TeamLab 7.5 – Release Notes

Hello everyone! We’re very excited to tell you about the latest updates in TeamLab Office. Here are the raw facts on what’s new in your cloud office.

CRM

This time a lot of new functionality has been added to CRM module. The major update concerns its integration with TeamLab email aggregator:

1. Send emails to your client directly from his profile or the list of contacts via “write a message” button. Once click the button you’ll be immediately directed to the mail module with the “send to” field completed.

2. See the whole email conversation thread with a client in one click. Check “View mailing history” button when you’re in the client’s profile.

3. Export emails to CRM. Open the message, check “Actions” button in the right upper corner and choose “Export to CRM” option.

4. Link threads or single messages to CRM elements. Choose a thread and open it, сlick the More button in the upper part of the page and select the Link with CRM option.

On the element description page in the CRM module you also can:

  • see not only the messages of the thread that have already been sent or received but the new ones as well;
  • open any message by clicking its subject;
  • open the attached files by clicking the Show files link;
  • delete a message by clicking the icon next to it.

5. Check new contact filers: sort persons by First Name, Last Name or use displayname for all other types of filtering. Note: Creation Date filter is set by default.

6. “Create new taskgroup action has been added. Choose several contacts in the list and click “Create new task” in the upper menu. Individual tasks with similar description will be added for each contact.

7. From now on you can assign responsible (contact) managers for each CRM contact. Please note! By default the access is granted to contact managers only.

8. Contact type is now called contact temperature level. You can set temperature level for each type of contact individually even if a company and a person are related.

Projects
Gantt Chart has been added to TeamLab Office. To activate it go to the Projects Module and choose the necessary one. Once you open the project overview check the upper right corner – you’ll see a “Gantt Chart” button.  We’ve devoted a whole separate post to this long-awaited feature. Read it here >>

Speed Up
Code controls have been rewritten in order to speed up TeamLab page-in. Please note: first time you enter a page it may be even a bit slower than before. It happens because of the caching process. Once it’s done the speed up activates.

That’s all for today. Please, feel free to contact us if you have any questions and have a good one! 🙂

Nina

Recent Posts

  • Integration

ONLYOFFICE gets its app on Cloudron with easy and quick installation

Hello everyone! We are happy to announce that ONLYOFFICE editors are now available as a one-click app on Cloudron. It takes…

23 hours ago
  • Success story

How ONLYOFFICE helps organize research workflow in the Institute of Biology of Lille

The Institute of Biology of Lille has implemented ONLYOFFICE within its research units to facilitate workflow. This use case was…

3 days ago
  • Events
  • ONLYOFFICE
  • ONLYOFFICE
  • ONLYOFFICE
  • Open source
  • Partnership

FOSDEM 2020: ONLYOFFICE highlights

Shortly after CS3, we visited another event meaningful for European open-source community: FOSDEM 2020 in Brussels. Read more in this…

1 week ago

ONLYOFFICE at CS3 Workshop 2020: our summary

Last week, the ONLYOFFICE team went to a notable event for the global scientific community: Workshop on Cloud Services for…

2 weeks ago

Meet ONLYOFFICE at MWC Barcelona 2020

Hi everybody! We are going to wrap up our series of winter business trips with attending MWC Barcelona this February.…

2 weeks ago

ONLYOFFICE partners with CEO-Vision: the symbiosis of online editors and the digital workplace GoFast

ONLYOFFICE is proud to announce its official partnership with CEO-Vision. The agreement was signed on the margins of the Paris…

3 weeks ago

This website uses cookies. By continuing to browse the website you agree to our privacy policy.

our privacy policy