Revenue Forecast is a super useful component of the Opportunities module. It allows you to segment the total value of the Opportunity into expected revenue periods. For example you might sell a package to a customer, expecting an income of 50% at the start of the project and a following 50% on completion. You can split those amounts in the Revenue Forecast section. This FAQ explains the feature in more detail.

This latest update allows you to use the Probability and Weighted Amount frm the parent Opportunity and apply them to all your Revenue Forecast rows.

We have extended our Email Plan feature to allow you to schedule either one or a series of SMS messages to Leads and Contacts. 

You can find extensive documentation of Email Plans here. This is a great way to automatically schedule key messages to your customers and prospects, so we are super pleased to have extended this feature to include SMS/ text messaging.

This is a great and long-awaited enhancement to the Assets module. We have now rolled out the Timeline to that part of the system.

If you're not already using OpenCRM to track the Assets your organisation needs to manage, then here is a great overview of the feature.

We have updated the sequence in which records are created or updated, when there is more than one record being managed via a Jotform. The primary record is saved and updated, then subsequent records - the key is that this happens before any scheduled workflow might run. That means that the workflow will use updated versions of all the associated records.

For an overview of our Jotform integration, please click here. 

The Customer Portal contains a My Details page. This is where your Contacts or Leads logging into the Portal can see and update certain pieces of information you have stored against them in your system. By giving them access to this page, it means they can help keep your data up-to-date by updating their mobile phone number field for example.

We have added the ability to hide fields currently displayed on this page, allowing you to remove any sections that are not relevant. For an overview of the Customer Portal, take a look here.