IFS SCRM 8.1

What's New?

Tasks Features

• Users can now create a follow-up task when logging a call or in person
  • Follow-up tasks can be configured as calls, in person, or emails.
• Point of contact column was added in the list view of tasks.
• If a point of contact was defined in a task, the task would appear in the contact's task tab.
• When creating a task within a contact or quote form, the point of contact is auto-selected accordingly.

Company Form Features

• Filling up a company and/or address is now easier due to the integration with Google.
• The application will now suggest companies or addresses that will autofill the address fields. Here's how to use this feature:
  • When creating a new company (customer or carrier), users can type in the Company Name or Street Address field, and the system will provide suggestions.
    • This feature is also available when creating a new site.
  • The system will also provide suggestions when editing the street address field in a company form (customer or carrier).
    • This feature is also available in a site form.

Carrier Features

• Emails from carriers can now be synced within the application.
  • To start syncing, email synchronization settings must be configured. This is found on the settings tab of a carrier company form.
• Once synced, emails will start populating within the email tabs of carrier companies and contacts.
• Emails will also be found within the activities tabs of carrier companies and contacts.

Quote Features

• LTL quotes can now be configured with additional cargo insurance. Additional fields to define insurance costs were also added.
  • When configuring the Charges section, users can input the insurance cost, and the system will automatically compute the sell price and profit.

Improvements

• Pop-up messages can now be dismissed or canceled using the escape button on your keyboard.
• When a functionality that requires an integration fails, a pop-up message now appears to describe the issue.