Learn new features: changes in displaying custom fields, updated email campaign testingi, new column for deal's description

Created: 2019-06-10
Last updated: 2019-07-19

Post view count: 105

This week we've got few small changes for you. Learn more below :)

1. Empty custom fields in client's profile won't be displayed

You've asked for it many times and finally it's ready :) From now on, in client's profile you will only see filled custom fields. Empty fields won't be displayed, of course until a user fills them in. With this feature all information about a client will be much clearer and more transparent. You can always go to the full list of fields by clicking on Edit in client's profile.

For now only clients' custom fields are updated, but one day we will also make some changes in deals and project :)



Learn more here.

2. Test your email campaign - updated feature

As you know, in Sugester you can test your email campaign before sending it. It's always good to test your campaign to make sure, if everything is ok visually and stylistically, or if your email hasn't gone to the spam folder. Until now you could send an email only once for a chosen address. Now it has changed - you can send multiple test emails to the one address. No need to login to dozens of other mailboxes just to see if your campaign is fine, you need only one from now on.



You can learn more here: How to test email campaign before sending

3. Deleting email campaigns is disabled from now on

You won't find a Delete button in your email campaign list anymore- it's not an error or a mistake. We disabled this feature on purpose. Why? Because our customer support team had some troubles when you reported an error in email campaign, and it turned out that we couldn't check it out - because the campaign was already deleted. We realized that it has to be done if we want to solve your problem quickly, without asking programmer when it's not neccessary and makes you wait longer for the answer. You may ask, how to get rid of a sent campaign now? Just use Archive button - this way an old campaign will disappear from the main list.

4. Deal's description in a separate column in deals list

We've taken out a deal's description to the separate column. Until now you could have found it right under the deal's name, which was not always clear. Now, like in client's list, you can set a column with a description, you can also easily sort deals by added descriptions (empty/filled) just by clicking on the column's heading.

For all of you, whose description suddently disappeared from the list - in the Display options just mark the checkbox next to the column you want to display.
You can learn more here: Custom view in the deals' list.


 



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