Convenient and time-saving: work without switching between programs
via the connection between Outlook and Business Mail 4 Outlook (on the web), contact information from the Gedys CRM release 8.14 can be selected in Outlook
you can send e-mails to these contacts in Outlook, create appointments for them or assign projects to them
If a user is classified as an Outlook user in CRM, their appointments are synchronized between the CRM system and Office 365. All Outlook Web options for these appointments can be used (e.g. also group appointments)
Emails can also be sent from CRM via Outlook (Outlook opens automatically when you click on an email address)
Information from the CRM can be sent as a link in company-internal Outlook emails via drag & drop
You can drag email attachments directly to your desktop for filing
AI integration
Your new CRM assistant helps you write texts faster
the integration of OpenAI chat functions can be used in all RichText fields (e.g. in emails)
Various style variants are available for text configuration (e.g. friendly, professional or humorous)
selected text can be edited at the touch of a button:
rephrase or shorten individual sentences or paragraphs
summarize content
lengthen sentences
finish a sentence you have started
marked text passages can also be edited according to free instructions via chat
the configuration of the Open AI language model (3.5 or 4) is possible without data being used for training purposes by Open AI
Optimizations make work easier & lead to the goal faster
Filter functions & colors in widgets
High-contrast design with well-defined widget areas ensures quick orientation
Individual colored markings and extended filter options make it easier to sort tasks
You have the option of clicking on a task to open the associated process directly
Optimized top navigation
now centrally accessible via the top navigation: "Favorites" and "Recently used" widgets
You can open the online help with just one click
Recognize ad blockers
Users are informed about performance and memory problems when using an ad blocker
Drag & drop functions further expanded
Users can customize their start menu independently via drag & drop
Entries can be transferred from one widget to another using drag-and-drop (valid for "Recently used", "Favorites", "Customer journey overview", "News" and "Day at a glance")
Appointments can be created from the task widget using drag-and-drop
Attachments from emails can be dragged directly to the desktop or dropped via the File Integration widget
Duplicate tab prevention with browser add-in
The Gedys Tab Manager is available in the stores of the respective web browsers (Chrome, Firefox and Microsoft Edge), which prevents the web CRM from being opened multiple times in different browser tabs
Existing project management functions are now optimized for smaller projects (such as collecting, bundling and linking information such as emails, notes, agreements or plans including associated documents)
including history (documentation of the chronological order)
including integration of several employees and approval workflows
In addition, daily reports can now also be created and edited in the CRM app
