A Busy Month of Product Updates
- Posted June 26th, 2009
- Filed under: Product Updates
Last year, for quite a while, it seem as though we were churning out feature updates for BatchBook at a dizzying pace. These weren’t enormous new features, but just smaller updates that simply made the lives of our users easier. Since the start of 2009, however, we’ve been busy on a few rather major updates. Some have launched (like our integrations with FreshBooks and Shoeboxed), some are in beta (like Google Contacts sync), and some haven’t been released yet (I’m not telling!).
The month of June has been a welcome return to the “flurry of updates” release schedule. Over at the BatchBook forums, Keri posts detailed notes about product releases. Today, I wanted to tell you about the “Greatest Hits” from these updates.
Batch Updating of SuperTags
Ever want to update the SuperTag field on dozens of contacts at once? Use the checkboxes on the Browse Contacts page to select a whole bunch of contacts (tip: filter by tag first!) and choose the “edit SuperTag field” batch action. With a couple quick clicks, you can update hundreds of contacts at a time!
Google Contacts 1-way Sync
Sean posted an update on the forums about Google Contacts sync becoming a one-way sync.
More Ways to Filter and Search
We known your contact list can grow quite large. Ours sure has! That’s why we’ve added a whole bunch of new ways to filter and search your contacts. Many of these were very popular requests on the forums.
- New Browse Contacts filter: Not contacted in past month: Will filter your contacts to show only those you have logged a communication with in the past month.
- New Browse Contacts filter: Not contacted: Will filter your contacts to show only those you have never logged a communication with.
- Advanced Search: Contact Type: In addition to “Individuals” and “Companies”, we now have an option for “Individuals & Companies”. Why? Because we also have one just for “Communications”!
- Advanced Search: Record Created: Search for records by date they were created. You can search for an exact date or for records created before or after a certain date. (Tip: Use multiple search criteria to search before a certain date and after another date to get a specific window of time).
- Advanced Search: Record Last Updated: Search for records based on the last time they were updated.
- Advanced Search: Record Last Communicated With: Search for contacts based on the last time you logged a communication with them (including an option for “never”.
Twitter and Google Search Widgets for all!
The live-updating Twitter Search and Google Search Dashboard widgets are now available for free accounts as well. Monitor your personal brand, your company brand, your competitors or your industry at large right on your BatchBook Dashboard!
New Dashboard widget: Lists View
This brand new widget gives you a dropdown menu of all Lists in your BatchBook account. Pick a list and see the contacts. There’s also one-click access to the List Report.
LinkedIn now part of Social Media SuperTag
As reported last week, LinkedIn profiles are now officially part of the Social Media SuperTag.
Default Tags & SuperTags
Last but not least, this is another popular one from the forums. Affectionately code-named “sticky tags” by forumgoers, you can now choose a tag or tags to be automatically applied to all contacts (or all individuals or all companies).
We hope you’ve enjoyed the recent updates. We promise more will come soon!
Want to see the complete list of updates?
How about integrating contacts more with Freshbooks – ie – “ADD contact/organisation to Freshbooks”
Currenlty if you convert a contact to a client or want to to do an estimate – u have to retype all their info into Freshbooks – which is tired…
Same would apply for Zendesk/
Hello,
We do have that capability right now with FreshBooks. After you setup the FreshBooks sync on each contact record you will have a button that says ‘Add to FreshBooks’. The contact is added as the primary contact and the company is used as the organization in FreshBooks.
Check out the FreshBooks screencast to see it in action:
http://www.batchblue.com/freshbooks.html
We are currently looking at more 3rd party integrations and ZenDesk is on the list. Keep checking in on the blog as we will be announcing more integration points soon.
-sean