I had the great pleasure of showing the first official demo of the new Batchbook at the Providence Geeks meeting last night. We met with many oohs and ahs, and some great feedback on the new design and features. For those of you who don’t happen to be in the Providence area (or perhaps just aren’t geeks), I want to give you a quick update on our progress so far and show you a bit more of the coming attractions.
We are closing in on the release of the new version. At this point we have finalized development of the contacts, custom fields and search and lists (see more below). And we are finishing up development of the communications and to-dos features which should go into QA soon. We have been working this past month with a number of beta users and are continuing to invite users into the beta accounts. Please contact our support team if you are interested. As I mentioned before, the initial release of the new Batchbook will be for new users only. We will then start migrating existing users into the new system based on availability of required features. You can see more about the transition here.
We will be sending multiple e-mail messages to the administrators of all of our accounts notifying you of the release of the new version and again when it is time for your account to be migrated. Please watch for these messages.
Search and Lists
And I would like to share a bit more with you about one of the Batchbook features that is incredibly near and dear to my heart: advanced search and list building. We took the great feedback that you all provided and completely revamped our search and list building functionality. A few of the highlights:
Statistics: we are now providing a number of stats for a list and for the contacts on the list, including who created the list, when it was created, when last updated.
Filters: you can now easily filter out the import lists or older unused lists so it is easier for your team to see which lists are current and relevant.
Export data: it is now much easier to select which information you would like to be included in the CSV export, or displayed in the print view. And you can add/remove fields to your dataset each time view or export it.
Better search commands: if you are searching by a number of different criteria, it can be difficult to determine how to order those criteria to get the right results. For example, if you want to know all of your customers or prospects in either Rhode Island or Massachusetts, you can not just add those four criteria. Otherwise you would get a list of people who are both customers AND prospects and are living in both Rhode Island AND Massachusetts (the Kennedys, maybe???). You need the search form to understand you want people who are EITHER a customer OR a prospect, AND live in EITHER Rhode Island OR Massachusetts. And we’ve now made that much easier.
And a quick update on custom fields. An exciting addition to that functionality is the ability to add the same custom field set to a contact multiple times. For example, you can now create a custom field set for “webinars” with choices for the webinar title and date. That way, if a customer attends 2 webinars, you can just add that custom field set twice & selecting the name of the webinars they attended. No need to create a custom field set for every single webinar, and much easier for searching and reporting.
Let us know what you think!
As always, we would love to hear what you think. If you would like an invitation to see and play around with the beta version, please write in to our support team. If you have already requested access, you should be hearing from someone within the next week with information on your account and login credentials. Thanks to all of you for your continued excitement and feedback. We are excited to get this rolled out!