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Simple business CRM system

Product
Developers: Simple business
Date of the premiere of the system: 2008
Last Release Date: 2020/09/03
Technology: CRM,  SaaS - Software as service,  Corporate portals,  Project management systems

Content

Main articles:

"Simple business"the CRM system developed by the Russian company "Prostoy.Ru" and focused on integrated management of the organization.

2020

Release of a collection from 16 ready-made solutions for business automation

The Simple Business company, the resident of Skolkovo Foundation and developer of the CRM system of the same name, released a collection from 16 ready-made solutions for automation of business of the companies of different fields of activity. The Fund reported about it on September 3, 2020.

For the beginning of September, 2020 in Russia only 17% of the companies use CRM systems. Generally for maintaining the customer base. At the same time there are priority an increase in efficiency and formation of loyal audience.

The solutions proposed by "Simple business" are adapted for automation of the service industry, online stores, fitness clubs, call centers, real estate agencies, car services, travel agencies, printing houses, web studios, courier services, the construction organizations and also legal, medical, logistic, production and the IT companies. The range of the directions is going to be expanded.

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CRM services as it stands do not satisfy to business needs. At the same time potential is huge. Recently we conducted a research and asked the Russian companies whether they plan and after a pandemic to switch over to a remote operation mode. 48% of heads of the companies said that they are going to work in whole or in part far off. Business leaves from a universalization, preferring industry solutions. Standard programs do not answer requests as sales in many respects are defined by specific niche factors. Needs of courier service differ from requirements of the metallurgical enterprise, and the program suitable for travel agency will not help to earn to online store. We constantly analyze requirements of the companies: as soon as noticed a tendency to changes, at once began to develop a packet of industry solutions.
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As note in the company, one more problem interfering development of automation of business in Russia – absence at many developers CRM of specialists in implementation. As a result implementations from the outsourcing partner companies which only large corporations can pay services (about 150-200 thousand rubles) are offered the organizations. In "Simple business" implementation of industry solutions will cost by 3-4 times cheaper as work is performed directly by specialists of the company. The CRM setup takes on average 5-7 days.

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Automation is of great importance for development of the Russian business, especially after COVID crisis when increase in efficiency and cost reduction began to play a crucial role. It is important to understand what slows down implementation of CRM technologies and to propose alternative solutions. The CRM 'Simple Business' developer pays special attention to a research of requirements of the domestic companies. Therefore the industry systems created specially under needs of specific industries become such demanded. Implementation of pointwise configured industry CRM helps to increase business performance, and it is visible on digits: to sales growth, increase in number of clients and repeated addresses, fall forward of service of buyers.
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Built-in module of end-to-end analytics

In 2020 in CRM "Simple Business" there was a built-in module of end-to-end analytics allowing to estimate different indicators of organization activity and to obtain information for assessment in a schedule type and charts. The module is available to users of all paid rates of the program without additional payment.

Built-in module of end-to-end analytics

Opportunities modules:

  • Assessment of conversion, sales, profits, ROI and also costs of the request, average check and other indicators;
  • Analytics of efficiency of advertizing investments on the selected channels of promotion;
  • Connection Google Ads and Yandex.Direct for the analysis of results of an advertizing campaign;
  • An opportunity to use the built-in services of lead generation, the built-in instrument of call tracking with connection of multifunction office automatic telephone exchange, etc.

The module allows:

  • Control customer service process, analyzing a funnel of sales; trace information on requests and payment of customers which is automatically received from the accounting module.
  • Connect the portal of the company, online store and channels of promotion. Trace what channels justify advertizing costs, give a maximum of profitable orders and bring clients and who waste means. It will help to distribute advertizing expenses competently.
  • Using analytics to detect weak points in customer service and promotion, to understand at what stage customers and why investments do not pay off are lost. Permanent assessment of the obtained data will help to correct policy of sales and marketing tactics in time, to check advertizing efficiency, to increase conversion of the portal of the organization and to attract more clients.

Besides, in the spring of 2020 restriction on employees was removed the free version of CRM "Simple Business".

2019: Transfer of development of CRM "Simple Business" of Prostoy business LLC company

From the middle of August, 2019 development of the CRM system "Simple business" was transferred by 1T LLC company (earlier to Simple.Py) to the again formed child organization Prostoy business LLC.

2018

Functionality of CMR "Simple Business"

According to information for 2018, the Simple Business program is a cloud service, is submitted by five versions: Windows, the web version, applications for Mac OS, iOS and Android. "Simple business" became the first Russian CRM with the built-in module of accounting and a warehouse.

"Simple business", like social networks, will keep the user informed of events, but only not about life of friends any more, and about development of the enterprise, will give the chance to react quickly to changes as Web-3.0 format provides not only consumption of information, and its active creation, edition.

Functionality

CRM has 6 modules for automation of all organization activity.

Management of the customer base:

  • customer accounting and history logging of calls, correspondences;
  • calls from the customer base;
  • funnel of sales;
  • autoreminders;
  • diagrams;
  • documents according to the transaction.

Management of projects:

  • leadership in affairs, tasks, projects;
  • the calendar put;
  • chart Ganta;
  • comments and files on the project;
  • online tape on detail designs.

Management of personnel:

  • analytics and timing of working time;
  • internal telephony free of charge;
  • joint work of regular and removed personnel;
  • access isolation to data;
  • the knowledge base for new employees.

Document management:

  • version history of files;
  • document templates;
  • electronic digital signature;
  • an opportunity to send documents by the fax and e-mail;
  • multipage scanning.

In the version of CRM installed on the PC information is also saved locally on the computer that ensures functioning with the saved data in the absence of the Internet.

Module of a warehouse and accounting:

  • control of the movement of finance and payments;
  • management of a warehouse;
  • arrival/expense, postings;
  • electronic reporting;
  • turnover sheet.

Built-in communications:

In CRM there is API regarding data exchange with other systems. Integration with 1C at the level of import of contact information is implemented. Founders of CRM work on deeper integration. In CRM applicaitons for iOS and Android there is an integration into the calendar of Google.

In CRM there are no restrictions on number of employees. Restriction is available in the box version of CRM (30 people, but there is an opportunity to increase number) and in the free version (5 people).

The developer intends to strengthen a marketing component of CRM to simplify work of users with advertizing channels.

Features

The Simple Business service allows:

  • manage projects (method of distribution of tasks and instant reports of workers, after their accomplishment in the interface of the program),
  • plan work (using the chart it is visible what is the time the task at what stage there is a task now borrows),
  • manage the website of corporation (there is a content management system using which it is possible to change independently information on the website or to create new),
  • be engaged in a marketing activity,
  • select personnel, train, analyze its work,
  • work with accounts,
  • send reports and receipts to tax administrations,
  • create databases.

