New Feature - Print Materials
- Digital-only option now available. You can now choose a "Digital Only" setting, which creates a print-ready files for you to download and handle printing on your own.
New Features - Contact Module
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See group membership at a glance. Contacts now display which Groups they belong to directly in the Contacts module, so you always know how each contact is organized.
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Market preferences tracking made simple. A new yes/no market preference status makes it easier to see which contacts have market update preferences set up.
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Click to email any contact. Email addresses on the contact view are now clickable, opening your default email program so you can quickly reach out to clients.
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Faster navigation to contact details. Contact names in the Contacts module now link directly to the details page, so you can jump into editing with a single click.
Overview of Contact Center
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Email addresses are no longer required. You can now create contacts without an email address, which is especially helpful for address only or partial records.
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Assign groups during contact import. “Groups” has been added to contact imports, and exports now include group data. Bonus: you can now export all your contacts at once!
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Manage groups when creating or updating contacts. Group membership can now be set directly from the create/update actions in the Contacts module, saving time on list management.
- Default market preference set upon contact creation. New contacts now use a default search radius of 2 miles for market preferences, giving you a focused starting point for local searches. Reminder: this is based on the user's address so if it's not filled out, they won't see that personalized information in the monthly email.