BLOG. SMART PRACTICAL BUSINESS ADVICE

LAUNCHED: Permissions, Smart Lists, Custom Fields and about 100 other things

This huge release is focused on making WORK[etc] even more customized for your company.  Smart lists to slice and dice your data, granular permissions to control access and custom fields to show the information you need.

Over the weekend we pushed out what is perhaps the biggest update to WORK[etc] since launching the original beta version.  There is too much to cover here, so what I’ve done below is called out the highlights and included an image and videos to do the explaining.

Customize Tables (data grids)

Wherever there is a data table in WORK[etc] you can now decide what information you want to see on that table and in what order.

Click to View
  1. Drag ‘n Drop the order of columns, resize cell width
  2. View what is important to you.  For example, any number of custom fields can now be viewed on any table.
  3. Choose what information to view with a simple “click-on, click-off”
  4. Custom fields are now viewable options in any table.

Updated Opportunities and Leads

The “leads and opportunities” tab has been re-loaded into the new WORK[etc] tabbed interface, allowing for fast switching between views.

Click to View
  1. Change the interface language to match the terminology of your business.  Leads can now be called Opportunities, Ideas or whatever you choose.  This sounds like an inconsequential change, but over the years we’ve had so many requests from people that were more comfortable calling Leads as Opportunities (and of course, vice versa).
  2. Customize the “Leads” view by turning on or off column data and choose to view custom fields on the table as as well.
  3. Quick Edit a “Sales Leads” on screen without having to navigate to a new page.

Expanded Permissions

  • Greater control over access to modules, including a new ‘view-only’ setting
  • Introduction of Work Groups to WORK[etc], allowing you to create groups of people and assign them the same permission set.  This will be expanded later this month to include Work Groups in contact pickers.  For example, you’ll be able to assign groups of people to a project, rather than select them individually.

Smart Lists (or slice & dice your data)

  • Create complex searches and then save that search for easy access.  Saved views are instantly updated as your data changes.
  • Use any number of variables to define your search such as tags, custom fields, location, invoice totals, product history, project status and more.
  • Export that data as standard CSV for use in other applications

Custom Field Groups

  • Create custom field types from a number of new types including labels, date selection, product picker, selection menus, file upload and more.
  • Assign Custom Field Groups to display inside of any WORK[etc] module including contacts, projects, support cases and more.

New User Guide

Also launching today is our new user-guide.  What we’ve been focussing on is how to make a manual meaningful, how to give it context.

Most software manuals are incredibly dry, some might even be considered painful.  They tell you exactly how to do something, but rarely venture into why you would want to it in the first place.  So what we have focussed on is to explain the why of using a WORK[etc] feature, rather than just the how.  By providing relevant examples and scenarios, it is our goal to help you set your business up with WORK[etc] to better manage and grow.

Still to come…

  • Sales Pipeline This is 100% complete, we’re just staggering the rollouts to be safe.
  • Xero Integration.  This is now with Xero for their final review and approval, expect this as soon as the end of this week.
  • Google Contacts 2-way sync. We’re still testing the new sync algorithms but looking really positive.
  • Quickbooks Desktop Integration. This project reminds me why we don’t develop for the desktop – so many installation issues.  We’re making progress and are working on the final issue with carrying across line-item discounts.
  • Outlook Add-in.  The contact sync we need to finish to release the beta of this is dependent on the Google Contact sync.

 

See all

Featured Posts

How to Win That Elusive “Yes” for Your Sales Quotes and Proposals

If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Now, putting your best foot forward on that first date is just the start. If you want to get a “yes”, you better be ready […]

How To Sell Your Team On A New CRM—And Keep It From Failing

No business really gets started until something gets sold, whether it’s a product or a service. That’s why entrepreneurs need to at least have some sales know-how to even begin dreaming about success. And get this—when you’re an entrepreneur, it’s not just potential customers that you need to convince to buy in. From time to […]

Every Minute Counts: 3 Ways Time Tracking Helps Your Bottom Line

Five minutes. That’s how long I spend on my email inbox at the start of my day, every day. I used to get easily distracted, sometimes spending upwards of half an hour just going through my email. And by “going through” I do mean just reading them. No replying, no creating tasks. It was a […]

Don’t Use a Driver When You’re in a Sand Trap: Boosting Growth with Automated Tags

Small business marketing is a bit like golf. You don’t use a driver for every single stroke. Yeah, you might luck out and get a hole in one, but it’s more likely you’ll end up spending way too much effort for too little return. What matters is that you identify exactly which club best fits […]

The Underperforming 10% of Your Team Can Burn Your Small Business

WORKetc is a small business. Tiny, really, compared to others in the CRM industry. But still—we’re able to provide our services to over a thousand companies, big and small, all over the world. How? Well, by using a complete business management solution to run day-to-day operations, for one, but also by obsessively making sure that […]

Unlock Your Site’s Potential With Automated CRM Web Forms

Don’t believe what the “gurus” tell you: lead generation is hard. It costs money, time, and a whole lot of effort. So it stands to reason that business should do everything they can to at least make the process of actually capturing the leads they generate be much smoother and easier. That’s where WORKetc’s web […]