Global Full Text Search

The global search box at the top right of the system has been enhanced with a new full text search engine. All relevant fields of all records are indexed for search to allow for quickly locating the most relevant records across modules from one simple search.

Improved Module Search

Leveraging the new full text search, the search page on each module now begins with a simple full text search. You can now quickly find records inside modules by a simple keyword search. An advanced search option can be expanded allowing for detailed searching based on individual field values.

New User Interface

The CRM system has a newly redesigned user interface. This project aimed to resolve a number of common customer concerns regarding the user interface and allow for more a more standards based and customizable system.

• Selectable skins - Customers can now select from two professionally designed default skins for their product. The currently available skins are Onyx (pictured first) and Platinum (pictured second)
• Customizable Skins - The new user interface was designed to take advantage of modern web programming techniques, namely separation of content from style using Cascading Style Sheets (CSS). This makes the system highly customizable without modifying any of the system's core code base. The New Media Gateway Creative Division can now assist you with adapting the look and feel of the system to your branding.
• Related Records Container - One of the biggest customer complaints with the Legacy CRM's user interface was the excessive amount of scrolling. The new user interface introduces the Related Records Container to organize all related records on all system modules. To prevent scrolling, the Related Records Container provides a tab based interface to quickly jump to the related record type you wish to see. There is also a view all link to show all related records at once as in the Legacy CRM's user interface.
• Batch Actions - The new user interface introduces a new common element, Batch Actions. This feature will allow for selection of a group of records and applying batch actions against the selected records, such as a batch delete. Batch Actions appear in some places on the system at the moment, but with this new interface element available, Batch Actions will begin appearing throughout the system to allow faster management of records.
• Enhanced row level actions - The new user interface includes an enhanced row level actions. When viewing a search result on a module, a new actions icon appears at the right of each record with the available actions against the record. To reduce the number of clicks needed, we have moved actions such as Edit directly into the actions on a search result. There is no longer a need to search, view, then edit.

Booking Requested Dates and Patterns

Ever had the need to support sending a Booking lead to hotels to find a given roomflow pattern any time in the Fall? The new Booking Requested Dates and Requested Patterns options are your answer. Add any combination of Requested Dates and Requested Patterns to a Booking to launch a “Dates Flexible” lead to included Hotels.

Requested Dates are configured with a start and end date and tied to any number of Requested Patterns. Requested Patterns can be configured either using days of the week (i.e. 100 rooms on Monday, 120 rooms on Tuesday, 100 rooms on Wednesday) or by relative days (i.e. 100 rooms the first day, 120 rooms the next, 100 rooms the next day).

Multiple Addresses (Contact, Account, Member)

The system has been expanded to support multiple addresses on Contact, Account, and Member records. Addresses can still be categorized using lookup table values so you can control what types of addresses can be added.

Details Audit (Bookings, Account, Member, and Group)

The details section of Bookings, Account, Member and Group records in the system now provide an audit trail for any changes made. The audit trail is available as a button in the details view of the record and will show field changes made, who made them, and when.

Restrict Records via Tagging

The system now supports tagging of Account, Members, and Groups with tags representing, for instance, a market segment. The tags are a lookup table to allow flexible tagging of records in the system on a customer by customer basis.
Additionally, Employees can be tied to particular tags to, for instance, restrict sales representatives to see only Accounts within their market segment.

Calendar View

The CRM 2.0 introduces a new calendar view to provide a visual mapping of Traces to calendar days. Quickly find all your tasks for a given month in one place. The Calendar View currently supports viewing traces, but is built with expansion in mind to include any record in the CRM with a date.

Member Report Card

The Member Report Card is now standard in the Base CRM 2.0. The Member Report Card allow CRM users to quickly and easily produce a detailed report of benefits the organization has brought to its Members including number of leads sent, media articles the member was featured in, room nights generated from Bookings, etc.

Contacts CSV Import

You can now import a Comma Separated Value (CSV) file of Contacts directly through the CRM user interface. Upon upload of the file, you will have the option to map the fields from the uploaded file to fields from the Details section of the Contact record.

CRM/DMC Contact Synchronization

The CRM 2.0 brings clearer integration of the CRM contact database with the DMC contact database. The CRM contact database now serves as the primary location for qualified contacts. Any updates to contacts in the CRM 2.0 will automatically be synced to the corresponding record (via email address) in the DMC *.

When viewing a Contact record in the CRM, a new related records section will display the DMC Campaigns (from the new DMC 2.0 Campaign Automation module) sent to the Contact.

Additionally, you can now use the DMC as a source to market to and qualify unqualified contacts obtained from, for example, a trade show. Load the trade show contacts into the DMC, market to them, then select those contacts who responded for transfer to the CRM contacts database. This is achieved using the DMC's built in Contact Group functionality. A new Contact Group on the DMC is used to load contacts from the DMC to the CRM. Simply add qualified contacts to the appropriate contact group and they will be loaded in the CRM automatically **.

* In the instance the CRM contains multiple Contacts with the same email address, one CRM Contact will be flagged as the primary record to update the DMC.

** In the instance a CRM record with a corresponding email address is found, the records will be placed into a manual processing queue for the CRM administrator to merge the data manually to ensure data integrity.

Automatic City/State Lookup by Zip Code

When entering a new address, you can now enter the Zip Code first and the City and State will be automatically populated. Not only does this speed up the process of loading new records into the system, it also ensures better data integrity by validating the Zip Code against the City and State.

Mass Traces

Quickly create a set of traces against all Contacts on a given Account, Booking, Group, or Meeting. Traces will be created against each related Contact found, and the Traces are linked together for easy tracking.
Leveraging the enhanced row level actions of the new user interface, you can now create Mass Traces directly from the search results view.