What’s New

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 10.2 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.