We made a few changes to the Saved Search. We added a Menu for the options. Click the 3 dot menu next to the Save

BoardsBoards is a visual way to see your client journey all from a single screen. Also known as Kanban Boards, you can move contacts from

Custom Field Type: DatesThere is now an option of adding Dates to your Custom Fields. In the Custom Field set up, choose the Field Type

We have added a new feature to our product: Popup Forms.  Popup Forms are like Landing Pages, with one important difference:  Landing Page: When you are

Split Workgroups into Sub-GroupsThere may be a time where the Workgroup needs to be split into smaller sub-groups. This might be used to split leads

We have updated the Landing Page Process. The Form may now be included in the templates you add to your default accounts. It will correctly

Workflow – Proceed Once In Time RangeSelect from the drop the time range you want the action to take place. This will keep your texts,

Get HTML ReplacementWe’ve removed the Get HTML option Landing Pages. We have replaced this with IFrame Embed Code and JotForm Integration options.  IFrame Embed CodeIn

The BETA version of the new Landing Page editor is available. Something important to note:With the new Landing Pages, as soon as you move the

Advanced Search – Has Contact AttachmentsYou can now perform a search for contacts that have Contact Attachments. Contact List – Contact Attachment CountsTo make the

We have 23 new Email Templates that you may add to your Email Template Library for your users. This group of templates include some templates

Reformatted System EmailsWe’ve made many of the system emails look better. You will notice changes in all of these system emails: Landing Page Notifications Password