Any emails you send via OpenCRM will be sent one by one. Behind the scenes, if you schedule a bulk email to 10 recipients, it will individually process and send ten emails. This means you can use merge variables to personalise each mail. If you have multiple campaign mails scheduled to be sent concurrently, they will all be triggered and sent at the scheduled time, rather than being queued. 

Click here to learn more about bulk emailing and email quotas.

A new build of Pop2OpenCRM which corrects some authentication issues seen with MS365 mailboxes. This is just an update to the component we use, there are no feature additions or changes. To learn more about how you can configure and use our email integration tool Pop2OpenCRM, click here.

A setting has been added to the additional settings section: "Disable rounding on markup - prevents rounding issues when using multiple decimal places on list prices or when markup is entered or calculated to a percentage of more than two decimal places" 

This will stop the margin from being rounded and therefore stop the list price being recalculated. The setting is OFF by default. Click here to learn more about using Margin and Mark-Up in OpenCRM

This enhancement is designed for a scenario where you have one Contact raising Invoices for different Companies. This can happen when you have a person Invoicing both a parent and a child Company e.g. one Invoice for work done for HQ and another Invoice for work done at a specific branch. This enhancement gives visibility of all those Invoices on both parent and child Company records, enabling you to see the wider picture around billing.

See this FAQ for more information.

Email Plans are a great way of automating emails to send to your stakeholders at just the right time. Have a read of this guide for a full overview.

Email Plans on Events are super useful as they offer you a way of scheduling mailshots relating to the event in a timely fashion e.g. a week before the event, on the day itself and a week after. This enhancement enables you to be far more granular when selecting the email audience, to use a combination of Contact Type and Attendance Status. For example you could select to just email all Attendees who did attend the event, filtering out those who registered but didn't make it. That allows for some very targeted communication.