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Tab Notifications
Tabs will show notifications with a count of how much information is on that tab. We had this on the To-Do List and the Attachment
Workflow Trigger enhancements, Workflow Notification enhancements and more…
Today we have a few new updates for your system. Check these out… Action Sets are Called WorkflowsWe’ve found we were referring to Action Sets
Coming Soon: Workflow Triggers
Ooooh – I think you are REALLY going to like this one! We just built a new feature called “Workflow Triggers”. In the olden days
Copy Saved Searches from Default Accounts, Copy Contact Counter Widgets and more
Copy Saved Searches from Default AccountsWhen you create a Saved Search in the Default Account, that search will now copy into the new accounts you
Adjust Email Credits for Individual Accounts
We have given you the ability to add one time Email Credits (Purchased Email Credits) or to adjust the monthly amount of Free Email Credits
Access the Basic Editor Faster
When you click to Add Email Template, you see a page of the existing templates. If you wanted to use the old “Classic” Editor, you
Highlight Selected To-Do’s, Select Email Templates and Edit the Calendar of Another User
Highlight Selections on the To-Do List When you use the checkboxes on the To-Do List, we’ve now added a blue highlight so you can easily
Sort To-Do’s, Trigger Action Sets, Choose your View and More
Sort the To-Do ListClick the column headers to sort the main To-Do List by that column. Use this to group like To-Do’s, group To-Do’s by
Add Contact Photos Automatically and Change Attachment Names
Auto-Download Contact PicturesUsers can now set their accounts to auto-download Social Connector photos. Turn on this option by clicking the Customize This Screen on the
New Mobile Version
Check out the new Mobile Version. Here is an overview of what will be included in the new mobile version and also the things you
New Branding Options
In your Admin Panel, go to the Content Tab and select Branding. Sign In LogoUpdate your logo on your sign in page. Browser Tab and
Auto-pay your invoices
We’ve made it much easier for you to pay each month. We now offer the option of auto-paying your invoices with us. In your invoice