New Features – 19th March 2013

by Andrew19. March 2013 10:54

Been a while since I last blogged.  There have been a few new updates that I need to point out.

Deal Reports
We are quite excited about this much requested feature.  The old system had the ability to create reports based upon the Pipeline data in the system.  You can now create your own reports and we have made it as easy as possible to customise what you want to see in the report.

Now you can build critical business reports quite easily with less fuss.


Advanced Search Options
We have added more advanced search options

  • Filter by Subscription (Unsubscribed/Subscribed)
  • Global Search – Allows you to see other team members customers (read only view)
  • Filter by whether the contact has an Email address
  • Filter by contact plan – find which customers are on the ‘newsletter’ plan
  • New Searchable Company Field called ‘Code’ – useful for loose integration with external systems

Quick Search
A new feature added today – quick search is a search box that is on nearly every page.  So that you can jump to customer information in a flash. 

Other Improvements
There were quite a few bugs that were found and squashed.  We also added duplicate checking to the import wizard.

As always we welcome feature request.  If you have any questions or would like to talk to someone about using our service please contact me



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