We have added new useful features in the last version of the UTIP CRM 18.104.22.168:
- client base export
- group setting of notifications
- quick editing of actions and clients
The button to download any clients’ overviews in popular xlsx and csv formats appeared in CRM.
Excel files can be used to make own reports or to use in third-party apps, e.g. in the bulk email services.
Group setting of notifications
Now notification time can be changed for several actions at once. The new feature will save your time.
Each field of client’s data sheet can be edited separately in CRM 22.214.171.124 without going to «Edit» tab.
A modal view appears above actions table while editing an action. The modal view allows to create and edit actions quicker.
Contact Sales Department for more details about the UTIP CRM 126.96.36.199.
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