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

We’ve updated Tactile CRM so you can now easily see an organisation’s contact details (phone, fax, address etc.) when viewing a person.

It’s often the case that you’ll be dealing with several people at the same organisation and they all share the same phone number and address. Instead of entering it multiple times you can now see them when viewing the person:

We’ve also extended this to opportunities and activities so important contact details are always on your screen.

We’re really pleased to announce an overhaul to our graphing system and a new reporting engine.

Tactile CRM now has a realtime reporting engine to enable you to report on information in the system without having to export and manage data yourself. The new release includes a 30/60/90 day pipeline graph (see below), and we want you to let us know what else you want to see.

We’ve also updated the reports tab to give you a list of reports and graphs from every page, and we’ve added some new graphs, and updated others: