Tag Archives: features
Looking Ahead: karmaCRM v2.0
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We’ve embarked on a journey to greatly enhance your experience by making karmaCRM faster and more customizable.
New Feature – Task ICal Feed & Birthday Reminders
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See your karmaCRM tasks everywhere now that we’ve added an ICal friendly feed for your tasks. Subscribe to this feed by going to your tasks section and clicking “Subscribe to your iCalendar task feed” below your task filters. Please keep in mind that while these tasks can be displayed externally, they cannot be edited, created or changed there. You’ll need to do that within karmaCRM.
New Feature – Drag and Drop File Uploading
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We’ve made it easy for you to easily upload multiple files at once. This feature is available to all browsers except IE, as the trend generally goes. It also comes with a fancy progress bar. If you use IE you’ll still be able to upload files, but just one at a time and without drag and drop.
New Feature – Relationships and Links Abound
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With our expanded relationships feature you can add multiple companies to a contact, link companies together, or add contacts and companies to deals. Relationships can be anything from a contact who referred another contact, to contacts and companies associated with a deal.
New Feature – Calendar Revisions, Google Calendar and More
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We’ve made it easy for you to easily upload multiple files at once. This feature is available to all browsers except IE, as the trend generally goes. It also comes with a fancy progress bar. If you use IE you’ll still be able to upload files, but just one at a time and without drag and drop.
Announcing karmaCRM Mobile!
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After much adieu, the karmaCRM mobile app is here. We understand the importance of accessing your contacts and CRM data on the run and want you to know we are committed to constantly expanding our mobile presence. This launch is just the first of many regarding mobile so be on the lookout for more to come. This version is still beta, but we wanted to get it into your hands as quickly as possible to get your feedback.
New Feature – Duplicate Detection & Note Filtering
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We’ve made it easier to identify duplicates by adding duplicate record detection to contacts and companies. When adding a contact or company, if the name or email address matches an existing record, you’ll get a red notification of the records it found that matched. You can continue to create the record if you choose, but at least you’ll know there is a potential duplicate. This detection runs on all records whether it is private or not to help minimize redundancies.
New Feature – Track Relationships & Referrals
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Depending on your business, it might be important to track contacts who’ve referred business, or who’s related to who. We have added a feature to do just this. This feature wouldn’t have been possible without the wonderful suggestions and contributions from all of you!
New Feature – Public Changelog and Ability to Filter History
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As you all may know, our development team is always on the move, knocking out new features and changes karma based on your wonderful feedback. We understand how it’s been difficult to keep up. To combat this issue, we’ve added a public changelog on our website and matching dashboard widget within karmaCRM.
New Feature – Inline Editing Everywhere
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Our team has been hard at work, making it easier to update information wherever you are within karmaCRM. Now you can edit information in the profile view, in your lists and anywhere you see the yellow indicator when you hover over information.