Account Quick Filters radical improvement

We have radically improved our accounts filtering experience offering better customization options. You can completely adapt them to your needs, making sure that the most valuable information is always at your fingertips.

Until now, the experience using Quick Filters was fast and intuitive, but not all fields were available. From now on you can:

  • Add any filter you need: you will be able to completely customize which filters appear on the section, no matter the amount of them (no limits) or if they are standard or custom fields.
  • Order them the way you want: by reordering the filters on the Quick Filters section you decide how you want them to appear on the screen.
  • Use the same filters the next time you log in: you will be able to find active the filter status you set the last time you were connected, so when you log in again you don't have to redo your previous filtering.

We have overclocked the creation process to make it faster than ever!

Get your work done faster and more efficiently with our new creation process of contacts, activities, events, or tasks from within an account or opportunity.  

Check it out and see the difference for yourself 😉  

These current fields can now be created quickly thanks to our new creation process:

From the account section:
From the opportunity section:
- Contacts
- Opportunities
- Activites
- Events
- Tasks
- Contacs
- Activites
- Events
- Tasks

📃Documents & Export Process Improvements | Web

We have revolutionized our export solutions to give you deeper options and better control during the whole process so that you can get things done faster than ever. Check out all the improvements that are now available to you!

  • New Cross-Entity capabilities when exporting from Activities or Opportunities: Long gone are the days of having to export different Excel files and link them manually together thanks to our powerful cross-entity export capabilities that let’s you choose the fields you need even if they belong to a different entity!
  • Faster and more intuitive export process: We have completely revamped the export process so that we can guide you through it and give you the best course of action based on the complexity of the export you are trying to accomplish (either a direct download that shows you the progress in real-time or an automatic email for those very complex export processes)

We have also been working on improving your experience when managing documents through our document’s management solution through the following:

  • Newly redesigned and easier to read Documents tree
  • Possibility to find the parent folder of a file when searching or looking at your recent/favorites section
  • Improved Drag&Drop experience

 Multiselection of Documents and Folders to speed up the delete process so that your documents structure is always spotless! 


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.

New Contacts Section Available on Web

The newest technology that will optimize your contact agenda.

We have launched a better version of the “Contacts” module, designed through a new technology that will offer easier application usability. Making it faster and more intuitive for your users.

New design when creating your contacts!

When adding a new contact, a pop-up window appears over your agenda so you don’t lose your contacts overview in any moment.

Improved layout when viewing your contacts

Now, besides being able to edit the information of your contacts quickly, you can also contact the person through the edition panel.

New functionality: massive update and removal!

You will be able to massively update or delete any contact data. It will be as easy as adding filters and selecting the contacts you want update.


📅 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.


🎥 Video Call integration with Microsoft Teams

Introducing our brand new integration with Microsoft Teams to let you and your team organise video calls with customers, share an invitation and automatically log activity from video calls straight from inside ForceManager web app! Just request an activation and you will be able to link your Microsoft Teams account to ForceManager.

Click here to find out more: Instantly create and share Microsoft Teams video calls

· Various bug fixes and improvements: We constantly apply various bug fixes and improvements, in particular in this version we improved our exporting routines of accounts to Excel files and fixed a few bugs on our custom field filter.

GoalManager 2.0

Thanks to version 2.0 you can now segment your objectives so they can be completely adapted to your strategy and plan them considering the seasonality (We know that during holidays the performance tends to decrease). In addition to the new objective of “Team aggregate”, you can plan the goals of your entire team in seconds and have the full picture when analysing its progress.  

Discover each and every one of the new features available in the premium version: GoalManager 2.0