Search Within Lists
We have added a search option within all lists in CRM. Example, if you bring up a list of your leads, you will be able to search for specific leads within that list.
The search option supports wild cards. Use * to substitute text and “” to do an exact phrase match. Example, to search for all leads starting with B, you’d search for B*.
You will be able to search on specific fields.
Add Youtube Videos to your Email
You asked, we listened. With this release, you will be able to insert a thumbnail of a YouTube video into your email and link it to the video – with a few easy steps.
When you design your email, click the YouTube icon.
Paste the video URL from YouTube. Click Fetch to retrieve the thumbnail of the video. Click OK to add the thumbnail to your email.
The thumbnail will be linked to the video. You will be able to drag and resize the thumbnail within the email.
Synchronize Appointments, Tasks, and Contacts with Outlook 365
With this release, you will be able to synchronize appointments, tasks, and contacts between Soffront and Outlook 365.
Enable this integration from Settings -> Integration -> Microsoft Exchange.
You would need the domain name of your Office 365 server and your user name and password. You can choose between appointments, tasks, and contacts.
Optionally, you can choose to synchronize automatically. If you choose this option, we would synchronize the selected items every 30 minutes.
If you prefer not to synchronize your appointments, tasks, and contacts automatically, you will still be able to synchronize those manually:
From your calendar:
From your tasks:
From your contacts: