Easycrm 2012
v3.0.1
CRM definition: Customer Relationship Management, that is, customer relationship management. Customer relationship management (CRM) is an enterprise-wide business strategy designed to increase profitability, revenue and customer satisfaction. Easycrm includes functions such as customer files, contacts, order tracking, appointments, contracts, inquiries, import/export Excel, OA, plug-ins and settings.
Special note: Since January 1, 2012, Easycrm has continued to provide forum technical support for its original free version, and also provides a commercial version!
Easycrm 2012 v3.0.1 update:
New:
01. New UI interface and simpler form design;
02. Integrate the drop-down box and change the original multiple data tables to a single table for unified management;
03. Product classification and regional classification are changed to second-level linkage, which facilitates management in system settings;
04. Whether to display the new operation prompt;
05. Added the function of staying online to avoid login timeout;
06. Add operation records (for customer-related information);
07. Add new role management and set the permissions of default roles;
08. Added new cross-department permissions, which can be set individually;
09. Added new functions for order tracking, reservation, and contract modification;
10. Added follow-up progress and reservation objects;
11. Added contract status, arrears and contract review;
12. Added the option to export Excel items, export order records, appointment records, and contract records to Excel;
13. Added optional salesperson for data import;
14. Newly added system high seas customers are screened according to conditions;
15. Added in-site text messages, receiving messages, sending messages, and bubble reminders;
16. Added new work reports, writing, management, and bubble prompts;
17. New functional plug-in with built-in graphical data statistics, including 24-hour salesperson activity, annual customer statistics and detailed reports by salesperson;
18. Rewrite the paging class to improve execution efficiency;
19. Added batch deletion operation;
Revise:
Fixed the bug that caused the customer profile label to be returned after operating sub-columns such as Contacts, Orders, Appointments, and Contracts;
Fixed the bug that the Session life cycle was too short, causing the follower to not be recorded when submitting changes;
Modify customer profile page elements;
Fixed multiple time field bugs;
Modify internal documents and star reminders for important documents;
Fixed the bug that the last line of the personal calendar is displayed even if it is empty;
Fixed the bug that the Session value was confused after searching in different columns;
Compatibility issues with the original date selection control;
Fixed bugs in system application review and other operations;
Fixed the BUG in personal calendar list display;
Fixed the bug that the customer information entered on the day was not within the prompt range;
The appointment reminder input box is changed to a button, and the default reminder is two days in advance, reducing the operation steps;
There are several other known details;
delete:
Floating prompt box exclusion type customer holdings customer profile (registered capital, company size, etc. optional fields)
Corporate news (integrated into internal official document column)
