Chatter – now you can keep in touch with your team, and there’s no need to send e-mails!
OK, we’re geeks, but we still prefer to chat face-to-face with members of our team. We really like to talk over coffee – morning coffee, midday coffee, lunchtime coffee, after-lunch coffee, afternoon coffee… you get the idea. But sometimes it just isn’t possible to meet up in person – so that’s why we’ve created a new panel on your Dashboard called Chatter. When you post a message here, all the other users of the CRM will see it as soon as they log on. For a detailed description of the new panel click here >>
We’ve created a great new panel you can add to your Dashboard – it’s called Birthdays. It lets you know when somebody’s birthday is coming up – you can choose how long in advance you want it to remind you. The reminders will show up on the Dashboard and also in your Calendar. For more details about the Birthdays panel click here >>
Change ownership of records with just one click
Accounts, Deals, Activities and other items in RAYNET – now you can easily transfer them from one user to another using a new function: Change ownership of records. Each administrator can do this with a new tab – just select the name of the original owner, choose a new owner, and tick whatever you want to change. For more details click here >>