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Archive for the ‘Tactile CRM’ Category

New Feature: Paging and Number of Items per Page

Written by george on Tuesday, November 2nd, 2010

We are really pleased to announce three new features we have added to Tactile CRM to help make using the system even easier for you.

Some of the most requested features on our feedback forum has been the ability to:

  • Jump to a specific page in search results on the overview pages
  • Change the number of items listed on the overview pages
  • Jump to a specific letter in the items listed on the overview pages

All three of these features are now available within Tactile CRM. All you need to do is click on the new ‘Spanner/Wrench’ icon in the paging area and handy popup will appear to allow you to choose/set your options:

You don’t need to do anything to enable this new feature, as with all our updates they are applied automatically to your account, and remember – if there is a feature you would like to see in Tactile CRM, just let us know!

New Feature: Add webcal link for Outlook users

Written by george on Monday, October 25th, 2010

We have updated how we deal with the iCal link in user preferences. As Outlook prefers and understands webcal:// to http:// we've added this as a link option so it should open direct in Outlook.

New Release: 4.3 – The Admin Release

Written by george on Thursday, September 23rd, 2010

We are please to announce the lastest version of Tactile CRM which has focused around improving the admin and security features available in Tactile CRM.

The main features in this new release are:

  • Exported CSV files are now zipped to dramatically reduce email size
  • Allow users to select AM/PM and 24h time formatting
  • Allow users to customise the login page by adding their own logo
  • Allow admin users to mass update permissions
  • Allow admin users to set default permissions for newly created items
  • Allow admin users to turn off export options for users
  • Allow admin users to turn off import options for users
  • Added some additional fields to the add people dialog

Controlling Access to Contacts

Written by help on Thursday, August 19th, 2010

Tactile CRM has a simple permissions system for controlling access to the contacts in your account. But to understand how the permissions system works, you must first understand how the different types of record are related to each other. Organisations, People, Opportunities and Activities are the four basic types of record, and the following diagram expresses the relationships between them:

Record types further down the stack pictured above may belong to any combination of types above them. For example, you can specify that an Opportunity relates to a particular Person and Organisation, or just a particular Person. An Activity could relate to an Opportunity, a Person, and Organisation, all three, etc.

If you would like to control access (that is, who can look at a record and who can edit it) to your data in Tactile CRM, you will need to make use of the permissions system present on Organisations. By default, when you create a new record in Tactile CRM it will be visible by all users in your account, and editable by the same:

Let’s say you have a small team of sales staff, whom you’ve given access to Tactile CRM, but you wouldn’t want to give permission to change any of your contact data. To implement such a restriction, you can use the ‘Access Permissions’ controls present on the New/Edit Organisation forms:

To restrict who has permission to edit this Organisation, you would either select the ‘Just Me’ option from ‘Read & Write Access’, or the ‘Select Users…’ option, then choose appropriately. Similarly, by removing a User’s ‘Read Access’, they will no longer be able to view the record. Bear in mind when selecting permissions that a User with write access will be given read access also.

Organisations are the only record type you can specify permissions for in Tactile CRM, but all items related to an Organisation will inherit its permissions.

Tactile CRM has a couple of features for making the editing of permission settings easier. The first is the ‘Change Access Permissions’ control, present when selecting multiple records from an index page:

This will allow you to change the permissions for a large number of Organisations at once.

The other feature is the ‘Default Permissions’ set of controls, found on the ‘User Permissions’ section of the admin panel. Using this page, you can choose what the default permission settings are for each User in your account, and whether they are fixed or not. User with fixed permissions cannot change them.

This can be useful for keeping two groups of users separate from each other. For example, you may have multiple teams responsible for inputting contact data into Tactile CRM, but you would like to keep each group’s data separate. By setting up the default permissions so that each group’s default read permissions do not allow the other group access, all Organisations and related records will be shown only to their respective groups.

Adding your business’ logo

Written by help on Wednesday, August 18th, 2010

Tactile CRM allows you to customise its appearance for your users, a process also known as ‘rebranding’. The controls available on the ‘Customise Appearance’ section of the admin panel will let you change the colours used by the website, and upload a logo to display on the login page.

To upload a logo, it’s first important to choose a suitable image. The logo area on the login page has a maximum height of 75 pixels, and a maximum width of 268 pixels. The image file you upload will be scaled to an appropriate size for you, but images which are wider than they are tall will scale better. We currently accept the JPEG, PNG, and GIF image formats, and your image file must be less than 2MB in size.

