BlueCamroo Release Notes 4.1.5 - January 23, 2013 - Release Update

Sep 21, 2026

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BlueCamroo Release Notes 4.1.5 document improvements introduced on January 23, 2013, focusing on practical workflow impacts rather than major interface rework. Updates include invoice and sales quote template enhancements with PDF filename fields, support for issuing credit notes, and a new credit note notification email template. The release adds recurring tasks, enhanced expense reference visibility with spreadsheet export (CSV), expanded “What’s New” behavior, and lead analytics via Lead Age plus Last Activity Date. Case support also improves update streams and includes attachments in workflow-generated support emails.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

What's New in BlueCamroo

Invoice and Sales Quote Enhancements

Recurring Tasks

Leads: Age and Last Activity Date

Cases and Support Ticket Updates

Managing Activities: Recurring Tasks and Expenses

Export and “What’s New” Improvements

Invoices and Sales Quotes

BlueCamroo Release Notes 4.1.5 January 23, 2013 What's New in BlueCamroo? This release we've made a large number of improvements. These release notes cover the changes in detail. There are no major re-workings of the interface. However, there area few items you should review as it might affect your work flow: If you use invoices and sales quotes, you should review their templates. Fields have been added to the templates to specify the file name of the PDFs. Also, invoices now allow issuing of credit notes. There's a new Credit Note notification email template you should review. You can setup recurring tasks, similar to setting up recurring events. If you have any comments on these changes or have feature suggestions you’d like to put forward for future updates, email us. Need More? If you want to request a support call, learn more about BlueCamroo or current changes, get expanded help like how-to videos, get FAQs, or even learn how to partner with us, visit the BlueCamroo Resources page. Change Item Legend New Feature Modified Feature Don’t let Leads go ‘Cold’ Lead ‘Age’ and ‘Activity’ at a glance BlueCamroo has always told you the date a Lead was created, making it possible to figure out its age. But if you’re not so keen on mental arithmetic, you’ll be glad BlueCamroo now displays Lead Age directly in the right-hand Information Panel. Not only that, we’ve also added a Last Activity Date, so you can easily identify which leads have gone cold or have dropped through the cracks and need someone to pick up some activity. Search and Report using Lead Age and Last Activity Date You may already have built Views or Reports using Creation Date or Last Modified Date to flag up ‘stale’ Leads that need attention. If so, you’ll have discovered a possible problem: adding a status update, call, or email to a Lead does not update base Lead information, so the Last Modified Date does not change. The newly added Last Activity Date does change, however, and both Last Activity Date and Lead Age can be used in Views, Searches and Reports to give you much more precise analysis of Lead recency and freshness. Cases Initial Case Description Included on the Update Stream When you post a new case, or a customer submits a case via an email to support@[yourworkspace].[bluecamroo.com](bluecamroo.com) or online, the case description is displayed on the Information Panel under the Description tab. With this release, the case description is additionally inserted into the Case Update Stream as the first Case Update. This has two important benefits: 1. Long case descriptions are easier to read and respond to, and 2. If you are using automated Case Ticketing workflow emails, the first email that notifies your customer of his or her Ticket Number is now a regular Update Email, which means your customer can respond to that first email and the response will create a further update. Attachments in Support Ticket Emails If you're using the provided Case workflow rules (see Setup > System Setup > Automation > Workflow Rules, support emails generated by the workflow rule now includes any file attachments (for example screenshots) the customer might have added to his/her when creating a new case. Managing Activities Recurring Tasks To make a Task you are adding to BlueCamroo a Recurring Task, click the ‘Advanced’ link, then check the ‘Recurring’ checkbox. Set up the frequency and options the way you require, and save the task as normal. “OK”, you may ask,“I’ve set my task to recur every Friday – why don’t I see a whole bunch of tasks in my task list, same as I would with a recurring event?” Here’s why: adding a Recurring Task does not create lots of tasks up front; it creates one task, and that task creates another task when it’s closed. Think “Groundhog Day”, or Dawn of the Dead, depending upon your film preferences. (Andie MacDowell or flesh-eating Zombies. Hmmm, let me think…) Expenses Refer

FAQs

What invoice-related changes were added in BlueCamroo 4.1.5?

Invoice and sales quote templates were enhanced with added fields for the PDF file name. Invoices now allow issuing credit notes and include a new credit note notification email template to review.

How does BlueCamroo 4.1.5 help track lead freshness?

It displays Lead Age directly in the right-hand Information Panel and adds a Last Activity Date. Both can be used in Views, Searches, and Reports for more precise analysis, including identifying leads that have gone cold.

What improvements are included for cases and support ticket emails?

When a new case is posted, the case description is inserted into the Case Update Stream as the first update, improving readability and enabling customer responses to workflow ticket emails. If using provided case workflow rules, support ticket emails generated by the workflow now include file attachments added by the customer.

Sep 21, 2026

Upload by Stanley