Using the program it is possible to make a call on the stationary or cell phone, independently what operator services the subscriber, to send the Sms, to write the letter on e-mail, to hold a webinar and video conference, to send the fax.

As soon as in the course of activity data were changed, employees see it at once and use already new information. If any time was not connections to the Internet, then as soon as there is a connection, all updates will be visible on both sides at once. A system undertakes all technical aspect of business, optimizes work process.

It is also possible to invite partners, clients in network, constantly increasing efficiency of interaction. The complex is easy to studying and is simple in use. There is an opportunity to work at the website Prostoy.Ru, it is only necessary to register the organization or to download the program on the computer. At office "Простой.ру" there is an opportunity to be trained, learn more about the program at the manager on issues of cooperation.

Data security

Security and confidentiality of data is provided with use of the protected SSL connection. CRM is signed with the certificate of Microsoft Authenticode guaranteeing protection against implementations and integrity of the code. The developer uses technologies of mirroring of hard drives for data protection from machine failure or breakdown of drives. Two monitoring systems constantly observe servers regarding performance and errors, for servers firewalls are configured. Backup of information of users for data loss prevention is used. The files going via the server are checked by an antivirus in the automode.

The developer has licenses of FSB of the Russian Federation for distribution of information systems, FSTEC on activities for technical confidential data protection and on activities for development and production of means of protecting of confidential data.

Release of version 1.25 for Mac OS

On December 12, 2018 the Простой.ру company provided upgraded version of CRM "Simple Business" for Mac OS.

In the provided version, according to the developer, users can become authorized in the application in offline mode that saves time. Also there was an opportunity to create tables, sorting of entries in the table according to decrease is added. Besides, data protection is improved: lists of projects, tasks and tables are updated according to access rights. At change of access rights the user or gets at once access to the project, or at once loses it that provides data protection.

Also in December, 2018 the Простой.ру company announced inclusion of CRM "Simple Business" in the official register of the software of the Ministry of Telecom and Mass Communications of the Russian Federation. Earlier the program was already registered in relevant authorities, and her developer obtained all necessary licenses. Inclusion in the official register, according to the developer, became one more factor of reliability assurance and security of CRM.

CRM "Simple Business" is included in a packet "Smart sales" from MTS

On October 19, 2018 the Prostoy.Ru company announced that CRM "Simple Business" is included in structure of a service package for small and medium business from MTS under the name "Smart Sales". Also entered the tool for work with the push-notifications Push4site it and SMS-rassylki service "MTS the Communicator". Use of a packet helps owners of the websites, online stores to increase conversion at the expense of the analysis of preferences of buyers and additional contact with visitors of a resource.

CRM "Simple Business" was included into a packet "Smart sales" from MTS

As the developer noted, CRM "Simple Business" allows to analyze preferences of visitors of online store for preparation of individual offers. Service gives the chance to connect requests from the website for fast order processing, to remind managers of calls to customers, to save on negotiations due to the IP telephony, to analyze sales and to use functions of office automatic telephone exchange for improvement of quality of telephone service. The program not only stores all customer interaction history, but also automates personnel management, projects, finance, a warehouse, document flow and communications.

Using Push4site service the client will receive special push-notifications on goods and services in which he was interested earlier, and thanks to "MTS to the Communicator" – useful targeted SMS mailings (at the consent of the user). Such approach gives the chance to send accurately configured information due to segmentation of users by different criteria and interests, claim in Idle time.Py.

Updating of mobile applications and web version of CRM

The Простой.ру company provided on May 30, 2018 upgraded versions of mobile applications of CRM "Simple Business" for iOS - and Android devices and also the updated web version of a system.

The developer implemented in "Simple business" for IOS-DEVICES more than 30 improvements, including:

  • telephony work optimization;
  • redesign and consolidation of sections Personnel and Contacts for bigger convenience;
  • improvement of work of a chat – now it is possible to receive messages from a chat in other versions of the program, and loading of history of a chat happens from the server. There was available also a copying of messages in a chat.

Besides, in the provided version the user can attach files to the letter that accelerates work with correspondence.

In turn, in the updated Android-application are implemented:

  • double-sided synchronization of the calendar of affairs with the calendar of Google;
  • an opportunity to look at server history of a chat that will allow to clear any difficult or conflict situation.

At last, in the web version of "Simple business" settings for mail are implemented: "Load outgoing letters", "Delete entering during removal in the program", "Note read entering". The chat also became more convenient: now in it there are chosen contacts, detailed information on the status of messages (is sent, delivered, read), options in a context menu of the message.

Release of version 2.1

On April 9, 2018 the Простой.ру company announced release of Windows version 2.1 of the CRM system "Simple business".

The developer accelerated system operation, simplified search, provided function in the module of mailings by e-mail, raised a usability of the customer base and implemented other opportunities. In upgraded version the module of a warehouse and accounting is also optimized and diagrams on tiles of control panels are added.

Diagrams

Now on tiles of control panels diagrams on indicators for control of dynamics of orders, number of transactions for specific time are displayed, volume arrived, etc. Visualization of indicators does business processes by more visual and helps with data analysis. It is possible to look at a complete description of new products with screenshots according to the link.

Accounting module

  • The cash-book — now it is possible to create and print the cash-book and also to watch expense reports, receipt and account orders, pay-sheets;
  • The reconciliation statement — in the program there was an opportunity to prepare the reconciliation statement that simplifies work with partners;
  • The option of reservation of goods is updated — now in a window of the order it is possible to select the item "Reserve", and in the Reserve column the goods which are ordered will be visible, but it is not shipped to the buyer yet.

Mailing by e-mail

In version 2.1 became possible to select receivers of mailing that will allow to send mailing e-mail on discounts, actions and special offers only to those clients to whom it is really interesting.

Search

Thanks to innovations it became simpler to create and fill client cards due to implementation of the filter and search in the connected table.

Search in comments is also optimized — now it is possible to look for the necessary comment not only in local base, but also on the server even if there is no comment on the PC.

Preserving of settings

Now during the work on the new computer the user should not configure again the program as the CRM settings set to them are stored on the server and are transferred in the automode.

Work acceleration

According to developers, the updated "Simple business" began to work quicker — acceptance of news and loading of a tape of comments are accelerated.

Availability

It is possible to download version 2.1 of "Simple business" on a developer's site. The companies in which no more than 5 employees are employed can use the free version of CRM.

2017

"Simple business" is upgraded

In July, 2017 the Простой.ру company announced release of the upgraded version of the CRM system "Simple business".

The module of accounting and warehouse is added that allowed to announce "Simple business" as domestic CRM with the built-in accounting and an inventory control. Users do not have need to set the additional software for integrated management of the organization.

In 2017 the developer released updates for the major and mobile versions:

In the web version the IP telephony works. Mobile applications for iOS and Android do not require preset tuning from major versions of the program.

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We carried out serious work on upgrade not only the main, but also mobile versions of CRM that our users got powerful advantages over competitors, solving business challenges quickly due to mobile technologies. "Simple business" implements updates, being on a direct feedback with business community therefore versions of the program meet relevant needs of entrepreneurs.

Irina Loy, development director of "Simple business"
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"Simple business" of v.1.9.6.0 "Tiananmen"

In May, 2017 there was Windows version of the CRM system "Simple business" 2.0.1.0. "Tiananmen". Among updates – check of the partner on a TIN, reminders in the chart Ganta, a template - the accounting assistant, convenient options of printing, etc. In the updated web version of a system calls by the IP telephony are added, and the homepage became even more functional. Besides, users of "Simple business" had an opportunity to save at the expense of the special stock of developer.

Work with the customer base:

  • In cards of clients it is possible to substitute instantly data on legal persons in documents now, using their TIN or PSRN that accelerates preparation of papers.
  • When exporting the customer base to the MS Excel color selection of lines began to remain for what additional settings are not necessary.
  • Multiple fields in the customer base can be displayed upside-down now that conveniently if clients need to browse results of recent, but not old calls.

Reminders in the chart Ganta-B to the chart Ganta the feature to configure reminders on the beginning and approach of end of a certain stage of a task is added. Such reminders will help to prevent failure to meet time constraints of the project.

The accounting assistant – UPD - In orders was added a template of the new universal transfer document (UTD) which integrates the invoice and primary accounting document which is making out a certain transaction. UPD includes all company details and helps to reduce number of the created documents.

Module "Warehouse" - Now thanks to updates it is possible to edit structure of the directory of goods or services, to print the nomenclature and to export it to Excel file. Besides, there were filters for viewing product quantity in a specific warehouse. In more detail about other functions of the module "Warehouse" it is possible to look here.

2016

"Simple business" of v.1.9.6.0 "Santo Domingo"

On March 22, 2016 the Простой.ру company announced release of the version of the CRM system "Simple business" for Windows – 1.9.6.0. under the name "Santo Domingo".

Screenshot of software window (2015)

In the program the homepage of the user is refreshed, there was an opportunity to add the client to base according to the incoming letter or a call, there were affairs and "likes" in the customer base, additional formats of fields, SMS mailing according to the customer base and many other things.


Main changes

  • the homepage contains only the most necessary and often used functions, and that is not less important, is pleasing to the eye the colourful spring design.
  • any client will not be missed: there was a possibility of adding of the client in base from the incoming letter or a call (data are substituted automatically) that allows to consider all addresses of potential clients.
  • employees begin work quicker: now it is possible to put "like" according to the comment in a card of the client and at once to transform it to case (to put a reminder).
  • updates are noticeable at once: in notifications on records of tables there was an opportunity to change color and a font for the most important data.
  • it is more than economy of working time at the expense of a possibility of installation of additional properties for fields in tables. For example, now it is possible to open the client's address in Yandex.Maps at once, to automatically put down current date, etc.
  • mailing of the SMS to clients is simplified: now it is possible to send quickly the SMS according to the customer base – to congratulate personally on a holiday, to announce innovation, sales or special offers. There were SMS templates and an opportunity to set the.

Mobile versions of CRM "Simple Business"

On July 8, 2016 the Простой.ру company announced release of mobile versions of a CRM applicaiton "Simple business" for Android and IOS-DEVICES.

Software will help to trace news of the company by means of the mobile phone and to save on calls in roaming.

Screenshot of software, (2016)


Changes in the IOS-APPLICATION

The application version "Simple business" is available to IOS-DEVICES in AppStore. Developers said - it became more convenient to work with the program:

  • authorization via Google changed,
  • search in the application is optimized,
  • the chat and telephony are improved,
  • phone battery power consumption is cut during the work with the application.

  • application "Simple business" helps iOS:

  • react to news of the organization,
  • work with the customer base,
  • transfer files,
  • respond to letters,
  • communicate with employees


Changes in the Android-application

In the version for Android function of Case appeared. It helps to define a task to the employee and to receive notifications. Affairs are synchronized with Google calendar: it will help to do not pass working news. Settings of visibility of columns in tables are saved, determination of customer addresses from the section Contacts works that is relevant for roaming. There was an opportunity to attach the picture from the camera to the message in a tape of a task.

The application for Android is functionally similar to the application for iOS, excepting sending the SMS which the developer is going to implement in the next version. It is possible to load the application in Google Play.

The basic version of CRM "Simple Business" for Windows and the online version - will be updated in the nearest future, the developer company stated.

The version for Mac OS

On September 27, 2016 the Простой.ру company announced release of CRM "Simple Business" for Mac OS.

CRM for Mac OS will help to adjust productive customer relations in any sphere of business.

Advertizing of Apple, (2013)

Major version of the Simple Business program is installed on Windows OS contains tools for company management:

  • personnel,
  • projects,
  • customer base,
  • document flow,
  • finance,
  • communications.

Has no appendix for Mac OS so wide functionality.

Free CRM "Simple Business" for Mac OS offers:

  • add the organization to the program, invite employees;
  • browse workflow news, comment, write e-mail, put "like", attach files, etc.;
  • add projects and tasks, to appoint responsible;
  • organize work with the customer base, correspond with clients;
  • communicate with employees in an internal chat, send the SMS from the application;
  • work offline, without Internet access.

In this version work with the application at the first start is upgraded, the interface is changed – began to work with the program quicker and more simply. There was a setup of access to the project. It is more convenient to work with databases of clients at the expense of an opportunity to edit "difficult fields" in CRM tables (to select values, dates), an opportunity to load files into a card of the client and to browse a tape of comments on the client. There was a display of the connected fields in tables – necessary information on the client is visible at once.

Loading of the version of CRM "Simple Business" is available to Mac OS in AppStore.

2015

There was Simple Business version 1.3.3 for Android

On July 21, 2015 it became known of release of the CRM product "Simple Business" of version 1.3.3. for Android. Developers made more than 30 changes[1].

Mobile application helps to manage business, personnel, communications irrespective of location. Using such mobile office in phone it is possible to charge tasks to employees, to automatically control terms, to react to requests of clients, always to be in touch with colleagues, to have work files near at hand and to continue work in the absence of the Internet.

