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Appointments and tasks: a calendar that understands Outlook and Nextcloud
The CRM of the estate agent software can now do appointments and tasks — as lists, with recurrences, reminders and a link to the contact. The import reads calendar files from Outlook and Nextcloud, a CalDAV account mirrors whole calendars.
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File, Open: a search dialog that shows only what you may see
The open button of the estate agent software led into a file dialog, although our documents are not files. Behind it now sits a search over every record you are allowed to see, plus a list of recently opened documents that is the same on every machine.
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Child follows anchor: how the permission model reached the whole application
The permission model used to cover contacts, companies and leads. This week it was rolled out to everything: properties, providers, portals, websites, templates, backups, folders. And we found a rule no list can ever forget — every record declares what it follows.
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Mine, yours, ours: teams, permissions and groups
An estate agent office is rarely a one-person business — and not everyone should see everything. This week the estate agent software got its permission model: teams with hierarchy, data scopes on the role, groups that bring their team along — and assignment by dragging instead of clicking.
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The post has arrived: leads, an invisible captcha and a dress rehearsal
The mail room was waiting for post — now it has arrived: inquiries from the website land as leads in the CRM, with a pipeline, duplicate protection and conversion into real contacts.
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The memory of the mail room: language variants and an archive for every e-mail
The mail room is learning: templates now speak several languages without losing their identity, an early shift lays the table at every login — and every e-mail that leaves the house stays findable, exactly as it was sent.
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