Sorting and Faster Paging (Next/Previous) with Advanced Views

Not being able to sort the data, was one of the pain points expressed by some of our users. So we got working on a quick feature to support sorting of data in the views, while also enabling faster paging.

These features are now available as "Advanced Views" in the Google App Engine powered iFreeTools CRM.



It is recommended to use Chrome or Firefox (with firebug disabled), to experience this feature.

Currently "Advanced Views" is not the default view, as it is still a work in progress. Other upcoming features in the Advanced Views include selectable columns and search.

So, what is your pain point ? What would you like to see soon in iFreeTools CRM ?

Let us know - you can use the feedback form in the application or send a mail to raj@sahasvat.com. We listen, and more importantly, we act and we deliver.

Task Management module added to iFreeTools CRM

Google App Engine powered iFreeTools has added support for managing Tasks in its hosted CRM service.

Now users can add Tasks and associate them to other CRM records which can be Lead, Account, Contact, Opportunity, Case, Campaign, Vendor and Product.


A set of pre-defined views have also been provided for the Tasks module..

• My Pending Tasks
  
• All Pending Tasks
  
• Past Due
  
• Due Today
  
• Due Tomorrow
  
• Completed

Check out the new module and as always, keep sending in your feedback on the Free CRM for Google Apps.

iFreeTools CRM on your sub-domain, with rebranding !!

Update (September 2016): Google has been migrating this feature out of Google Apps to Google Cloud Console and if you domain was migrated to the latest version of Google Apps, this feature may not be available for configuration any longer. You will still be able to go in for a paid single-tenant deployment of iFreeTools (starts at $99/year for up to 25 users), where you will get access to the Google Cloud Console of your iFreeTools deployment and can map the application to any domain (the domain need not be associated with Google Apps).

Yet another upgrade just happened at CRM for Google App Engine. This upgrade enables mapping of iFreeTools CRM service to one of your sub-domains and also to configure it with simple rebranding.

Note : The details provided here are also applicable to iFreeTools Creator, our online database app builder for Google Apps.

Sub-domain mapping

To enable sub-domain mapping, like say http://crm.yourdomain.com, you will require to enable Google Apps for your domain and add iFreeTools app as a service.

In the old version of the Google Apps dashboard, you can click on the Get more apps and services link under Common Tasks.

In the new version of the Google Apps dashboard, you can click on Other Google Services control. If you are not seeing this control, kindly try More Controls option at the bottom of the page.

In the Other Google Services page, click on the Add Services icon, as shown below :

In the resulting page, add the Google App Engine service, by providing the App ID. The App ID for the 2 iFreeTools applications are given below :

• iFreeTools CRM : sahasvat-ifreetools
• iFreeTools Creator : sahasvat-ifreetools-creator

You may now proceed to configure your sub-domain, by configuring the Web address, as shown below.

You may also be required to add CNAME entries in your DNS configuration to map to ghs.google.com. These steps are not covered here. Kindly follow steps as detailed in Google Apps.

After the web-address is configured and the CNAME entries are added, you should be able to access iFreeTools service from the configured sub-domain.

Rebranding

When you login into the application, you will see the header with default configuration having values which suggest you to make changes (currently it will be something like "Your-Biz-Name-Here")..



Proceed to Admin::App Settings to view the default settings currently used by the application, which will be similar to the one given below..



Now proceed to modify the configuration. Notice that About Page and Feedback Page have been disabled (unchecked) as part of Rebranding..



And after the modified app settings takes effect, you will see the specified names being used in the header and that the About and Feedback links are removed from the application..


As of now, feedback mails when enabled (with "Show Feedback Page" as True) will be sent to ifreetools.com, behaviour of which will be modified soon.

Hope you like the new features.

Play with the app and feel free to send in your feedback on iFreeTools CRM.

Related :
Add Logo to your Rebranded CRM

Case Management and Solutions support in iFreeTools CRM

iFreeTools CRM (Alpha) has now added support for Case Management and Solutions database.

Customers (existing and potential) often raise queries or provide feedback on the organization's products/services and it is in the best interest of the organization to provide prompt replies to such queries and resolve the issues faced. In the process, it is important to track all the interactions as part of the conversation with that customer, so as to enable better relationship with the customer. The Case Management module helps one achieve this.

While solving the problems, it is also useful to catalog the problem along with the solution of resolved case, as part of a solutions database. Such a database can be opened up for all customers, serving as a knowledge base.

Check out the new features at iFreeTools CRM.