Introducing Make: Take ForceManager to the Next Level

We are thrilled to announce our newest feature: ForceManager is officially available to integrate via Make!

Make is a no-code robust integration platform that allows you to connect thousands of Apps, such as ForceManager, and open up endless possibilities for automating and streamlining your existing workflows.

By using Make to integrate ForceManager with any other softwares you use, you can minimize manual work, eliminate time-consuming data entry and centralize information from any other systems or data streams into ForceManager, and viceversa.

These are some examples of integrations you can build:

 - Integrate your ERP and ForceManager for real time inventory tracking

- Create a Sales Order whenever you get a new Invoice in your Accounting Software

- Create a new Account and/or Contact in ForceManager whenever you receive a new lead in your Marketing CRM

- Connect your favorite forms App with ForceManager and track your leads


Start now and take your business operations to the next level!

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Explore Make's Apps library

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?

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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.

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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.

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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