Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Release Date:  December 2017

Data Entry

  • Quick Create field setting -  Creating new associated records are made easier by the ability to set any field from the module to be shown on Quick Create dialog box.

Reports

  • Include Parent module fields  - Any fields from the associated parent record can be accessed and be displayed.
  • Line items -  Opportunity and Subscription module reports is more useful with this detail.


IntegrationIntegration

  • Alexa Skills  -  Always on the frontline of innovation, iEnterprise CRM now ships with support for voice control integration with your Amazon Echo device.
  • Email Integration  - On the Contacts and Leads module, you now can see emails showing formatted email content and attachments. You have the option to show the most recent emails from the last 2 weeks from any folder.  You may provide IMAP server details from Gmail or Outlook.com.
  • Update Invoice notification email -  When you create a QuickBooks invoice on iCRM, an email is sent to the notification email address on your QB Integration setting.  Email included a link to the invoice created.

Automation

  • Quick Links in Related Lists - Automation Quick Links can now be seen on Related list tab making it easy to run process for related records.

Imports

  • Import from SugarCRM - If you have valid credentials, you may Import Accounts, Contacts, Opportunity, Leads and other records from your SugarCRM to iCRM

Data Entry

  • Quick Create field setting -  Creating new associated records are made easier by the ability to set any field from the module to be shown on Quick Create dialog box.

Reports

  • Include Parent module fields  - Any fields from the associated parent record can be accessed and be displayed.
  • Line items -  Opportunity and Subscription module reports is more useful with this detail.




Related Pages

Filter by label (Content by label)
showLabelsfalse
max10
spacesICRM
showSpacefalse
sorttitle
typepage
cqllabel in ("releasenotes","release") and type = "page" and space in (currentSpace(),"EmpowerCRM")
labelsdocumentation-space-sample

Search this Product

Live Search
spaceKeyEmpowerCRM
additionalnone
placeholderType word to search
typepage