We're thrilled to introduce the latest update to our Contact Groups list- designed to simplify your experience and elevate your productivity.
Sleek and Intuitive Design: Say goodbye to cluttered interfaces and hello to a sleek, intuitive design that makes managing contact groups a breeze. Our revamped Contact Groups list boasts a modern aesthetic with clean lines and intuitive navigation, ensuring that organizing your contacts feels like a breath of fresh air.
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:
This latest update to our Contact Groups list represents a significant step forward in functionality and usability. With its sleek design, enhanced usability features, and user-friendly interface, it will make it easier to select any actions you need to perform in the contact groups.
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.
Benefits of Filter Selection
Effortless Access: Filter Selection streamlines the process of accessing saved filter configurations, eliminating the need to recreate filters manually.
Time-Saving: By providing quick access to predefined filter settings, Filter Selection saves users valuable time that would otherwise be spent configuring filters from scratch.
Improved Workflow: With the ability to select from a list of saved filters, users can seamlessly transition between different filter configurations, enhancing workflow efficiency.
Contact Group Filters provide a potent toolset for streamlining contact organization and retrieval. They empower users to effortlessly manage their contacts with enhanced efficiency and ease.
Finally, we'd like to bring attention to a specific adjustment we've implemented regarding the labels visible within the Contact Groups feature, specifically focusing on the categories "Unsubscribe" and "Opt Out".
Previously, the "Unsubscribed" category was referred to as "Can Email," and the "Opt Out" as "Can Text." However, it's crucial to note that although the labels have been updated, the functionality remains the same.
These labels have been subject to refinement to better align with user expectations and enhance clarity. Our aim is to ensure that the labeling accurately reflects the status of contacts within these groups, providing users with a more intuitive and transparent experience when managing their contact lists.
Here is a short video that highlights the transformation of Contact Group Management from its earlier forms to its current state: