🏖️July '24 - Referrals, Reporting

Welcome to our July 2024 product updates!

Released in July

Side Navigation & Enhanced Reports

We are happy to announce a major release of Enhanced Reporting, which deserves a dedicated page Side Navigation & Enhanced Reports

Customers

As part of Multiple Inquiries we are simplifying different parts of Customer details to clear out the table and prepare for more updates. Luckily a few useful things are falling out of these simplifications:

• In the Create customer modal, there is a new required field Sales Agent with Auto-assign quick action

• Customer Referrals were simplified (no more dealing with attributes)

Setup new Referrals in 30 seconds. (don't forget to let your webmasters know about new referral)

Email Integration

• The way how emails are displayed in our CRM was improved

• Ability to preview PDF and image attachments directly in the browser instead of downloading them

• Some other user experience and engagement-related improvements

Documents & Templates

• Document templates have a details page with a list of placeholders used in the template.

• [🇨🇿/🇸🇰] Generated documents, when converting a number to words, will have “jedno sto“ instead of “sto“ adding a formal tone.

• In number to words conversion in templates, cents are now generated.

• You can easily find which templates use what data now in Settings -> CRM administration -> Document templates, by filtering templates by a specific placeholder used.

Other

• Excel exports are fixed (we've found a problem that they didn't respect the applied filters).

• Problems with diacritics were fixed in multiple places.

• Under-the-hood changes and fixes for known bugs.

Initiatives Progress Update

Multiple Inquiries

Get to speed by checking the kick-off of this initiative in June '24 - Inquiries kick-off

Throughout the last months, we have conducted dozens of interviews and talked to many of you about this opportunity. We know that for sales agents it is important to store Inquiry parameters and find the matching units as quickly as possible; to know if the buyer is an investor; to find a decision-maker and to not let the lead hang cold without a response.

The next step for us is to come up with a design and user experience that will support agents throughout this process, and will empower them to achieve more.

We have dozens of drafts, but it will take a few dozen more before we will be ready to share the progress

Others

Rest assured other initiatives have progressed in July as well:

• In Email Integration, we are working on the ability to send Emails from CRM

• In SSO we are working on the possibility of forcing your entire organisation to use only Microsoft Account to access CRM

• In Reporting, we are looking forward to your feedback and celebrating (just a little bit) a new release.