System Enhancements for March 2014

Dear kpi.com users,

We are pleased to announce that kpi.com has launched its March updates and enhancements for the modules such as Workspace, Project Management and CRM. Accordingly, we greatly appreciate your patience, understanding and goodwill, as we do our best in implementing new features and enhancing existing features of the system. Below you can familiarize yourselves with some of major updates released this month.

Workspace

Meeting Minutes convert to project –  now you can convert important Meetings minutes into project in Workspace. After you convert a meeting minute to project, Project called by will become Project manager and Meeting Prepared by will be converted as a Project back-up manager. Items in the meeting will be allocated to workstream and tasks in Project Management.

Project Management

Project & Workstream due date reminders with email template – with this feature in spite of typing email reminder manually, users will have readymade email template which will be sent automatically in due date.

CRM

  • Timer option for cases– this feature allow users to put timer and see how much time they spend on resolving a case. You can find total time spend for a resolved case in case summary page
  • Recurring events synchronization with Google calendar – while adding events you can specify if the event is recurring by putting a tick on recurring field. After that, you can select whether it is daily, weekly, monthly or yearly. With respect to what period you choose you can indicate repetition of this event and ending date of the event. Finally, you can save it and synchronize with the Google Calendar.
  • Add Mail Lists column to Lead/Contact listing – in lead listing page, users are able to add mailing list column in Customize lead panel