Time for another installment of what’s new in BatchBook:
New SuperTag field added: Recurring Dates
This is the major addition from last week. Now, using SuperTags, you can add a new field type called “Recurring Dates”. This field type is for things that come up on regular basis: a birthday; anniversary; call Dad every Monday, etc.
Once you set this SuperTag up in BatchBook, all dates for the upcoming week will display on the Dashboard in the Upcoming Events box on the right hand side of the page:
Now you have no excuse for forgetting your Mother-in-law’s birthday!
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Tags: batchbook, batchbox, email forwarding, supertags
BatchBook is not only contact management software, it is also communications management software. While BatchBook Contacts tends to get most of the pub around here, today is a special day for BatchBook Communications.
Introducing BatchBox
We’ve had customers tell us that when they are on the phone with a client, they have their “Log Communication” screen open so they can take notes and easily save them alongside their client’s contact info. That’s great for phone calls and chats, but what about emails? We don’t want to make you copy and paste your emails into BatchBook.
Now, with BatchBox email forwarding, you can send emails directly to BatchBook. BatchBook will automatically store the email as a Communication, attach it to the relevant contacts (and create a new contact, if needed), and retain any attachments.
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Tags: batchbook, batchbox, email forwarding
