Product Blog

Contacts Updated

Written by admin on Tuesday, May 13th, 2008 at 9:33 am.

We are pleased to announce the first of two new feature sets we recently pushed out to Tactile CRM.

These features are based around the way we deal with contacts, particularly people within Tactile CRM.

Permissions on people – the way permissions used to work on people wasn’t great. If you created a person that didn’t belong to a client/lead then only you could see it. For freelancers and B2C businesses this wasn’t great as it meant you couldn’t share these contacts easily with other people in your organisation.

After comments and feedback from users we updated people so that when you add new ones everyone can see them unless you mark them as private:

Screenshot of People Permissions

We’ve updated the permissions help on the website accordingly.

Email linking – when you logged in and looked at your dashboard you could see all the recent emails that had been sent. Great, apart from the fact that you had to search for the person to find them and see what else was going on. We’ve fixed this by making the person a clickable link through to their record so you can now easily find them:

Screenshot of Email Link

Remember – if you have any thoughts, suggestions, or feedback you would like to give us we’d love to hear them. Just drop us an email to support@tactilecrm.com and tell us anything you want so we can right any wrongs. We read every bit of feedback we can get our hands on, and try to rectify the things we can.

One Response to “Contacts Updated”

  1. [...] unknown wrote an interesting post today onHere’s a quick excerptThese features are based around the way we deal with contacts, particularly people within Tactile CRM. Permissions on people – the way permissions used to work on people wasn’t great. If you created a person that didn’t belong to a … [...]