New Features to All Platforms
Activity Streams provide quick access to detailed information regarding changes to a record.
The Seven theme adds a bit of color to provide quick visual clues to the type of module being referenced.
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.
Duplicate records are checked as a record is saved, with the ability to ignore the duplicate warning.
ASP.NET SignalR is a library that allows real-time bi-directional communications between web browser and web server.
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.
Deleted records can be searched and undeleted in the admin panel.
New calendar clearly displays events across many hours.
Recurring Calls and Meetings
Events can be set to recurring daily, weekly, monthly or yearly.
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.