Quick Add Options, Add Sub-tasks and Meetings in CRM

Dear users,

Hello and welcome to year 2024. Wish you happy and prosperous New Year.

In this issue, we bring to you a lot of updates and enhancement in ToolsonCloud CRM.

Read on to learn more.

What's New?

1. Quick Add options on Navbar to Add Records from Any Page

Now, users will get a new Quick Add options at the top right corner of the navigation bar, just next to the Profile icon as shown in the below snippet.

With this option, user need not always traverse back to the different pages to create different types of records in the CRM.

For e.g. If a user is on a Deal's detail page and want to quickly create an Organization, they need not navigate all their way back to Organizations page. They can quickly create these type of records from any page within the CRM app.

In this edition, it will support Organization, Deal, Quote and Email. We plan to add more type of records in future releases.

2. Quick Add sub-tasks and sub-meetings from Lead Details page

Currently, Users can view the Tasks and Meetings linked with a Lead by navigating to the Leads Detail page. Here, users were not having an option to quickly add an additional Task or a Meeting from the same Lead details page. They were required to go to Tasks or Meetings list page.

With this release, user will get a new quick Add button next to Tasks and Meetings placeholders. Using this, they can quickly add a Task or a Meeting under that particular Lead without the need to go back to Task or Meeting list pages.

What's Improved?

1. New Error messages added on missing fields

We have enhanced the field validation error messages for the users to improve the data quality of your CRM data.

With this update, user will be prompted with appropriate error messages in different pages, if they try to submit any possible junk or invalid values while creating or updating any field in the CRM.

2. Create Tasks on past dates as well

Earlier, if users wanted to create a new Task, they were allowed to select only future dates on the "Planned Date" field.

Based on user feedback, we got to understand that sometimes, sales team members tend to create some past Task which they had done but was not added in the CRM. They prefer to add the past task in CRM in order to keep track of the different activities which were performed to convert the Lead.

With this release, users can now select past dates as well on "Planned Date" field while creating and updating Tasks.

Hope you will like these updates. If you have any suggestions or feature request in mind. Do get in touch.