Contacts can now be added as a secondary module on Asset reports. This allows for reporting on Assets and their associated primary Contact details.

When Contacts are included as a secondary module, an "Email Contacts" button will be available, enabling bulk communication directly from the report results.

Managing customer communications from Assets just got a whole lot easier.

We've introduced a range of new email capabilities within OpenCRM Assets, allowing users to send emails directly from an Asset record without leaving the screen (see this FAQ for a list of available merge variables you can insert into emails). But that's just the beginning.

You can now automate Asset-related communications using Email Plans, ensuring the right messages are sent at the right time. For even greater control, Conditional Email Plans can automatically trigger emails when specific criteria are met, helping you streamline processes and reduce manual effort.

Whether you're sending one-off messages or building fully automated customer journeys, OpenCRM now gives you more flexibility than ever when working with Assets.

We’ve given our Clickthrough Wizard a major revamp—making it faster, smarter, and more flexible than ever.

The updated Wizard introduces a more agile way to create, track, and manage every interaction from your email campaigns. From monitoring engagement at a glance to drilling down into exactly who clicked, opened, subscribed, or unsubscribed, everything is now easier to access and act on.

Whether you’re reviewing high-level performance or exploring detailed user behaviour, the Clickthrough Wizard now offers a clearer path to understanding—and improving—your campaign results.

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"

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.