You are viewing the monthly archives for: July 2009
We all know the problem, you go to networking events, you meet people on a day to day basis and the business cards you collect stack up. Getting those details into Tactile CRM can be hugely valuable but the time to type them in can be costly too. Not anymore though! All you need to…
We’ve released an update to the activities widget on the dashboard after feedback from users. The updated activities widget now shows you all the details for all upcoming activities today and tomorrow, and a summary for overdue and future activities. We now include the person or organisation the activity is attached to, and a link…
We’ve just released a new CSV/Excel Import Wizard for Tactile CRM that makes it even easier to get your contacts into the system. The new wizard trys to auto-match column headings in your CSV file with those in Tactile CRM, and will now show you which columns you are importing and which ones have been…
One of the most powerful features within Tactile CRM is tagging and it enables you to categorise people, organisations, opportunities and activities. Once you have your tagged items within Tactile CRM you can use them to do all sorts of things including filter contacts into lists, manage your opportunities more effectively and push groups of…
Using the data you have in Tactile CRM with other services is something we think is really important. Now with the release of our Campaign Monitor integration you can easily send you contacts to this great email service to send and track email campaigns. We’ve put together a video of just how easy it is…
We really excited to announce the release of a new feature in Tactile CRM called quick search – it does exactly what it says – allows you to quickly search organisations, people, opportunities and activities in one go. You can even search on account number too. The video below gives a quick overview of what…
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