IFS SCRM 12.17

What's New?

Custom Dashboards

Users can now create personalized dashboards built from custom reports, giving immediate access to the data that matters most upon login. Key features include:

• A new Dashboard tab allows users to click Create New to build custom dashboards.
• Users can create multiple dashboards, assign ownership, and control visibility.
• Reports can be linked to dashboards, with display options such as chart-only, table-only, or both.
• Admins can control which users have permission to create dashboards through the Admin Module.

Mailchimp Integration

SCRM now integrates with Mailchimp, enabling users to run marketing campaigns more efficiently.

Admins can seamlessly connect SCRM to a Mailchimp account.

• Define which records and fields to sync with Mailchimp, including advanced filters (e.g., only sync contacts in the "Lead" stage).
• Configure sync frequency and monitor sync status and timestamps.
• Once set up, data automatically syncs—no manual uploading required—so users can launch campaigns directly from Mailchimp with always up-to-date contact lists.

Track Opened Emails

Users can now track when emails are opened by recipients (available for customers using Microsoft Office 365 with integration enabled).

• The system logs how many times an email was opened, including exact date and time for each instance.
• This is a default feature—no admin configuration needed.

Improvements

Expanded Custom Reporting Capabilities

• Two new data sources—Quotes and Lanes—are now available.
• Users can generate and visualize reports using custom graph types and data grids.
• Optional filters by department and branch are included, with more on the way.
• Report ownership and permissions can be managed to control visibility and editing rights.
• These enhancements further support operational transparency and performance tracking.

Enhanced User Experience in System Reports

• Redesigned tables improve clarity and usability.
• Horizontal scrolling is now supported for easier data analysis.

Enhanced User Experience in Company & Contact Forms

• Dropdowns and other data field interactions have been improved for faster, more intuitive input.
• Users can now more easily clear field values with streamlined actions.

We’re confident these updates will enhance your efficiency, visibility, and control across operations. If you have any questions or need support, don’t hesitate to reach out to our team.