IFS SCRM 12.16

What's New?

Workflows Automation (Beta)

• A new module that enables users & decision-makers to automate various business processes and tasks.
• Helps businesses scale more efficiently by systemizing and enforcing workflows and processes, leading to greater operational consistency and efficiency.
• Users can define specific triggers for workflows—for example, when a data field changes in any SCRM form. Multiple triggers can be added to create complex logics.
• Configurable actions include:
  • Automatically sending emails and notifications on behalf of users when specific conditions occur.
  • Automatically creating and assigning tasks with predefined instructions.
  • Delaying action triggers and specifying execution time ranges.
• Advanced decision trees (logic-based conditions) allow users to configure workflows for different and complex scenarios.
• Free version: Users can access one workflow without limitations – all features. For additional workflows, contact your account manager.

Note: Workflows Automation will be deployed incrementally across all customers. To gain early access or request a demo, please contact your account manager.

Improvements

Expanded Custom Reporting Capabilities

• Three new data sources—emails, meetings, and tasks—have been added to custom reports.
• Users can now generate reports on all emails, meetings, and tasks logged in the system (in addition to emails).
• Reports can be visualized using preferred graph types, with the ability to add or remove data grids.
• Optional filters allow users to refine data by department and branch. More filters coming soon.
• Users can define report ownership and control who can view or modify reports.
• Fully customizable reporting enables users and managers to track trends in key business, operational, and sales activities (calls, emails, meetings, tasks).

Enhanced User Experience in System Reports

• A redesigned grid/table experience provides a clearer and more user-friendly data view.
• Users can now scroll tables for improved visibility, making it easier to analyze data and uncover insights.

Admin Module Performance Optimization

• Lists and grids in the Admin Module have been optimized to reduce loading time and improve responsiveness.

Security Enhancements

• New security features and infrastructure improvements have been implemented to proactively safeguard data, system reliability, and performance.

We’re confident these updates will enhance efficiency, visibility, and control in managing your business. If you have any questions or need assistance, please reach out to our support team.