Version 3.75

New! Outlook Sync add-on module.
With the Outlook Sync module, you can enter information into our CRM or Outlook and be assured that the information is synchronized and current in both programs. This feature not only saves you the time of manually entering data, but it also minimizes the data errors common to manual data entry.

The Outlook Sync module supports syncs of CRM Accounts with Outlook Contacts, CRM Appointments with Outlook Calendar Appointments and CRM Tasks with Outlook Tasks.

Performance enhancements and bug fixes.

Version 3.7

Asset Management – Track and manage customer equipment and software licenses/subscriptions easily with Asset Management. Manage details about each Asset including name, code, serial number, warranty expiration date, purchase price, vendor information etc. Link trouble Tickets to an Asset record and easily view ticket history for a selected asset. Print Asset reports in a variety of layouts. Import Assets from various data sources including text files, Excel® files etc. The Web Interface for Employees also lets you view all Asset details using a web browser so that when your technician is onsite, he can easily view the Asset details together with all the previously handled tickets related to the asset.

Email Alerts – Web Interface for Customers – Respond faster to customer inquiries with CRM Email Alerts. You can now receive email alerts when a customer adds or updates a Ticket using the Web Interface. Alerts can be sent to as many email addresses as needed.

Spell-Check – No more spelling mistakes thanks to CRM’s new spell-check feature. You can now run spell-check in every window that includes memo fields. You can select your preferred dictionary: American or British, and whether to use a technical dictionary during the spell checking process.

Printing Ticket Reports – You can now print/preview any Ticket detail report layout directly from the main Tickets window. You can print a Technician Service Form and any other Ticket detail report without visiting the main Reports window.

Time Format Settings
Select your preferred time format:
12 hour – AM/PM display time format
OR
24 hour display time format

Page Size Settings for Printed Reports
Select your default paper size for printed reports:
Letter (8 1/2 x 11 in.)
OR
A4 (210 x 297 mm.)

Version 3.65

Enhanced! Web Interface for Employees – Enables employees to print a Technician Service Form when logged in to the Web Interface. This form includes the selected ticket details, information on related charges, and an area for customer approval and signature.

Enhanced! QuickBooks Link – Generate QuickBooks invoices based on Charges entered into the CRM software. Invoices can be generated at the Accounts level, the Contract level or the Ticket level. Easily filter charge lists in the software according to the QuickBooks invoice reference number.

New! Support for the Canadian and UK Editions of QuickBooks – Canadian and UK customers of our CRM can now use the QuickBooks link with their local edition of QuickBooks. Read more

New! Additional Report Formats for the Technician Service Form – Two new report formats have been added to the Technician Service Form. The Technician Service Form is a printed form which includes ticket details, an area for writing charges and a section for the customer’s approval and signature.

Enhanced! Management of Charges –

Set a charge as Billable if you want to bill this charge to your customer, set it as Not Billable if the charge is not to be billed
Manage which billable charges have been Billed and which haven’t
Note: This is done automatically when generating QuickBooks invoices for charges in CRM. Read more.

strong>User Interface Enhancements – Selecting Accounts, Tickets, Contracts, Items etc. is now much easier! Simply start typing and a smart drop-down list will be displayed with all the relevant options.

Version 3.6

New! Enhanced Web Interface for Employees – enables employees to access CRM data remotely using a web browser and their web username/password. They can then view various types of information in the CRM software including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. Employees can now add new tickets, update existing ones, add labor, part and expense Charges, manage their tasks, add interactions and edit their calendars. (Optional module).

New! Enhanced Web Interface for Customers – enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to CRM remotely and view data which is relevant to them, including open Tickets, closed Tickets and scheduled technician visits. Customers can also log new tickets which will automatically receive a ticket number and enter the Received Tickets queue in CRM. (Optional module).

New! QuickBooks Link – Run your computer services business more efficiently with our QuickBooks-compatible software designed to simplify routine business, accounting and financial management tasks.

With the QuickBooks Link, you only need to enter data once and it will appear in both CRM and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between CRM and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line.

The QuickBooks link is an optional module.

New! Import Customers, Vendors and Items directly from QuickBooks into CRM. This one way import utility is included in CRM for free and is designed for customers who don’t need the bi-directional synchronizations options offered by the QuickBooks link. Records in QuickBooks not previously imported will be created in CRM. Records that have already been imported from QuickBooks will NOT be updated in CRM.

Calendar – Easily copy appointments to other employees. A new option in the calendar/dispatcher window toolbar let you copy selected appointment to selected employees in a single operation!

Performance enhancements and bug fixes.

Version 3.5

New! Web Interface for Employees – enables employees to access data remotely using a web browser and their web username/password. They can then view various types of information in CRM including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. (optional module).

New! Web Interface for Customers – enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to the CRM software remotely and view data which is relevant to them, including open Tickets, closed Tickets and scheduled technician visits. (optional module). Read more

New! Enhanced user interface with many usability enhancements

New! Open Windows navigation pane enables fast access to open windows

New! Item Import Wizard let you import items (product/parts, labor items and expense items) from various data sources including Excel and Text files

New! Batch updates for existing items via the Item Import Wizard, such as price updates

New! Changes to data tables (grids), such as changing the column order or width, are saved between sessions

Charges: Start Time and End Time fields are now supported in charge records

Calendar and Dispatcher:
Drag & Drop support for appointments between employees and days
Graphically change appointment duration using the mouse

Enhanced “New Employee Window”

Many other new features and enhancements

CRM – Version 3.1

New! Contracts types – this new version has built in support for three new contracts types:
1· Block of Time
2· Block of Tickets
3· Block of Money
The contract type is selected when creating new contracts. Tickets and Charges can be linked to these contracts and they reduce the contract’s initial block amount with their values. Alerts are displayed when trying to over-use contracts. Usage reports are also available.

CRM Version 3.0

New! Contract management module: Manage contracts/jobs for each Account, Link activities, tickets and charges to contracts, generate reports etc.

New! An enhanced New Ticket Window which displays all existing open tickets for the account, shows it’s service contract details etc.

Bug fixes and small enhancements.