|Known Issues||Resolved Issues|
Now editing or copying a Project is easy. All you need to do is drag and drop tasks to different status using the Kanban board. You can create a project with Kanban type and can easily create, edit and manage tasks.
Project Change Management
Identify a risk of a project and create related plan to counter those risks for better planning of the project. Also while copying the project template copy the same risks and related plans in the new project to reduce redundancy.
When a user in your system is editing a record , another user will not be able to edit the same record in the same time. This will help to reduce errors and redundancies in the data.
The Child menu Preview allows you to view the details of the child objects such as notes, activities, contacts, etc, attached to an object without having to open them in a new window.
Now you can add a note right from the child menu preview panel.
Auto Refresh of queries
Automatically refresh the result view of queries after a certain time interval.
Enhanced Mobile module
Soffront mobile available for easy access to the CRM. You can now access the Soffront CRM from anywhere on the go using Soffront Mobile.
New Workflow component
New enhanced workflow component in which you can create new states and actions with just a click on respective buttons.
You can now create a note while sending or after receiving an email against an appropriate lead or customer.
Email Masking for Email Response Rule
Customize “FROM Email ADDRESS” for auto response out of any Email Response Rule.
Share Notes via Emails
Share notes and its details as emails. The “Note Type”, “Note Text” and “Date and Time” will appear in a new email compose page below the signature of the user .
Attachment sharing via email
Select and easily email attachments without downloading them.
A deleted record will not be completely removed from the system. It will be internally stored in the Recycle bin but will not be displayed, cannot be searched and also will not appear in the reports.
New Email Indicator
A new indicator has been introduced which will indicate you with the number of new emails and once clicked it will directly open the Inbox displaying the new unread emails.
System Alert Notification
A new system alert, which will notify you when any email queue up or failed to deliver. This will help you to keep track of the emails which are not delivered.
Soffront Activity Reminder
Keep a tab on all your activities and appointment on a busy work schedule using Soffront CRM Calendar . The calendar allows you to visually schedule and manage your activities and appointments. You can complete an appointment, cancel it, forward it to a different date and edit it right from the activity reminder icon.
- Click to complete activity .
- Click to roll activity forward.
- Click to delete activity.
- Click to edit Activity details.