Roadmap

Quickly see what new features we’re working on and when you can expect to see them hit your system.

 

Q1 - 2020

  • Record Locking
  • Password Reset
  • Round Robin Improvements
  • Base Report Permissions on Module Access
  • Restore Deleted Reports and Report Folders
  • Temporary / Dynamic Report Filtering
  • JotForm Improvements
  • Optional Product Grid on HelpDesk
  • Create Opportunity from Ticket
  • Sales Order – Purchase Order: Product selector ordered by Supplier
  • Using imported Product groups on sales modules
  • Mobile App – Heartbeat and Timeline (Stage 1)

Q2 - 2020

  • Email/Calendar Integration with Office 365
  • Google Task Synchronisation
  • 2 Factor Authentication
  • Mobile App – Heartbeat and Timeline (Stage 2)
  • Pop2OpenCRM Interface Enhancements
  • Button Reduction Customisation
  • Replacing Popups with Lightboxes

Q3 - 2020

  • Quickbooks Integration
  • Customisation of Timeline/Heartbeat
  • Extend duplicate checking on data import
  • Mobile App – Mobile specific custom views
  • Mobile App – Sales Modules
  • Mobile App – Layouts
  • Mobile App – Document/File uploads
  • Mobile App – HelpDesk

Q4 - 2020

  • AI/Data prediction
  • Email template designer
  • Dark Theme
  • Mobile App – Adding/Viewing Linked Records

Got another idea?

If you’ve got an idea, we’d love to hear about it! Just head over to our ideas board to register it and vote on other ideas while you’re at it.

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