New Features:
1. Added advanced calendars, month view, week view, and day view.
2. Sorting by event type on calendars
3. Sharing of contacts between other users.
4. Managers can “impersonate” other users to see contacts, schedule, etc.
5. Added document management. For contacts and a light version of FileItsuite for electronic filing of other documents. You can create any groups you like.
6. Emails, meetings, documents, everything is tracked for the contacts.
7. Added popup (ajax) reminders for meetings, events.
8. Ability to add more contacts into meetings.
9. Ability to email confirmation for meetings to contacts.
10. Added power search, ability to search calendar, events, etc.
Fixes:
1. Info panel after sending email.
2. Font style was stripped when sending emails.
3. Fixed pager in group detail.
4. Ability to print contact list view.
5. Ability to add contacts to many groups.
6. Past events now move to history.
7. Fixed list view search.
8. Search is erroring on live site. Make sure it searches, Company name, customer number, first and last.
9. Fixed process documents.
10. Styled send email
Coming changes:
1. Ajax add contact
2. Multiple email addresses
3. Ajax add group
4. New themes to allow changing of colors.
5. Mass emailer to group, contact, multiples. Copy myself. This will accept html.
6. Licensing fix.
7. Fix for import and export of contacts into Excel.
8. Use of reminder time.
9. Need to print all calendar views. Week view is bad.
10. Need format download for import.
11. When viewing groups, we need a button to add a contact.
12. Use of checkboxes for sub products, eg Fileitsuite.
13. Custom area will have better control. Ability to create login for customers to pull and comment on documents like quotes.
14. Metrics in control panel.
a. Number of users, number of contacts each user has, number of logins over a period by user. Hmm more thought here. As an admin I would like to see how much my sales staff is interacting with contacts. Follow ups, open items, etc.. And print everything to pdf.