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YapCRM News

Find out what is happening and planned at YapCRM

 

Mapping your Clients
22-Sep-2021
It's always helpful to understand geographically where your customers are based. YapCRM uses Google maps to plot your clients to allow you to plan your time efficiently or identify potential new areas of growth.  Our FAQ explains how...
 
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.

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.

Support for Business to Work from Home
17-Mar-2020
The PM has asked that people start working from home where they possibly can due to COVID-19 and your business has invested in this CRM to allow you to access data remotely if appropriate.

If you know of any businesses that could benefit from using our CRM, as always our online CRM has a free trial period with online person to person training and support to ensure everyone can get the most from our software.

Server Upgrade Completed
24-Feb-2020
As part of improving our technology infrastructure, we upgraded our servers with our existing provider over the weekend.

If you have any queries about this, please let us know.

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System Updates

These updates can be written late at night; grammatical mistakes have been known to slip in.

 

GDPR Update
08-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.

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.

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.

EU General Data Protection Regulation (GDPR)
04-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.

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