What’s New in 1CRM 8.0
1CRM Mobile 1.3
1CRM Mobile for iOS features optimized mobile access to your critical CRM information. With Release 1.3 the App adds support for user control over sorting and filtering list views, as well as support for custom fields on 1CRM Mobile screens.
1CRM Mobile also adds integration with iOS Notifications for meeting, call and task reminders. As ever, data you enter with 1CRM Mobile is instantly visible in the 1CRM Web App – providing real-time collaboration with your colleagues!
Advanced all-new self-documenting REST API (existing APIs will also remain in place) designed in conjunction with 3rd party app developers and our own Mobile client development, to promote easier development of 1CRM integrations, and faster performance. See more details in the Developer Guide.
PDF Form Designer & 1CRM Studio
PDF Form Designer can now reference fields in related modules, greatly increasing the scope of customizations available for 1CRM-generated PDFs.
The Studio now allows four new types of Custom Field to be created:
- Related Record: Related Record fields link to records in other modules.
- Value from Related Record: Custom fields which can show fields from any record related to the current record.
- Item Number: Shown in a Courier-like font suitable for part numbers.
- Status: For fields to be displayed as a status badge, not as text.
Lead Guerrilla Marketing Automation
Picture a black box that plugs into the wall. Plug it in, turn on the switch, and qualified leads with an interaction history are automatically added into your 1CRM system – day in and day out – while the system is running. You’ll also get charts and feedback on which messages clients respond to best, so that the ‘machine’ can just get more and more effective over time.
Lead Guerrilla is a control panel for your brand’s marketing efforts, organizing your website, social media, text and email communications into a single, intuitive Marketing Automation system.
For release 8.0, Workflow automation has been significantly enhanced to be both easier to configure, as well as more powerful in operation. Workflow conditions may be cascaded, or combined with All Of, None Of, Any Of or Not All Of logic. The conditional filter editor now uses the same familiar style as filters in Reports and Smart List Tabs.
There are now ten different types of action that may be performed if the Workflow Conditions are met: Schedule a Call, Send an Email, Schedule a Meeting, Create an Opportunity, Create a Project, Create a Task, Update Current Record, Update Related Record, Call Remote API, and Show Alert.
The addition of a configuration compiler has reduced both memory requirements and page load times, creating a faster system for all users. 1CRM also now supports PHP 7.x, keeping your 1CRM software platform modern and up-to-date, and delivering performance gains from 25-33%.
Support for OAuth authentication, private clients, and registry of 3rd-party public clients. All clients now have encrypted https:// connections available on 1CRM Cloud at no extra cost.
Each user can now have a mandatory password change at their initial login, and a dynamic password strength indicator is now displayed when setting passwords.
Multiple login errors also now lockout user accounts for progressively longer periods. And a new login screen design now offers a Forgot My Password feature. Enhanced security for CRMSync with DAV-specific password.