Update: Since this article was published, we have added a Deals tab to Batchbook. We suggest using Deals to manage all of your sales info in one place. Watch this short video to learn more about Deals in Batchbook. Check out our knowledge base to learn more.
The title pretty much says it all… we have a Live Chat feature now! We have implemented a new page that houses all of our support: Screencasts, On-Boarding Sign Up, and my personal favorite is the Live Chat! To access it, just head on over to the Batchbook Community Page and look for the Contact Support button in the lower right hand side of the page. Once you click it, you’ll see a window that looks like this -> Just fill in your email address and then type your question! If one of the Customer Experience Team members is available you will see the “Chat with us” button. Pressing it will start a live chat, and we’ll do our best to help out…
It’s finally here!
The new Batchbook Droid App is available for free in the Android Market. I’m personally a big fan of Android phones, and got to help out with some of the testing, which is good because I’m also one of the folks fielding customer support questions – so if you run into any problems or have questions about it you can email us at firstname.lastname@example.org and we’ll help you out.
The app is similar to the iPhone app but does have one major difference. With the Droid app, you have the ability to sync records of a particular tag. You can find which contacts you would like to sync to the Droid, tag them, then sync with just that tag. The app has a limit of 3000 contacts which will sync to your phone, so if you do have a ton of records in your account it would be a good idea to tag the ones you need most when you are on the go. I’d suggest a “Record Last Updated” or “Record Communicated With” Advanced search to quickly grab the contacts you’ve been dealing with lately.
You have the ability to add/edit/delete new or existing Contacts, To-Dos, and Deals. The Communications aren’t on the app, but if you press the blue Batchbook icon from the View Contact screen displayed here you can quickly see all of your Communications on the full version of the site. Then just press the back arrow button on your phone, and you’ll go back to the app for that icon.
Here are a few tips that will hopefully help get you organizing your mobile contacts:Read More
I was once told that when interviewing for a new job at any company, it is beneficial to ask any real questions you have to the person who has been working at the company for the least amount of time as they are likely to be the least loyal and thus have the least reason to lie. At BatchBlue Software, technically that person would be me. Bill Pasnau, nice to meet you. I’m a part of the Customer Experience team which means if you’ve got an issue that you’ve sent over to email@example.com there is a pretty good chance we’ve already had some interaction! When asked if I would be willing to write a post for the company blog, the…