New update: more features included!
As the new RQM update comes closer and closer to being ready to ship out the door, I wanted to give you a preview of some of the great new features that will be included.
Have a suggestion, frustration, or comment about RQM for us? Drop us a line!
- Dashboard interface (I described this in my last Blog entry, below).
- More colorful interface: you told us that many shades of gray didn't make for a very interesting visual experience. We listened, and RQM now sports a new blue theme we think is easier on the eyes. RQM is also smarter about how you work: when you resize a form, it stays resized, even if you close RQM and re-open!
- Keyword searching: search for resources, clients, or contacts by keywords. If the keyword appears anywhere in the record, you'll find it quickly and easily.
- Enhanced contact area: now contacts have their own search screens, details area, printed reports, etc. You can view all invoices, transactions, and consultations for a single contact in one place.
- Multiple user support in RQM: you can define different users with different levels of permission for each person using RQM. RQM will also track who makes changes to records, so it's easy to trace edits within the database.
- Enhanced email address handling: easily pull all email addresses for a group of clients or contacts into your email program for bulk mailing. Plus, new privacy fields for clients mean that you can respect your clients' requests to opt-out of mailings or email communications.
- Resource Collections: this is a way of tracking different sub-collections within your RQM database. You may have a special display area that you might define as a collection, or you might have a satellite location that you want to include. It's easy and flexible to use!
- Enhanced consultations area: client consultations are more fully-featured, including open/closed status and tracking records of required follow-ups or scheduled appointments. You can search for consultations in the new search area, too!
- Transition to ISBN-13: (described in earlier Blog entry, below).
- Added XLS export: in addition to exporting to text files for mail merge, you can now export your data directly to Excel spreadsheet format.
- Account statement for clients: New report that shows, line-by-line, all transactions and payments for a client during a selected period.
- And many others... some of which will make your life easier without your even knowing it!
Have a suggestion, frustration, or comment about RQM for us? Drop us a line!
