Help Center

From setting up your account to mastering each and any feature of noCRM.

February 2017

New architecture

We upgrade our architecture to serve you better and faster.

New features on mobile

  • Notifications for reminders, comments
  • Login with Google and Intuit

New features

  • Export the follow ups
  • Export unassigned leads
  • API: managing client folders: create, delete, update, retrieve
  • API: add and delete attachments on leads
  • API: attach a lead to a client to folder, be able to change the creation date of a lead when creating or updating it

Improvements in existing features

  • Be able to mark a standby task to done directly
  • Depending on the privacy, add a warning message when assigning a lead to a user not being on the same team
  • Search in prospecting lists: simpler search counter, better scroll to search results
  • Improve performance for calendar links

Bug fixes

  • Fix lead clipper with the new LinkedIn pages
  • Fix bug when adding tags in categories
  • Fix cancel button when creating a lead from the Client folder
  • Fix backdrop of help tour on spreadsheets
  • Fix empty bcc emails in some cases
  • Fix message when connecting with Google and Intuit
  • Fix export of Prospecting lists (Adding the Color column)
  • Fix leads export
  • Fix issue when changing status when a notification was set and the lead description was too long
  • Fix statistics by team in admin email
  • Fix error when assigning a client folder
  • Fix buttons to upgrade edition
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