IFS SCRM 12.5

What's New?

Custom Fields

• Users can now create custom fields for companies, contacts, and quotes.
• This allows companies to customize SCRM according to their unique needs.

Drag and Drop on Pipeline

• Users can now drag and drop a company/contact from one pipeline stage to another.
• This gives users a more effortless and efficient way to manage their pipeline.
• This functionality applies to the card view of the pipeline.
• Multiple companies/contacts can also be dragged and dropped by selecting multiple cards and simply dragging them to the desired pipeline stage.

Date Range Filter on Reports

• Users can now filter reports by date range.
  • Currently, the date range filter can be applied to the Awarded Lanes by Customer report. More reports will have the functionality in the coming releases.
• This new feature allows users to focus on specific periods of time, compare performance with goals and targets, or compare data from one time period to another.

Improvements

• Awarded Lanes by Customer report can now be customized by chart types, such as column and line graphs.
• A fix was applied to the Gmail integration to show already synced emails when the domain is added to the company’s settings.