Macanta

After several months of working to secure some funding for Macanta, we have unfortunately had to make the very difficult decision to close down Macanta.

We are working on a solution to give our customers as much time as possible to export data and migrate to a replacement solution, but right now I can not say how long that will be. At a maximum it will be 60 days from today. (12 August 2022)

Unfortunately there is no cut-down way to keep Macanta running, which means that just keeping the lights on for the next 60 days will amount to thousands of dollars in cost on our end, to keep the infrastructure running.

I am aware that me saying this will have no impact on the reality of it, but believe me, the impact this will have on our customers' businesses in the next few weeks is not lost on me at all. I am deeply sorry that we are unable to help support their businesses any further.

Having worked on Macanta tirelessly for over 6 years now, I am very sad to see it fail. I am however immensely proud of our team and the product we were creating here every day.

If you have any questions about exporting your data, please let us know via the support email inside your Macanta account, and we will do everything we can to help. Unfortunately, we won't be able to help with migrations to other platforms or choosing a replacement. (I really don't know of another tool that does what Macanta does.) We will also not be continuing with any feature development or bug fixes going forward.

With Regret
Pieter K de Villiers

Updated walkthrough of the latest release of Macanta for iOS and Android.

• Universal Contact Search
• Contact Custom Fields
• Enhanced Contact and Data Object Editing
• Revised API calls

Next up for the Mobile Apps will be dedicated Data Object Search.
https://youtu.be/D2c4Ooo-cII

We've had many requests over time, to allow for contacts without email addresses. This causes all manner of issues with contact management and some API functionality too.

So, we decided to make it possible, without breaking things.
Users can now add contacts without email addresses and Macanta will generate a unique temporary email.

https://youtu.be/eSpZrz30wJk

Referencing values between two Data Objects through Automation, with a little help from Zapier.

How to move information between two Data Objects (Case Files in this instance) in order to have a reference between the two, for Invoice Offsetting. With some Zapier in the mix.

https://youtu.be/sCUZ8g07O4E

In this live build session, we'll look at outlining the structure for a business needing to keep track of Client Companies, Manufacturing Companies, Installation Sites and Servicing/Repair Visits. Macanta is designed to create order where chaos is so often the status quo.
https://youtu.be/dMaBEIQbjQo

Look over my shoulder in this live build of the initial structure for a Financial Services and Insurance System covering Accounts, Taxes, Insurance, Bookkeeping and more.

I cover setting up Relationships, Data Object Types and using Data Reference Fields.
https://youtu.be/Lh7lcWaYyd8

Today we released the Macanta Form Builder.
As with all things Macanta, this takes the power of Data Objects, Relationships and Automation even further.
This video covers:

• Standard Forms
• Integrated Forms
• 2-Way Sync Forms
• General File Upload
• Field Specific File Upload

https://youtu.be/7rBfQx9U_z4

We have been quiet on here, but very busy.

Did our first Macanta Webinar, thought I'd share it here:
https://youtu.be/xgt4FHz5mM0

00:00 Intro
02:35 Why Macanta?
04:10 Key Concept 1 - Data Objects
06:42 Key Concept 2 - Relationships
08:05 Key Concept 3 - If This Then That
12:35 Interface Overview Start
12:50 Dashboard
13:44 Query Results Overview
17:24 Contact Record Overview
18:19 Contact to Contact Relationships
19:28 Query Builder Overview
21:27 Workflow Boards Overview
23:29 Admin Overview Start
24:19 Custom Tabs
25:44 Internal Support Emails
26:34 Object Builder Overview
29:08 Automation Overview
39:35 User Permission Templates Overview
48:57 Advanced Search
50:25 Q&A

https://macantacrm.com/release-update-10-may-2021/

New Features:
– Additional Data Object Access Permissions
– Permission Control for Data Object Delete
– Permission Control for Contact Delete
– Personal Email Template Group
– Interface Alert Merge Tags
– Integrately Integration

Interface Enhancements:
– Unsaved Changes Process

Bug Fixes:
– Task Notifications
– Data Object Import Notification Email
– Adding Contact and Relationship – Single Step Enhancement
– Relationship Limiting

https://www.youtube.com/watch?v=Nx9I9XN7Zdo

New Features:

• Delete Data Object Attachments, with Permission Control

Sneak Preview:

• New Stack Macanta Interface. You can access your own app in the new interface, just change the .com in your login URL to .app.
  Ex: staging.macantacrm.com becomes staging.macantacrm.app You can log in with your normal login details.
  NOTE: This is connected to your actual Macanta account. Anything you edit and save will be reflected in your .com app.