October 20, 2011

New Feature – Duplicate Detection & Note Filtering

BY John Paul Narowski IN karmaCRM News and Updates 0 Comment

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 any potential duplicates it found. 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’s private or not to help minimize redundancies.

Screen Shot 2011-10-20 at 2.37.26 PM

This duplicate detection also runs when you load the records detail view. It will appear above the tasks box if it detects another record with a matching name or email.

Screen Shot 2011-10-20 at 2.36.33 PM

Better Note Filtering

We understand the importance of knowing that no contacts slipped through the cracks of your sales cycle. This is why we added some advanced note filtering to contacts and companies. Any time a note is added to a contact or company, this timestamp is updated.

You can now do the following:

  • Order records by the least recent note at the top
  • Order records by the most recent note at the top
  • Show all records that have notes
  • Show all records that do not have notes

Screen Shot 2011-10-20 at 2.48.54 PM

These filters are available in the advanced filters of the contacts and companies list.

Coming Soon

We have been hard at work making karmaCRM mobile friendly, and will be announcing the first version in our next post. It is already available online, so you can check it out now. It’s primarily tested on the Iphone, but should also work on most Android phones, and some Blackberry.

To give it a spin, browse to your karma subdomain /m, so http://yoursubdomain.karmacrm.com/m. We want to make this the best it can be, so please send your feedback, ideas and issues. Cheers!

I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.

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