omelett.es journalThe journal of team omelett.es //

We’ve released an update to the dashboard today which we hope will help make it even easier to see what’s been going on in Tactile CRM with your clients and contacts – now when you view your dashboard we group all the activities etc. together under headings such as ‘Today’, ‘Yesterday’, ‘Last Week’ and ‘Over a Week Ago’.

We’ve also updated the way emails are displayed (after feedback from users) so that attachments are displayed against the email instead of lumped together with all the files attached to a person, or organisation.

We hope you find this new feature useful. As always, please do let us know what you’d like to see in Tactile CRM and we’ll do our best to accommodate it.

We spoke last month about how we’d integrated Zendesk with Tactile CRM so that you can easily see support tickets from within Tactile CRM.

Now the nice folk at Zendesk have added a widget to allow you to look up customer details in Tactile CRM when you are logged into Zendesk.

The video below shows how it all works (and how easy it is to setup!) now you can make sure you know about any outstanding support issues before making an important sales call, and see all the background information about a client before answering their support ticket.

As a special offer, if you sign up for Zendesk before the end of July and email nick [at] zendesk.com they’ll sort you out with a second month free!

Want to see where a person lives, or where the meeting you have with an organisation is?

Well now you can – Tactile CRM allows you to easily find places in Google Maps – all you need to do is click the handy ‘map’ link next to an address and we’ll link you straight through to Google Maps so you can see the location, what’s nearby and get directions.

Google Maps integration was another customer requested feature we decided to implement as it was an obvious extension to the information Tactile CRM holds. Remeber, all you need to do is visit our feedback forums to suggest a feature you’d like to see.

As we’ve recently updated Tactile CRM with some new user interface tweaks and functionality we thought it was about time we updated our videos of Tactile CRM. The first to be finished is the introduction to Tactile CRM which will be on the front page of the website shortly. Here it is for your viewing pleasure:

We hope you find it useful and an easy way to see what Tactile CRM can do – please let us know any feedback you have!

Visual cues is the fancy name for a new feature we have just added to Tactile CRM to allow users to upload logos/pictures against people and organisations within the system.

We’ve been wanting to add this for some time and have been playing around with a few different ways of doing it – the reason is simple, research shows that scanning a list/series of images is a far quicker way of finding information and that the brain is better at processing these visual clues.

As Tactile CRM is designed to make your day to day business life easier to manage we thought this would be a great way to help save some time.

The process is easy. Simple view an organisation or person, click on the icon to the left of their name and an upload box will appear:

The image will be automatically resized and stored against them (this works the same for logos and pictures against organisations and people). The images will then be displayed when you view them on the overview pages:

and when you view each item:

We hope you find this new feature useful – it’s part of some larger UI updates we have been doing – and has been lead by user feedback and suggestions, so if you want to see something in Tactile CRM, just share your ideas on our feedback forum.