait (some might say) this is one great addition. You can now find and merge duplicates in bulk which will to keep your database in ship shape. You’ll find this filter in our Advanced Search popup.
Over time, our app has got more powerful and some settings and options were not as clear as they could be. In response we’ve simplified the entire settings area, keeping it visual and more intuitive for all users.
There’s also some new preferences, like automatically showing colleagues activity and custom fields expanded by default.
This was a big one for me. In the past we had a lots of users asking for Company-wide custom fields and a separate description for the company, not just a contact.
We added this functionality during the summer, but it wasn’t our finest hour in execution. We temporarily lost our vision of keeping the usage of a CRM close to the usage of an email client, where there’s really only two main aspects aspects… a list and a view.
So we’ve fixed this by;
We’re actually a little embarrassed about this part too. While “the company info” was important to you, we made you jump through hoops to add it!
We had you going through the following process to setup a client account… Add contact, save and add a Next Action, then switch to Company view and edit the company details. Then back to the contact. Embarrassing :(
Now you can create the contact and the company at the same time, same screen, same save button.
So now the process is Add Contact and Company > Set Next Action > Pow!
We’ve also made it super easy to handle companies with multiple contacts for when you want to split (remove) a contact from the company or rename the company. See below.
At this stage, I want to also give you a heads up on some other imminent releases.
Thank you for your continued support and valued feedback, all this helps us build a stronger product.
Not currently a OnePageCRM customer and interested in trialing this feature and more? Sign up for a free 21 day evaluation and see how our Next Action sales method can help you Get Sales Done!