Product Blog

New Features on Tactile

Written by Jake on Thursday, February 28th, 2008 at 10:56 pm.

We’ve just pushed out an update to Tactile that brings with it some new functionality and improvements as a result of customer feedback, so keep it coming!

Both emails and notes on the Dashboard and when viewing things are collapsed initially but can be expanded by clicking the “Show More” link.

For Clients, Leads and People the default ‘index’ view is to show those you have recently viewed. This should be more useful than the previous alphabetical view but, if you do still want to just browse through all your contacts, the “A-Z” option is there just below the page title.

You will also notice that for Clients and Leads the “town/city” and “county/state” parts of the address on the index pages are now links. Clicking them will filter the list to show just those entries that are in the same location so you can, for example, find all of your clients in “Coventry” or in “Devon” really easily – if you’re planning on visiting someone, you can take a look at who is nearby and perhaps drop in and say hi!

It’s now even easier to keep on top of your Activities, as they can be marked as Complete right from the Dashboard so no excuses not to keep on top of things!

As always, feedback on features (both new and old) is much appreciated, we have added a few extra areas to the forums where you can make them.