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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.

 

vCard Functionality
31-Aug-2017
vCard functionality allows you to add contact details to your e-mail client/phone contacts. For instructions on how to use the vCard link click here.

UK Bank Holiday Monday, Aug 28th 2017
23-Aug-2017
YapCRM's office will be closed Monday, August 28th 2017. Emergency contact is available as normal during closed hours.

Email 'Reply To' (Merge)
15-Aug-2017
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 29th July 2017
26-Jul-2017
On Saturday 29th July 2017 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 29th July from 20:00 to Sunday 30th July 01:00 London/BST.

vCard Functionality
20-Jun-2017
vCard functionality has now been added to your CRM, allowing you to add contact details to your e-mail client/phone contacts. For instructions on how to use the vCard link click here.

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