New CRM Functionality

We are continuously endeavoring to ensure our robust CMS has all the functionality most small businesses need to operate online. 

There has been continued demand for more CRM type functionality. 

Today we have added "followup" date status, and access to "followup" member reports via the standard member lists. 

Just change the order of the member lists to "followup" to access your followup report.

The members list now has notes included, for fast reference to that information. 

Use the new bulk actions at the base of the members list to more quickly utilise these areas. 

Posted: Thursday 30 May 2013


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