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February 2018
February 2018
Release Date: February 2018
Integration
- Mailchimp Campaigns - Create email list using your iCRM Contacts and Leads. Setup templates on MailChimp and use them to send Campaigns directly from iCRM.
Imports
- Import from Google Contacts - Saved contacts on your Google account can now be imported to iCRM Contacts or Leads
- Import from Outlook.com - Available on Contacts and Leads. This is only for the online version of Outlook.
Product Module Enhancement
- Discount Rules - Setup tiered discount rules using conditions such as Order volume, a field in Account such as Account Type or a filter on the actual Opportunity or Subscription such as Terms.
Automation
- PHP functions on Action - Write code for more complicated computation of field values.
- Reference field on Action - Be able to add a field on the form and prompt user to set value using records from other modules.
Setup
- Integration Setting - For cleaner and more organized look, Integration setting is moved out from Company Profile and added under Global Settings.
Field Properties
- URL type field - Another field property so that personal or preferred sites can be stored on any record and be easily accessible.
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