Enquire System Release 11.3 introduces new upgrades and capabilities for Enquire CRM (Client Relationship Manager) which includes improvements for contact management through the introduction of multiple relationships between parent and child contacts, and a major upgrade in CRM navigation and search.
Navigating the CRM
The left hand CRM navigation panel has been upgraded to make searching and managing contacts easier. Searching for contacts has a greater level of precision due to the inclusion of improved search tools. With the CRM upgrade you can now quickly locate contacts through several new methods and customize your own CRM navigation via a new settings panel to help you save time.
Searches can be made by:
- The quick search tool can pick up the closest match to your search terms
- Using the view tabs to display by types of contacts
- The alphabetical quick bar can be used to display contacts in view tabs that begin with specific letters
- Using the Contact Search tab to create a customised and refinable search
One To Many and Many to Many Relationships
Contact management has been improved with links between parent and children contacts. These links are now much easier to create and manage with the introduction of one to many and many to many relationships, and relationship roles. Contacts can have multiple links to parent and child records to accurately reflect associations within organisations, branches and various groups. Employees who work for two branches of a company can now have both branches as parent contacts. As contacts can have multiple relationships, the ability to move contacts between parents using the Enquire CRM navigation panel has been changed. Instead the Enquire CRM provides specialised tools for the effective management of contact records and the relationships between parent and child records.
Relationship roles are identifiers that can be created and assigned to contacts to create additional layers of distinction between parent and child contact records. If your organisation is assisting local sporting clubs with community events being able to identify a key contact as the secretary of a football club and the treasurer of the softball club can support client and user interactions.
Relationship roles can be used to:
- Add an additional layer of flexible classification for your organisation and clients
- Assist with identifying the key contacts within new and existing clients
- Set up contact lists so you can regularly email all the related roles across various organisations
Previously the Enquire CRM navigation merged duplicate contacts one at a time, Release 11.3 allows several or all duplicates to be merged before refreshing the CRM database. This capability is now available through the CRM option on the primary navigation and is no longer supported by the left hand CRM navigation panel.
The upgrade to Enquire CRM also includes the ability to verify certain types of information about a business, including the incorporation of the Australian Business Registry for information verification, the ability to assign Account Managers to facilitate client and account management and address validation for Queensland based contacts. Address validation also assists with the inclusion of lot and plan management within the CRM.
The introduction of the new Enquire CRM enables clients to stay on top of contact management through quick and customisable searches, refines contact organisation by improving the merge process and transforms contact records into dynamic objects that accurately reflect external and internal hierarchies with sophisticated roles and relationships.
These features are currently in their final testing stages and are available now to clients to test and view the new capabilities to improve contact management. If you would like more information, please contact Tactiv or call us on +61 7 3846 1555.