Download the CMap Summer 2021 release pack

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Beta vs Sandbox

We’re delighted to open the CMap Summer 2021 Release in Beta! Here’s some important information you need to be aware of:

Beta opens Tue 29 June, with the Live launch following on Mon 12 July. This means you have a two-week head start to get familiarised and prepared before the functionality is rolled-out to your colleagues on Live

Beta runs on your LIVE database, this is not a “test” environment. Anything you do in Beta, you are doing for real. We also recommend that you limit the number of people using the Beta to a small, core group to ensure optimal performance

Multi-page dashboards

The dashboard could get quite busy. Especially for users that wear multiple hats and need a lot of different types of information to be presented

Multi-page dashboards changes this, enabling you to create dedicated dashboards for specific purposes. So you can now group dashboard boxes together around themes e.g. business development, line management, finance, etc.

Not only does this improve the overall usability of the dashboard functionality, it also improves performance and loading times

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Portfolios add-on

Portfolios is, in essence, a dashboard that gives you an overview of a collection of projects grouped together by a particular theme

For example, you may be responsible for a cluster of your company's service offerings, so you can create a portfolio that gives you an overview of projects categorised in those project types

The key difference between the standard dashboard and portfolios dashboard is that standard dashboard boxes are fixed and tell you the one thing they were built to tell, whereas portfolio dashboard boxes are flexible and accept different inputs e.g. grouping projects by owner, or office, or sector, or client, etc.

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Sales matrix report

Not only is it easier to sell to existing clients that know and trust us than it is to prospects, very often there's an untapped gold mine of opportunity within existing client bases

The new Sales Matrix report shows you which clients have bought which services and, consequently, which services they haven't bought

Any gaps in the matrix are therefore potential cross-sell opportunities

The report gives us the data we need to create account plans and marketing campaigns to raise awareness within client base of services they may be unaware that we offer

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Documents at company level

The most consistent piece of feedback we had from customers using the Documents add-on was opening up the possibility to store documents at the company-level, rather than just at the individual project-level

So... that's what we've done

Now, you can store documents like Master Service Agreements, Non-Disclosure Agreements, etc., etc., directly against the company record

Grid improvements

We've made a number of improvements to the grids functionality, including:

Adding an "Apply Filter" button when filtering a dropdown list to allow you to make multiple-selects

Saving the sort selection in a view, rather than just the column and filter selection

Removing the unnecessary contains query that ran before you started a text search

QUICKBOOKS DESKTOP INTEGRATION UPDATES

We've made 4 key improvements, including: making "items" appear pre-selected; automatically creating customers & vendors; populating the "job name" field; using the vendor code for employees expense claims

N.B. This upgrade is not available during the Beta period

BULK EXPENSES EXPORT IN INVOICING

A new "Download Expense Receipts" button has been added to the invoice creation page, enabling you to download a handy zip file of all the expenses linked to the invoice

CMap story so far

AEC STORY SO FAR ALTERNATIVE CALC.

The future externals cost relies on the Expenses & Externals section to be maintained. If, however, you don't maintain that schedule, you may wish to flip to this new calculation: externals budgeted less externals cost to date

MS TEAMS LINK REMOVAL

We've added a way to remove a link to a Microsoft Teams channel. So, let's say you accidentally connected to the wrong channel, now you have a way to correct it (rather than through our Support Team)

N.B. This upgrade is not available during the Beta period

Why CMap?

Kill Off Spreadsheets & Failed Systems

CMap eliminates all those headache-inducing spreadsheets and disconnected software packages.

Instead, you’ll have all of that data and functionality in an accessible, unified system.

CMap dashboard

One Powerful Platform

CRM, Job Costing, Project Management and more! Everything you need to run your business in one place.

A powerful, integrated, single source of truth managing everything from bid to billing.

Easy And Intuitive

All the functionality in the world is useless if nobody wants to use it.

That’s why we’ve put ease-of-use at the heart of everything you do, creating an attractive platform your people will actually use!

CMap track skills

Tailored To Your Industry

Available in industry specific 'editions', years of experience has allowed us to hone industry specific versions of CMap.

Leading Architects, Consultants, Accountants, Creative Agencies and Life Sciences companies partner with CMap.

CMap capacity vs demand reporting

Configured To Suit Your Business

Rapidly build out custom fields and pages, shaping CMap to your exact business processes and killing off legacy spreadsheets and systems.

CMap build your own custom reports
CMap dashboard

Kill Off Spreadsheets & Failed Systems

One Powerful Platform

CMap track skills

Easy And Intuitive

CMap capacity vs demand reporting

Tailored To Your Industry

CMap build your own custom reports

Configured To Suit Your Business

Download the CMap Summer 2021 Release Pack

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