Maintenance Log March 2024
System R&D Log

As part of our maintenance program, we have compiled this list of updates. The updates have been aligned with the launch of out latest version 7.0.

CRM Module

• added a simple search for contacts and accounts with option to expand search page to advanced items
• added the functionality to bulk update contacts and accounts with a few simple clicks. The updates refer to 'status', 'owner', 'tags to add', 'tags to remove'. This will simplify the user experience when handling large amounts of data.
• added notes section for each contact
• added notes section for each account
• added a quick overview of contractual engagements of contacts and accounts with provider with 'deep links' to respective information and pages.
• updated the organization of list pages of contact list and account list.

Marketing Module

• Relaunched a completely new marketing app with new form builder. The form builder offers many new features.
  • Anonymous surveys which cannot be traced back to the person who filled it out
  • Personally identifiable forms used for lead generation
  • Quick forms vs. multi page surveys
  • Drag and drop form fields with optional advanced configuration
  • Automated form creation
  • Automated landing page creation with instant publishing as website
  • Fully integrated into Campaign module with charts

Member Module

• added notes section for each member
• added new reporting charts with flexible search criteria.
• implemented tracking of allocated hours to each member firm with reporting charts. This will provide the user with transparency of invested hours for members.

Content Module

• updated menu creator with drag and drop possibility on three levels

Security Updates

• implemented new security framework

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