What a sunny place Brighton is. I had the good fortune to attend a conference there last week, glorious sunshine and very clean. What I learnt however, was nothing to do with the resort itself, it was more about records management and the challenges organisations face trying to keep on top of the Freedom of Information Act.
Basically, there appears to be a lot of systems out there that enable you to track and manage documents held, however, cracks appear where you have an organisation with multiple systems. This is compounded by different systems’ use of different references to identify the individual about whom the stored documentation refers.
I have a solution: CRM. By managing all this information in a client/customer centric manner, we can provide a mechanism that enables businesses/organisations to keep information on their client/customer; maintaining security/integrity of data (where necessary) between departments/divisions etc., and still enabling a single point of reference so the records manager can swiftly identify which systems contain information relating to the which client/customer.
No more rainy days for me!
Charles MIGTurbo CRM, Document Management, Freedom of Information
Microsoft have released their latest service pack for Microsoft Office, which includes Microsoft Outlook. The service pack comes with a number of improvements and fixes, including some interesting improvements to Outlook itself including improving start-up and shutdown speeds.
We’ve put our own MIGTurbo CRM Outlook Add-on toolbar through its paces under the new Office 2007 Service Pack 2 and are pleased to say it passes with flying colours!
If you run MIGTurbo from a managed corporate network, your systems administration team will no doubt update your software for you in due course.
For more information about Office 2007 Service Pack 2, visit Microsoft’s Support site:
http://support.microsoft.com/kb/953195
If you don’t have your installation of Microsoft Office downloading updates using Windows update, you can download the service pack using the link below:
http://support.microsoft.com/kb/968170
Nathan MIGTurbo MIGTurbo Outlook Toolbar, Office 2007, Outlook
In February we released a new version of the MIGTurbo CRM Toolbar for Microsoft Outlook users. Development of this ‘all new’ version has been undertaken in-house to ensure that we can provide clients direct support and actively incorporate their feedback into the development process.
Since February, we have released a number of updates to the new toolbar based on client feedback of the toolbar “in the wild”.
Change your mind on sending emails when filing
The MIGTurbo CRM Outlook Toolbar seamlessly integrates into your Microsoft Outlook application so that you can choose to file items manually or automatically when you send emails. But what if you have second thoughts on sending an email? If you have your toolbar to file outgoing items, when you are prompted to confirm the filing details you now have an extra button: “Do not File or Send”. This allows you to cancel sending and filing the item, useful for saving blushes later!
Outlook Distribution Lists and Groups expanded
When sending to many people, Outlook provides a useful feature of grouping contacts together. This is ideal for sending to anyone involved in a team. We’ve improved the toolbar to take this into account and “expand” the Distribution List or Group to file against one of its member contacts.
Added Template Fields
We’re very concious of our clients’ security and privacy requirements, particularly when working with recruitment or financial data. To further improve on our extensive security and privacy considerations within MIGTurbo, we’ve also added three additional fields that allow you to include just the To, CC or BCC fields when you’re filing messages away in MIGTurbo. This way any project managers, stakeholders who may be copied in on a message will retain anonymity within MIGTurbo CRM.
If you’re already using the MIGTurbo CRM Outlook Toolbar and want to benefit from these new features, be sure to contact us and we’ll be happy to introduce your organisation to these improvements.
Nathan MIGTurbo MIGTurbo 1.8, MIGTurbo 1.9, MIGTurbo Outlook Toolbar, Outlook
