Articles

Cobrar sin cambiar de sistema – Video

Cobrar sin cambiar de sistema CONTABLE & FISCAL CFDI 4.0 desde el mismo expediente

La IA propone, el contador decide – Video

«CONTABLE & FISCAL», «Clasificar cientos de conceptos deja de ser el mes entero» «iurefficient.com»,

What’s new? v4.79.0 – Citing legal sources

Discover the improvements we’ve added in each release to make Iurefficient a more powerful, intelligent and secure tool for your professional practice. v4.79.0 — The assistant cites legal sources Four fixes, none of them a new module. The first two belong to the same family: features that were complete and went unnoticed,…

El cierre de todos – Video

CONTABLE & FISCAL La pregunta del día quince no es cómo va un cliente

La cartera de proyectos se prioriza sola – Video

«TI & CONSULTORÍA» «iurefficient.com»

What’s new? v4.76 – People, companies and their research

v4.76.0 — People and companies, and research that actually finishes now It’s natural to think that a lead works at a company, and the CRM had planned for it without letting you enter it anywhere. In one real instance: more than eight thousand people and none with a company, against thirteen hundred companies registered. What…

What’s new? v4.78 – Task filters, and the lead inbox

v4.77.0 — Task filters, and the incoming lead inbox The status dropdown filtered by the project’s status, not the task’s. Since at a firm almost no project is “pending,” asking for “pending only” returned a tiny list with tasks in the wrong status. The same happened with the…

Una sola decisión – Video

Una sola decisión PMO & PROYECTOS«Cuál de todos los proyectos atiendo primero», Iurefficient tu colaborador especialista Ambiente de demo

La cartera se prioriza sola – Video

What’s new? v4.71 to v4.75 The CRM grows

v4.75.0 — The CRM email package No campaign went out with an unsubscribe link. The consent gate, bounce suppression and the unsubscribe page were built… and the email went out with no way to unsubscribe. Now it’s a requirement: without a public domain configured, the campaign refuses to send instead of going out without…

El expediente preguntable – Video

What’s new? – v4.70 Improved CRM

v4.70.0 — The CRM is no longer just a list of leads A dedicated sales inbox: emails come into the CRM and attach to their opportunity. When the routing isn’t unambiguous, it doesn’t guess — it goes to an unassigned tray, because an email attached to the wrong opportunity is worse than one without…