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
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
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
