We’ve rolled out an exciting update to make managing your contacts easier and more insightful than ever before! Whether you're checking in on active members, following up with trials, or organizing leads, these improvements will help you work faster and smarter.
From improved contact group sorting to detailed membership breakdowns and new filtering options—here’s everything you need to know:
🔄 Improved Contact Group Sorting
To streamline navigation, the “All” group has now been moved to the bottom of the dropdown list in the Contact Groups menu. This small but meaningful change makes it easier to focus on the groups you use most—like Leads, Trials, and Members—without having to scroll past “All” each time.
Enhanced Usability: While the functionalities remain unchanged, we've optimized the
user experience to make it even more intuitive and user-friendly. Actions such as:
Filters (Name, Email, or Phone)
Importing Contacts
Adding Contacts
Selecting the Follow-up View
Assigning Staff Members to Contacts
Downloading a CSV File
Delete Contact (Only works in the Archive Group, with no action in the contact profile)
Tags
Mark Task as Complete
Batch Actions
Filters
View Selected
Apply Filter
This is an example of what this new Contact Groups Management looks like:
Optimizing Contact Management with Filter Selection
Contact Group Filters are an indispensable tool within contact management systems, offering users the ability to sort, categorize, and access their contacts with ease. These filters empower users to quickly locate specific contacts based on predefined criteria, saving valuable time and effort. Filter Selection is a game-changer, offering users a convenient way to access previously saved filter configurations with a simple click.
Key Features
Choose a Filter Button: Upon clicking the "Choose a Filter" button, users are presented with a drop-down list containing all saved filters.
Create New Filter Item: The foundation of Contact Group Filters remains intact, allowing users to create customized filters to suit their needs. This feature provides flexibility and precision in contact segmentation.
Set Filter as Default: Users can designate a specific filter as the default option, ensuring quick access to frequently used filter configurations.
Add Query item: The 'Add Query item' button remains accessible, streamlining the process of creating additional filters. It automatically removes any existing filter displayed on the screen to maintain clarity.
Save Filter: Once a filter is fine-tuned, users can save it for future use, preserving valuable configurations for seamless retrieval.
Delete Saved Filter: Unnecessary or outdated filters can be easily removed, maintaining a tidy filter repository.
Reset Query: The 'Reset Query' button offers a quick way to revert to the default view when transitioning between different filter settings.
Apply Filter: The 'Apply Filter' button enables users to initiate contact searches based on the filter criteria they have selected.
