Welcome to 1CRM System 7.8. The key features of this release include:
- User preferences for reordering of Smart List Tabs, selecting a default list view for each module, and hiding Smart List Tabs.
- Drag and drop plus user preferences for reordering of detail view subpanels, as well as the ability to hide subpanels.
- Customer Satisfaction Rating & Surveys when customer service case is closed.
- Configurable auto-closing of pending customer service cases.
- Quick Setup Option for user email setup, supporting Outlook, Gmail, Google Apps, Yahoo, iCloud and AOL email accounts.
- Integration with the Stripe payment processing system. 1CRM accounts may now have a credit card registered to them, generating a Stripe ID for that account.
- Recurring Services module can now automatically process payments via Stripe for each invoice generated.
- Automated Call timer for professionals with billable Calls.
- Ability to book and bill hours spent on Calls, Meetings, Tasks.
- Smart Convert feature copies data for matching custom fields when records are converted, such as a Quote to an Invoice, or a Lead to a Contact.
- Studio: Fields can be shown/hidden dependent on the value of a controlling Dropdown field, using the Custom Fields Editor, or the Module Designer for standard fields. Dropdown options offered to users can also be limited.