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 uses for this sort option too!
View More About Your Contacts (And Do More Too)
In addition to the new sorting options, we’ve added 3 new widgets to your contact preview. Now, if you are browsing through contacts, you will be able to quickly see any communications, open to-dos, or deals that you have with any contact.
This will help you see which contacts are active and which might need attention. And when they do need attention, it is easier than ever to take action.
Whether you are a manager looking through new leads and assigning out follow up tasks, or a sales rep sending emails to contacts that are in the middle of your sales process, or a volunteer reaching out to members for a donation drive, having more of this info on the browse list will save you a ton of time.
Complete To-Dos from More Locations
You can now complete a task right from the to-do widget on the contact record or the dashboard.
Since you often need to go to the contact page to get your task done, we thought it made sense to let you mark it done from there as well. No more remembering to go back to your to-do list to complete items.
This should help you keep that list of tasks managed. Whether you are working from the dashboard, the contact browse or contact detail page, or directly from your to-do list, checking things off will now be much quicker.
Please let me know what you think of these new features, and look for even more updates soon!