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New tutorial: Webhooks


In our new Webhook tutorial we’ve prepared a set of free example scripts that demonstrate how webhooks can be put to work in real-business situations. The examples cover frequently asked about use-cases, so there’s a good chance you don’t have to do much to them to make them support your own requirements.

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New feature: Authorized IPs


Authorized IPs is a new feature included in the Select subscription, that limits Solve logins to a pre-authorized list of network addresses (IPs). It essentially “burns the bridge” for every Internet connected device except for the small set of devices that the Solve administrator approves e.g. authorizing logins only from your designated office locations.

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New option: Related companies


You can now relate companies to other companies to document relationships such as: head office to regional offices, franchisors and franchisees, investment portfolios, supply chains, etc. using a new standard field called “Related Companies”.

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New options: Color category tags, Drag & Drop uploads and more …

  1. Leading the set you can now assign a color label to each category tag which highlights the tags, or groups of tags, that need to be noticed.

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Using Gmail labels as a Project Blog dropbox


Using your Google Apps account you can now link a specific Gmail message to a specific project blog using Gmail labels. It’s like having a dropbox in Gmail for each of your project blogs.

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New features: Click to call, mobile app, activity sorting

  • A “Click to call” option under Solve menu > My Account > Theme determines how Solve will handle phone numbers. The options are “No link” (Google voice), CALLTO (used by many enterprise VoIP and Microsoftish dialers), and TEL (a universal standard).
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New feature: Webhooks


This one is a bit “under the hood”. But if you’ve ever dreamed of automating, integrating, or customizing Solve it’s a biggie. Imagine the following real-world examples …

  • When your category tag is added to a contact, a order is placed with a direct mail service and the package arrives on your client’s desk.
  • When a contact is created or updated in Solve, the data is instantly updated in your other business application(s).
  • When a task is completed, the next step is automatically set-up according to your pre-defined rules e.g. create a new task, recalculate a value, or update a report.

An infinite number of useful real world examples, like these ones, can now be implemented using a new Solve feature called “Webhooks”. Simply put, Webhooks are a way to get Solve to call a script on your own web server whenever a specific event occurs in Solve, allowing you to react in any way you want.

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New integration: Xero accounting, Yin and Yang


Xero is “beautiful online accounting software” that’s kicking butt in the marketplace. Imagine how smoothly your days will roll as your two core business applications - Accounting & CRM - seamlessly work with each other, providing a combined and consistent view of important customer information.

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New feature: Customize the Project Blog label


Change the label “Project Blogs” to a term that is more specific to your business to make the system feel more natural and intuitive with team’s day-to-day activity. This feature is included in the Select service plan. To get started switch your subscription plan to Select under Solve menu > Subscription, then change the Project Blog label setting under Solve menu > Add-ons.

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New plan: “Select”


Cloud computing promises to provide massive value. Leading the way, SolveCRM is expanding to support clients who want to evolve from “database” to “platform”. These broader “wall-to-wall” implementations will improve business operations with:

  • Deeper and broader functionality
  • Advanced customization and workflow automation
  • Specialized integration with other business applications

These advanced platform capabilities are now available with a new subscription plan called “Select”.

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