As Apple's Technological Official Partners, at ForceManager we are committed to Apple's yearly improvements that come along with each new version of iOS and iPad OS.

In line with our philosophy, which consists in simplifying how sales representatives report information and how fast they can access it, we have developed 3 major improvements for iOS 15:

1. Live text, which you can use to identify text fragments with your iPhone's or iPad's camera and enter the text on any ForceManager field. You can now copy and paste hand-written notes and contact details from a contact card.

2. XL-Widgets, so you can visualize all the relevant information at any moment without having to get inside the app, such as your goals or your calendar. Plus, when the time of a meeting is arriving, you'll be able to use the same Widget to check-in, see the route or access a Zoom or Teams call.

3. Performance, for which we have reduced ForceManager's app battery consumption by 30%. Now more than ever, ForceManager keeps up with you, so you never have to stop.

Want to know more?

Read our Blog

Use the new Advanced Filters and start analyzing your Companies, Contacts, Opportunities and Orders in-depth and in an autonomous and easy way.

While basic filters only allowed for searches based on the exact values of a field, advanced filters allow for more complex searches, based on a vast range of options associated to any fields of any entities.

Start elevating your analysis with the new Advanced Filters!

Read more

The brand new Validation Rules are already available, and they're going to be your best allies to maintain a clean and homogeneous data base.

These Validation Rules verify that the data introduced in a specific field are compliant with a series of prerequisites. Some examples of Validation Rules are texts that cannot contain spaces or capital letters, a number that must belong within a specific range, or even a credit card number, which must be valid and real.

This is why Validation Rules are especially useful for fields such as Email, Web,  Credit Card or even Passport Number, among many others.

All Validation Rules can be configured and applied to the corresponding fields in ForceManager Admin. Once activated, a user won't be able to save information that doesn't satisfy the criteria stated by the admin, and a warning message will be shown.

Are you an Admin and you want to know how you can start using Validation Rules?

Learn more

You can now have visibility on all the activities associated to the sales process of each of your Opportunities by easily linking the related Emails and Calls.

You'll be able to understand from the Opportunity menu itself all the activities related to it, in order to easily comprehend all the opportunity's history and find strong aspects or details to be improved of your sales process. 

This is how you can link Calls and Emails to an opportunity in an easy and intuitive way:

Do you want to know more details to make the most of this functionality?

Read more

Available on Android and iOS.

We understand there's information about your Accounts that you must be able to find quickly.

This is why we have improved the Featured Fields section, which you can now find among the main information of any of your Accounts:

The purpose of this is for you to save time looking for those fields you keep checking, such as revenue, last activity or anything you find yourself looking for often!

Your account's Admin can select some Featured Fields for you and your team, on top of the Featured Fields you can select yourself with just one click.

Do you want to know how?

Learn how to add Featured Fields

You can now update multiple entities in ForceManager simultaneously.

This feature can be found in the Import and Export menu in ForceManager Admin. You can use it to update as many fields as you need from your Accounts, Contacts and/or Opportunities simultaneously. Here's how it works:

You will find this feature especially useful when you need to modify one or more fields from numerous entities. This will also come in handy if you decide to add a new field to your Accounts, Contacts or Opportunities.

This new feature allows you to download an Excel with all the entities you need to modify, update the corresponding information in that same Excel file, and upload the file. The new information will be automatically updated in ForceManager.

Read the following article to understand how it works.

Know more

The improved version of our API library is already available. There, you will find the guidance you need to build integrations for ForceManager.

These are the main improvements that come with the new version:

• New APIs
• New documentation
• More examples

With the new version, admins will be able to build integrations without depending on the help from a ForceManager success agent.

Visit the APIs library:

API Documentation

To optimize your day-to-day, now you can edit your opportunities without accessing the detals! You can modify or add data from the opportunity card itself.

• We have added the "creation date" field and the Probability in your opportunities details.

We have also added new features and other improvements in Android version 3.47:

• Now, you can view your opportunities according to your personalized views in Pipeline format.
• We have added entity type filters (Accounts, Contacts, Opportunities) to the application filters.
• We have improved how the text fields are displayed. Multiline fields are shown on a new screen, so they are easier to read.

As June comes to an end, we want to share a brief summary of our latest improvements that will continue to add more value to your company. These updates are made with one clear objective: for you to maximize and get the most out of ForceManager CRM:

• New view for opportunities. Visualize your opportunities in pipeline format to have a 360 view of the status of your accounts. Read more.
• WhatsApp Integration. Now, you can communicate faster and easier with prospects and clients. With this new ForceManager and Whatsapp integration, you are a click away from your clients! Read more.
• New filter in the tasks section. Now, you can filter tasks by completion date. Plan your daily and upcoming tasks in a matter of seconds. Don’t lose track of any of your clients, and effectively monitor and follow up on each stage of your sales cycle.

See the status of your opportunities at a glance on your Android & iOS!

Other improvements & features in our latest release Android 3.42.0 and iOS 3.24.0

• [ANDROID] Dashboard quick creation: press the plus button in the Dashboard to add anything.
• [ANDROID/iOS] Schedule events/tasks using voice: we take care of linking relevant info and you can edit details using the keyboard.
• [ANDROID/iOS] More images in activities: add up to 10 images to any activity.
• [ANDROID/iOS] See who actually participated in a Zoom call: See in the activity detail, who actually participated in a Zoom call.
• [ANDROID/iOS] Performance improvements: speed, responsiveness and battery usage improved to make you go faster and close more deals.