IFS SCRM 7.4

What's New?

New Features

• Contacts
  • Users with permission can now delete contacts. Activities associated with the deleted contact will remain in the system.
  • Users with permission can now create new contacts from the Contact List.
• Admin Functionalities
  • Admins can now provide or limit users' access to a company's settings.
  • Admins can now upload their company profile logo. This tool allows the user to zoom, crop, rotate, and preview before saving.
  • Admins can also upload a separate logo that will show in quotes the company generates. This tool includes zoom, crop, rotate, and preview functionalities.
• Tasks
  • Users can now set up follow-up tasks when creating an email.
    • Follow-up tasks can be configured as Calls, In Person, or Emails.
  • When creating a task, users can now select a Point of Contact related to the task.
• Other New Features
  • Clicking a company, contact, and quote activity on the list view will now show a detailed view.
  • In Company and Contact Forms, the fields on the left side now allow the user to search.

Improvements and Fixes

• Tooltip behavior in dropdowns was updated to only show when the text does not fit the space provided.
• Some elements on company and contact settings were removed for a cleaner interface.
• In quotes, when a table only contains one row, blue highlight lines no longer show when hovering.
• In LTL Quotes - Cargo Details, columns are spaced more appropriately for better readability.
• Password reset email design was updated.
• Login page design was updated.
• Toast messages were streamlined across the application.
• Top Menu Bar dropdowns were removed.
• In the dashboard lists, filter icons that were not yet activated were removed.
• No-data-available icons on lists were centered across the application.
• Quote Form design was updated to use space more efficiently.
• Lists were updated to fix the design bug when an item is selected.
• Rating filter now allows the user to include companies or contacts with no rating set.
• Last contacted days filter now allows the user to include companies or contacts with 0 as value for their last contacted day property.
• Primary and secondary button designs were updated across the application