As part of our most recent update, we’ve made a couple of tweaks to Deals to make the interface snappier.

Deals are great for tracking sales, donations, or really anything with a monetary value.

Quicker Deals Filtering

The biggest update is to the filter. Here, you can narrow down your focus to see deals in a specific category or stage, or within a certain range, etc.

Now, as you adjust the filter, the list of deals automatically updates. If you have both the filter and the list panels open, you’ll see the list adjust as you add filter criteria.

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By now you’ve heard tons about our new Gmail Integration and may be wondering if it’s right for you and your team. What bells and whistles does it contain? And how can I get it going quickly? While we have plenty of support articles aimed at getting you set up for success with the Gmail Integration we know that seeing it real time can be a heck of a lot more understandable. With the Gmail Integration you can create automated workflows including templated and automated emails. Whether you’re looking for a quick and easy way to stay in touch with your contacts or more in depth sales automation, the Gmail Integration will likely be a good fit. I’m personally a…

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Need more info on a to-do? Now you can just send a reply. This week, we’ve added a simple little tweak to our assigned to-do email notifications that makes  it easier for you to collaborate. Turns out, if you have a question about a to-do, you might need to reach out to the person who assigned it to you for clarification. The easiest way to do that is by replying to the email, and now you can do just that! When you get a to-do assigned notification, we’ll include the assigner’s email in the reply-to: field. This puts them just an email response away. We hope this simple tweak helps you manage your tasks. Let us know what you think.

Staying current with what is going on in your CRM is really important. That is why we have added our latest feature: email notifications for new contacts.

Set Up Your Notifications

You are in control when it comes to which new contacts you get notified about. This works with tags. Pick which tags you want to monitor, and we will send you an email any time a new contact is added with any of your selected tags.

To get started, head over to your settings in Batchbook and look for the Notifications area. Check the box to be notified about new contacts and choose at least one tag.

Each user can customize their own notifications. So, while you may be interested in seeing new leads that come in through your website’s form, a colleague may want to get notified every time a new contact is created via a Batchbox email. Keep in mind that you won’t get notified for contacts that you create.

Using It

This new tool should be helpful in a lot of different scenarios. We’ve kept it simple and flexible so that you could use it in a way that makes the most sense to you. Here are a few ideas:Read More

Since we know that you have a lot to get done, we decided to make managing your Batchbook tasks a little easier. You live in your email inbox, so that’s where we focused our efforts with this latest update to the to-do feature in Batchbook.

Get More Info in Task Notifications and Reminders

For starters, we’ve pumped up the amount of information you get when you get a to-do notification or reminder. Previously, we would email to tell you about the task and direct you back to Batchbook to look at it. Now, you can view the task and description, as well as contact info for any contacts associated with the task, right in your email.

Have a task to call on a customer? When you get the reminder email on your smartphone, you can now just click on the contact’s phone number and place the call.

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In Batchbook, the contact preview screen is already one of the most useful places to spend your time. From here, you can view all your contacts, or filter down to see just a segment of contacts who need your attention today. We’ve just released a couple of updates for this section of the app that should make your work even easier. New Sorting Options Now you can sort your contacts by the date they were created or the date they were last updated. This could be useful if you need to see your longest standing customers, or your members who have not been active recently, or new clients who need onboarding. I’m sure you’ll figure out lots of other great…

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Our design and tech teams are in high gear with some useful app updates. For this latest update, we revisited our contact card. This is the box on the contact detail page that holds vital info like name, email, phone and address.

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One of the best things about using Batchbook is that you can store pretty much every detail about your contact right on one page.

When you have a contact open in Batchbook, you can see their contact info, to-dos that you have for the contact, a history of communications, files that are related to the contact, social details from Twitter and Facebook, any custom information you deem important, plus quite a bit more.

You can view most of this information in widgets, which are little boxes of information that you can move around on the contact page based on how you prioritize them.

This approach gives you great flexibility and a way to store a lot of pertinent info in one place. However, there is one downside to this approach. Because there are so many different things to keep track of for any given contact, you naturally need to have a lot of widgets. Some of them you might use all the time, some only occasionally. When you have a lot of widgets full of information, looking at all of it one one page can get overwhelming.

Based on user feedback, we’ve decided to improve the user experience for our contact page widgets.

Collapse, Expand, and Rearrange

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May is just around the corner, the cherry blossoms are blooming, birds are chirping, bees are buzzing… Best of all, it’s time for SPRING CLEANING! Some of you may have heard that we’ve been working behind the scenes to make things prettier and better for our app. Today marks the launch of Batchbook’s new look!

Batchbook is pretty powerful and has many features – For new users especially, this can be a lot to take in. Our task was to improve our users’ experience without moving things around or requiring them to learn anything new. We chose to focus on reducing clutter, increasing legibility, and establishing consistency.

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Pretty soon, you may notice some updates to Batchbook as we move towards a more beautiful and easy-to-use app! Some of the changes we are making include: A brand new color palette Easier-to-read font More visual consistency throughout the app For those of you already in there working with Batchbook every day: all your data, navigation, and functionality will still be in the same place (only with a fresh new look!) Look for these updates soon.