Here's a review of some great new features to be delivered to Workbooks CRM this weekend:
We have now made it possible to restore a deleted Record within Workbooks. Most Record Types that are deleted by a User can be now retrieved from the Deleted Items within 30 days. More information on how Deleted Items works can be found on the Knowledge Base.
Scheduled Bulk Actions
Bulk Actions can now be set to recur at regular intervals. They can be used to perform all of the same actions that are available from a Report or Landing Page.
An option is now available when running any bulk action to Run on a schedule, this can be used to reassign Records when they meet certain criteria on a daily basis, update fields with data based on other criteria within a Report or create Activities or Compliance Records for newly created Records. More information can be found on our Knowledge Base and we have created two worked through examples on our Support Forum.
Image and File Fields
Image and File Field types are now available which allow you to attach files directly to a record. Image Fields will display the image and only allow .png, .gif and .jpg files but File Fields do not restrict the file type.
Separately, a hidden ‘Files’ tab has been added to most of the record types. Create or modify a form layout to reveal it if you would like to use it.
Disable Forgotten Password
If an email account is compromised then delivering a forgotten password link is a way for someone to gain access to Workbooks. This can now be turned off to prevent access to a database in this manner. We recommend that you only do so after carefully considering how your users will regain access should they forget their password.
It can be configured at the account level for all of your users within Account Settings.
Alternatively, this can be managed on a user by user basis within the Password section of a User record.
Date Filters & Criteria
We have added new Report Criteria and Landing Zone Filters that can be applied to Date Fields. This allows you to look at Records where dates are in more specific time frames such as; “in the last 2 hours”, “in the last 3 months” and “in this and the last 6 months”.
Calculated Column Comments
It is now possible to add comments in the formula for a calculated column, allowing you to explain how it should work. Full information on this can be found on our Knowledge Base.
Current User Report Filters
There are two new Report criteria available on Text columns: ’is current user name’ and ‘is current user login name’. This makes Reports easier to design when only wanting to show Report results specific to the Person viewing the Report.
The current login name will use the User’s email address rather than name, which may be necessary where an Assigned to name may not be unique.
Grand Total on Achieved Column
When displaying Targets on Summary Views the Total Achieved percentage is now available showing the overall Total Achieved against Total Target.
Every year in Autumn, an older version of Sage CRM moves into 'end of support' status and another version enters a status of 'extended support'. This is detailed in Sage's support policy and is standard industry practice for technology companies.
From 01 October 2018, Sage CRM 7.3 will no longer be supported by Sage, after going into extended support in October 2017.
Sage CRM 2017 R1, R2 & R3 enters extended support on 01 October 2018, with all support for this version ending on 30 September 2019.
Full details of the change of service is outlined within the Sage Resource Centre.
We believe that using the latest software is the best way for us to help our customers to run their business effectively, to use all the new features and compatibility benefits. If you are on Sage CRM version 7.3 or older, please speak to Wizard Systems about an upgrade.
Sage CRM 2018 R3 provides new features and enhancements in the following areas:
Calendar - Create quick appointments and view calendar as a list
Quick Find - Search by postal address, email address, and phone number
MailChimp Integration - A user can now set the status of a MailChimp campaign to Closed. This doesn't affect the campaign status in MailChimp. Closing MailChimp campaigns in Sage CRM is particularly convenient when you have a long list of campaigns and want to move some old or unused campaigns out of your way.
Supported character sets - Better support for Unicode characters in email messages
Setup - Sage CRM Setup has been improved to verify the integrity of the MailChimp Integration-related database tables and views during upgrading. If an issue is found, Sage CRM Setup displays an error message.
To access the new version of Sage CRM, you must have a current 'Maintenance Contract' for Sage CRM and it then needs to be installed on your system. Wizard Systems can do this for you and we can provide a price.
Here is a link to download the full release notes and information on this update
The Forum of Private Business is a not-for-profit organisation offering support to companies – most of which employ fewer than 50 employees – about many aspects of running a business, from employment law, HR and health and safety, to finance, legal, compliance, marketing and sales.
Until 2017, the Forum relied on a cobbled-together CRM solution based on an old, unsupported version of Microsoft Dynamics, which included an integrated Sage 200 Enterprise Resource Planning (ERP) system.
Over the years, the old CRM system was modified numerous times to make it fit the Forum’s requirements – but those modifications were undocumented, which eventually made the whole system unmanageable and impossible to update. The lack of documentation made support and training increasingly problematic too.
Read more about the Workbooks system installed by Wizard Systems helped get rid of the 'Frankenstein Monster'.........
We're running a short presentation on GatorMail for Workbooks on Thursday 9th August, 2pm UK time. GatorMail is the most popular email marketing add on for Workbooks. We will run through the main offerings for Gator and it's tight integration with Workbooks CRM. Plus you ask us loads of questions.
Please register to get your place (it' free to attend)
Wizard Systems is pleased to announce that QuoteWerks Version 5.3 Build 4 is now available.
This release introduces amongst other things.....
Improved Payment Options QuoteWerks now supports up to seven different payment options including Credit Card, eCheck (ACH), Check, Wire Transfer, and two custom options. Users are able to customize the text of the option, add a 3% surcharge (if paying by credit card) or a discount (if paying by check), set default payment options and much more!
