CRMHaven 3.3

CRMHaven 3.3 is a brilliant tool which helps you manage your contacts easily. To understand a CRM let's get to know some concepts. Your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. You need to get your contacts into CRMHaven somehow. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody -- friends, family, work contacts, sales contacts, school children, etc. Also, you must note that every client belongs to one and only one Group. Groups details should be agreed upon before entering clients. The final area to understand is Marked clients and Quick Contacts.Clients are marked before actions on them are performed and Clients should be set as Quick Contacts if you need to access them regularly.

Major Features:

1. Edit contacts.
2. Send bulk emails
3. View on Google Maps
4. MailMerge to Word
5. Export to Excel.

Enhancements:

• Fix: Most CRM searches are much faster even with 100K clients
• New: Most time-consuming CRM functions can be canceled
• New: Checks for UK postcodes and adds commonly applicable City, County, Country and Region
• New: A web site is now automatically generated from the email address.
• New: Checks and fixes upper/lower case on entry of Client fields (default is sentence case, title case for name, lowercase for email and web, uppercase for postcode)
• Fix: Importing template data into CRMHaven when set as DocHaven Solo now fixed (it was importing blank records)
• Fix: Marking and QuickContacts is now much more reliable
• New: Pressing the Return key opens the highlighted Client for editing
• New: Client fields now support UTF non-ASCII characters such as European language characters
• Fix: The Import file is no longer deleted after being imported.
• Fix: Mass marked Clients (>50,000) no longer slows down on searching.
• New: When a new Client is added, it is automatically set as a QuickContact.
• Fix: When overwriting Clients on import, a new blank value no longer overwrites an existing entry
• Fix: Exporting Clients as Excel now uses the .XML extension.