Follow

Release Notes - February 13, 2012

    • Updated Checklist Task Reminders report to look backwards 15 days — helpful if you're unexpectedly out of the office, this prevents checklist tasks assigned to you from dropping from view prior to your having had an opportunity to work them.
    • Added menu option under Reports for Custom Exporting and Added new feature called Custom Exports — you now have the ability to create custom exports based upon database fields of your choosing and to order those fields in your desired order.
    • Added option to attach a Workflow and/or a Checklist when adding a new Contact — if there are Checklists or Workflows you always attach to new contacts, this allows you to add these from your initial data entry screen for the contact.
    • Added Bulk Checklist option from Search — you can now attach Checklists to contacts in bulk.
    • Added Bulk Referred By option from Search — you can now change the Referred By field for contacts in bulk.
    • Added Bulk UDF option from Search — you can now assign a UDF Field and associated value for contacts in bulk.
    • Added Team Notify option to Add New Note — Team Notify of new Notes has been incorporated, allowing you to select a team for email notification when adding a new note.
    • Replaced Change Site Preference email signature editor with the CKEditor — we've replaced the editor for saving your email signature with one that provides you with more flexibility and options.
    • Added ability to change the order of Checklists Tasks under Manage Checklist Templates— this allows you to rearrange the order of your Checklist Tasks after you've created your templates.
    • Updated all of the email editors to the CKEditor (affects Broadcast Email and Send Email from Contacts) — we've replaced the editor for internal mail sends with one that provides you with more flexibility and options.
    • Enabled settings to handle Paste from Word font styling and colors for email sending — this refers to emails sent via Broadcast Email or from within a contact record.
    • Enabled settings to handle Paste from Word font styling and colors for the email signature in Change Site Preferences - this refers to the signature that is included with emails sent internally via Redtail.
    • Released Zywave (formerly EISI) integration — accessible from integrations menu when within a contact record.
    • Added option to add seminar attendee guests in Seminar Management— you can now add guests (these do not have to have contact records w/i your database) for each attendee.
    • Added Quik Forms integration link to Common Tasks — accessible when within a contact record from their overview page.
    • Updated Calendar tooltips. Added tool tip for Contact that displays Name, Primary Address, Home Phone, Work Phone, Cell Phone and Email Address — contact info popup displays when hovering over contact name on Calendar item.
Was this article helpful?
4 out of 4 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk