RedHorse is committed to making your Software Maintenance dollars worth every penny. Here’s a list of major enhancements in RedHorse CRM. See below for a full list of new features and fixes. Visit our Downloads page to get the latest version.
Version 10.4 Released 04/21/2023
- New compatibility sending email O365 Direct
- Email client updates and upgrades
Version 10.2 Released 07/02/2022
- New browser window and email editor based on Microsoft Edge
- New Dashboard tab for in-depth Sales Metrics
Version 10.0 Released 12/16/2021
- New Gmail sync options for contacts including more addresses and phone numbers
- More user requested tweaks
Version 9.8 Released 08/31/2021
- New Sales Metrics tool in the Dashboard
- More user requested tweaks
Version 9.6 Released 04/08/2021
- Gmail Direct Connect email authentication in Gmail Sync
- More user requested tweaks
Version 9.4 Released 10/14/2020
- Gmail Direct Connect email authentication
- Favorites in the KB
- New drop-down box for commonly used Alerts
- More user requested tweaks
Version 9.2 Released 1/21/2020
- Enhancements to internal report writer to enable sophisticated data reporting
- Enhancements to the Quoting Module
- More user requested tweaks
Version 9.0 Released 11/19/2018
- New Updated interface
- New Gantt Charts in Projects
- Expanded and redesigned Dashboard Charts
Version 8.6 Released 6/10/2018
- Integration with QuickBooks Online
- Import History and more scheduled activities from Excel
- Ability to disable user logins
Version 8.4 Released 2/12/2018
- Integration with Outlook 365 Online
- New Alerts on Contacts, Accounts and all business modules
- Redesigned Label printing
- Flag emails in the email center
Version 8.2 Released 12/1/2017
- New Quote Builder turns RedHorse into CPQ software
- Design step-by-step flow for creation of complex quotes
- Improved calendaring
Version 8.1 Released 9/5/2017
- New graphical designer for Workflow
- Improved Gmail phone number syncing
- Improved Stripe credit card processing integration
- More user requested tweaks
Version 8.0 Released 4/3/2017
- Sync additional contacts to Gmail
- Better calendar sync with Gmail
- Lots of user requested tweaks
Version 7.9 Released 9/24/2016
- Search for contacts and accounts from any field, including custom fields
- New table editor tools in email editor
- Create new contacts from inbound emails
Version 7.8 Released 6/6/2016
- Email click and open results for marketing campaigns and workflow
- Immediate email auto-retrieval for IMAP accounts
- Speed improvements in Mobile
Version 7.6 Released 2/2/2016
- Email in Mobile
- Pending and History in Mobile
- Enhanced integration with QuickBooks
Version 7.4 Released 11/3/2015
- New User Manual
- Search for emails from within the Email Center
- Drawer navigation pane
- Email Distribution Lists
Version 7.2 Released 7/24/2015
- Integration with Office 365 Business
- New HTML editor for emails, internal RedHorse reports and the KB
Version 7.0 Released 5/20/2015
- New Subscription Module
- Credit Card Processing with Stripe.com
- Detail Records linked to Business Modules
Version 6.8 Released 1/20/2015
- Subscription pricing for RedHorse CRM
Version 6.6 Released 11/6/2014
- RedHorse Mobile! Live access to your RedHorse CRM data from any mobile device or web browser.
- Send email directly from Workflow without having to send to Outbox
- Support for new Google v3 Calendar API
Version 6.4 Released 7/30/2014
- iCal Meeting Invitations with RedHorse Contacts, RedHorse Users, Outlook and Gmail
- New customizable New Contact screen
- Active and deactive parts in the Product Catalog
Version 6.2 Released 4/1/2014
- RedHorse Core, RedHorse Essential and RedHorse Complete!
- Retrieve email using IMAP accounts
- Support for more types of encrypted SMTP servers
- Ownership for KB articles
- Improved Gmail sync for contacts and calendar
Version 6.0 Released 11/21/2013
- Integration with Constant Contact – bring email campaign results from Constant Contact into RedHorse CRM
- Integration with web documents like Google Docs and DropBox – link web documents to your contacts for easy access
Version 5.6 Released 08/14/2013
- Field Level Security – restrict field access or edits by user or group
- Contact and Account tabs for selected Detail record types
- Audit when users change data
Version 5.4 Released 03/19/2013
- New Lite Edition – perfect for the 1-3 user office
- New RedHorse Merge Documents – merge documents without Microsoft Word
- Custom data merging in emails
- Merge muiltiple line items in emails, eg. quote line items
Version 5.2 Released 10/24/2012
- Facebook Integration
- Expanded Twitter Integration
- Compatibility with Windows 8, Windows Server 2012 and Microsoft SQL Server 2012
- Faster Calendar
- New Key Codes in all Campaign Management Tasks
Version 5.0 Released 5/2/2012
- Social Integration – RedHorse enters the world of Social CRM!
Version 4.4 Released 4/3/2012
- Customize the Business Modules – create screen designs for the Upper Quadrant and Info Tab
- Business Module Field View Rules – use rules to control which view is visible for different record types
- New Compliance Documents tab
Version 4.2 Released 1/3/2012
- Synchronization of contacts, calendar and email with Gmail – keep your phone synced with RedHorse
- Contact and Account Field View Rules – use rules to control which view is visible for different record types
- Round Robin distribution of scheduled activities over multiple users and multiple days
- Expanded Leads Module
Version 4.0 Released 10/31/2011
- New indexes for faster performance
- New Workflow actions, select start step when attaching workflow
- Auto-correct workflow when strategy is modified after attaching
- New Email Rules to expand automated email actions
- Custom dashboard color palette
- New grids in the dashboard for drill-down
- Record survey results from a web page through new web import rules
- Expanded Excel import – import curtaining, new matching by Recid
Full Release Notes
We have maintained details of new product releases quarterly since 2009. For information about a previous release, please contact your reseller or support.
