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Release notes (July 14 – 24 2014)

Scheduled July 24, 2014 (2014-07-24)

( SugarCRM 7 Version no. 2014.7.24.1247 )

 

New Features

Implemented Load More function in the sidebar

  • Users will now have the option to show all the items under each section in the sidebar. (except History and Activities, we excluded this feature for those sections)

RN01

Note: The limit is 5 items per section, exceeding this limit will trigger the Load More button to show up and will load the remaining items.

 

Support for other date format in Gmail

  • Previously, the Language settings on GMail must be set to English (US) for the archived emails on Sugar to show the correct date format. Now, it will show the correct date format when an archived email is viewed on Sugar regardless of what language is set in GMail.

RN02

 

Bug Fixes

Added new timezone (San Francisco) for Send Later Feature

  • You may now use San Francisco as one of the available time zones on this feature.

 

Improved User Experience in Setup Flow

  • New and improved installation process
  • Auto disabled other Collabspot Extension when Salesforce Connector is installed.
  • Improved notification message to users when chrome account mismatches the GMail account used with Collabspot.
  • Added a reminder (screenshot and guide) when user clicks the Activate button.
  • Setup modal should not close when you click outside the modal.
  • After downloading the CS extension, if a user already opens his GMail, same GMail account will be opened in a new tab and setup modal will pop-up directly on that page.

 

Opening Collabspot Portal in new tab via option in Collabspot Settings

  • When opening the Collabspot Portal, it should open on a new tab instead of a new window for both Collabspot for SugarCRM 7 and Salesforce.

 

Define Collabspot’s config based on the user’s CRM configuration

  • Previously, Collabspot is using its own default configuration as basis on which modules, sections and fields to load and display on the sidebar. Now, Collabspot’s config is based directly on the user’s CRM configuration.

 

For example,

  • If a user doesn’t have access to the description field of a Lead, it doesn’t populate on the extension.
  • If a user doesn’t have access to Opportunities and Cases, the sidebar only displays related Activities, Histories and Notes when viewing a Contact.

 

Scheduled July 22, 2014 (2014-07-22)

( Salesforce Version no. 2014.7.22.1232 )

 

New Features

View Tracked Emails button in Contacts/Lead’s View

  • Users may now see all tracked emails related to a specific contact/lead. We have added a View tracked emails button under the Info section when opening a Contact’s detailed view on the sidebar. When the button is clicked, a new page on the sidebar will open to show all tracked emails related only to that specific contact/lead.

 

Users don’t need to go to Collabspot portal just to filter tracked emails for a specific contact.

RN03

 

Implemented Load More function on the sidebar

  • Users will now have the option to show all the items under each section on the sidebar. (except History and Activities, we excluded the feature for those sections)

RN04

 

Note: The limit is 5 items per section, exceeding this limit will trigger the Load More button to show up and will load the remaining items.

 

Bug Fixes

Added new timezone (San Francisco) for Send Later Feature

  • You may now use San Francisco as one of the available time zones on this feature.

 

Improved User Experience in Setup Flow

  • New and improved installation process
  • Auto disabled other Collabspot Extension when Salesforce Connector is installed.
  • Improved notification message to users when chrome account mismatches the GMail account used with Collabspot.
  • Added a reminder (screenshot and guide) when user clicks the Activate button.
  • Setup modal should not close when you click outside the modal.
  • After downloading the CS extension, if a user already opens his GMail, same GMail account will be opened on a new tab and setup modal will pop-up directly on that page.

 

Opening Collabspot Portal on new tab via option in Collabspot Settings

  • When opening the Collabspot Portal, it should open on a new tab instead of a new window for both Collabspot for SugarCRM 7 and Salesforce.

 

Define Collabspot’s configuration based on the user’s CRM configuration

  • Previously, Collabspot is using its own default configuration as basis on which modules, sections and fields to load and display on the sidebar. Now, Collabspot’s config is based directly on the user’s CRM configuration.

 

For example,

  • If a user doesn’t have access to the description field of a Lead, it doesn’t populate on the extension.
  • If a user doesn’t have access to Opportunities and Cases, the sidebar only displays related Activities, Histories and Notes when viewing a Contact.

 

Scheduled July 14, 2014 (2014-07-14)

( Highrise Version no. 2014.7.14.1035  )

( SugarCRM 6 Version no. 2014.7.14.1038 )

( SugarCRM 7 Version no. 2014.7.14 )

( Salesforce Version no. 2014.7.14.1053 )

 

New features, tweaks, modifications, redesigns, etc:

Quick Fix forSugarCRM 6, SugarCRM7, HighriseandSalesforce:

  • Fixed extraction of Full name since it had issues due to Google’s Recent Update.

 

Hot Fix for SugarCRM 6

  • Start date and Priority fields are now displayed when creating a task. Previously, those two were not included as default fields on the sidebar. These fields should now be available every time a user creates a task on the sidebar.

 

Scheduled July 07, 2014 (2014-07-07)

( SugarCRM 7 Version no. 2014.7.7.854  )

New features, tweaks, modifications, redesigns, etc:

Bug Fixes

Issue when Creating Contacts/Leads: Email Addresses

  • Issue: Email addresses were not saved when creating a new Contact or Lead. Users needed to manually enter the email address after the contact or lead has been created.
  • Fix: Email addresses are now automatically saved to a newly created Contact or Lead.

 

July Happiness Report

It’s time for July’s Happiness Report!

It’s been five months since we aimed to provide Legendary Customer Service. It’s about time to ask: After all the changes we implemented, are we one step closer to providing legendary customer service?   Here’s a brief rundown of our goals:

  1. Response time should be lowered to 1 hour.
  2. Satisfaction rating should be at 98% – 100%.
  3. Create more documentation.
  4. Improve our internal process.

Without further ado, here’s June’s stats:

1-p18un24sf68ioudnsm1r0e4

During the course of five months, we’ve added new features, fixed some bugs, improved internal processes, and created new documentation. We’ve also improved the way we respond to our customers by being professionally friendly instead of being stiff or overly friendly.

 

We’ve learned that Customer Service is an Art.

“Providing customer service is really easy. Providing REAL customer service is an art.”

Typical customer service processes make a customer feel that a robot is processing their concerns. That should not be the case. A customer must feel that a live human being, who cares for him/her, is resolving the issue. As customer service agents, it’s easy to resolve concerns. The question is: will you be able to make the customer feel that you went out of your way to help? If not, then you might have just been another robot created to fix things.

The trick to real customer service is the ability to make a customer feel that you went out of your way to save the day.

2

And here’s the cool part: Great customer service can save the day!

3

So how do we save the day? Start by understanding that the customer needs you to help them. You have the knowledge and tools – they don’t. Take advantage of your resources. Make things as convenient as possible for the customers.

4

Treat them as best friends.

5

It’s also important that we provide consistent quality customer service. This means: We have to save the day, everday!

6

 

The Summary

The past five months was a huge challenge for us – but we did it to save the day. Whether it’s billing, admin, feature request or tech concerns, our Support, Tech, and Dev team will always be there.

Feel free to give us a buzz at support@collabspot.com if you experience any issues. We’ll  be happy to help.

Cheers,

Nori