Latest updates...
Over the past couple of weeks we have released the following:
- Deeper object filtering. BETA For those who use objects, you'll be able to find contacts who are linked to objects (or vice versa). Read more
- Next/Prev buttons on other profile pages. We've added the navigation buttons you find on a contact profile across to other profile pages like objects and opportunities.
- Saved filtering on list pages. BETA Updating the other list pages around Lighthouse to include saved filtering.
- More information for object and contact list views. You can now see more information on the object list page. This will be quickly followed by the contact list page. Further improvements to the list pages are coming, such as choosing which custom and standard fields you would like to see.
|
|
What's next...
In the next couple of weeks we aim to release the following:
|
|
- Filter by address. We've extended the address fields you can filter by to include the street address town and county.
- Order custom fields. Swap the order of custom fields and custom field categories from the control panel so you have complete control how they display on profile pages and other locations.
- Mandatory custom fields. Select which custom fields need to be completed, when adding and editing contacts/objects.
- Deeper object filtering. For those who use objects, you'll be able to find contacts who are linked to objects (or vice versa).
- Communication links opening communications. We've all wanted to click on a communication link which takes you to the page and opens the communication up. Well this is it.
- Bulk edit actions. Update standard and custom fields in bulk from the list page.
- Exists filter. Use the exists filter to find contacts/objects/opportunities where there is or isn't a value saved (i.e. 'who don't have an email address').
- Add connections quickly. Add connections to new objects or opportunities in the same process, making it a far smoother process.
- Quicker creation of new Contacts/Objects/Opportunities. We are simplifying the process of adding new things to Lighthouse from the search fields around the system.
- Search lost communications. As part of an overhaul of lost communications, you can save time scrolling hundreds of addresses by using a handy search function.
|
|
Comments
0 comments
Article is closed for comments.