Blog

New Menu Structure

We’re just about to start work on the new updated menu system for the CRM. The goal of this update is to: Simplify the menu structure by making it more logical Reduce the number of clicks it takes to create a new item in the CRM Remove the current duplication of items on the menu […]

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How to remove duplicate items from outlook

Using the Outlook sync addon is a great way to keep your CRM and Outlook calendars up to date. But like all synchronising systems, things can go wrong and cause various “issues”. The most common result of these little “issues” is that you end up with a number of duplicate items in your calendar. Having […]

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New improved menu system

Well, it’s finally here. The new, improved menu structure is being implement over the next few days. Here’s a quick summary of what we’ve done to make it faster and easier for you to navigate around the CRM. Move the Setting menu (admin only) to the top right corner Re-grouped all the submenu’s under more […]

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Email templates – More features and easier to edit

If you’ve been using email templates in the CRM you’ll know how usefull they can be, and now they’ve just become even better! Before we go through the new features let’s take a quick look at some of the reasons and ways you can use email templates. 1. Save Time (lots of it!) When you’re […]

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New Feature – email template categories

If you’re a heavy user of email template then you’re going to love this new feature. We’ve just added a new feature to make working with email templates so much easier. You can now categorise your email templates, so when it comes time to use a template, instead of having to search through a huge […]

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Comment added to potentials

Using potentials to track your sales leads is a great way to manage your sales funnel, and it just got even better. You can now add comments to a potential, to track things like, phone calls, emails, discussions feedback and more. Each comment automatically records the author, time and date as well as the actual […]

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New helpdesk for your clients

Step up you customer service offering by offering your clients access to a dedicated customer support center. Clients can access the support portal by visiting your crm url followed by /support. for example: http://demo.ihub-crm.com/support/ You can now give you clients access to a whole range of customer support such as: Trouble tickets Project tracking Download […]

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