If you’re like me, you find it easier to click on a link than having to cut and paste. In SlateCRM you can do just that when you add a link on a task, status, or a note. You can add the URL or link, then save it. Then simply click it next time you have to go back to it.
I’ve created a short video for you to see how easy it really is.
-Maria
Well…we’re not really playing a game of tag, but we did just add the “tag” feature in SlateCRM.
One feature often found is the idea of folders, or groups. While this works fine at times we wanted to take a different approach.
Mainly, because we felt that things are often not “black or white”, but rather can be multiple things, and having a rigid classification system would force people to make unnecessary compromises. Instead, we chose to go with a tagging approach. Allowing you to tag your contacts, making easier to find later.
Say for example Tim is one of your contacts, he is both a friend and colleague at a partner firm. You can tag Tim with both, or add as many as the situation calls for.
Later, when you are quickly looking for friends, you can find Tim and many others. I’m sure you’ll find “tagging” a great feature, so try it out.
Do you need a demo? We have just the thing for you! A video showing you how to tag your contacts.
-Maria
(Above picture from the Gravatars home page)
There is something psychological about about seeing the person’s face. Emotions are triggered, memories are recalled, you might even get a sense for the person even if you have never met. Many of us use or have used avatar’s in software applications for some time. However, being able to actually see what they look like, even when it’s an old photograph always makes it more personal.
Perhaps it has something to do with being identifiable.
The concept seems to be extend to using abstract avatars, whether popular Simpson’s styled character’s or movie characters.
More and more, I notice friends and colleagues updating their smart phones with the person’s actual mug.
We originally became aware of this as a side effect, while working on SlateCRM. We found that we enjoyed using the application more when there were actual pictures rather than the generic placeholder.
Adding a friendly face doesn’t just make for a better feature, but a better way of interacting with the app you use daily. Isn’t that what the social revoluation is about?!
So go ahead, add pictures to your existing applications such as Facebook, SlateCRM, or even the contacts on your phone. You’ll be happier for it.
-Eddy
Sharing information with certain groups or individuals is an important part of a collaborative environment. With SlateCRM you can create “groups” to scope which colleagues to share certain sensitive or otherwise pertinent information.
I could tell you all about how this feature works, but I’d rather show you. So be sure to check out the new video on “how to create groups” and start making the most of your collaboration with others.
- Maria
Tune in to our channel! We just created the nGenSoft channel on YouTube.
The opportunities of interacting and sharing with you, our customers and supporters are endless. We hope you’ll find the videos instructional and helpful, especially if you are using SlateCRM. We are currently aiming to keep the videos short, under 3 minutes, but we also know there will be some that expand further on concepts and will need to be longer.
We’re already working on more videos! In the meantime, if you have ideas for videos you would like to see email us (video suggestions).
As they say, if “a picture is worth a thousand words” perhaps a video is a few more.
Stay tuned :)
-Maria
So you don’t want to have to enter all those Gmail contacts you already have, right?? Well you don’t have to! We just added the import feature to SlateCRM. We created a video to show you how.
Check it out!
Enjoy!
-Maria
We have been working hard to get SlateCRM secured with a SSL. As of the latest update to SlateCRM performed this weekend, all accounts will be automatically redirected to use https, ensuring your data is encrypted.
Privacy is our highest level of priority. You are entrusting us with your data and we take this trust very seriously.
We had been taking measures to increase our security even before the recent Sony debacle with the the PS3 being hacked. Now with the recent breach of their system, we are more certain that the extra hard work is worth it.
I’m proud to say that we will continue to invest in security and keeping your data safe from eavesdroppers. We’re working for you on every release so that you focus on your business and not on IT headaches.
-Maria
I recently came across Ziipa. A site that rates applications and startups. It’s a great service with a beautiful and easy to use interface and lots of app reviews.
Oh and you can now find SlateCRM listed on Ziipa. Feel free to review, comment, or rate us.
Thanks Ziipa!
-Maria
We have been ferociously updating SlateCRM. In fact, we are now on the Google Chrome Web Store.
The Chrome Store let’s you search, discover and install web applications much the same way mobile phones have app stores. You can find out more about the Chrome Web store here http://www.google.com/chrome/intl/en/more/webstore.html.
And don’t forget to install SlateCRM while you’re there.
-Maria
We’ve been lucky to receive such a warm response since last week’s announcement, it has been an exciting few days for us.
However, we’re not content with resting on our laurels. Rather, we are now even more eager to make SlateCRM even better. We are already hard at work on the next set of features and we’ll be sharing more in the days to come.
Today’s post however, we wanted cover a feature that works different in SlateCRM than in most social networking sites. Namely, adding a user.
In SlateCRM, the only people who can see what you post, the notes you add or what you’re working on, are the people you invite to your account. Users from other accounts can not see your posts and you can not see theirs. Unlike networking sites where everyone can see everything you do, accounts are sand-boxed for each organization.
We consider each account to have it’s own unique workspace, meaning only users you’ve approved and invited can be part of it. You can further restricts what users can see by creating groups or setting items to private. We’ll cover these topics in a future post.
We’ve created a short video to demonstrate how this works.
Enjoy,
Eddy
