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Major overhaul of Admin Mobile App
February 11, 2025
Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.
This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.
What's New?
- Quick Actions - Common functions easily accessible
- Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
- Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
- Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
- Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
- Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
- Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
- Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.
A new feature in workflows has folled out which allows filtering based on whether someone agreed to the Terms and Conditions (T&C) element in a Form, Survey, or Quiz. This enhancement helps streamline user targeting and ensures workflow steps are aligned with compliance requirements. To use the feature, simply create a trigger like you normally would for a Form, Survey, or Quiz and then add the filter layer.
In Portal settings, you'll now find FOURTEEN additional notification emails you can customize for Communities. Be sure to pop over to Portal -> Settings -> Emails to take a look at the list and revise your preferences. Group Membership Status Email New Member Request Declined/Removed by Admin Added to Private Channel General Group Emails New Comment Reply Content Reported Role Changes Group Ownership Changed Subscription/Payment Status Email Additionally, Post and Comment tagging emails now contain a preview of the comment/post.
