MailSync improvements

We are making some major enhancements to our MailSync routine, the function that automatically adds emails to and from your Contacts into the CRM system.

Currently MailSync only matches emails to existing Contacts. The new version uses the logic in Web Transactions to optionally create Accounts, Contacts, Tasks, Activities and Cases for incoming emails that are matched.

So for example, you could set up one Web Transaction to automatically create an Account & Contact for an incoming email to info@yourdomain.com and assign a Task to somebody to follow up, and another Web Transaction to automatically create a Case for any new emails to support@yourdomain.com.

Incoming emails can also be rerouted from generic email addresses to individuals, based on who owns the Account or Case.

This new version is on beta test at present, if you’d like to join the beta programme or be notified when the fully released version is available, please contact our support desk or you account manager.

New Features Roundup

It has been a while since we’ve updated people with some of the improvements we’ve been making to Really Simple Systems, so here’s the list:

The Data Upload routine has been completely rewritten and can now upload Activities, Tasks, and Opportunities. There are many more matching options for de-duping – you can match on id (useful for updating existing data) and combinations of name and post/zip code.

There’s a new Download Routine whereby you can download your data into csv files whenever you want to, without having to ask the support team for a backup.

There are more Custom Fields on each object (Account, Contact etc) and most of the previously hard coded fields such as Account.Type are now Custom Fields so that they can be modified.

You can choose which fields are Mandatory Fields, so that blank data is not accepted on the forms and grids.

Field Level Security. It is now possible to grant different access rights to individual fields on a page. For instance, you can make one field read only for everyone apart from Administrators.

For users with custom requirements, we can create Custom Objects (such as Fixed Assets, Referrals) and link them into your existing data, and also custom graphs on the homepage for you.

You can now request the system to Log all Deletes in the system log.

There are two new videos to help people get started, an Introduction to Really Simple Systems video and an Introduction to the Upload Routine video.

We’ve also been working on lots of less obvious improvements, such as:

Making sure that our Enterprise Edition customers are not affected by the rapid growth in usage of our Free Edition customers.

Automating and scaling the billing systems so more people can pay monthly by credit card, rather than annually in advance.

Generally handling the increased number of users, data and traffic so that our page response times remain as quick as ever by optimising the code and adding new servers, all without taking the system off-line.

Next on the list:-

The Listing Report writer will finally be getting a makeover, with hyperlinks and other goodies

The Customer Service & Support is being enhanced to treat incoming emails as transactions, creating cases and routing them to the appropriate person.

Check with the support team if you’d like to know more about any of the above features.