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.
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).