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Joined: 1/3/2006
Posts: 3260
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We are pleased to announce the release and availability of SplendidCRM 4.4. Once again we feel that we have achieved some significant milestones with our newest version.
New Features To All Platforms:
Usability Enhancement
- Inline Editing - When in a popup and searching for an Account, you can now create a new account without leaving the popup. When viewing the details a of an Account, you can now create a new Contact without leaving the Account.
- AJAX AutoComplete - We have applied the industry standard approach of auto-complete to our search boxes and selection dialogs. Watch Video
- Admin Delegation - Admin features can now be delegated to non-admin users to allow control over the administrative functions.
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Optimized for the Cloud
SplendidCRM has been optimized to run on the Microsoft Windows Azure platform and the Microsoft SQL Azure database. Try out our demo at http://splendidcrm7.cloudapp.net. Use will/will to login. |
Enhanced Windows support
All versions of SplendidCRM have been tested on the latest Microsoft operating systems, including:
- Windows 7
- Windows Server 2008 R2
- Windows Azure
All versions of SplendidCRM have been tested using the latest Microsoft database servers, including:
- SQL Server 2008 R2
- SQL Azure
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New Professional and Enterprise Features:
Exchange 2007/2010 Synchronization
This server-to-server approach to synchronizing the CRM with Exchange Server 2007/2010 is the most efficient and easiest way to ensure that critical business emails get into the CRM.
In addition to synchronizing contact and appointments, SplendidCRM will create drop folders that simplify the process of archiving an email in the CRM.
Watch Video
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Report Dashlets
Reports can now be added as a Dashlet on the home page. Reports with embedded charts can also be included. To add a report to the home page, you simply click the Add As Dashlet link in the Reports List.
Watch Video
Report as Attachment
One of our most requested Professional features is the ability to send a report as an attachment. This allows a Quote, Order or Invoice to be easily sent as an attachment to a contact in the CRM.
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ACT! import
A number of customers have requested that we make it easier to import data from ACT! 6. In this release, we allow you to import an entire ACT! 6 backup file and the CRM will import all the contacts, including the related notes and activities. |
New Enterprise-Only Features:
Report Builder Integration
Our Enterprise Edition now provides a Reporting Services interface to allow Microsoft Report Builder 2.0 to open reports directly from the CRM and save them back to the CRM.
By integrating tightly with Microsoft Report Builder, we make it easy to create elaborate reports, even reports that have embedded charts.
Watch Video
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Field Level Security
Some of our customers have requested the ability to hide specific fields from certain users. Field Level Security allows you to do just that. You can hide fields or make some fields read-only. Field Level Security is managed using the familiar Role facility.
Watch Video
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Dynamic Teams
The new Dynamic Teams feature allows you to assign multiple teams to a single record. This feature is for those times when you want to have multiple teams have access to a shared account.
Watch Video
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Dynamic Target Lists
One of our most requested features is the ability to create target lists using our report generation facility.
This new feature allows you to specify an elaborate filter criteria that is automatically updated prior to running the campaign.
Watch Video
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Offline Client
The Offline Client is ideal for the mobile user. The Offline Client looks just like the server application, including all admin customizations.
For security reasons, the Offline Client will only download and synchronize records that the specific mobile user has access to.
Watch Video
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Customer Portal app
We now include a Customer Portal application that will give your customer access to their case records. The Customer Portal is a slimmed-down CRM that is expected to be customer-facing. It provides access to bugs, cases and knowledgebase articles. |
Module Builder with Immediate Deployment
Building a new module in SplendidCRM can be a tedious process, so we have created a Module Builder to make it easier. The Module Builder will create new tables, new SQL procedures and new web pages. The wizard-style interface will wall you through the process. |
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Please see our Feature Matrix for a comparison of the features available in each edition.
You can evaluate the latest version on our demo site http://demo.splendidcrm.com, on our eval site http://eval.splendidcrm.com or by requesting a download from Downloads.
Sincerely,
Paul Rony
President
SplendidCRM Software, Inc.
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