We are happy to announce that Serious ERP now includes CRM functionality for Vendors, Customers, and Patients.

The CRM functionality on patients will replace the previous patient notes with a rich activity based system.

You can access CRM functionality when you edit vendors, customers, and patients, as well as when you are creating orders, and even in order management.

We have also added the ability to change the Label of the "CRM" for certain pages using the "Patient CRM Label" setting: Order Management (CRM Tab), Edit and View Patient (CRM button and search bar), Order Creation (CRM button and search bar).