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December 2017
December 2017
Release Date: December 2017
Integration
- 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 QuickBooks 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.
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