CRMHaven is a shared Address Book of contacts (called Clients). Your Clients are shared (if you have multiple users in your groups) so any changes you make are immediately reflected on their computers. In business a Customer Management System is referred to as a CRM, thus the name CRMHaven. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody — friends, family, work contacts, sales contacts, school children, etc.
People usually have three problems with address books. Getting your clients in, cleaning up this data and using your clients efficiently. CRMHaven lets you import from your Apple Address Book or a delimited file (tab or comma-separated). For cleaning your data there are dozen of changes to help update even thousands of clients quickly. You can now do lots with your clients including reporting, email, post, SMS, backup, custom client fields, send yourself reminders, track events such as appointments.
CRMHaven 4.4 — 26 June 2010
Web browser access to view ScreenHaven screens, CRMHaven Clients, CashHaven payments, TwitHaven messages for iPad, iPhone or other users.
[Fix] Vastly reduced the number of network errors when working on a slow internet connection
[Fix] The Server Progress window can now be shared amongst multiple threaded processes.
[Fix] Importing a csv file with a header of ‘fax’ no longer brings up an invalid column header message.
[Fix] Group Managers are now able to import and Clean clients without having to re-login first
[Fix] Sometimes only 100 Clients would be shown on launch, now all quickView Clients are shown.
[Fix] Export to OrbitOne divides Account and Contact files into New and Existing Accounts and Contacts to make importing via OrbitOne easier.
[Fix] Export to csv now places data into double quotes instead of single quotes.
