Ensure contact info on transactions is clean and up-to-date
Adding contacts to transactions gives your team at-a-glance access to contacts' information, and allows for effortless single-click messaging and contact sharing.
The new Contact Management tool helps you ensure those contacts are both seamless to add and error-free. Here's how:
Prevent inaccurate contacts from being recommended
Make sure your team is adding the correct and most up-to-date information for contacts by ensuring the list they're pulling from is clean and updated.
You can now hide contact information that has been added incorrectly in the past or that is outdated. Hiding inaccurate contacts will ensure those contacts are not recommended to your team when they're adding contacts to transactions in the future, leading to more error-free contacts on transactions.
Update incorrect contacts across transactions
In cases where it's important for incorrect contact information to be updated on the transactions where that inaccurate contact information exists, you can now correct the error across all transactions at once.
Learn more about Managing Contacts →
Start updating with just a click
Just a friendly reminder (here and on hover of the Edit Transaction link) that you can get to the Edit Transaction page mouse-free by clicking Ctrl+Shift+E while viewing the transaction you'd like to edit.
Instantly know when a date rule has been set
Task that have had a due date rule applied, but whose trigger date has not yet been entered, will now have a visual placeholder in place of the missing date. That placeholder will instantly let you know that a rule has been set, but not activated by its trigger date yet.
