Product Blog

Posts Tagged ‘Feature’

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.

New Feature: Allow import and export of custom fields

Written by george on Friday, November 19th, 2010

Lots of people have been asking to import into custom fields when importing organisations and people on our feedback forums.

We are pleased to announce that the import and export tools (you can find them linked on the right hand side on the organisations, people, opportunities and activities tabs) now allows you work with any custom fields you have setup.

Top Tip: allow admin users to turn off import and export

Written by george on Wednesday, November 17th, 2010

One of the requested features on our feedback forum has been the ability to turn import and export options off for users to help protect your data.

To access this new feature all you need to do is visit the Admin area of Tactile CRM and choose the user permissions option near the top of the page.

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.

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.

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: 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!