Product Blog

Changes to EU VAT Law

Written by admin on Thursday, January 1st, 2015

From the 1st of January 2015, changes to EU VAT law require that businesses selling e-services must now charge VAT at the rate of the customer’s country, rather than the rate of the country they are sold from (UK).

This will affect Tactile CRM customers outside the UK, but inside the EU. They will now be invoiced for the rate of VAT appropriate for their country, rather than for UK VAT.

Improved Download Handling – Tactile CRM Hotfix 20141022

Written by admin on Wednesday, October 22nd, 2014

An update has been made to Tactile CRM today to resolve the following issues:

  • Files uploaded to Tactile CRM are being renamed when downloaded.
  • Office 2007 file formats (e.g. .docx) are being downloaded as ZIP files for some users.

An improvement to the file download system has been made, which prevents files from being renamed, and also improves the handling of Office 2007 file formats.

Unscheduled System Maintenance Completed

Written by admin on Thursday, October 16th, 2014

The Unscheduled System Maintenance event has now been completed. The Tactile CRM service has now been restored.

The cause was a hardware failure at our data center. The hardware has been replaced. We apologise for the short period of unavailability.

Unscheduled System Maintenance

Written by admin on Thursday, October 16th, 2014

Tactile CRM is currently unavailable due to Unscheduled System Maintenance. Our engineers are currently investigating the issue and aim to have it resolved ASAP.

System Maintenance (Tactile CRM unavailable at 29/5/2011 at 06:00 GMT+1)

Written by admin on Sunday, May 22nd, 2011

We are pleased to announce the next stage in the upgrade to our system infrastructure on the 29th May.

We will be upgrading our core database server to increase system performance which will allow us to roll out further improvements in the system (including updates to the search tool).

The first stage of this will be moving the Tactile CRM database to a new server. To do this we will be taking the system offline at 06:00am (GMT+1) on 29/5/2011 and Tactile CRM will be unavailable for up to 3 hours whilst we perform this move. We will keep you posted on the progress at here (and we hope it will take less time than this).

Once the new database server is in place we will then be able to look at rolling out the new functionality in the coming weeks/months.

If you have any questions do please let us know by emailing

Bulk Adding Activities

Written by george on Monday, February 21st, 2011

We are really pleased to announce the release of a new feature to Tactile CRM that users have been asking for.

Bulk adding of activities is now live on all accounts and lets you easily add an activity to multiple Organisations, People or Opportunities.

Bulk Add Activities

This is a great way to schedule a number of phone calls or activities for members of your team or maybe you have another use – just let us know in the comments.

Want to know more? Check out help for bulk adding activities.

Add Multiple Contacts Against Opportunities

Written by george on Thursday, February 17th, 2011

Tactile CRM now lets you record multiple contacts against an opportunity. This is one of the most requested features by users and it is now live on all accounts.

Multiple opportunity contacts is a great way to record all the extra contacts that are working on an opportunity with you. It might be you want to record the people who are ‘Decision Makers’ and ‘Budget Holders’, or the a certain company will be a ‘Supplier’ or competitor.

Multiple Contacts

You can find out more about how to use Multiple Contacts on our help site and suggest new features on our feedback site.

Quicker search released

Written by george on Thursday, November 11th, 2010

You may have noticed today that the search in Tactile CRM is faster. This is the first stage in our overhaul of the search system and should help you find things faster.

The next stage is to add better search results and potentially look at including notes etc. in the search results. If you'd like to give us some ideas you'd like to see in the search, or elsewhere in the product, just visit our feedback forum and let us know.

Keeping up to date with RSS feeds of updates in Tactile CRM

Written by admin on Saturday, November 6th, 2010

We have made it even easier to keep up with what is going on inside Tactile CRM 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!

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.

New Feature: Custom fields added to export

Written by george on Thursday, November 4th, 2010
We're pleased to announce another update to Tactile CRM that has been requested by our users. The export option available on Organisations, People, Opportunities, and Activities now includes any custom fields you have added so you can easily access them when merging your data with other applications such as mailing list software, or mail merges. This update has been automatically rolled out to all users and can be accessed immediately. If you'd like to see a new feature in Tactile CRM, simply suggest your idea on our feedback forum and we'll consider it for a future release.