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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!

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Time Tracking

Published on 10 September 2014 by Jonathan Behr

Its easy to lose track of time, isn't it? One minute ago you were reading a different email, five minutes ago you were doing some work for a client, and 20 minutes ago you were on a phone call.

Multi-tasking is an increasing challenge in our working day. As we work on different projects wouldn't it be great to track time spent and quantify it?

There is no time like now

Keeping track of your time is not only going to help you be more organised, but it is also imperative if you are billing clients. From now, you can easily track the time spent on each task in CentreCRM.

Simply update each task as you spend time - its that easy.

What about reporting?

We've got you covered. You can easily report on the amount of time spent per client or per job, and across any time span and client type. Now you can see just how much time you really spend on those VAT reports every month.

Can I set defaults for each task?

Sure thing! Simply edit the Job Templates and insert an estimated time for each task - next time you create a job (or recurring job) we will insert the estimated time for you. You can, of course, override the defaults if you want.

Try it out, and let us know your thoughts.

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