We've received a lot of great feedback from numerous customers with regards to the Lead editor over the past few months, and today we've deployed a number of improvements to the Lead Profiles tool based on your comments.

Notable changes include;

• Ability to edit the prospective client's full contact details, right inside the lead editor.
• Record a referring contact.
• Record an unlimited number of "other" related contacts.
  
• Define a persisted Lead description/summary, in addition to the standard comments/discussion tools.
• A more streamlined layout for better readability.
  

The ability to quickly filter and select a specific object from an infinitely large pool of many different types of things presents a big design challenge. Today we've released an update to the Entry editor. Remember, an Entry is inherited by Tasks, Support Cases, Events, Timesheets, Projects, Disbursements and even Subscription purchases. This is what gives WORKetc fantastic scalability and provides you the option to "attach anything to anything".

Below is a screen shot of your new Entry Selector:



As you can see, you have a number of features at your disposal to make isolating that particular parent item quick and easy.

• "Find as you type" with keywords that filter by Entry and/or Contact name or even Entry # if you know it.
  
• Filter by a specific Entry type.
• Sort by Type, Item Name, Customer or Entry #.
  

Today we've deployed a big update the main contact/address book editor. We hope you'll find the new layout and features a pleasure to work with. Feedback so far has been great, so please keep it coming.



Among better readability than the previous version you should find we've also grouped together information in a much more meaningful way. Numbers and Addresses are always related, but it's quick and easy to see which number is for which location etc.

A number of users have requested the ability to quickly duplicate a set of Projects and/or sub-tasks for reuse against different clients. This feature was released earlier today. If you navigate to the project you want to make a copy of, you'll find a new link to perform the duplication.



As illustrated above, you have a couple of options for how you perform the copy;

• Just the project
• The project and all of it's sub projects
• The project and all of it's sub-projects as well as Tasks

We're happy to announce that WORKetc users can now share projects with customers. If you're already taking advantage of the other Customer Area features such as invoice payments, support ticketing and knowledge base, all you have to enable this feature is open the Project you want shared, and turn on the new Client Access option.



This feature will allow the client to view descriptions, dates, progress and comments. They can also post comments and upload files and pictures within their comments for quick and easy collaboration.