9 New Email Templates

We’ve added 9 new Email Templates for you to add to your system. Get the instructions on how to download the XML file to import to your accounts here: Email Templates.

We’ve included Holiday designs so you will want to do this soon!

If you are not yet using the new Content Designer, email support to get set up today.

Tracking Password Changes, Using Action Sets to set Custom Field Values and more

Account Log Report – Password Changes
We’ve added tracking for changes to a password for both the account owner and team user to the Account Log Report.

Action Set – Set Custom Field Value
You may now add or edit a value in the Custom Fields with your Action Set. This works with the check boxes, the drop downs and also the text fields.

Advanced Search – No Open To-Do’s
Search for contacts that do not have an open To-Do. This will help you keep track of any contacts that may have fallen through the cracks and need some follow up.

Custom Action Set Actions – Asking for User Input
As you know, you can create Custom Action Set Items for your users. There is now an option for a user input parameter. Check out how it works on our Developer Blog.