your business data, anywhere, on any device
YapCRM News
Find out what is happening and planned at YapCRM
Two Factor Authentication
16 Oct 2023
An additional security feature, two factor authentication (2FA) uses an app to confirm your identity. This is currently an individual user setup feature - Click here to learn more
Managing your client communications with YapCRM? Let others know! Click here to learn about our referral scheme.
Managing your client communications with YapCRM? Let others know! Click here to learn about our referral scheme.
Quick search keyboard shortcut
30 Jan 2023
Prefer using the keyboard in the quicksearch field to search for a business or contact? You can use the arrows to select the appropriate business/contact and press Enter twice.
Managing your client communications with YapCRM? Let others know! Click here to learn about our referral scheme.
Managing your client communications with YapCRM? Let others know! Click here to learn about our referral scheme.
Happy New Year
11 Jan 2023
We hope it will be a good and successful one for your business. We've got some exciting new features coming soon, so watch this space!
If you have any suggestions on what could make your life easier in the system, please let us know at contact@yapcrm.com
Managing your clients with YapCRM? Let others know! Click here to learn about our referral scheme.
If you have any suggestions on what could make your life easier in the system, please let us know at contact@yapcrm.com
Managing your clients with YapCRM? Let others know! Click here to learn about our referral scheme.
Emails sent to contacts not in the CRM
16 Sep 2020
Sometimes emails are sent to contacts that are not in the CRM - to help you keep track of those relationships we have designed a new home page panel which allows you to quickly add a new contact from their email address. Our FAQ explains how...
Managing your contact relationships with YapCRM? Let others know! Click here to learn about our referral scheme.
Managing your contact relationships with YapCRM? Let others know! Click here to learn about our referral scheme.
Contact moving to a new company?
24 Jun 2020
If you have a contact that has joined a new company, or setup their own business, you can move them, and all notes and tasks applicable to them to a new or existing business so you don't lose that history. Our FAQ explains how...
Managing your contact relationships with YapCRM? Let others know! Click here to learn about our referral scheme.
Managing your contact relationships with YapCRM? Let others know! Click here to learn about our referral scheme.
System Updates
These updates can be written late at night; grammatical mistakes have been known to slip in.
GDPR Update
8 May 2018
From 25th May 2018 the new GDPR (https://www.eugdpr.org/) regulations will come into force for clients operating within or with clients in the European Union.
This will affect all B2C businesses and some data held by B2B businesses. You can find our guide here.
V2 does not have direct GDPR features; please read this update here.
This will affect all B2C businesses and some data held by B2B businesses. You can find our guide here.
V2 does not have direct GDPR features; please read this update here.
CRM Maintenance Saturday 21st April 2018
20 Apr 2018
On Saturday 21st April 2018 we will perform regular maintenance and network updates; during this period you may find the service unavailable.
The London (.com) servers and the Seattle (.us) servers will be updated on Saturday 21st April 2018 from 20:00 to 03:00 London/GMT.
The London (.com) servers and the Seattle (.us) servers will be updated on Saturday 21st April 2018 from 20:00 to 03:00 London/GMT.
Email 'Reply To' ('Merge')
29 Jan 2018
Sending a merge email to contacts in your CRM but need to specify for any replies from contacts to be sent to another individual? On the 'Schedule' page of the merge, you can now select a 'Reply To' email address when generating your emails. Please note - for an email address to be selectable, there must be a CRM user account associated with that email address.
CRM Maintenance Saturday 27th January 2018
24 Jan 2018
On Saturday 27th January 2018 we will perform regular maintenance and network updates; during this period you may find the service unavailable.
The London (.com) servers and the Seattle (.us) servers will be updated on Saturday 27th January 2018 from 20:00 to 00:00 London/GMT.
The London (.com) servers and the Seattle (.us) servers will be updated on Saturday 27th January 2018 from 20:00 to 00:00 London/GMT.
EU General Data Protection Regulation (GDPR)
4 Jan 2018
From 1st May 2018 the new GDPR (https://www.eugdpr.org/) regulations will come into force for clients operating in the European Union; this will affect B2C clients heavily and have some effect on B2B clients depending on the type of data they hold.
We will be adding a new section to the YapCRM.com website later this month detailing new features that will be added to help assist clients comply with GDPR.
We anticipate that these additional features will be available to clients from early March 2018 at the latest.
We will be adding a new section to the YapCRM.com website later this month detailing new features that will be added to help assist clients comply with GDPR.
We anticipate that these additional features will be available to clients from early March 2018 at the latest.