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Luxor CRM Launches Weekly Management Report – With No Login Required!
As managers and owners we know that accountability produces better results. But we also know that managers and owners are busy people and sometimes proper meetings don’t always happen, causing accountability to fall by the wayside. This is why we have developed the ultra-simple Luxor CRM Management Report specifically for clients in Restoration and Referral-based businesses. The report is packed with critical information you need to keep people accountable using detailed feedback on the effectiveness of your marketing and auditing efforts. Auto-delivered right to your email inbox in PDF format on Monday mornings, the Luxor CRM Management Report tracks key statistics such as:
- how many referrals you are receiving, classified by individual
- how much revenue is being generated on an individual basis
- what types of marketing activities your employees are completing
- how much repeat marketing is taking place, and
- how well your daily system auditor is performing
Our goal with this new tool is to put the important data you need right at your fingertips in one simple, easy-to-read report. And, to make it even easier for you there is no need to login to Luxor CRM. The report is automatically generated by the system on a weekly basis and emailed directly to you. The Management Report is available to Luxor CRM users at no additional cost.
This is just one of the ways we are improving our system each and every day to give you the most powerful productivity tool on the market. Go ahead and try out the new Management Report today. Have your system Administrator enable this feature or contact our Client Services Team through ClientServices@LuxorCRM.com. We hope you enjoy it!.
The Luxor CRM team
The New Luxor CRM Management Report: Automatically delivers the critical information you need right to your email inbox to keep your team members accountable. Click here to see a sample report.
Luxor CRM Introduces Activity Alerts for Desktop and Mobile
Information sharing within an organization can not only save you time and money, but also avoid duplication of efforts. However, with employees always on the go and rarely in the same place at the same time, it gets harder and harder to keep everyone up to date on important new developments.
To address this challenge, Luxor CRM developed the Activity Alerts feature. Now each time a user creates a new activity within the Luxor CRM system, an added drop-down allows the activity to be shared with multiple users as soon as the record is saved. Once the alert is created, the system will automatically generate an email to everyone on the selected distribution list announcing that the activity occurred. This new functionality keeps users up-to-date when important activities are taking place within the organization.
Activity Alerts are accessible through both the web-based desktop version and on the Luxor CRM mobile platform. The Activity Alerts feature is available to all standard Luxor CRM users free of charge.
We hope you enjoy this exciting new feature. This is just one of the ways we are making our system better for you each and every day. As always, our Client Services Team is pleased to help with any questions or comments about this or any other feature through ClientServices@LuxorCRM.com.
The Luxor CRM team
New Activity Alerts Feature: A simple and easy way to instantly notify team members of important events taking place within the organization.
Luxor CRM Software Improvements and Bug Fixes
Our team continues to improve the Luxor CRM software with many ongoing new improvements and bug fixes released on a weekly basis. Thank you to all of our customers for your continued feedback and suggestions as we strive to bring you the best possible user experience. As always, our Client Services team is available for any questions or comments about Luxor CRM at ClientServices@LuxorCRM.com.
A few of the latest improvements and bug fixes are profiled below.
Production Release 2.2.759
New Features:
- QuickBooks time sheet sync for clients with QuickBooks Payroll. Brings employee expense information from QuickBooks to Luxor to be included in Job costing calculations. (Restoration only functionality for client using QuickBooks with Payroll component)
Bug Fixes.
- 10271 - Web 2 Lead pages were including hidden options in their drop down fields
- 10270 - An error was occurring during the creation of mass activities that included records that were created by the file importer without a record name
- 10239 - Custom activity reports were including hidden activity types
- Adjusted the "related to" field to allow selecting immediately after saving for the first time instead of requiring form reopening
- When creating a new record from a related record some "related to" fields were displaying incorrect data
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