IFS SCRM 12.13

Account Access

• The new Account Access functionality offers enhanced control over who can view specific accounts (companies & contacts) within SCRM. With this feature, admins can define account visibility for individual users and groups.
• Manage visibility by individual users or user groups.
• Configure visibility at the company level (Company > Setting > General Settings > Account Access) or from the Companies list (by selecting the desired companies, Edit > Account Access). Only Admin tenants can modify account access from the Companies list.
• Security profiles have been renamed to Security Groups. These groups will continue to control access to accounts and maintain previous security functionalities.
• Manage Security Groups from the Admin module (Admin > Users & Security > Security Groups).
• All existing security profile configurations remain unchanged.
• Control who has access to the Account Access tab at the company level from Security Groups. By default, no one has access, so this will need to be configured manually.
• Current customers will see their security groups automatically added to Company Account Access. Modifications can be made to remove groups or users as needed.
• For newly created companies, only the creator and key stakeholders (Sales Owner, Customer Service Owner, and Tracking Team Owner) will have automatic account access.
• Only users with account access will be able to see contacts linked to that account.
• In future updates, account access/visibility settings will also apply to company-specific data such as revenues, gross profits and more.

Sales Pipeline Report

• Track the number of companies by pipeline stage and analyze trends using three chart types: Line, Clustered Columns, and Stacked Columns.
• Drill down into any data point to see detailed company breakdowns, including when they were moved to each stage, the date, and the responsible user.

Task Templates

• You can now create task templates for recurring tasks, making it more efficient and effective to set up frequently used tasks.
• Task templates can be defined in the Admin module by navigating to Admin > Settings > Documents, Templates & Logos > Tasks.

Export Capabilities

• Users with the appropriate permissions can now export companies and contacts from the 3-dot action menu under Companies or Contacts.
• Admins can define who has export privileges for companies and contacts via the Admin module (Admin > Group > Account Access Level).
• The ability to export quotes will be included in the next release cycle.

Dashboard Filter Visualization

• We've improved the dashboard filter experience, making it easier to view and modify filters.
• When users select a filter in the dashboard, they can now easily see the selected filter and modify it as needed.

Dashboard To Do Tasks

• When working with tasks in the dashboard (To Do), you can now click on the subject of a task to open it directly and start working on it right away.

Reports Enhancements

• Added "Stacked Columns" visualization to the following reports: Awarded Lanes by Customer, Customer Service Owners Activities, Sales Owners Activities, Sales Owners Avg Awarded Lane Deal Size, and Companies by Pipeline Stage.

Tasks Tab Security

• We’ve introduced more granular security settings for tasks at both the company and contact levels
• Administrators can now define who can create, edit, and delete tasks at these levels for increased control.

Quotes Security

• Define permissions for creating, viewing, and deleting quotes from the Quote list.
• Specify who can edit or delete quotes from within the quote form itself.
• Define who can create, edit, and delete calls in the Quotes tab of a quote, giving you even more control over call management within quotes.

New Task Type (To-Do):

• To address a broader range of tasks, we’ve introduced a new task type: "To-Do". This addition helps users manage tasks that require a specific action.

Email “To” Field

• When creating an email, the “To” field will now automatically populate with all contacts from the selected company, as well as systems’ users.

We hope these new features will enhance your experience with IFS SCRM, providing you with more flexibility and control in managing your business. If you have any questions or need further assistance, please reach out to our support team.