What's New in 1CRM 9.1: Web Forms, Graphical Workflows, SSO & More


Written by: 


Zak Dauncey-Lilley
Product Manager

What's New in 1CRM 9.1

 

Web Forms

 

We’ve taken the incredibly popular experience found in our new Newsletter editor and brought it to an all new Web Forms module (found in Sales and Marketing). By leveraging a block-based editor you can simply and securely parse 1CRM web forms into any major website provide by copy and pasting Javascript directly onto your web page.

 

Learn more about Web Forms here –>

web forms UI element

 

Micro-Dashlets

 

Just like regular dashlets, only smaller. The team have figured out how to cram multiple report total into small spaces allowing for more data to be shown inside your dashboards, the clever little so-and-sos.

micro-dashlets on dashboard

 

Tags

 

Ever wish that you could quickly tag a record as special, either for good reasons or bad. Well, using the the new Tags feature allows your to create colourful, arbitrary tags that can be applied to all applicable records. You can also use these tags to create custom ListViews and Reports, pretty cool.

 

Graphical Workflows

 

This represents the first of many changes to come over the next few years when it comes to Workflows. We’ve built our own drag-and-drop card-based Workflow builder than makes configuring new automations in 1CRM as easy as saying “Wow, that graphical workflow builder built on Vue.js and Typescript is a joy to use”.

Learn how to use Graphical Workflows here –>

Graphical workflows

 

Single Sign-On

 

After entering the wrong password for the thousandth time, the 1CRM engineering team finally caved and developed a new OpenID connect compatible SSO connector. In other words, you’ll now be able to log in using your work Microsoft, Google or other OpenID spec SSO provider.

Learn how to implement SSO here –>

 

Stock Insights

 

Are you looking for more ways to over promise and under deliver? Use the new Stock Insights widget in any of the line item editors to ensure that you don’t have product that you are promising your customers. Alternatively, this also provides useful insights to your order fulfilment to understand what products might replenishment to satisfy your order.

Learn more about Stock Insights here –>

Stock insights detail with colour coding

Powered by OceanFront

At the heart of 1CRM 9 is a new user interface powered by our very own MIT open-source licensed UI library, OceanFront. 

OceanFront is built using Vue.js, Typescript and utilizes newer CSS classes used in more modern browsers, this means it is  fully designed for flexibility. It doesn’t impose rigid page layouts or rely on heavy-handed element selectors, making it easy to blend with other frameworks while keeping your bundle size lean. With easily customizable styles and modular building blocks, you can craft polished themes that seamlessly align with your brand or platform of choice.

All-in-all, we’re delighted to be delivering this fresh new version of 1CRM to you all and are very excited for all the potential this new product unlocks. If you have any feedback, I would love to hear it. Please email me at zak@1crm.com to discuss how 1CRM 9 will work for you.