TeamLab CRM & Calendar Updates

5 March 2012 By Nina 7 544

Dear users, we have recently introduced important and highly demanded changes in CRM and Calendar.

Here is a short list of them:

1. Website contact form. Use it to build a form, that you can publish on your site for capturing new contacts automatically.

2. Enhanced filtration. The enhanced filter facilitates the contact search.

3. Calendar integration. CRM is now integrated with the calendar allowing you to see all the CRM tasks in the Calendar.

1. iCal compatibility. Now you may download the calendar file with the event in the iCal format and even import the ical file when creating and editing TeamLab calendar. You may also add the ical stream for monitoring other sources.

2. Export link. Now you may get the calender link for calendar export.

3. Repeated events. The possibility to create more complicated repeated events.

Speaking about general improvements now you may:
1.Send an invitation link for participation in your portal.

2. Delete your profile without administrator interaction.

Waiting for your feedback!

Comments (7)
  1. Tomasz - Reply
    March 5, 2012 at 6:02 pm

    Ad all our CRM contacts dissapeared… Is that normal?

    • Dan - Reply
      March 6, 2012 at 1:13 am

      Wow that sounds terrible, I just checked and mine are still there. Good luck!

    • Maria - Reply
      March 12, 2012 at 9:44 am

      Tomasz, the problem was solved. In case you need any assistance, please contact our support team

  2. Parker - Reply
    March 12, 2012 at 1:23 pm

    Glad to see this new feature, download in iCal format works !
    But how can I add iCal Stream to TL ?

  3. Maria - Reply
    March 12, 2012 at 1:43 pm

    Parker, here are the detailed instructions on how to synchronize TeamLab Calendar with other calendars.

    Hope you find this information helpful.

    • bookkeeper - Reply
      May 22, 2012 at 5:45 pm

      So what day will the new release be available?
      Olga said that it would be ready for beta testing the last week of may 2012.. is this still true.

      The Canadian Bookkeeper.

  4. Grandesballo - Reply
    April 24, 2012 at 9:42 am

    Hi, I added a task to a contact in the CRM, but I can’t see it in the shared calendar, even if the CRM calendar is on and the task itself has got an expire date. How can it be fixed?

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