March 23, 2010
New Feature – Manage Your Companies!
BY John Paul Narowski IN karmaCRM News and Updates 2 Comments
It has finally arrived – the ability for companies to exist outside of contacts. Many of you have requested this feature and today our team has responded. Now you can see all conversations going on with any contacts you have at a certain company. The company profile page gives you a birds eye view of everything that is going on within that company. Upload files and tasks directly to the company, and also see all files and tasks assigned to contacts within that company.
Integrated Into Top Search
In the site-wide search in the top left of your screen you will now notice it says Search Contacts & Companies. This allows you to quickly pull up the contact you were looking for in seconds flat.
Adding a Contact to a Company
You can easily add a contact to a company by clicking the Add Contact button inside the company profile page, or searching for the company in the Company field when adding a new contact.
Assign Deals and Tasks to Companies
You can now assign deals and tasks to companies. In the search box you can either search for a contact or a company (as shown below)
Other New Features
Karma is growing at a rapid rate, and we want you to know about all the new features as they are available. Here are some of the recent changes added since the last update.
- Deal history has been added. – Now you can have history about your deal instead of just comments.
- Skype phone number integration – All phone numbers when clicked will open up your local Skype software and proceeed to dial the number. Make sure you have SkypeOut minutes purchased before attempting to make the call. If you have added the contact’s Skype account (found in the Social Media tab) you can also click this to attempt to call them based on their username.
We Actually Really Value Your Feedback!
How many times have you heard the worn out phrase “We value your feedback”? I stopped believing it long ago, which has instead been replaced with “Take a number and get in line, maybe someday we will notice your request”. Here at Karma we have had wonderful experiences learning and interacting with our customers. We practice customer driven development, which puts each of you in the drivers seat when it comes to suggesting new features, ideas etc.
We encourage as much communication as possible so feel free to connect with us on Twitter or Skype. We love hearing from you and learing about your business so give us a ring!
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