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UTIP CRM. August 2023
9 August 2023

The UTIP CRM 2.34.0 has been updated, thus introducing the following changes. The "Actions" page has been released with a new layout, while the "History" section has been revised to include the most recent events. We have also expanded the returned parameters of lead generator requests with fields from the client card, and added a new right, limiting contact data upload when exporting a client.

"Actions" on React 

The "Actions" page has been completely rewritten, using the React technology. Its design has also been improved. This contributed to higher page performance and faster interface response.

New events in the "History" section

The "History" section has been refreshed to display new events related to account changes. This feature allows you to track the employee's actions in more detail, such as creating, attaching, and deleting accounts.

Fields from the client card to be included in the returned parameters of lead generator requests

The returned parameters of lead generator requests have been expanded with additional fields from the client card. Therefore, lead generators are now able to pull in more data about the client from the CRM.

New right to limit contact data upload when exporting a client

We added a new right that restricts sales managers and administration staff from accessing client export functionality. By doing so, contact data security can be enhanced.

If you need more information about the UTIP CRM 2.34.0, feel free to contact our sales department.

Check out all the recent changes in the "News" section of our website!

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