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New Contacts Management Software – Beta available soon

We’re just putting the final finishing touches on the new contact management tools and are aiming to make these available as an opt-in beta later this week.

This opt-in beta will be a simple link in the existing WORK[etc] interface that will let you switch between the existing and new versions (obviously without any data loss!).

As you can see below, most of the changes are around making the interface more compact, intuitive and faster to find what you are looking for.

Contacts Directory:

Click to Enlarge - Contact Management Software

The above screen snap is the new main Contacts directory. It allows you to instantly access most common contact fields:

  • Clicking on the star will bookmark this contact.
  • Clicking on the [+] will expand for more detail.
  • Clicking on the contact name will open a detailed view page.

Expanded Contact Detail View:

Click to Enlarge - Expanded view of contacts detai

In the view above, we’ve simply clicked the [+] icon to get a more detailed view of the contact. The expanded view includes:

  • mulitple telephone numbers
  • multiple street addresses. These show up as extra tabs on the address box.
  • a hotlink for each address to launch location in Google Maps
  • any tags assigned to this contact
  • the ability to quickly create a new item such as an invoice, timesheet, or directly send an email to the contact, via the “Create New” drop down menu.

Detailed Contact View
The detailed contact view now includes a much tighter layout and about a 100 fold reduction in the time taken to view that contacts activity history (tested up to 10,000 events).

Click to Enlarge - Detailed Contact View

A whole lot of changes on this screen:

  • You can now quickly change a contact’s WORK[etc] Tags, Permissions and Preferences on this screen.
  • Most fields can be edited inline
  • If you are using FireFox or Safari, fields that you are editing now have a blue glow to help focus (Internet Explorer doesn’t support this code yet)
  • We now make a feature of the Activity Search function.

Previously “history” search was hidden down the bottom of the screen and you could only select an activity type (ie project) and scroll through the results. This was one of those WORK[etc] features where customers would always be stumbling across it by accidently and literally going “WOW! This is Awesome. But how come I’ve never seen it before?”

So – we’ve added a whole lot of search and refine options and brought the tool right up to the middle of the screen.

Other stuff we’ve got going on…

  • We’re maybe a week off launching a new integration method for Google Calendars
  • We just had a great review of our marketing web site done by the infamous SoftwareByRob

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