Screenshots of an application window, 2015


As a part of options of version 1.3.3

  • By means of an option of change of type size in a chat nothing prevents to continue communication with colleagues even on the way. Owners of devices with the small diagonal of the screen can set the minimum type size and to see more messages, and it is on the way convenient to continue work, having switched to a large print.

  • In the application version there is a possibility of installation of properties of a task:
  • terms,
  • importance,
  • complexity
  • status.

Even on a holiday or on a trip the head can inform workers on change of completion dates of a task, that it is not necessary to do this work any more or that it now in a priority – and all this in several clicks.

  • It is not required to spend a lot of time for filling of bank details in records of the customer base. It is enough to set in Windows or the web version of "Simple business" a daw Details for a text box also it is possible to fill quickly lines with details of suppliers and clients. Instead of a line for input of bank data the convenient window with the separated fields for introduction of data which need to be stored will appear.

  • In the application search is accelerated: if it is required to find data, for example, on the agreement with the client, it is possible to use search in date and on the mobile device. Aim search not only in date, but also in specific time is available.

  • In version 1.3.3 support of the calculated types of fields in tables appeared. For example, if in Windows or the web version of a system for the table of orders field values (the goods price, quantity) were configured, then now mobile application will count all order amount, having saved time.

  • In the application the Dismissed group with a possibility of storage of all data on earlier working employees appeared. Selection them in separate group will allow to avoid errors with purpose of affairs for those who do not work in the company any more. At the same time data and contacts of dismissed remain therefore if necessary employees of the organization will always be able quickly to contact the former colleagues.

  • If the employee is not granted the right to change any special records of tables, but for work it needs to work with the complete information, now it can use function of viewing records. It means that the head should not retell to the employee of data, stored in this table and to send data from there.

"Simple business" of v.1.9.5.0

On September 22, 2015 left Windows- SOFTWARE Simple Business version, intended for work with clients. The name of Lisbon version[2].

As a part of release the additional functions increasing system effectiveness, accelerating customer service and automating control over personnel. Now employees will receive notifications on important issues in the automode and will be able to organize audio-or video conference. The version received the name "Lisbon".

Screenshot of application window 2015

The most part of amendments is directed to improvement of customer service and increase in efficiency of personnel:

  • In the Tasks tab, in the client's card, all tasks of the client are displayed now that helps to work even quicker. Adding of the new company with automatic date from the calendar also accelerates work with the customer base of data.
  • In the Correspondence tab, in the client's card, all letters of the client, including from the general mail are displayed. Letters of the client will not be lost now, and it became a little simpler to trace the history of interaction.
  • In "Simple business" automatic notifications on records of the table appeared. If, for example, the company has marketing materials which need to be updated regularly, then it is possible to configure the repeated notifications about it for the staff of marketing department.
  • Additional options simplified storage and updating of details in the customer base of data. Function of hints will help employees to be guided without effort when filling a card of the client.
  • In a card of the client there was history of calls, access to which can be opened for any employee.

For increase in efficiency of work with clients reminders on tasks and comments are improved, setup of repetition of reminders is added, the multichat window is updated. Now, in addition to simultaneous communication with several employees, there was an opportunity to organize audio-or video conference, to send to participants the Sms.

Updates in the CRM block

In this version instruments of control of work of personnel are improved: now, appointing case to the employee, it is possible to select himself the participant of this case and to trace as there is a work. For convenience and acceleration of work stability of email mailings and the SMS is increased. The combination of "hot key" in connection with a release of Windows 10 is changed.

2014

"Simple business" of v.1.9.0.6

On May 29, 2014 the Простой.ру company announced release of the new version of the product "Simple Business" 1.9.0.6 "Hong Kong".

In the new version of a system developers carried out more than one hundred changes. Innovations will help to release more time, to eliminate the factors distracting from work, to receive a complete picture of process of project implementation and quick access to necessary files.

In version 1.9.0.6 there was a role Setup, changable settings of the organization without data access. Now the company executive can charge accomplishment of settings of the organization to the responsible and will be sure - access to confidential data of the company is closed. Earlier only the owner or the administrator of the organization could perform all tunings for the organization: invite users, edit details, configure telephony and so forth.

Emergence in the new version of a change history of categories (color selection) of the comment helps to look quickly: who, when and what category applied to the comment.

Also the project work due to execution of the task list of the project in the form of the table and a possibility of establishment of percent of accomplishment of a task became more evident. Using these new tools, the head can estimate extent of accomplishment of tasks in several minutes and see in what directions it is necessary to strengthen work.

"Not notify emergence of new features on records" and "Not notify according to comments of records" in CRM tables will help to configure the number of notifications. Now it is possible to unsubscribe from receiving changes according to the table, using the Subscription for the Table function - it is relevant for tasks with big tables, open for users which do not work with them.

In this version of a system access to files which should be always near at hand is accelerated. Developers added the Files group to the section "Chosen tasks".

Advanced search of affairs is updated. It is enough to specify any parameter of case (date, a task, the project, the place, etc.), and the program will instantly find affairs according to the set criteria.

Among changes of the new version:

  • the Account tab is postponed for the Documents tab: now here it is possible to work with accounts, to edit document templates, etc.;
  • new employees or partners can send the application for the accession to the organization in the Simple Business system with indication of the introduction reason;
  • the choice several notifications and use of action to them is available (to open a task, to copy comments/comments, to vote, etc.). The same innovation belongs to multiple selection of comments;
  • sound signals about new notifications, messages in a chat are replaced.

2013

"Simple business" of v.1.8.1.0 "Dakar"

A release of the version of "Simple business" 1.8.1.0 Dakar was announced by Простой.ру company on June 13, 2013.

Changes and updates concerned almost all system modules. Acceleration of tables in which tens and hundreds of thousands of records and also communication among themselves different tables became important. The tools "My Affairs", document templates, Call center were updated, import of contacts from 1C, new opportunities in accounting, function of notes at change of files appeared.

My affairs

The My Affairs tab of a primary window of the program looks absolutely in a different way now. There were two options of display of affairs: in the form of the calendar and the list. Control buttons are located affairs (to create, stop, complete case, etc.) on top for more quick access. At display of affairs separation into the personal records and affairs appointed another is the list. The tab with affairs became more convenient, compact.


There was an opportunity to copy the link to matter in its context menu. The link can be transferred to the employee and to open on it case via the Pass tool (the shooter on a top panel of a primary window of the Simple Business program) or with the help "Execute" of standard programs of Windows.

