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.

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.

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.