If you’re like us, you have a CRM system and a contract management system. Both include important information about your clients, but they are two distinct silos of information with different purposes and functions. Customer phone, address, and email information is common to both and that information needs to be accurate, current, and identical in all locations.
As users of Highrise, we needed a way to import and sync our contacts with Mumboe. Fortunately Highrise has an API and we were able to tie the applications together. We thought this would be a useful feature for all Mumboe users who also happen to use Highrise, so we made it available to everyone. 37signals has now graciously listed Mumboe on their Extras & Add-Ons page for products that work with Highrise.
If you would like to sync your Highrise account to your Mumboe account you can do so on the Admin >> Settings >> Sync External Contacts tab in Mumboe. We also have a short video tutorial covering Contacts to help point you in the right direction.
Our latest upgrade introduces User Groups. If you have a large number of users, this should make management much easier.
The User Groups feature allows an account administrator to manage permissions at a group level rather than for each individual. To manage your groups go to the Groups page (you will find the link under Settings on the Admin page).
All accounts have a group called All Users which cannot be deleted and all users automatically belong to this group. Here you can create / rename / delete groups in the left pane. The right pane displays which users are members of the selected group.
On the Folders management screen you can now manage the permissions for your User Groups. The groups are listed at the top of the right pane and are differentiated from the normal users by a multi-person icon. By default the All Users group will have all permissions in new accounts (not true for existing accounts), but you can easily disable the permissions for this group and use your own groups to manage the permissions.
And if you decide groups are not for you…you can still manage permissions individually.
As part of an initiative to make our Admin tools more simple, we have rolled out a new page layout.
The page is organized in two columns. The left-side has links for all of your account configuration settings and the right-side displays information about your current usage and product plan. You will notice that some of the configuration links have a “+” to the right. For instance the + next to Users is a shortcut to create a new user.
Macy Shubak wrote a very useful article about effective contract management in the AlphaTech Counsel Blog. She shares a lot of great perspective on what to look for when developing requirements, finding a solution, and developing a successful program.
The American Bar Association has made technology decisions easier for its members with the creation of ABA Tech EZ. Mumboe is proud to join the marketplace and offer our application to the legal professionals of the ABA.
Purchasing.com published “On the hunt for contract management software under $100K” comparing over a dozen contract management solutions, and what those solutions could offer for under $100,000. The article offers up tips to help customers quickly get to ROI. One of the keys to ROI is the cost of your contract management solution. Mumboe users already know the power and value of our solution, but we thought we’d share how our solution stacks up against the competition.
Whether you are a small department or a global enterprise, Mumboe provides the tools to take control of your contracts and to quickly see a return on your investment. How can we prove the ROI? We’re glad you asked. Sign up for a free trial account on our website with no hassles and no risk. You are granted immediate access to your account where you can give Mumboe a full-test drive without spending a dime or even talking to a Mumboe representative. Don’t get us wrong, we’ll be happy to speak with you if you’ve got questions.
We believe that the value and benefits in contract management result from collaboration within departments, as well as across departments within the enterprise. That’s why our solution is affordable and designed for use in legal, sales, operations, purchasing and beyond. With complete activity history and permission controls, Mumboe quickly and effectively increases control and visibility of your business agreements. Our goal is to remove the hurdles and provide a world class application that allows your business to take control.
Over the weekend we rolled out some new upgrades to Mumboe. Check the customer forums for a complete list of release notes. As always, your feedback is appreciated.
Documents Tab Makeover and New Functionality
We’ve made some significant improvements to the Documents tab. Previously, you could only upload a PDF, TIF, or Word document. Any other file types would have to be uploaded as attachments to a Note. With this release you can upload any file type to the Documents tab. Mumboe will index the following files types, which enables a full text search:PDF, TIF, RTF, and any Microsoft Office document. The Auto Extract feature will work for primary documents of the following types: PDF, TIF, RTF and DOC(X).
You will also notice the layout has been improved. The tab now allows you to sort documents by a variety of fields. A labeling feature has been added to allow you to better organize your documents. And you should find it much easier to change individual document states between draft/final and signed. Clicking on the document title will bring you to the details page for the document where you have access to the version history and more details about the document.
Related Agreements
On the Agreement Summary tab users now have the ability to link to related agreements. This feature has been requested by a number of clients that wanted a way to link or relate agreements together so that users could quickly see other agreement records that are tied to the current record. In the sidebar area you will now see the Related Agreements area. Adding related agreements will display the hyper-linked title of related agreements.
We love to hear your feedback and ideas. Please keep the great ideas coming!
Automatically extracting data from documents is a complex feature, typically involving a discussion of linguistics. We tried to simplify the subject in our new Auto Extract video by explaining the advantages and value of the end results: fast, accurate and consistent data extraction from existing documents. Please let us know what you think and thanks again!
Our users asked us for more easy ways to get information into Mumboe. The Dropbox feature allows users to email information and documents directly into Mumboe. Each user has a personal Dropbox with four unique email addresses that allow for a variety of options:
Dropbox – Using the generic Dropbox address you can send emails and attachments to your Mumboe account. Within Mumboe at a later time you can use the email and/or attachments to add new Agreements, add new Documents on existing Agreements from email attachments and add Notes on existing Agreements.
Add New Agreements – Use this Dropbox address to add a new Agreement record in Mumboe. Email attachments will automatically become Documents in the Agreement Record. The subject line of the email will be the Agreement Title. The email itself will become a Note for the Agreement. You can also specify the Agreement Type in the body of the email by including for example “Agreement Type: NDA” (where NDA is the name of your Agreement Type).
Add Documents – Use this Dropbox address to add new Documents for existing Agreement records. In the subject line of the email include the Mumboe ID for the Agreement record, and any attachments to the email will become new Documents.
Add Notes – Use this Dropbox address to add new Notes for existing Agreement records. In the subject of the email include the Mumboe ID for the Agreement record, and the email will become a new Note.
Click on My Dropbox in the upper-right corner on the application to see your personalized Dropbox addresses and information on using the feature.
