May 14, 2015

New Feature – History Redesigned

BY John Paul Narowski IN Uncategorized

We’ve simplified and enhanced the history feature! Now if you’ve typed a note into a record and leave the page, the note will be there when you get back. History now has pagination and should load faster. You can send email to your contacts by clicking the Send an Email tab. This will open the karmaCRM email client where you’ll have access to all of your email templates. We’ve also added additional filtering, so you can see only your history or all history The history items are now shorter and more concise, so you can see more in less space. … Continue reading New Feature – History Redesigned

March 4, 2015

New Feature – Deal & Case Email Dropboxes!

BY John Paul Narowski IN Uncategorized

We’ve added a number of enhancements to the email dropbox system! Task email dropbox You now have your own special task dropbox email. With this address, you can create tasks in karmaCRM via your email. You can also add due dates, assign them to co-workers and attach them to contacts with special subject commands. Deal and Case dropboxes Now each case and deal has their own unique dropbox. If your deal lifecycles are long, you want to make sure all communication makes it back to the deal. You could even create a contact in your email client for each address … Continue reading New Feature – Deal & Case Email Dropboxes!

February 15, 2015

New Feature – Centralized Support!

BY John Paul Narowski IN Uncategorized

You can now easily submit (and check the status of) bugs, issues and suggestions right within karmaCRM. If you browse to the help menu (top right of the header), you’ll now see a few options. These will toggle the messages sidebar, where you can submit your questions. As long as you submit your feedback through this side menu, you’ll also be able to see a running history of all conversations we’ve had together. You can access this history by pressing the “Show My Tickets” menu item. Product update notification Every time we push updates, you’ll now know exactly what bugs … Continue reading New Feature – Centralized Support!

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