OpenCRM Product Updates

Stay in the know about new features and enhancements in OpenCRM

Nov 25

Linking Assets and Contacts

OpenCRM Online
• November 20, 2025

We have added a Contacts subtab to the Assets screen, meaning you can link more than one Contact to an Asset. Also if you raise a ticket for a Contact linked via the Contact Name field on an Asset - in the ticket, where you have the option to Select Asset, it will automatically filter to display Assets where that Contact is linked.

For an overview of the Assets module, click here.

Nov 25

Numbering your Despatch Notes

OpenCRM Online
• November 19, 2025

We've added a merge variable to allow you to automatically number the Despatch Note PDFs you generate from Sales Orders. This is a great feature if you send items from a single Sales Order in batches, and want to keep the customer up-to-date with the progress of the Order.

For a full overview of the Despatch process, take a look here.

Nov 25

Added Functionality for Ticket Management

OpenCRM Online
• November 19, 2025

One key feature of a good Helpdesk system is to know when someone has picked up a ticket. To help with ticket management, we've added a couple of options on the "Progress Ticket" menu that allows you to quickly reassign or reassign and progress tickets.

For more details on managing Tickets via the helpdesk, take a look at this FAQ.

Oct 25

Jotform integration extended to Contracts

OpenCRM Online
• October 21, 2025

Our Jotform integration is super popular - it is a very flexible form-building tool that allows you to create or update all manner of  information in OpenCRM via an online form.

We have now added Contracts to the list of modules you can interact with in OpenCRM. Take a look here to get the lowdown on our Jotform integration.

Oct 25

Performance Enhancement on Workflow

OpenCRM Online
• October 21, 2025

We have successfully optimised a key area for performance within the On Save workflow.  Typically, this is when most customer choose to run Workflow, on Save of a record.

The re-engineered logic now performs conditional checks more efficiently, consolidating what were previously separate database queries. This enhancement has resulted in a significant reduction in the overall save time for records, thereby improving system responsiveness and the user experience.

Take a look here for an overview on what you can do with Workflow.