Update reports to have Charts
We are pleased to annouce so more updates to SimplaCRM.
In this revision we have added:
1. A new chart to the home page that allows you to quickly see how your total orders, cases and contacts compare on a week basis to a month.
2. We have new chart reports for 'Cases by Subject' that shows the totals of each case type in either a bar chart or pie chart as well as with a data table.
3. We have a new Members by Secure zone extended export. This export shows all address records, phone number records, relationship records and CRM form records for a contact in the CSV export.
4. We have a new contact types and demographics chart that currently shows the split of industry types in your crm, the split of customer types and the split of lead types in pie charts with data tables.
We have also done som minor bug fixing in the system and spped improvements the biggest of which is server side caching of report data.
This can be cleared in the tools area by using the clear cache button.
This will clear all your server side cache for reports.
This of course happens automatically when ever new data hits Simpla from Business Catalyst but we wanted to make sure you can clear it when you need to just in case you are unsure of the data you are seeing.
We will have another round of updates next week.
