Help Center

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

June 2015

New features

New email digests

This month we launched new email digests for both users and admins. E-mail digests always existed and were sent on a daily basis to all the users but they needed a serious update in terms of content and design. Not only have we re-thought the entire user digest, we've created a brand new one for Admins.

For more information, please consult our blog article on this matter

New Recycle Bin

  • recycle bin for leads and spreadsheet deleted: items are automatically deleted after 30 days in the trash. Only admins can see the deleted items

Improvements in existing features

BCC Emails

  • send Business Cards to a new address nameofyouraccount@scan.leadalead.com
  • add preference to display or hide the tweet creation
  • add privacy on Client Folder
  • before creating a lead from the spreadsheet, check duplicate by user instead of the entire account

Bug fixes

  • fix cache problem when changing a preference
  • quickbooks: fix amount when attaching an estimate ; change status to won when attaching an invoice
  • fix external API when using an account name non authorized: return a better message
  • fix search when clicking on the more button
  • update the look of the help
  • fix iCal error when leads are in the trash
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