Credit Application Submittal for GreatAmerica GreatAmerica customers can now submit credit applications for directly from inside QuoteWerks when using the GreatAmerica Leasing Integration to calculate and display leasing payment options on the quote.
ACH Support in QuoteValet Accept electronic check (ACH) payments in QuoteValet! Your customers can now pay by entering in their checking account information into the QuoteValet Payment page in addition to credit card and PayPal.
Ingram Micro Lease-IT Credit Application Submittal Ingram Micro Lease-IT Partners are now able to submit credit applications directly from QuoteWerks for any customers who have leasing options created with the Ingram Micro Lease-IT integration.
Paste Special Improvements The Paste Special Wizard has been improved to include required items for items being pasted and support for bullet characters and line breaks from the Excel sheet.
Updated Search Window
The QuoteWerks Open Window has been updated to include additional search functionality on Document Header fields such as addresses, document total, deposit amounts, tax rates, and much more!
Download the latest release or view all features in Version 5.3.....
Processing orders is a time consuming task. Sorting through orders that need to be placed and sending them to the correct vendor with correct pricing, and then finding a way to track the order usually requires at least one full-time employee.
To add even more complexity, clients and sales reps usually request order information such as serial numbers, tracking numbers, and shipping statuses which only makes it more difficult to find, store, and deliver this information.
The QuoteWerks Purchasing module (available in the Corporate Edition of QuoteWerks) provides an easy, reliable, and streamlined way to create and track purchase orders. When used with the Real-time module, it can even place orders directly with Ingram Micro, Tech Data, Synnex, and D&H (US and Canada). The newly created purchase orders can even be exported to QuickBooks, Sage 50 (US Edition), Autotask, and ConnectWise.
Purchase Orders can be created in QuoteWerks that are electronic orders or manually created. Manually created QuoteWerks Purchase Orders behave much the same as the Purchase Orders created to track electronic orders, with the major difference being that the manually created Purchase Orders are not updated automatically with real-time shipping tracking and serial number information. That information, however, can be manually entered into the manually created Purchase Orders
Licensing Online Ordering with Distributors requires the Corporate Edition with the Real-time Module. To find out more about what Procurement functionality is included in each QuoteWerks edition, use the QuoteWerks Purchasing, Procurement, and Receiving Comparison Matrix.
We're delighted to announce the release of the latest version of Sage CRM - 2018 R2. Incorporating multiple enhancements and bug fixes, helping you to demonstrate your readiness for key global and local legislation surrounding people data, including GDPR.
Full details of the fixes and enhancements can be found in the release notes available from the Help Center, but they include:
GDPR - Record consent that you may send marketing materials to a customer, mass deletion of communication and documents associated with a person or leads, checking if a person or companies personal information has been sent to Mailchimp or Swiftpage as part of your e-marketing integration.
Calendar - Configurable date formats, filters are now available (and retained) across all calendar views.
Tabs & Menus - Main menu has been optimised for long names and narrow screens through the inclusion of an optional three-line drop-down menu.
E-marketing - A new marketing tab has been added to company and person records to view results from your Mailchimp campaign.
For more information on how to get your Sage CRM upgrades, please contact Wizard Systems.
Here's a round up of news around Workbooks CRM for this month:
Compliance Record are now available
We are pleased to announce that Compliance Records are now available for all Workbooks Customers as a part of your standard Workbooks Licence. These Records have been designed to as a way for you to store your GDPR Compliance information within Workbooks. Full details on the setup and usage of these can be found on the Workbooks Knowledge Base.
There is also a Workbooks Forum Post documenting how to build some example Reports that will help you manage your Compliance Records as well as providing you with examples of how they can be used.
Our Most Popular GDPR Resources to help you drive compliance
The clock is ticking for the General Data Protection Regulation (GDPR) on May 25th. With so many things to consider it’s not easy to decipher where to focus, so we have gathered our most popular GDPR resources to help you. Access them here.
Don't forget to create your new Accounting Periods
It's that time of year again where you will need to create the accounting periods for next year if your year end is 31st March 2018. Without them you cannot successfully create any new Transaction Documents, and many pipeline reports will become incorrect. For more information about Accounting Periods and how to set them up, see the Workbooks Knowledge Base.
How to create Marketing Campaigns with different Member Statuses
If you are creating the same types of Marketing Campaigns frequently, you may find that you are having to add the same Member Statuses to each of the Campaigns frequently. However, it is possible to create a new Marketing Campaign from an existing template with the Member Statuses already configured, saving you time to set up and run the Campaign. Full details for this can be found on the Workbooks Forum.
Sage CRM 2018 R2 is scheduled for release in April ready for GDPR. It’s added functionality will help customers on their GDPR journey. No software can ensure compliance but the new features have been included to support customers in their own compliance efforts.
Tracking Consent: The system can send out consent emails to an individual or a group of contacts with unique links embedded. The contacts can then consent or decline to receive marketing communications from the company. Sage CRM will store consent records should the company ever need to present them.
Anonymizing Data: This is the recommended approach to the “right to be forgotten” that customers will be entitled to. This will allow users to anonymise personal data fields, but keep the records in the system so that metrics, such as the number of opportunities generated are not affected.
Communications/Library: Administrators in the system will be able to mass delete documents that may contain personal data.
Emarketing: Sage CRM will have fields to show where data has been shared with a third-party software like Mailchimp.
We will keep you informed when we know a final release date for Sage CRM 2018 R2.