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SkyDesk CRM Update Information

Dec 28, 2016

SkyDesk CRM Update Information

Dear Customers,

Thank you for using SkyDesk CRM. We greatly appreciate your business.
We provide several new enhancements for SkyDesk CRM in this release.

  • 1. Mail Merge templates extended to custom modules (Enterprise edition) Currently, mail merge templates are available only for Leads, Contacts, Accounts and Potentials. From this release, you can create mail merge templates for custom modules as well.
  • 2. Event / Task module supporting 200 custom fields (Enterprise edition) The upper limit is increased from 140 to 200.
  • 3. More workflow rules (Standard and Professional editions) The upper limits are increased from 3 rules/module to 6 rules/module for Standard edition, and 10 rules/module to 20 rules/module for Professional edition.
  • 4. Record-level sharing
    You can share accounts, contacts and potentials with other users in the organization. The record-level sharing is just an extension to the already existing sharing rule applied to a record.

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