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.