Import of contacts from 1C

Now it is possible to import contacts from 1C to the program (versions: "Enterprise 7X", reference books: Partners, Staff of the Organizations; "Enterprise 8X", reference books: Partners, Staff of the Organizations, Individuals, Contact Persons, Organizations, Tax Authorities). For import go to the Contacts tab of a primary window of the program, select your organization, right-click on it, further – "Import of contacts" and to select the item "1C: Enterprise".

In development integration with other information objects of 1C.

Document templates

Document templates in "Simple business" – the powerful tool using which it is possible to make any templates in the program, and then to use them when drawing accounts, forming agreements, commercial offers, orders and any other documentation. By means of templates of "Simple business" it is possible even to make automatic calculation of different parameters, for example, the employee's salary according to tables and to print the received documents.

In version 1.8.1.0 document templates may contain several tables now, each of which opens in a separate window that increases convenience of filling with data. It became simpler to edit a field in a document template. It is possible to make changes directly when filling the document. For this purpose when forming a template it is necessary to deliver for a field a daw "Permit editing in the document".

Tables accelerated, communication of tables appeared

Perhaps, acceleration of tables in the module CRM became the most important in the new version. Now the tables containing 20000-30000 records open in 1 second instead of 15 seconds, earlier.

An opportunity to establish connection between different tables became one more important updating in tables. For example, if at you the customer base is stored in one table, and orders of these clients – in another, it is possible to connect these tables across the field of "the client's Full Name". To connect tables, it is necessary to add the Client's Full Name field in the orders table and to select for it the Connected Field type, then to select the table from which it is necessary to substitute data on the client (table "Customer base"), and in the field Displayed Fields to select fields which will be substituted in the orders table (for example, "the client's Full Name", Phone). Now, when you will come into the orders table, by each order you will be able to select the customer from the customer base from the drop-down list. At this field of "the client's Full Name" will support the Full Name and the customer's phone.

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In tables the new window of adding of the file to record of the table appeared. The file can be added from the folder, from the scanner (in "Simple business" there is the tool for scanning of files), from a clipboard or to enclose an audio recording which can also be written by means of the built-in tool of the program. And for the file the Synchronize function by means of which it is possible to send locally changed file to the server at once was added to records of the table.

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Accounting

The usability (convenience of using) improved: in the section of Transaction it is possible to include/turn off display of the schedule of money now, in the same section and in the section Documents appeared buttons for fast creation of transactions and documents. The cash-book and the book of accounting of income and expenses is added.

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Call center

Many changes appeared also in Call center. The design, instead of tabs small buttons above was updated now. On the lower panel information on a total quantity of outgoing and incoming calls, their general duration is displayed. There was an opportunity to create contact from a context menu of a call; an opportunity to note at once several records and to delete them; pass to the questionnaire of the user from the corresponding call.

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Change of the file

In version 1.8.1.0 there was an opportunity to write notes to the changed file. For this purpose when replacing the file enter the necessary text in the appeared window. It is convenient – you can make once changes in the file and attribute that was modified that the responsible, having read notes, could also make the necessary changes next time.

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Total quantity of improvements in this version more than 250.

"Simple business" of v.1.8.3.0 "Paris"

On November 22, 2013 the Simple Business company announced release of new large-scale version 1.8.3.0. Paris.

Significant changes in the CRM module: diagrams, new access rights, calculated fields (formulas), the client's card is simplified, serial numbering of lines, automatic creation of a task for each client from the customer base, design in metro-style of video lessons, video conferences, redesign of the window "Files", "Quick start" and more than 200 other changes is added.

Also the long-awaited application "Simple Business" for iPhone, iPad was added to new Windows version. Recently there was application for Android. At both applications the functionality is a little limited so far – it is possible to browse news (comments on tasks, notifications, incoming letters), tasks, information on employees, contacts, files, to comment on tasks, to write messages by e-mail, to note comments categories.

Universal tables

In "Simple business" there are universal tables in which it is possible to store any information. The CRM module (customer base) works at tables. The card of the client is configured at once, if desired it can be changed. In the new version the card of the client became simpler and more clear. In addition to the customer base is procurement and other tables which will be useful for accounting and statistics in the organization: archive of projects, orders, a warehouse, marketing materials, there is even a library, in total about 14 ready tables. The procurement choice window changed. Under each procurement there is a short description for what it can be used and, of course, there is "An empty form" for creation of own table.

To fans of Excel

The CRM table in "Simple business" essentially differs from Excel in the fact that in it it is possible to conduct the general base of clients, but to flexibly configure access for managers and at the same time to prohibit import – protection, and directly from base it is possible to call, send to the client the SMS, e-mail – all these communications are built in "Simple business". In the new version diagrams appeared.

New access rights

Access rights in CRM are updated. There is an opportunity - to set any kind of access at the level of lines and columns. For example, it is possible to make so that the manager will see only the entries added by him or that he saw those records at which value in the field Status "Is equally interested" and so on.

Additional opportunities in CRM

In tables calculated fields appeared: it is possible to make a field in which the amount (or any other expression) on values from two other fields will be automatically considered, for example. As to make it, it is possible to look here. Now it is possible to configure automatic creation of a task of each client from the customer base for storage, for example, of correspondence on this client, files and so on.

Serial numbering of lines in the table was added. For the "Date and time" field it is possible to specify a display format now (to show only date, only time, both date, and time in one or different columns). There was an opportunity to copy records from different parts of the table.

Video lessons are not loaded

In this version redesign of some windows (video lessons, video conferences, a start window) is carried out. The window of video lessons is implemented in metro-style (Windows 8 style). Video lessons are not loaded on the computer now, and are shown in the built-in browser. In a window of video conferences there was a calendar to see dates of the planned conferences, under the calendar there is statistics of duration and the number of participants of conferences.

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Table of files

Information on all files of a task is issued in the form of the table. It is visible - who when created and the last time changed the file, what its size, a format. It is possible to find in the table quickly the file by any parameter, to open it, to update, save to other place on the computer, to open the folder with the file, to look at the change history, to copy the link, to add it to Favorites.

In total in the new version more than 200 changes are made.

2012

"Simple business" of v.1.7.5.0

The Simple Business portal in Metro style. The portal of a complex of management of the Simple Business organization has beautiful horizontal design in new style. The main plus of such approach – on the portal it is convenient to find and read information to users of tablets. The homepage contains only the most necessary information, primary partitions saved design of pages of the booklet "Simple Business" which so is pleasant to our users.

Users can test a window of quick start in Metro style (the Start tab of a primary window of the agent, the point "Quick start"). All subjects of the program are broken into groups which are selected with different multi-colored icons that raises a usability and pleasure from use of the program. The interface can be in black option and in white option.

In the section "The beginning of work" the point "Favorites" appeared. It is possible to add projects, tasks and contacts which you most often address during workflow for fast transition to them to this point.

