#1 Linking clients
You must first turn on the panel for linking clients in the Settings. You can then enter the following relations in the client's card:
- Parent company
- One or more subsidiary companies
- Also friendly companies, companies with the same owner etc.
In the next version we will further exploit this new feature, for instance, we plan to add it in Analysis.
#2 Easier meeting planning - filter by address
The advanced filter for activities can now search by address. This can come in handy when planning meetings at a specific place. You can simply choose meetings planned in Prague for August.
#3 More options for activity reminder
You can now set the activity reminder for any date.
#4 Smarter options for activity repetition
It is possible to repeat activities, for example on every first Monday of the month.
#5 Filter tasks by resolver
Tasks can be now filtered by their resolver. You can easily view all tasks which your colleague Mark is in charge of.
#6 Expansion of import templates by greeting
You can now import your contacts to RAYNET even with the salutation column (e.g. "Good morning Jennifer"). It will be handy when sending the next company newsletter.