I created a Reports section. Now you can prepare reports on meetings held, as well as for periods of work on a contract or project. Reports are primarily intended for sending to clients via links. Conducted a consultation at a meeting — you can send the client a report and even attach a file. Worked a month under a contract — another report. With tasks, meetings, time spent and the cost of all that. The same applies to projects.
- A separate Reports section with all reports appeared;
- Projects and contracts gained a Reports tab, meetings now have a link to a report;
- When creating a report we specify a date range and a title. Then we choose what exactly we want to display in the report;
- Of course, there are blocks that can be added freely (both headings and content).
I moved the Postorama project into Norm CRM. Postorama was my previous startup — a content tracking system for people doing content marketing. It contains a list of publications, a list of platforms and a system that records which publications were published on which platforms. The migration went well, no data was lost, and now I will gradually and calmly improve the tool to suit my needs.
I worked on reminders.
- Now you can send reminders to Norm CRM's notification system (when the bell lights up);
- You can send reminder emails not only to yourself but also to other people;
- The reminders archive can be cleared in one click.
One more important thing. In commercial proposals sent to clients via a link:
- I added a setting that requests contract details after the proposal is accepted;
- After accepting a proposal, the client can no longer accept it again, reject it, or ask questions. Instead, they see the date and time of acceptance in the status;
- After accepting a proposal, the client can now fill out a form to send contract details — as text, a link, or by attaching a file;
- Proposals accepted by the client now automatically move to the "Accepted" status;
- Of course, the user receives notifications about all these events inside Norm CRM.
And also:
- I implemented proper pagination for lists and the ability to choose how many items to show per page;
- I introduced a queuing system for sending emails;
- I prepared for Google Calendar integration: added recurring events, all-day events, etc.;
- I filled demo accounts with AI-generated content. I used what my wife entered over a couple of weeks as a base, extrapolated and adapted it into two languages. So now there is a lot of content in the demo accounts. The next issue I'll solve is shifting it across time so there won't be, as now, a million meetings awaiting confirmation;
- I improved the user navigation menu. I moved language selection and theme switching there;
- I made public links for projects. Now you can show clients how projects are progressing and control what exactly is visible there.
