September 19, 2010
Groups, Sitewide Search, Help Guides and More
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.
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.
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.
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.
You can now search all data within your CRM (contacts, companies, deals, tasks, notes and events) using the new sitewide search.