This release of Client Sense is focused on Favourites
What’s new with Favourites?
Spruce up your Favourite Tabs
You now have greater customisation over your Favourite Tabs
Choose an Icon that best represents the Favourites within your Tab
Pick a colour to make that icon pop!
Sortable Favourite Tabs
Drag and drop your Favourite Tabs to change their order and to set your default Tab
Sortable Favourite Items
Don’t forget, you can drag and drop your Favourites in a Tab to sort them into your preferred order
Favourites can now reside on multiple Tabs
This feature has been a popular request and what better time to include it than a release focused on Favourites
Adding a Favourite will now ask which Tabs to be added to instead of landing on your default Tab
Tip: This is also a good way to quickly find out what Tab a Favourite resides on
Goodbye default Favourite Tab
The default Favourite Tab has been phased out in place of a new dynamic Tab which can be renamed, have a custom icon and colour, moved or even deleted
Collaborate on Favourites
Your Favourites can now be someone else’s Favourites with the new Shared Tab feature
Allow others to simply view your Tab by sharing it, or let them contribute to help build the ultimate client list together
Subscribe to Favourites
Why do all the hard work when someone has done it for you?
View a list of subscribable Tabs and add them to your list. Subscribed Tabs will reflect all changes made by the people sharing them
Getting Started with Favourites
New users and those that haven’t configured any Favourites can now get started quickly.
A helpful dialog will offer suggestions on Favourites that they should add and Tabs that they can subscribe to if any are available.
What else is new?
Time of Day
You can now see popular times of communication with organisations and the departments most in contact at those times
Date Range Filter
It’s now possible to pick a custom date range when viewing an organisation
Last Contact Utility
There is a new utility available called Last Contact. Enter an email address or a list of email addresses to find out who within the organisation last had contact. This tool will also present similar email addresses if it can find any
Some examples of how this can be used are
- checking who and when the last contact was with an email that has returned a bounce back.
- quickly validating a list of emails to asses whether the firm has had any or recent contact
- exporting the last contact results of a list of emails for external use
The MailChimp integration has been enhanced to display member status of subscribed or unsubscribed on a list along with a coloured indicator. You will also now be able to see member rating
The colour of the MailChimp icon also changes between green, amber and red
- Green – Contact is currently subscribed to a list
- Amber – Contact is currently subscribed to a list but also has unsubscribed from a list
- Red – Contact has unsubscribed