Over time all program agent will be translated to new design that our users not only received the fast and convenient tool for business management, but also esthetic pleasure from work with the program.

E-mail and SMS notifications of your clients. The new version – the new module! Now you can perform notifications of your clients by e-mail or the SMS about events, actions, events held by you. The module of mailings is available in the web version of "Simple business", load base of contacts of clients and send them messages in several mouse clicks. And some more additional functions for convenient and operational work

Version 1.7.5.0. was replenished with the Send function for the entering and outgoing e-mails. And using function of quick access to objects it is possible to receive the link to a task, the comment, the user or contact in two mouse clicks (from a context menu of an object) and to send it to the employee. There was a reminder according to the message in a chat. Now you will not forget even about information obtained from an internal chat with users of a system. Convenient for the head will become the expanded status of the user – he allows to deliver an icon for the employee who is absent in a workplace (on a holiday, on the sick-list, on study, in a business trip) and also to encourage the most effective employees with asterisks for increase in motivation of personnel.

Mailing E-mail based on UniSender is added to "Simple business"

The UniSender company, service provider in the field of e-mail and the SMS of marketing in Russia and the CIS, announced in November, 2012 integration with "Simple business", a cloud service for business process automation. Users of the Simple Business complex will be able quickly to inform the clients on special actions and offers, news and company services by means of e-mail of mailings.

E-mail of mailing is a tool for communication with the current clients and interaction with potential audience. Constantly growing demand for mailing e-mail in business promotes expansion of integration UniSender with systems for business process automation, management of the websites specialized by platforms for online stores, payment systems.

Implementation of the module e-mail of notifications in "Simple business" opens new opportunities for all users of this complex among whom:

  • instant informing clients at a speed over 100,000 e-mail of messages per hour;
  • an opportunity to create message e-mail as with the general, and the personalized contents;
  • simplicity and convenience of management – for start of e-mail of the notification are enough to load the e-mail addresses of clients and to make the letter;
  • implementation of campaigns of interactive marketing at the expense of the instrument of automatic sending a series of letters;
  • monitoring of efficiency of e-mail of campaigns – effectiveness of mailings can be increased many times, keeping track of the number of readings, a hop count on the website, quantity unsubscribed, subscribed.

"Simple business" is the cornerstone of a management system the concept of a common information space and project management online. Expansion of communication systems capabilities is strategically important step which problem to cover all customer needs within a single system.

"Simple business" of v.1.7.8.0 "Angkor"

Innovations which increase customer service quality control are added to versions of "Simple business" 1.7.8.0, accelerate work with accounting documents, save time and provide higher level of confidentiality of work with important information. Implementing proposals of our clients and relevant updates, we implemented more than 350 different changes and completions.

  • The accountant will work more quickly – documents and accounts are submitted in metro-style now

"Simple business" became the pioneer in implementation of evident and ergonomic Metro style among services of automation. The Accounts and Documents tool in fashionable design is a first step to the full-function module of accounting which is in development now and will leave in the future version 1.8 even before the termination of winter. Now your accountant will be able to work with documents more effectively in the single interface, creating new or controlling all movements on the existing documents by time, the partner, the manager, items of expenditure and income and also other parameters.

  • Control access rights, and your bases will remain at you – use special settings in the universal table CRM

"Simple business" overcame fears of many heads, connected with the fact that their bases of clients or important information careless managers can "take away". Thanks to updates you will be able to configure access rights to the customer base at managers, selecting whether the employee can only watch information or also change, export and print it. In particular you can prohibit managers of function of export and printing of all table to avoid information leak.

Also you will be able to configure access to certain information only for some employees, for example, if the accountant sees monetary questions on a task in the table, then for the manager it can be closed, having limited right of access only to an opportunity to see the organizational moments on a task and comments on it.

  • New window of affairs – we reduce runtime of working tasks

The new window of affairs is a result of long-term researches of time-management and ergonomics personally our CEO, and its crusade against inefficiency and "suddenness", unfortunately, of too frequent business practice in our country. Now all necessary properties of case can be set in read cliques by a mouse, but not necessary at the moment "are not an eyesore" at all – everything is placed on one page – visually and informatively.

The head does not need to remind constantly employees of term work delivery any more – in the new version for it it does "Simple business" using special tools of the notification of the participant of case. You can configure a reminder to the employee about case, sending notifications in a definite time to case delivery term and also sending notifications to the employee at case delay (including by the SMS).

Creating case, select the participant of case from the drop-down list of users and contacts, specify resources for case accomplishment, the place of accomplishment of case and its budget (an expense and income) – possible properties of case is more, and to work with them quicker at the expense of more convenient organization.

  • Automatic recording of calls and the history of all negotiations of the company – now you do not miss any important word.

The new version of "Simple business" opens for you additional opportunities for customer service quality control. You will be able to browse history of external calls of the organization during all the time (or the selected period) and if necessary to listen to the necessary talk as now in "Simple business" automatic recording of calls works. If earlier such opportunity was available only in expensive solutions of call centers, then in the appeared version of "Simple business" the tool became the available companies of any scale.

To trace history of calls necessary to you, use history window in the organization allowing to sort calls by different parameters: name of the organization, number, time frame, status of a call, user name and direction of a call. It is possible to open history of calls also from a window Call center.

To configure auto save of calls, come into a settings window of Call center and check the corresponding point. It is possible to include auto save of calls and in a context menu of a window of a conversation.

  • Save time – include instant access to projects, tasks for all staff of the organization.

Use an additional method to save working time. If you had a task with which all employees should get acquainted, you can open quickly to it access for all staff of the organization at once. The same innovation concerns projects – the project can be open on reading, change and administration.

Other important changes of "Ordinary agent" in Angkor version: In a system it became more convenient to work with files: information on a task, the project and the organization of the file is added to a property sheet of the file (with a possibility of transition to the selected section). There was one more method of saving of time: if you need to transfer quickly a contact block to phone or to the *.xls file, export a contact block as well as normal contacts, having selected a format necessary to you (vCard, vCard Nokia vCard Unicode, *.xls), and then transfer information to phone or the computer. Work with e-mails became simpler: the user now at once sees a name of the sender of the letter and its postal address in a viewport of the entering e-mail; in a window of an outgoing e-mail began to be displayed: mailbox, date, method of sending files (investment or links). Work with a task when moving the comment accelerated: using the option "Open a Task" you will be able quickly to get to a task to which the comment was moved. Version numbers of the program have the code names corresponding to grandiose historical milestones in development of humanity now as, for example, the current version which received a code name by the name Angkora, the huge ancient city in the territory of modern Cambodia.

