BlueCamroo 8.0.1 - Maintenance Update

by BlueCamroo Team - Published on 4/16/2020 5:07 AM

We have had a great response to BlueCamroo 8.0, we really appreciate all the feedback you have sent us. And to address that feedback we have been working to enhance BlueCamroo to look and work even better.

8.0.1 is a maintenance release with some adjustments to the new UI, and upgrades to some of our most popular features.

Key:

New Feature

Change to Existing Feature

Setup Instructions

BlueCamroo General Updates

 Home Page Customization

BlueCamroo continues to be strongly user-driven, even with all the changes to how it operates and looks. We’ve heard from many of our users that they relied on the customizability of the previous version’s homepage to see what they need to see - and we’ve updated that feature for the new version. Now, you can add your own Views to the homepage and sort them however you like. If you want to edit the columns of that View, you’ll need to go to that section (say Leads) and edit the options there.

Customize your homepage

Filter Your Views

To aid you in sorting through these Views, we’ve added View Filters. They’re available for each column, allowing you to sift through your records quickly. If you find yourself constantly filtering for the same things then it might be time to create even more custom Views: you can use that section specific Search to set the right criteria.

Find what your looking for faster

Notification Enhancements

We have added Upcoming Reminders to the Notifications section. You can now see any reminder you have set for tasks or event. We have also updated the look of notifications to make them easier to read at a glance.

Update Stream Enhancements

The Update Stream is a heavily used feature that has been recently given a visual update. We’ve added more informative posts from activities such as Calls recently, and we’re working to enhance these posts further. Adding an update has also been visually updated. Remember that you can use @username to tag other users internally to notify them, or send email notifications to any user that needs to be informed.

Call Log Enhancements

Speaking of Calls, we’ve updated the Call feature to clarify the specific action you’re taking. Is the call currently in progress? Did it just end and you want to jot down your notes, or are you scheduling a call in the future? You can even track the duration and log time if you’re subscribed to an extension.

BlueCamroo Projects Updates

 Visual WorkBench Enhancement

BlueCamroo continues to be strongly user-driven, even with all the changes to how it operates and looks. We’ve heard from many of our users that they relied on the customizability of the previous version’s homepage to see what they need to see—and we’ve updated that feature for the new version. Now, you can add your own Views to the homepage and sort them however you like. If you want to edit the columns of that View, you’ll need to go to that section (say Leads) and edit the options there.

BlueCamroo Sales & Marketing Updates

 Product List Enhancement

Those of you managing long product lists brought to our attention the difficulties in quickly finding the exact product you want to quote or bill for.

We’ve updated the Add Product function to act more like a dynamic search. Whether you’re in a Sales Quote or an Invoice, clicking on the Product field will bring down a list that you quickly filter through by typing. You just need to select the proper item from that list and hit Save.

Integrations Updates

 Enhancements to Wave Accounting Integration

Wave users have been quite vocal about a closer integration with BlueCamroo. Thank you for all that feedback, here’s what we’ve added.

The most common request involved time tracking and the ability to assign different Wave products for each individual or group. BlueCamroo has this functionality natively but we’ve expanded it to Wave so that if you’re on a paid account your individual Billing Grade and Billing Rule settings will be respected when your logged time is sent to Wave to create an invoice.

This means you can set a different Wave product than the default and also have it obey rules for overtime. We’ve also made it easier to push time to a Wave invoice from inside a Project or a Case.

Finally, we’ve added the ability to convert a BlueCamroo invoice into a Wave invoice. Those with Sales and Marketing or Projects can now create a BlueCamroo invoice and then send it to Wave as an invoice in draft, or directly email it out.

We hope you find these new features helpful. If you have any questions about implementing them, or if you have any suggestions or comments, please send an email to support@bluecamroo.com. We'll be glad to help!

The BlueCamroo Team

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