Recently I wrote about how I thought our Tags were being neglected when compared to their SuperTag siblings. That got me to thinking about another very powerful and useful feature in BatchBook that I don’t think gets the attention it deserves.
Our lists and reports are great for collecting and preparing your data for exporting and printing. You can choose fields you want to appear and customize them in many ways. They are really powerful and are even auto-updating so that they will always reflect the most current information in your account.
But before a list is a list – it’s just a search. You enter in your criteria and pull up your results. At this point you are given a choice – save your search or create list.
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Tags: lists, reports, saved searches
Web Forms have been a very popular feature among BatchBook users. Turns out, people love being able to let their web site visitors do their own contact data entry! 
Through the BatchBook forums and email support, we’ve received a lot of great recommendations for feature enhancements. Among those requests was the ability to style the web form in a way that will fit your web site’s look and feel a bit better. As Sean pointed out on the thread, that’s actually doable right now with a bit of html wizardry. So, let’s do it!
Step 1: Create your form & grab the raw HTML
For this example, I’m going to replace the embedded contact form on my own website with the raw web form code. The first thing we need is a web form to grab the raw code from. (more…)
Tags: batchbook, css, html, lists, web forms
Last week, I posted about our recent flurry of updates to BatchBook. After a weekend to play with some of the new changes, there’s one I really love. It’s the List widget on the Dashboard.
And we love to give props where props are due. So, yet again, that was a recommendation that came from the forums. In this case, forum user Barbara Ballard asked:
Inspired by the Marketing dashboard widget … I created “Barbara’s list”. It’s all current clients, alumni, leads, projects assigned to me. It’s who I should be thinking about this week, who I should pay attention to. … Now I want it on my dashboard.
We had been talking about doing a saved search widget. But when Barbara recommended putting Lists on the Dashboard, an bell went off in my head. First of all, Lists are already part of BatchBook. This would put something on the Dashboard that just about everybody is already using in their account. Nothing new to learn. Instant gratification. Secondly, a saved search is best handled as a list anyway. That way it will always update, always be accessible, always be exportable, etc.
It was the perfect solution.
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Tags: Customer Service, lists, Our Users are So Smart
