#1 Custom fields in RAYNET CRM
We were thinking about custom fields for a while and it was a challenge for us. Finally two visionaries (Aleš and Portos) accepted the challenge and created a significant base within ShipIt framework on which work continued for a good few months.
Everything is done now. The same as always applies - if you have an idea for an improvement, let us know ;) Detailed instructions on how to use Custom fields can be found here:
#2 Keeping track of follow-up is a bit easier
We added two smart columns to account and contact list views. Thanks to them, you can see when you were last in touch with your customers (Last activity column) and for when the next activity is planned (Planned activity column). A small thing you may say, but with this you can immediately see where communication needs to be improved.
#3 Analysis disambiguation
There are eleven analyses in RAYNET which is quite a number. We created a disambiguation to get better oriented in them. Each analysis has its own icon and each user can create a list of his most used analyses.
#4 Contact import has a second template
We added a new alternative template for contact import. You can import both accounts and contacts within it. In the current template, it was only possible to import six contacts. The number of imported contacts is unlimited in the new template. Try it and see which template you prefer.
#5 ENTER and ESC keyboard shortcuts
If you tried pressing the ENTER and ESC keys intuitively in RAYNET and nothing ever happened, things will start happening now. At least in the most common scenarios.
- ESC - cancels actions or closes window
- ESC declines action and ENTER confirms it - e.g. do you want to save changes? ENTER = yes, ESC = no
- CTRL + ENTER - saves and opens a new record, confirms advanced filter etc.
We know it is not the best we can do and we will keep adding keyboard shortcuts. Take it as a first step which will hopefully please you. :)
#6 Plan your meetings more easily in RAYNET CRM
You can now set the venue of a meeting using options "at our place" and "at their place".
There are also links redirecting you to maps and route planners in the Lead detail now so you do not have to copy the address.
#7 Advanced filter improvement
You can now view Accounts without any contact person.
You can now filter Activities by the date of their edit/creation or by the account owner (not activity).
The next version will be a tuning one
We will take a break with big news for a while. We will work on making RAYNET run smoother and faster. We have always been cautious about that so we would not want to undermine it now. But do not worry! We will start working magic again afterwards, our plans for spring are big ;)
Let us know what you think of our latest news and have a nice day!