Document management

Published on 15 September 2014 by Jonathan Behr

Company Documents

You now have access to a Company Documents tab so that you can easily manage all of your documents in CentreCRM in one place. You can upload, download and delete all your documents from a central location.

Additional Email Tags

We've added loads more email tags to Mail Templates, making it even easier to merge in fields from contacts, clients and now jobs. This means that you can send Mail Templates directly from one or more jobs, and customise each email on the fly.

Email attachments

You can now attach any documents from your company to your email templates. For example, its now really easy to make sure that your Standard Client Contract gets attached to your Client Introduction Email Template. You'll never again forget to attach the right document to the right email!

Email Subject

Mail Templates now have space for a subject. Of course, you can use the merge tags in this subject field as well.

Filters, filters, everywhere

We've added filters to the Jobs, Contacts and Clients views so that you can easily find the information that you need. Need to find all overdue Corporate Tax jobs? No problem. Or how about all Partnership and Limited Company Clients that have "South" in their name. We got you covered!

As always, we'd love to hear your thoughts and feedback!