Gincore Update: A Full Overview of New CRM Features and Improvements

📞 Complete Communication History in the Live Feed

What’s changed

Now, phone calls to customers and sent SMS messages are displayed in the live order feed. When you open an order card, you can see not only status changes and employee comments but also a complete timeline of all events for that specific order. [6]

Benefits for you

• Complete interaction overview: The entire history of communication with the customer is in one place. [6]
• Quick analysis: Instantly understand what happened with the order at every stage.
• Improved control: Managers can see employee activity for each order. [23]

🔍 Smart Event Filtering

What’s new

We’ve added the ability to filter events in the live feed by type. By clicking on a comment, you can filter events by any parameter: status, comments, calls made, and other actions.

How it works

• Click on an employee's comment to see only handwritten comments (highlighted in blue).
• Click on a status to filter by status changes only.
• Click again to clear the filter.

Benefits in your work

No more scrolling through a long feed of events to find the information you need. One click, and you see only what’s important at the moment.

📄 Updated Printable Document Editor

Improvements

The editor has become simpler, more attractive, and more functional. Creating or editing documents is now easier thanks to the ability to change the line spacing of the text.

What this gives you

• Professional-looking documents: Adjust spacing for better readability.
• Time savings: The simplified interface speeds up document creation.
• More possibilities: Enhanced formatting options.

🏷️ Convenient Category Management

Quick deletion

You can now delete categories without opening their cards. When you hover over a category, a red cross appears—click it, and the category will be deleted.

Bulk operations

We’ve added the ability to select multiple categories at once:

• On Windows: hold the Ctrl key.
• On Mac: hold the Cmd key.

Advantages

• Quick clean-up: Delete unnecessary categories in one click.
• Bulk changes: Move and edit multiple categories at once.
• Time savings: Fewer clicks to perform routine operations.

👥 Structured Employee Profiles

Simplified creation

When creating an employee profile, you now only need to enter basic information. Access management, salary settings, and notification preferences have been moved to separate submenus. [4]

Proper deletion

An important change in the logic of deleting employees:

• When deleting: the employee disappears from all filters and reports. [4]
• When deactivating: the employee loses access to the system but remains in reports.

💬 Personalized SMS Templates

New feature

We’ve added the ability to create your own message templates for the “Employee Performance Review” widget. Go to "More" → "Settings" → "SMS: templates for sending" and create a template of the "Employee Performance Review" type. [38]

Why you need this

• Personalization: Messages that match your company’s style. [48]
• Effectiveness: Customers respond better to a familiar tone of communication.
• Quality control: Standardized messages eliminate errors.

📱 Full-Fledged Mobile Version

Revolutionary changes

We have created a complete mobile version with a simplified interface for all menus. Unnecessary fields have been removed, leaving only essential items and buttons. [13]

Who will benefit

• Field technicians: can easily create and process customer orders on-site. [11]
• Managers: can check employee performance, view reports, or check order statuses even while on vacation. [13]

Ease of use

You can add the website icon to your mobile device's home screen by selecting "Add to Home Screen" in your browser settings. This creates a simplified mobile app experience.

Use cases

• A technician on a field visit creates an order right at the customer's location. [11]
• A manager in a meeting checks the status of an urgent order.
• A support agent on the go answers customer questions.

🎯 Try It Today

All these improvements are now available in your Gincore system. We are confident that the new features will make your work even more productive and enjoyable.

Start using the new functions right now and share your impressions with our team. Your feedback helps us create even more advanced solutions for your business.

Happy working with the updated Gincore!