March 2016 Release Notes
We've gone live with another update full of user requests and improvements to LMN's estimating and CRM software. Click each note below for a full description of the change and how it works.
Production Rate calculator to standardize labor time calculations for tasks/materials.
We're pretty excited about this one, as we've had a lot of users ask "How can I setup installation times for tasks or materials?" In the past, Work Area Templates have always been the answer to sta...
Automatically sync your emails to LMN's CRM communication history.
LMN's CRM leads have a Communication History section for tracking communication history between your company and your contacts/leads. Here you can enter notes, phone conversations or email transcripts to do...
CRM/Sales Closing reports.
We've just added a whole bunch of new reports for LMN's CRM module. Under the CRM menu, you'll find a new sub-menu called Reports. Here, you can generate sales closing reports by Division, by Estimator, by...
Merge multiple CRM leads into one.
Many users chose the option to let LMN setup leads for them by automatically converting estimates to new leads. And LMN did its best... but if there was a single customer on multiple estimates (and spelled ...
Include/Exclude Estimate From Showing In Dashboard Statistics + Sales Reports
You have the option to hide/prevent an Estimate from being included in your dashboard statistics or your sales/CRM closing reports. This is really handy if you create multiple versions of estimates for 1 job...
Purchase Order Report for estimates
Another popular request, we added a new report to LMN estimating called the Purchase Order report. This report looks to each estimate item's Internal Description field to find a Vendor Name, then produces a ...
Improvement! Import Equipment cost information from your budget.
With this new update, you can now import some equipment cost information from your budget when creating equipment in the equipment catalog. Start from the Item Catalog and edit or create a new Equipment ite...
Improvement! Display and sort CRM Leads by Date Added.
By popular user request, we've now added the ability to sort your leads by date added, so that your current leads show up at the top of the list (or vice versa). When looking at your leads list, you'll see a...
CRM Communication History Shows the User That Entered the Note
Now, attached to every Communication History record is the name of the user who added the note. If the username is shown as SYSTEM, then the note was added prior to this update, or the note was added automat...
Improvement! Direct Link to "Lead/Client" in To-Do's
When viewing a To-Do item, there is a direct link button which brings you directly to that Client/Lead within your CRM. When you access CRM: Click To-Dos Click on the To-Do you wish to view Click on the Cli...
Improvement! Create Copy of Materials in Material Catalog
If you would like to have multiple versions of the same Material Item in your Item Catalog (ie. different units, prices, vendors, etc.) you can create a Copy of a Material Item in your Materials Catalog inst...
Change the Primary Contact in CRM
A new feature has been added to make it easier for you to change your primary contact in your Clients + Leads section. In the CRM go to Clients + Leads Click on the client you wish to change the primary con...
Improvement! Set a custom Profit Margin for an Entire Estimate in a single action.
We've added a new way to change your profit margin on an entire estimate (standard and service). Clicking the $ Set Profit button in your estimate will pull up a new window that shows the following: Ent...
Improvement! CRM Lead Information
There are a few improvements to the information that you will be able to see about your clients and leads. 1. In a client/lead you will now see the date that they were created, as well as who created them. ...
General - A Quick Overview Video of the Top 5 improvements in this LMN release
Click the video below for a quick overview of some of the biggest changes and improvements we're releasing as part of LMN's Dec 2015 update. Or click this link to launch the video from here.