Archie CRM software, Portal version 1.32 EN

Mobile/smartphone

User Interface and performance optimized for smartphones.
New: Search bar everywhere with Add Activity 
New: Search field with Classic/Smart Search


Organizations

New: MFCP Attachments (allows Word/Excel documents to be called up)
New: Http/Https/Skype can be activated via hyperlink
New: Quickly add new History
New: Add/change Notes
New: Table description details
New: View all Contact pictures with higher quality and fixed size
New: History more readable and includes e-mail references by default
New: Organization and Contact Person Correspondence includes linked mail with handy Browse function
New: Route (if the location options are enabled, a route is calculated from the phone location)
New: Linked Company.Info data can be called up directly from the Organization (if module is active)
New: Consult MPM from Organization and Contact Person (if module is active)

Activities/Planner

New: Simple workflow when adding Activity using Date and Time Picker
New: Easily select colleagues
New: Easily link Contact Persons
New: Change an Activity's Date, Time or Duration in just a few clicks
New: Positions on/near today and allows you to scroll up/down

Settings

2 font sizes (normal/large)
Removed: Icon sizes, 5 font sizes, start page and search setting
New: Changes to settings are processed straight away

Portal

New: Notifications (no need to include as Control in full portal)
Birthday indicates the age on the upcoming birthday instead of the current age

General

Fixed size icons
UI-hyperlinks changed to buttons
Extra warnings, e.g. when exiting changes without saving (not available under IOS)
Clear informational headings
Start screen with Version info
The device remembers text that is entered but not saved when archiving


Full Portal

UI and navigation optimized for tablets and touchscreens
Organization, Cockpit, Sales Monitor and Turnover Status windows redesigned
Actions such as Edit, Delete, and Add brought together under Menu button
New: Classic/Smartsearch search bar with Add Activity option
Removed: Recently accessed Organizations

Organizations

New: View all linked pictures with higher quality and fixed size
New: Easily activate passport photo if photo(s) available for the Contact Person
New: Route calculation possible based on tablet/computer location
New: Linked Company.Info can be called up directly from Organization
Removed: Contact Persons grid above Active Contact and phone/fax/e-mail descriptions

Activities/Planner

New: Simple Add Activity workflow
New: Easily select colleagues
New: Easily link Contact Persons; are displayed with pass photo and position
New: Change an Activity's Date, Time or Duration in just a few clicks
New: Positions on/near today and allows you to scroll up/down
New: Pass photo and position of linked Contact Person visible

Portal controls

New: Use controls via Menu button
Removed temporarily: Twitter control


Settings

Removed: Color setting and setting to enable/disable display of Sales

Revision 4 is now available (June 30, 2014).

Mobile

Bug Fixes

In Details, table values were not always displayed with a description.

When opening Correspondence containing one or more long lines, the screen was displayed smaller.

History lines ending with a line break (Enter) were not stored as separate lines.

Security leak in letter files solved.

Full Portal

Changes

When MailPlus is active, the "No E-mailings" box is always checked. The box in the Portal cannot be unchecked when MailPlus is active.

Bug Fixes

When deleting an Activity that belonged to a Group Appointment, the user was not asked whether the other Activities of the series should also be deleted.

If an Organization's E-mail address contained a long value, any Phone/Fax/E-mail data of the Contact was not displayed correctly.

The hyperlink "Via [organization name]!" in the History of a Contact Person did not work.

Security leak in letter files solved.

When deleting an Activity, the user was not informed when the Activity belonged to another user.

If the description of an Activity was exactly equal to the table value of the Activity Type, changing the Type failed to update the description.

A user with the right to "view" a 1:N Multi Purpose tab was still allowed to add a line.

Sorting the Sales lines of an Organization did not work properly if there was a lot of Sales information.

Smartsearch. The Enter key did not work properly in the results overview.