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Posts Tagged ‘MOTD’

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 support@tactilecrm.com

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.

Routine Maintenance Schedule for 12/12/10 at 0630 GMT

Written by admin on Thursday, December 9th, 2010

We have made provisions to update our infrastructure to increase the speed of Tactile CRM and allow us to release new features, including improved search.

To allow us to do this we need to undertake some database maintainence prior to the upgrade. This pre-upgrade maintenance will take place on Sunday 12th December at 6.30am GMT for up to two hours.

Tactile CRM will be unavailable for this period.

Once this maintenance has been completed we will schedule in the full system upgrade.

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.