Enhanced Email Linking with CRMID
Building on our existing email linking functionality, this latest enhancement makes it even easier to associate incoming emails with the correct records in OpenCRM.
Previously, users could include encoded IDs within email subjects or content. These were then automatically processed by pop2opencrm to link emails to the relevant records.
With this update, you can now use standard CRMIDs alongside—or instead of—encoded IDs. This simplifies the process and extends compatibility across a wider range of modules within OpenCRM.
Key Benefits
- Supports CRMIDs as well as encoded IDs
- Simpler setup and usage for end users
- Broader module compatibility, making the feature more flexible
Setup
To enable this functionality, configure the following setting: "Prefix for tag in subject or description used to link emails to existing records by matching by ID"
New Organisation View Enhances Customer Visibility
A new Organisation View feature has been introduced, allowing users to visualise company and contact relationships through a clear, family tree-style chart.
Accessible directly from both Company and Contact pages, the tool provides an at-a-glance overview of customer structures, helping teams quickly understand how organisations and key individuals are connected. This is a great visual representation that works hand-in-hand with Billing or Contractual questions between Parent and Child Companies.
Session Management
Smoother logins, even behind the scenes
We’ve made a behind‑the‑scenes improvement that means you’re far less likely to get logged out unexpectedly. If we need to switch traffic between servers, your OpenCRM experience stays uninterrupted — no dropped logins, no need to sign back in.
You won’t notice the change… except everything just keeps working.
Filtered Picklist on Custom Views
New time‑saving upgrade for Custom Views
You can now type directly into the Custom View dropdown to instantly filter the list. Start typing (for example, “Cust”) and matching views like Customer or Custom appear straight away.
A big win for anyone with long Custom View lists — and just the first step in rolling this smart search out to all picklist fields.
Paging added to Recycle Bin
To make it easier to search and find items in the Recycle Bin, we've added paging, which will display a default of 50 records at a time. You can still search across the whole recycle bin. Click here for a quick overview of how the Recycle function works.