A new customer mgt. app was released today which loads significantly faster when you have hundreds or thousands of customers and prospects because it now uses a lazy or on-demand loading technique, only bringing up the first 50 or so customers and loading more when you scroll or search down the list. In addition we delivered the following enhancements:

• Search or list screen enhancements
  • Fixes to empty texts in search screen filters (e.g. “All Customers” instead of “All Customer”)
  • Fixes to display of recently opened customers at the top
  • Display of parent customer (headquarters) column in search
• Details or tab panel enhancements
  • Tabs have been moved from half way down the screen to the top in keeping with other application UI improvements such as project mgt or task details
  • Field alignment fixed on various tabs
  • Addition of social media fields such as Twitter, Facebook, Google + and LinkedIn URLs
  • Removal of the many row-based icons in the contacts tab to a menu under “Action” button instead. You can still add/delete contacts from buttons but changing role, editing a contact, assigning a new but existing contact are all now part of the action button menu. You can also drag contacts up or down the contacts list grouped by role to change a contact’s role
  • Drop-down menu to select a role when a new contact is being added. Role is important to indicate if a contact at a customer is someone you sell to, bill or send invoices to, manages payment or has some other role
  • Improvements to the contact details popup including removal of LinkedIn tab (since LinkedIn no longer makes their API public) and consolidation of some other tabs. We will be further enhancing this to directly call the leads/contacts app instead of a popup in the near future
  • Addition of a new tab called PRODUCTS which allows you to specify what products or services are sold to that customer
  • Moving the tax exempt checkbox to the accounting tab so that TAX tab only appears for non-exempt companies
  • Allowing direct edit of task description, assigned resource and start or finish dates of sales activities in ACTIVITIES tab; as well as fixes to activity or task details drill-down and addition of a reminder column
  • Improvements in layout of quick-add customer popup
  • A check for duplicate customers (other companies having the same name) during update