IFS SCRM 12.3 introduces the ability to upload files and integrate with Gmail. Uploading files in SCRM will allow teams to have one centralized application to store essential files for each company. Gmail integration will enable Google Workspace users to send emails right from SCRM. This release also includes more new features, various improvements, application speed upgrades, and more.
Users can now upload files under the Attachments tab of a company form.
This allows teams to have one centralized location to store files for each company.
Users can create folders to organize files.
To upload, simply drag and drop files in the attachment tab or press the "Create New" button.
Files and folders can be downloaded.
Admins can provide and revoke user access to the Attachments feature.
Users can now integrate their Gmail accounts to send emails right from SCRM.
Users can now select between two default views for the following pages:
Company List - My Companies or All Companies
Contact List - My Contacts or All Contacts
Quotes - My Quotes or All Quotes
Pipeline - My Companies or All Companies
Users can select a default by hovering on their preferred view and pressing the circle on the right.
A new report was added – Customer Service Owner Detailed Performance
This new report allows users to understand how each customer service owner's efforts directly impact revenues, gross profits, and gross profit margins.
This report can also be expanded to show each owner's efforts regarding quotes sent and activities performed (Calls, Emails, In Person).
Users can now select an owner/s when creating a new company.
Email templates will now appear in a compressed state by default to show more templates in a single view.
Report graphs now dynamically adjust based on the selected data points.
Users can now call using the phone integration in the call tab of the contact form.
When making a call through SCRM, the call duration will now count in real-time.
When creating a new contact, the following fields are now optional: Email, Job Title, Role, Department
SCRM was optimized to be more responsive and twice as fast.