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.
0 Shares

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.

 

0 Shares
See all

Featured Posts

This Firm is Fueling Clients’ Success with Strategic HR and WORKetc CRM

Performance HR uses Strategic HR and WORKetc CRM to fuel their clients’ success. So you’ve finally decided to build your own startup company. You’ve got an idea, you’ve got a team, and you’re ready to introduce your product to the world. You want to focus everything you have on that last bit, so you decide […]

6 New Apps to Grow Your Business in 2019

Fill your small business toolkit with the right new apps for growth. Gone are the days when all you needed to run a business was a pen, paper, and maybe a calculator. These days it’s all about your software stack—the apps, cloud or otherwise, that you use to manage everything from contacts and sales leads […]

Manage and Grow Your Business Better With 4 More WORKetc CRM Tips from Real Users

Run, manage, and grow their businesses with these real WORKetc tips from real users. Be it a minute or an hour, $1 or $1,000;every little bit counts when you’re a small business. And what better way to learn more about how you can use WORKetc to boost you and your team’s efficiency and productivity than […]

WORKetc is Shifting Into High Gear with Elasticsearch

Massive speed improvements coming to WORKetc CRM. WORKetc isn’t just a tool for running a business. We built it to help you grow that business. And with growth comes more contacts, leads, projects, timesheets—more and more business-critical data that needs to be created, saved, and tracked. That’s one of the big considerations we had in […]

Don’t Just Survive—Grow Your Business With These 4 WORKetc CRM Tips from Real Users

Help your business grow with these WORKetc CRM tips from real users. Speed, efficiency, productivity. They’re all buzzwords, yeah, but they’re also key components to any small business’ survival. We’ve already rolled out quite a few tips and tricks for increasing efficiency and productivity with WORKetc, but nothing beats those tips whose effectivity have already […]

Get Paid Quicker With the WORKetc iPhone CRM App’s New Invoice Module

Create, edit, and send invoices on the go with the new WORKetc iPhone app. We’ve received a lot of requests form WORKetc users to include an invoicing module in the WORKetc CRM app for iPhone. Today, I’m glad to confirm that those requests are going to be fulfilled. Our iPhone app developers are neck-deep into […]