All your data finally clean!

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

Save time updating numerous entities simultaneously

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

An improved API library is live!

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

Single Sign-On (SSO) available with Microsoft Azure

Single Sign-On (SSO) is an authentication method that enables users to authenticate with multiple apps by entering different systems and resources with a single set of credentials.

This method simplifies the users' daily work by authenticating only once and keeps different app sessions activated. To see how it works, watch the following video:

From now on, you can access ForceManager with the same user and password you are already using for the rest of your Microsoft apps, thanks to a very smooth process and without the need to remember your credentials each time you want to access the platform.

Read our support article (link below) to understand this solution in more detail.

Know more

Bulk Updates using ForceManager Admin

Business

With the new Bulk Update function, you now have the ability to change multiple user features through ForceManager Admin, all in one click. To perform actions such as assigning new responsibilities or deactivating multiple users, simply select the set of users you prefer and choose the related action.

The main actions you can do in bulk are the following:
  • Deactivate several users when you have more than one user who no longer needs access to the platform.
  • Activate several users - useful at times you’d like to reactivate several users who have been deactivated in the past.
  • Edit users information, such as creating new teams or moving team members under different managers.
  • Change email passwords, enabling the admin to send an email giving several users the ability to reset their passwords.
If you’d like to learn more, please read our Support Article

New Opportunity Pipeline View on Android & iOS

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.

New Opportunity pipeline Android

SignatureManager 2.0 - Electronic Signature improved

We redesigned the flow with which you request and send a document for electronic signature with SignatureManager. 

You will now be able to select the exact position for the signature for any signee in the preview of a document to be sent for signature. You can also ask for multiple signatures on different pages, e.g. a privacy consent could be signed differently from the signature of the whole document.

Here are a few improvements/new features in our latest Web release 3.110.0:

  • Loading speed improved dramatically: ok for sure you noticed, we improved in an impossible way the speed at which the app loads after you log in and actually in every section you browse. We keep working on this constantly and we are sure you appreciate it.
  • New design for filters: We listened to your feedback and we decided to improve both the interface and the way you interact with filters. We made them easier to read, faster to use and more intuitive. Check them out on Accounts, Contacts, Opportunities, Orders sections if you haven’t already seen them!
  • Improved export and data field selection: we improve the way in which you can export data from Accounts, Contacts, Opportunities, Orders sections. It is now possible in every export you do to decide which specific data field you want to export in the list. You can also search for a field from the integrated search to select it more quickly.

New Opportunity Pipeline & Docs Preview on Web

  • We improved the design of the Opportunity section to make it clear what is the status of all of your opportunities and have a better overview of them straight from that section.
  • Now it is possible to Preview PDF Documents and Reports inside ForceManager web app without downloading them.

Here are other updates in the Web 3.106.3 release:

  • Brand new sidebar for accessing more effectively your important data, you can also reduce the size of it with the arrow on the top left corner so that you have more space to work!
  • Add and manage Contacts and Opportunities faster from the Account page, it is now super fast to create or edit a contact or an opportunity straight from the Account detail page.
  • We improved the detail page for Accounts and Opportunities making it more clear to read the data and improving the overall experience on that page.
  • We release new filters by Responsible/Owner 1, 2, 3… on Accounts and Opportunities.

iOS 14 - Widgets, Pencil, Event Creation via Voice

We’re thrilled to announce that ForceManager is the first CRM to fully support the new amazing features of iOS 14 and iPad OS 14!

New features: Widgets for your Home screen, Scribble & Drawing support for iPad with Pencil, Quick Task/Event creation via voice on Calendar.

  • WIDGETS: Say hello to our “Magic Widget” which adapts automatically to the situation. Instantly check-in, join a video call, drive to your next meeting or monitor your goals straight from your home screen.
  • PENCIL SUPPORT – SCRIBBLE: On your iPad you will now be able to insert data on any form with your Pencil without typing, fill phone number on an account, details of an opportunity, or a visit report with your pencil (works only in English for now but soon Apple will release full support for other languages).
  • PENCIL SUPPORT – DRAWING & SKETCHING:  You can now attach a drawing or sketch to any activity or check-in, simply tap on the “add a photo or drawing” button inside the activity detail – this feature is available on iPad but can also be used on iPhone if you use your finger to draw.
  • QUICK VOICE TASK/EVENT CREATION: Go to the calendar, swipe on “Cognitive”, start talking and we will take care of the rest. CoreML by Apple and our AI algorithms will smartly create that appointment or remind you to create a follow up.

Find out more here --->   ForceManager for iOS 14 & iPad OS 14

📅 Today Notification Widget available on Web

See your schedule, find appointments and get notifications faster than ever!

The Web App is showing off some major improvements. View your calendar and get notifications to plan your week with ease without changing applications. ForceManager streamlines everyday tasks for a better experience from home.


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