The new version also made, according to our developers, "mini-revolution" regarding optimization of crucial algorithms that increased more than by 5 times the speed of synchronization with the server, stability of work and considerably reduced memory costs during the work with the program.

"Simple business" of v.1.7.9.0

Work with contacts became even more convenient

Do you work both with legal, and with individuals? Now writing phone, the address of the new partner, client or contractor in "Simple business", you can sort contacts – for this purpose note point "physical" or "legal entity". For convenience and flexibility of use all types of contacts are brought to a uniform type. All opportunities of individual, corporate and group contacts are saved.

It is necessary to warn urgently participants of the working group about transfer of a meeting, to make an appointment to partners in the project? Now you do it even quicker – you should not look for the necessary contacts and to send them information separately. The new version of contacts in "Simple business" allows to send quickly letters to several addressees at once or quickly to ring out them. For this purpose use a possibility of quick access to the necessary contact list – such lists can be created in advance, having attached several additional contacts to the main contact.

Confidential information on the lock – use even more flexible configurations of access in tables

Understanding that internal information of the company – one of its main values, "Simple business" continues to improve the system of confidential data protection. In the new version we added function of access isolation to information on columns in tables, for example, in the customer base (CRM). It means that now you will be able to set which of users will have information read access who – for its record and who will not get data access at all. To configure these settings, go to a tab of Field, select the necessary employee, click a mouse on the selected field opposite to a surname and set the access level: "There is no access", Reading, Record.

Began to call quicker and more simply – the choice of the telephone gateway is implemented

If you use "Simple business" for several companies at once and often call from a name one, other organization, now your calls will become much more convenient. Thanks to a new possibility of the choice of the telephone gateway before each call you do not need to leave one organization and to come into another to call. Now the employee working at several lines can select from what number the call will be performed and from where money will be charged off.

Do not miss any detail of an important conversation – you reproduce records of phone calls at any time

In this version of "Simple business" possibilities for the analysis and operational processing of calls of clients are expanded. You will be able to reproduce record of the held negotiations at any time convenient for you and also to delete telephone records or to save them in the necessary task. It will help not only to improve customer service, but also to save time. Provide that you held negotiations with the customer, and now you need to acquaint all collective which will be engaged in the project with the heard ideas. You do not need to explain separately to each employee that the client wants and "play chinese whispers" – just save record in a task of the project, employees will quickly examine record and will start solving of tasks. You were called by the new client, and you want to save his contact? Our innovations allow to create new contact directly from the history of Call center.

You will find the necessary phone in seconds – online access to contacts is open

It is necessary to find urgently phone of the partner with which you communicated on the project three days ago? Now you do not spend time for search of that number in the section Contacts. We opened the section Contacts in the History tab in which the history of work with contacts and users in a chronological order is displayed. Therefore you will be able quickly to find the necessary phone, having just opened History.

But there is more to come opportunities for saving of time. When you find phone, you will be able quickly to call on it number, to send the SMS or to communicate to the partner in a chat if it is registered in a system. For this purpose open a context menu on a user/contact/contact block and select the necessary action, without going to the Contacts tab.

2011

In 2011 the developer brought CRM to the market. "Simple business" is the solution which will integrate work of entrepreneurs and Web-3.0 format. Web-3.0 format is creation of various resources, each of which comprises a number of tools for problem solving according to the interests of the user in a certain area.

"Simple business" of v.1.6.1.6

In this version convenient options became available to users to work with the universal table. Now it is possible to add entries in the universal table by means of the keyboard – to install the cursor on the necessary task enough and to click the Space keyboard shortcut Ctrl+ on the keyboard. This command opens for the user the Object dialog box for adding of record in the universal table. The made changes can be saved by means of the Ctrl+Enter keyboard shortcut on the keyboard.

Other change concerning the universal table – a possibility of the choice of a sorting order of elements of the table by means of a mouse pointer. For grouping of elements of the table by any parameter (alphabetically) it is enough to date or other sign to drag a field of the selected parameter in a column for grouping with left-clicked. The user can install programs a sorting order on increase or on decrease of parameter.

In the new version of "The ordinary agent" changes are made to a context menu of the comment. Any comment in a task can be sent to the necessary address by means of the Send command in a context menu of the comment. Similar function of transfer of messages is available to users of the program during the work with e-mails. In a pop-up menu of the entering and outgoing e-mails the "Send the Same Addressees" command is located. This function considerably simplifies mailing of letters to earlier used list of addressees.

In the new version of "Simple business" it became even simpler to work with files. When moving the file with left-clicked in any part of a primary window of the program the Sending File window opens. On any of three tabs of the window "In a Task", "In a New Task", "User", it is possible to specify where exactly it is necessary to move the file.

"Simple business" of v.1.6.6.0

In version 1.6.6.0 appeared: the module of plans, the updated video chat, the personal signature, sorting of e-mails and other useful options.

  • The module of plans – even more convenient planning, operating control of projects. The special module of plans allows to simplify project planning considerably. With its help you will be able instantly to create affairs and to appoint responsible, to control all amount of works and also to monitor project implementation process.
  • The module of plans is available to the user in a task window on the Calendar tab in a display mode of Gantt.
  • The personal signature for outgoing messages. Now each employee of the organization can set the personal signature for outgoing messages. To make this function available, the owner or the administrator of the organization should turn on the option "Users Can Create to Themselves Signatures in This Organization" (a tab Organization, the section General).
  • It is more than functions for carrying out video conferences. Thanks to connection of a new component for a video chat in version 1.6.6.0 even more opportunities for video conferencing appeared. The user can easily organize a video chat both with participants of the Simple Business system, and with partners who are not registered in a system yet. For the invitation of participants of video conference use a new window of invitations.
  • Change a design subject in no time. If you want that the subject of a design of a window of the agent "Simple business" was non-standard, you can change and configure it for several seconds. In a window of the choice of subjects of a design windows of print preview of subjects and also an opportunity to regulate tone and saturation of a color gamma appeared.
  • Quick sort of e-mails. Work with e-mails became even quicker. In the new version of the message are displayed in a window of a tape of comments of a task in three modes: everything, only entering, only outgoing. For display of the necessary list of letters select the corresponding item on the toolbar at the left. Besides, online access to the sent message is implemented. Click an envelope icon, and the text of the sent message will open in a new window.

2010: "Simple business" of v.1.5.5.11

In the new version of the Simple Business system 1.5.5.11 functionality of maintaining current affairs is updated and complemented with employees. Now managers can obtain operational information about employment of each employee and rationalize task allocation process. Affairs allow to optimize work of personnel of the organization and also to increase personal efficiency of each employee.

