New custom property types.
Pick a user, person or company to be a new custom property.
Expanding custom properties.
Add as many custom properties as you like, you can now add a user, person or company property type to people, companies, sales and cases.
This allows you to create fields such as "Account Manager" on a company, pick the user who manages the account or maybe a "Reports To" field on a sale.
Contact history.
We've improved data management for people and companies, you can now see exactly who made what changes to a person or company.
Set to be your default email client.
We've enabled the ability to let Clockwork CRM become your default email client, when you visit the email client it will ask you if you want to set it as the default mail client. Click "yes" and any future email links your press will open up in Clockwork CRM.
Other fixes & improvements.
- Added the ability to import tags for people and companies
- Small fixes to the sales application
- Small fixes for uploading files to cases
- Fixed a small issue relating to ICS parsing
- Fixed a small formatting issue in the project time export
We're constantly upgrading and improving Clockwork CRM, so make sure to keep an eye out for our next new feature post. You can also view the full change log in Clockwork CRM under "Help".