Once you have your image, select it via the prompt in the ‘Login Page’ panel on the right-hand side of the page:

Once uploaded, the image will be resized for you and displayed:

Your upload will now also have replaced the Tactile CRM logo on the login page:

New: Easily keep up to date with your customers with RSS timeline feeds

Written by george on Monday, July 26th, 2010

As one of the easiest crm software solutions for small businesses we are constantly trying to add to our really simple sales tool to make your life easy. Today we hope we have made that even easier by adding handy RSS feeds for the timeline on your dashboard. Just use the new ‘Subscribe button’:

New RSS/Feed Button

But that’s not all – as this was a feature suggested by our users we also added the feeds to each organisation, person, opportunity and activity within Tactile CRM – we hope this helps makes the best small business crm system even better!

A really simple sales tool with RSS – how it works

If you’ve not come across RSS before it’s a neat tool to keep up to date with ‘feeds’ or lists of information. There are lots of tools that will help you read RSS, including many of the popular web browsers.

What this means for you – well now you can keep up to date with the information you and your team are keeping within Tactile CRM without having to login. Simple click the handy ‘Subscribe’ button on your dashboard or wherever you see a timeline and you will be kept up to date with the information being entered, it’s a really simple sales tool to help you keep up to speed with what’s going on.

Remember, we are constantly striving to make our cost-effective crm the best small business crm system available. You can really help us by giving us your ideas and feedback, and don’t forget you can sign up for our free web based small business software if you haven’t already!

Linking Contacts

Written by help on Monday, July 26th, 2010

Tactile CRM provides several ways to express relationships between your Organisations, People, Opportunities, and Activities. In some of the input forms in Tactile CRM, you may notice some fields have the text ‘Type to find’ in them:

These fields are for linking two things in Tactile CRM together. There are three ways they can be used.

The first, is when you are wanting to link to an existing record in Tactile CRM. For example, if you want to add a new Person to an existing Organisation, you can search for the Organisation by typing its name:

If any results are found, they will be displayed in a list under the input, with any you have recently viewed at the top of the list:

Clicking on any of these results will select it, and the field will change to show your selection. If you wish to cancel the selection, click on the ‘Clear’ link:

The second way is when you wish to create a new record when the form is submitted. For example, you are adding a new Person, and want to specify the Organisation they belong to, but neither are present in your system yet. Simply type the full name of the object, and by choosing not to select from any matching results, the text ‘New’ appears next to the field:

Submitting the form in this state means that a new Organisation with the name ‘Tasty Sandwiches’ will be created, and the new Person will be linked to them.

The third way to use these fields is when you want to create a new record, but wish to specify more than just the name. When the ‘New’ indicator is displayed, by clicking on the plus sign next to it you can launch a window where you can add more information:

When the popup form is submitted, the field is populated as if you had chosen from a search result; the new Organisation is already saved.

4 easy steps to set up your CRM

Written by george on Tuesday, July 20th, 2010

We think Tactile CRM is one of the easiest CRM software systems there is, its such a really simple sales tool that we think you can get your users up and running with this list of 4 simple steps:

  1. Choose a secure password
  2. Subscribe to your Tactile CRM activities with your favourite calendar tool – it works with everything from Outlook to Google Calendar, iCal and everything in-between!
  3. Customise your dashboard to show the information you are interested in
  4. Add your drop box to your email client so that your emails appear in Tactile CRM

That’s all there is to it, you can even skip 2-4 if you want!

Do you have any ideas or tips that you give to your users? Just let us know and we’ll update the list.

An update on “Updates”

Written by george on Monday, June 21st, 2010

We’ve been busy over the last few months on a number of updates that we have been rolling out for Tactile CRM and we thought it was about time we became a bit more vocal about what we have been doing.

We will still announce new updates via the Tactile CRM dashboard and newsletter when they are available, but we will now be providing more regular updates on our new updates page on the Tactile CRM website.

Whilst we were at it, we’ve also updated the roadmap to be more accurate about our current plans, and a new release page shows what the major releases we have been working on it.

All these pages will be kept regularly updated as part of our new plans to keep you in the loop of what has been going on.

Contactology integrates with Tactile CRM

Written by george on Tuesday, April 6th, 2010

We’re pleased to announce the latest integration with Tactile CRM thanks to the hard work of the team at Contactology.

Contactology is an email marketing software built for business that allows you to easily create, send and track email messages, newsletters and more. Using the new Tactile CRM import driver users can:

  • Import contact data directly into your Contactology account from Tactile CRM.
  • Contactology imports the Tactile CRM custom field data allowing users to personalise their email marketing campaigns
  • Contactology automatically dedups your list
  • All unsubscribe data is managed within Contactology, eliminating the need for Tactile CRM users to manage email marketing preferences.

You can see how the integration works in the video below, and full details are available on the Contactology blog.