BLOG. SMART PRACTICAL BUSINESS ADVICE

Contacts and New Interface Tools: Now Available

Today we’ve moved the new Contacts and Interface tools out of beta and into the main WORK[etc] release.  I believe that most of our customers have already made the switch to using the beta link, so this shouldn’t be too much of a shock.

To recap on the main Contact changes please read the original post – not a lot has changed since then.  Mostly we have been tightening up the interface and adding a few more time savers.

Here are some additional updates (and cool stuff) explained…

Sending Email from within WORK[etc]
Depending on your work style, you can either send email to your contacts through your desktop email application or through WORK[etc] itself. Sending email through WORK[etc] will also store that email against your contact’s activity history.

Throughout this latest release, we’ve updated a lot of screens to now float above the screen you are currently on. Previously, WORK[etc] would take you to a new page to complete an action. Now it will simply load that next page into a floating window. No longer having to navigate to another page will mean a big time saving in using WORK[etc] and also improve usability.

Contacts Directory
The contacts directory has undergone a massive overhaul.

Click to enlarge

Contact Details:
The contact details pages for employees, companies and people have all been redesigned to show more meaningful information without having to scroll or open a new page. Additionally, most fields are now instantly editable by simply clicking on the field and then clicking the green pencil to edit.
Click to view full size.


Adding a new person, employee or company.
We now have a new floating window that lets you quickly add a new contact with only basic details, with the option of adding more detailed contact information at a later stage.

Bookmarks & Expand / Collapse Side Panel

The side panel help menu now lets you expand and collapse – providing you with more screen space to work. Simply click the grey column to expand or collapse.

Also – the side panel includes a new tool, “bookmarks”, which lets you store frequently visited page on WORK[etc]. Use it to mark regularly used contacts, important projects or big sales opportunities.

Other Changes…

There are also a whole lot of other small changes and tweaks going live – too numerous to mention each one. But, the overall effect should be a WORK[etc] is that easier and faster to use… we need to be making your business, easier for you to run.

**Also, thanks to Donny, Mike, Sam, Mark and many other customers who gave a lot of valuable feedback that ultimately helped us deliver a better product.

Projects…
We’re back working full time on the new project tool. It is requiring some major reworking of the code and it is going to be a few more weeks before it is ready for a wider beta release.

The major challenge has definitely being combining a Gannt Chart/Timeline with workflow.

From my research, online project management software either takes the form of, what we’re calling internally, a “dumping ground” (think Basecamp) or a visual diagram (think MS Project).

But what we’re working on is a hybrid of the two, with the ability to effortlessly switch to the style that best matches your individual work style. A visual representation of a project, but then actually use that chart to interact and progress the project.

So – apologies for the delay on this, I know so many people are holding out for this … I’ll update the blog with some more screen shots shortly.

See all

Featured Posts

Where Your Gadgets Go To Die

The world is drowning in garbage, and we’re all starting to suffer because of it. One of the worst is electronic waste, or e-waste. Computers, phones—pretty much any kind of consumer electronics that end up in landfills can contain toxic chemicals that may leach into the soil and contaminate groundwater. Take an old cathode ray […]

Tried and Tested WORKetc Tips From Real Users Pt. 2

Like I promised last week, here’s the second part in our two-part series on the real, actionable WORKetc business management software tips and tricks that our creative and resourceful users have shared with us. Read on and let’s get this started! Quickly attach items to each other using their ID numbers (without hyphens) when searching […]

Tried and Tested WORKetc Tips From Real Users Pt. 1

I’m not bragging when I say that WORKetc has a lot of features. It’s just stating a fact. After all, would you expect any less from an all-in-one business management software that seamlessly merges CRM, projects, sales, billing, help desk, and more in one app? Another thing I’ve always harped on about is the level […]

The Hidden Costs of “Free” CRMs

While getting coffee a couple of days ago I overheard someone in the line behind me say one of the most cliched lines ever set to music: “The best things in life are free.” That may very well be true in a sort of metaphysical or emotional aspect (some of us might actually have to […]

Work Smarter, Work Faster, and Save Time with WORKetc and G Suite

Google unveiled a new name for their popular suite of productivity apps last year. Instead of Google Apps for Work, it’s now known simply as G Suite. As a Google Cloud Partner, we were quick to conform to the new naming convention. If you’ve looked over our G Suite help docs over the past few […]

WORKetc Soon to be Powered by the World’s Largest Cloud Network

Right around 2002, Amazon had a problem: their app engineers didn’t have the necessary infrastructure and tools with which to build products without having to lose too much time talking to their networking engineers. They got rid of the need for this constant back-and-forth by building a system that would let them build web-scale applications […]