All operations on business management by the staff of the organization are executed on the My Affairs tab of a primary window of the program.

As for each organization the Automatic Time Management function is provided, the employees who do not have current affairs for accomplishment periodically receive the message of the following contents: "You did not note case more than 10 minutes". Such messages will notify the employee of the organization during all working day on condition of absence at the employee of the current active affairs.

Function of creation of a res nova is available to the user on a tab of Matter in a primary window of the Ordinary Agent program.

At the moment to each employee only one active process of accomplishment of case is available to time. But during accomplishment of current affair creation of another matters is possible. The employee has the right both to create affairs for himself personally, and to appoint accomplishment of affairs to other employees.

For the purpose of optimization of use of working time for each active case time timing is used. As soon as case is started on accomplishment, in title bar the user can trace time in minutes spent for accomplishment of current affair.

Also in the program there is an opportunity to watch in real time process of accomplishment of current affairs at those employees whose records are available to the user according to his status. The owner of the organization (or the employee given the rights to the administrator) have an opportunity to monitor accomplishment of affairs of all staff of the organization.

Functions of creation and accomplishment of affairs allow to obtain information on employee occupation in a foreground mode and as much as possible to optimize work of personnel of the organization.

In October, 2011 the Simple Business program was replenished with the new functionality designed to facilitate online access and use of information which is stored in the database of the organization. One of such opportunities – application as a uniform information warehouse of the universal table by means of which the user without effort will be able to obtain all necessary information on customer interaction of the organization or any other data.

Function of creation and change of structure of the universal table is available to the administrator of the program and the owner of the organization. For users with the limited rights of access viewing the table and adding of data in it is possible.

Creation of the new universal table is executed in a task window by clicking the button – the Universal table which is located in the task window upper left corner.

When choosing this command on the screen there is a table at which by default there are following fields: code, date of creation of record, date of editing record and author.

Process of filling of the table with data does not represent work for any user – all transactions with elements of the table are executed using the toolbar buttons, located in the left part of a window.

For creation of new record it is enough to press the button or to use the Add command of a context menu of the table or the Ins key on the keyboard. Any of the listed actions of the user causes on the screen a form for filling of data in which upper part the search string allowing to pass quickly to necessary information is located. After entering into a form of necessary data it is necessary to click OK in the lower part of a window – new entry will be added in the table. At the same time on the left panel of a window data on date of adding of the selected record are displayed.

For lines of the universal table different sorting options of records are provided. To change a sorting order, it is enough to left-click on heading of any of table columns. Records will be sorted by the selected criterion in ascending order or decrease.

Editing records is performed by means of the toolbar button, it is also possible to use the Edit command from a context menu of the table or the Enter key on the keyboard. Removal of record is executed by the button, the Delete key on the keyboard or the Delete command of a context menu of the table.

The possibility of viewing a change history of entries in the table and adding of comments on them is available to any user of the program. This function can use on the History tab in a window of the selected object which opens double click of the left mouse button on the necessary record. All records on the History tab are sorted in a chronological order.

For simplification of work of users with data in the Table window different options of search are implemented. From a drop-down menu of Search condition it is possible to select one or several criteria from the offered list – the fields corresponding to the choice will appear over the table.

The Columns button on a top panel of management gives the chance to the user to display the selected table columns, having set the corresponding flags in a drop-down menu. Information which is contained in the hidden columns will be reflected in the left panel of the Table window.

To make changes to structure of the table, it is necessary to use the Setup button. With its help it is possible to create, delete or edit new fields, using the corresponding commands.

The Copy and Insert commands perform function of copying of structure of the table or an insert of structure of other table of other task.

Fields of the table can be moved by means of the Up context menu commands (Ctrl+Up keyboard shortcut) or "Down" (Ctrl+Down keyboard shortcut).

The option "Viewing" opens a form for adding of data in a print preview mode where fields for filling are presented in the form of links.

In an upper part of a form search string is located. When entering search condition at line, names of fields under it are filtered and remain only those which correspond to the entered condition.

During creation of a new field (the Add a Field button, the Add context menu command or the Ins key on the keyboard) the New field form in which the main properties of a new field are defined is displayed: the name, field type, field width, obligation of filling and an option of availability of a field at search accomplishment.

For "List" fields it is possible to specify values for the choice in the lower part of a window, to add to the list a user group (Users tab), or the contact list (Contacts tab). Flag activation "A unique field" allows to set criteria of uniqueness and the number of admissible repetitions.

In the addition tab allows to set field value "by default" and also conditions at which accomplishment the line of the table will be selected in a certain color.

For convenience of information processing this the universal table it is possible to present in the form of the sheet of the workbook of the MS Excel. This transaction is performed by clicking the Export button. In the appeared window flags it should be noted columns for export.

In case of need it is possible to execute the return transaction – to import data of the sheet of the workbook of the MS Excel in the table. This transaction is executed by means of the Import button. In a window of import of data the user can independently set names of columns, using context menu commands.

Use in work of the organization of a new program item "Simple business" – the universal table – allows to increase efficiency of work with any information, to reduce and accelerate processes of synchronization and data retrieval that increases efficiency and employees productivity of the organization.

2009: "Simple business" of v.1.2.13.0

The huge value for the organization has creation of a reliable and functional system of data protection which important part is access isolation to data. In the Simple Business program installation of powers for users is the head's priority. In the new version of the program the order of access for users to tasks is changed. In case access to the current task changed – it the status is reflected in a tape of comments with indication of date and time of change of access rights. This function gives the chance of operational observation of actions of personnel, recovery of a chronological operating procedure of the employee with this or that task.

If the rights of the user are not enough for work with the selected task, it is available only to viewing without a possibility of making changes or commenting. Thus, accomplishment and commenting of a task is assigned to a certain user group.

There were innovations and in the interface of the Simple Business program. In the lower part of a primary window of the program the button for the choice of the organization is usual located.

In this edition of the program when clicking it the left mouse button search results will be reset, and by a call of a context menu (right-clicking) – the window of the choice of the organization where the necessary positions can be noted flags will open.

In the new edition of the program when clicking it the left mouse button search results will be reset, and by a call of a context menu (right-clicking) – the window of the choice of the organization where the necessary positions can be noted flags will open.

For those users of the program who use voice calls there will be the additional help in work an opportunity to see in a window of a call of the users who are in network at present. For this purpose in a window of readdressing of a call (Readdress button) in an upper part of a window it is necessary to set a flag "Only in network".

2008: Release of the first version of CRM "Simple Business"

The first version of the CRM system "Simple business" which was initially used for needs of a command was released in 2008.

Notes