September 19, 2010

Groups, Sitewide Search, Help Guides and More

BY John Paul Narowski IN Uncategorized 3 Comments

Our team has been hard at work adding much needed & requested features. There’s a lot to digest here so feel free to contact us if you have any questions! One of the biggest enhancements we’ve added is the ability to have private groups.

Groups & Changes to Permissions

You can now make contacts, companies, deals and tasks private to a group instead of just an individual. This allows you to have separate teams of people who can all see the same private information. group
Other Changes to Permissions In addition to adding groups, we also changed how making things private works in general. Now if you make a record private, all associated history and tasks will be made private too. If you add a contact to a private company, the contact will be private by default. You can choose to override this if you’d like. If a company is made private, all contacts associated with that company (and their histories) are made private too. private

Help Guides

We have reached the first summit of the documentation mountain by releasing the Contacts and General sections of our help guide. We hope to continually evolve this info based on your questions and needs, so please let us know if you feel the guides are helpful, or what is missing. The “Calendar” section is the next we are working on. Screen shot 2010-09-07 at 10.19.13 PM

Sitewide Search

You can now search all data within your CRM (contacts, companies, deals, tasks, notes and events) using the new sitewide search.
searchsearch2

New Sub-Menu

We added a drop down sub-menu to the navigation bar to make space for upcoming features and sections we are developing for you. You can determine which tabs show up in the primary and secondary menus and which tabs are hidden completely in the settings section. sub-menu If you visit any section in the sub-menu, a tab for the visited section will appear to the left of the sub-menu link. This tab will be swapped out and replaced with other sections from the sub-menu as they are visited. Since there is currently only reports in the sub-menu, there wont be much swapping yet. sub-menu-reports

Sticky Filtering

At the request of our users we have added Sticky Filtering to your list views. This means that the filters you use to narrow down your list views will stay, even if you navigate away from the page. The page number you are on will also stick. Activate this at the bottom of your Contacts, Companies, Deals and Tasks lists or in your “My Account” settings. e

Tabbing Through Forms

You can now also tab through the contact and company forms.  This will dramatically cut down on the time it takes to get through all of the different forms. With intelligent design, shortcuts and input from all of you, we hope to continue to shave seconds, minutes and hours off of your CRM usage.  Let us know how we’re doing!
I’ve been hacking at various business ideas since I was 16. I’m a full stack developer and love crafting user experiences. I’ve been nose deep in code since I put the legos down, and built several successful businesses in the process. I’ve lost some hair, gained some experience and throughly enjoyed the journey.
  • You guys put out an already incredible product that keeps getting better!

  • Lorraine Cherrington

    Hi John

    The tabbing through fields makes it much easier to complete forms. Many thanks, keep the refinements coming!

    Regards
    Lorraine

  • admin

    Thanks @Sean and @Lorraine! We couldn’t have done it without all the great feedback from you guys.

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