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
Now all widgets on the contact view can be collapsed when they are not needed and expanded when they are. This, combined with the existing ability to move the widgets around, will let you stack your contact info in a more useful way and focus on just what is important right now.
See Which Widgets Have Info
We have also added summaries to many of the widgets. That way, at a glance, you can see info like how many to-dos or communications you have for a contact, even if the widget is collapsed.
It’s Your Data
How you decide to set up your contact page is up to you. It will likely be different for every user.
The nice thing is, each user has control over how their page looks. Once you set it for yourself on one contact page, that is how it will look on your other contacts.
Your co-workers can have a totally different set up that works best for them.
Here is how I set up my view:
We hope this new feature makes working with contacts even easier for you. Let us know what you think!