1CRM 8.7 User Guide

Here is the latest 1CRM User Guide! This guide adds content on the latest enhancements to the 1CRM experience including support for the new 1CRM Client App for all Apple devices – iPhone, iPad and Mac, with new business card scanning capability.  Enhanced accessibility has been added, with support for keyboard-only navigation and screen reading. Both Zoom and Microsoft Teams online meetings are now integrated with 1CRM. Zapier and Integromat integrations with accounting systems like Xero and QuickBooks Online have been added. Support for PHP 8, enhanced invoice locking for financial integrity, support for data migration from Salesforce.com, and Revenue Forecasts for Opportunities round out some of the key changes in this release. (319 pages)

Revenue Forecast Tables

Opportunities now support the definition of a revenue forecast which details the products and quantities involved in a sales opportunity. This data generates new Revenue Forecast Tables and when the Opportunity is converted to a Quote they are used to automatically create the line items on the quote.

1CRM Client App for Apple

The new 1CRM Client app is a universal Apple application, supporting iPad, iPhone and the Mac. This next generation 1CRM app now supports all 1CRM user and administrator screens, and adds support for business card scanning as well.

Online Meeting Integrations: Zoom & MS Teams

1CRM adds free native integration for online meetings via Zoom and MS Teams. Simply click a checkbox when creating a meeting to have an online session automatically created for you, with the meeting URL automatically added to the 1CRM Meeting record.

PHP 8 Compatibility

1CRM adds support for PHP 8! This provides some performance enhancements to 1CRM users, and also brings the benefits of more strict coding standards to the 1CRM software base. This is also a necessary step towards the release of 1CRM 9 next year!

Learn more about 1CRM

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