CRM Updates: More Speed ​​& Overview

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Mitu100@
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Joined: Tue Jan 07, 2025 4:28 am

CRM Updates: More Speed ​​& Overview

Post by Mitu100@ »

When working with your contacts, there are fields that you change more regularly than others. Especially for the power user who works in his CRM from morning to night, it is important to minimize the number of clicks and make the desired functions even easier to access. For us, this is primarily background information on people and companies as well as offers and projects. In the individual fields, you also save different information, some of which is edited regularly.

New: Inline editing
Previously, you could change the background information or the individual fields in "edit" mode - now you no longer have to navigate away from the respective page in your CRM, but can edit these selected functions directly. As soon as you move the mouse over the background information, the individual fields or the name for offers and projects, the field is highlighted in yellow.


With one click you can now cyprus telegram screening add new information or edit existing information. Yesterday we implemented the function on a test basis in selected places and promptly received several thank you emails for this small but important improvement. We then expanded the function to the areas described above - this morning we heard the following from one of our customers:

“This update is really cool.”
We can't imagine a better motivation. Thank you!



In addition to editing directly on the page, we have further improved the overview in the sidebars. For people and companies, you will now find linked offers and projects displayed much more clearly.
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