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05/15/13 Product Release
Solution No. 49

Here is a listing of all of the Release Notes from 05/15/13.

 

NEXT Preferences

  • Added preference to show the activity types that the company wants to show up on each users calendar.

 

Support Tickets

  • Added Schedule Recurring activities
  • Added Schedule Follow up activities
  • Added Total of the number of hours spent on the case
  • Support Tickets are able to have a specific time that an activity is to be done and this can show up on the calendar based on the preferences set up.
  • Added ability to show the Login Information for the Client on the Support Ticket  
  • Ability to Close a Support Ticket when the final activity is completed.

 

  

Google Gadget (Gmail)

  • Ability to add in new customer or leads from Gmail           
  • Ability to add in Opportunities from Gmail without retyping
  • Ability to add in support tickets (cases) from Gmail
  • Ability to add in activities from Gmail

 

Outlook Plugin

  • Ability to add in new customer or leads from Outlook      
  • Ability to add in Opportunities from Outlook without retyping
  • Ability to add in support tickets (cases) from Outlook
  • Ability to add in activities from Outlook

 

Opportunities

  • Added Schedule Recurring activities
  • Added Schedule Follow up activities
  • Added Total of the number of hours spent on the Opportunity
  • Opportunities are able to have a specific time that an activity is to be done and this can show up on the calendar based on the preferences set up.
  • Ability to Close an Opportunity when the final activity is completed.

 

Client Screen

  • Added a column on the Activity Log to be able to “Flag” important notes that you do not want to fall from first glance and view of the client
  • Added filtering Options for reporting on features used in QuickBooks
  • Added report Options for 90 Days reports to be able to see Clients with no Activities in NEXT.

 

 Dashboard

  • To Do Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
  • Phone Message Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
  • Support Tickets Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.
  • Opportunity Section – Ability to click on the Contact or Client Name and be taken directly to the Customer List.

 

NEXT List Drop Down                              

  • Added QBOA in the QuickBooks Products