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 had to scroll past all of the templates and click the link at the bottom of the page. We’ve made this easier.

The new text at the top of the page will be:  Start by Selecting a Sample Below or Advanced Editor (Blank)  or Basic Editor (Blank).

We’ve renamed the Classic Editor to the Basic Editor (it is not going anywhere) and we’ve made it a button choice a the top of the page. The option still exists at the bottom of the page too for those that like to scroll.

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 see which To-Do’s you’ve selected. 


Select Email Templates
We’ve Added the option to select Email Templates to then perform a group action. The available group actions are Move to Folder, Delete or Export.

Click the check-boxes to select a template. As templates are selected, they will highlight blue.


Edit the Calendar of Another User
In the past you had the option of viewing calendars for other users. We’ve now added the option to allow users to edit the calendar of other users.

This option will be set to Deny in the Team Settings, User Permissions. It will only work for the Account Owner out of the gate, bur your users can turn it on for their teams.

Sort To-Do’s, Trigger Action Sets, Choose your View and More

Sort the To-Do List
Click 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 Contact, group To-Do’s by Priority or Due Date and more. Your users are going to find this super helpful!


Autoresponder Completion Assistant Can Trigger an Action Set
We’ve add the option of triggering an Action Set (Workflow) with the Completion Assistant. This lets you trigger even more options than before.


Choose How Many Contacts to View
In your Contact List, you can now choose if you want to view 20, 40, 60, 80 or 100 Contacts at a time. This is helpful for people that would rather scroll on one page than click to view page by page.


Birthday and Anniversary Report Includes the Phone Number
We’ve added the phone number to the Birthday and Anniversary Report. You can now use that Report to reach out and call your contacts for their special day.


Search Your Team Databases for Duplicates
The Duplicate Contact Report now offers a report of duplicate contacts within multiple databases. The Account Owner and/or Account Administrators will now be able to pull up this report to search within All Databases for duplicates.


Trigger an Action Set with Text-to-Join
Instead of just triggering an Autoresponder, your Text-to-Join now offers the option of triggering an Action Set (Workflow).