This update will include:

• Third Party Integrations: added Posting string to the third party integration field mapping pages w/optional campaign id.
• Iframe: Added iframe ajax fix so that show/hide columns will work in an iframe.
•  Credit Card form field: The credit card form field will now only show the last 4 digits and will only update if a valid credit card number is entered, else it will revert to the last valid credit card number
•  Premium Validations Actions Fix
•  Ability for restricted users to view unassigned leads fix
• Shared filters on user level
• Integration for direct posting from NEXTAG
• Issues with reports not displaying proper information fix
• Improved transactions page displaying more information and links to billing history.

Roles:

• Added ability to create roles under the “Account” tab.
• Ability to assign different roles to different groups.
• Allows you to have more than one user assigned to a contact.
• Assigning a new role to a group will unnassign all contacts assigned to the users in that group.

Users Page:

Users page under the “Account” tab gives you a list of all you users.   If you do not see any information when you go to the users page, be sure to check to see how many items you are viewing per page and select which columns of information you want to view with the Show/Hide columns buttons.

Shared Filters:

• Create shared filters for lead delivery to clients.  This will allow you to set the filter criteria for lead delivery automations on the client level rather than at the automation level.
• You can set these under the lead purchasing settings under the “Campaign” tab.

Filter Criteria:

• Changed the “Group/User” criteria to “Role/Group/User” for the ability to search by roles.
• Changed the “Advanced Search” criteria to “Search Field Data”.
• Changed the “Search” criteria to “Search Everywhere”.
• Added “Contact Is Sellable” criteria to filter leads that are sellable ( Max # of times sold has not been met or is set to Unlimited. )

We are getting ready to roll out an upgrade to the system that will allow you to assign multiple users to a single contact.  This will add another level to the users/groups.  All groups will be assigned an admin defined Role.  Therefore all users will be associated with the role that is assigned to the group to which they belong.

The Benefit of Roles

The main idea behind roles is to make it possible to assign more than one user to any given contact.  For instance, lets say you have group A, group B, and Group C.  Group A is assigned the role of "managers",  Group B is assigned the role of "Sales Rep", and Group C is assigned the role of "Customer Service".  The actual names of the roles are definable, they could be called "Whosey-Whatses", "Flans" , and "Doo-hickeys" if that’s what you want.  Therefore a single lead can have a manager, a sales rep, and a customer service person all assigned to it. 

In this same hypothetical situation lets say the customer service people and the sales reps are only able to see leads assigned to themselves.  If a contact has a sales rep user assigned to it and has a customer service person they will both be able to see that contact.

Add adds another dimension to the filters, thereby improving the way you can refine your contact list and/or perform actions.  You will be able to filter by role as well as group and user.

Roles Long-Term

This upgrade sets the foundation for a series of upgrade requests that we have received from our clients. Most popular among these is the ability to create a commission structure.  We have run into scenarios where leads go through different departments, so a lead may get reassigned to another user after the sale is made.  They still want to know who actually closed the sale so they can handle commission payouts and know ultimately who is credited for the won sale.  

Implementing a commission and payout structure, it opens it up for us to add functionality to manage contacts in an MLM business model.  MLM companies can manage and deliver sales leads to their down-line, and manage their entire down-line and payouts.

We have currently added the functionality for you to bill any of your contacts or clients through AIMcrm.  Using either Chargeback Guardian, Authorize.net, or Echeck, you can bill your contacts for products/services or subscriptions etc.  Set up automated reocurring billing with Marketing Automations.  To learn more about what you can do with the new billing options Visit our Documentation or call customer support at 1-888-251-4635.  If you wish to have your current Payment Processor integrated with AIMcrm please contact our sales department.

There are significant advantages to using the InnoDB storage engine, which is why we have partnered with InnoBase to bring this to production. AIMpromote clients should already be experiencing a significant improvement in speed (up to 50% decrease in page load). Also, from a reliability standpoint, we are able to offer a platform that has unparalleled data consistency.

If you have any questions regarding this upgrade, please call your support team or reply to this post.

The result of this upgrade will be significant improvements in performance and reliability. If you have any questions regarding this, please call your support team or submit a ticket through your AIMpromote account.