IFS SCRM 7.3

What's New?

New Features

• Quote
  • Global and Company Quote Ratings for LTL and Intermodal can now be defined and will apply when a new quote is created.
  • On the quote tab of companies and contacts, a detailed view of a quote will show when clicked on the list view.
• Email
  • Users with permissions can now add or delete email domains on a company's settings tab for email synchronization.
  • All synchronized emails can now be seen in the email tab of a company or contact.
• Delete Functions
  • Users with permissions can now delete users in the Admin Module.
  • Users with permissions can now delete companies from the CRM.
    • If a company was accidentally deleted, users could request to restore it by emailing support@ifreightsystems.com.
• Company & Contacts
  • When a Company Status is changed, the Contact Status of the contacts under the company will follow the change.
  • Users can now import companies and contacts using an excel file.
    • The excel template file can be found on the import setting of the Admin Module.

Improvements

• Users no longer need to log out and log in to update the application.
• When forwarding emails, users can now remove or add attachments.