New Features to All Platforms Document Content Searching ◾Search contents when enabled within SQL Server. Supported document types include Microsoft Office, PDF and many other popular types. Taggings Tagging is a popular way to categorize records across modules. Any user can create a tag and associate it with a record. Tags can be searched per module and globally. Role-based Layout Views Administrators can now define the views to be used based on the primary role of the user. Automatic Currency Conversion Support for the cloud service currencylayer allows currency conversions for 168 currencies to be up-to-date. Zip Code Lookup Built-in database of US zip codes with lookup and auto-complete. Updated Libraries The old MIME engine has been replaced with new open-source MailKit library. Updated CKEditor to support latest browsers. Activity Streams Activity Streams provide quick access to detailed information regarding changes to a record. Seven Theme The Seven theme adds a bit of color to provide quick visual clues to the type of module being referenced. New SplendidCRM Ultimate Edition Azure Software Deployment Virtual Machine, SQL Database and DNS Name creation along with software deployment. Enterprise Features Business Process Management Business Process Management is fast becoming a required feature in a CRM. This new feature is a combination of a web-based BPMN diagram editor and the Microsoft Windows Workflow Foundation 4.5 Flowchart activity, the result being an incredibly powerful engine that is relatively easy to implement New Professional and Enterprise Features Email Handling using Native APIs Office 365 API, MS Exchange Server API and GMail API can all be used instead of SMTP and IMAP. Active Directory Authentication Active Directory Federation Services (ADFS) 4.0 and Azure Active Directory can be used for authentication. Team Hierarchy The parent-child relationship of teams can be used to control visibility of records. Document Signing Acquire signature and embed into PDF for Quote, Order, Invoice or Contract. Outlook Addin for Office 2013/2016 Quick lookup of all records relating to sender. Works in Outlook Web App and Outlook Windows client. Integration Synchronization with popular 3rd-party Email Marketing and Automation services including HubSpot®, Marketo®, ConstantContact® and iContact®. Opportunity Revenue Line Items Revenue line items provide a way to provide details to an opportunity. Authorize.Net integration Credit card processing using Authorize.Net Updated Google integration Contacts and appointments synchronization was updated to use the Google v3 API. Updated PayPal integration Updated credit card charging to use latest PayPal API. Report Designer A new Report Designer adds greater flexibility to reports that can be created from with SplendidCRM. The new Report Designer looks and feels similar to the Microsoft Report Builder query designer to minimize the learning curve. Twitter® Tracking Multiple tracks can be defined so that user can keep track of the happenings in social media. Tweets can be monitored in real-time on the user's home page. Asterisk® Integration The CRM can now monitor Asterisk PBX call events and log both incoming and outgoing calls. Users can receive real-time notifications when an incoming call arrives or when a call is missed. PayTrace® Integration PayTrace is a payment processing gateway that allows merchants to process Level II and Level III transactions at a lower transaction rate. Surveys The new survey module will allow you to create surveys with radio buttons, checkboxes, dropdown menus, text boxes, rating scales, matrixes and demographic questions. New Reports Forty-two standard reports have been added. Google ® Apps Synchronization Enabling Google Apps Synchronization makes it easy to ensure that all your users have the latest contact and appointment information at their fingertips. Chat A new chat system that provides a quick way to communicate regarding related items. We are using the ASP.NET SignalR for live updates when messages are posted. Mobile Client Native Application The new Mobile Client provides a fast and efficient way to access the CRM. The new client uses the mobile views for simplified layouts and provides a quick way to chat. Data De-duplication Duplicate records are checked as a record is saved, with the ability to ignore the duplicate warning. ASP.NET SignalR ASP.NET SignalR is a library that allows real-time bi-directional communications between web browser and web server. Twilio® Integration Text Messaging is a new activity that users can perform across the CRM. The Twilio service allows the users to send and receive SMS messages in real-time. Enhanced Twitter® Integration Tweets can now be sent directly from the CRM and they can be imported and archived in the CRM. Undelete Deleted records can be searched and undeleted in the admin panel. HTML5 Calendar New calendar clearly displays events across many hours. Recurring Calls and Meetings Events can be set to recurring daily, weekly, monthly or yearly. Reminders Popup reminders and email reminders are now supported for calls and meetings. Updated HTML5 Offline Client Updates include major performance enhancements, relationship panels and multi-panel layouts. Offline Client Native Application As a native application, the Offline Client can store and manage large amounts of data, limited only by the memory of the device. Intuit QuickBooks ® Online Synchronization Customers, Estimates, Invoices and Payments can be synchronized so that your accounting system will always be up-to-date. |