Today we’ve moved the new Contacts and Interface tools out of beta and into the main WORKetc release. I believe that most of our customers have already made the switch to using the beta link, so this shouldn’t be too much of a shock.
To recap on the main Contact changes please read the original post
- not a lot has changed since then. Mostly we have been tightening up the interface and adding a few more time savers.
Here are some additional updates (and cool stuff) explained...Sending Email from within WORKetc
Depending on your work style, you can either send email to your contacts through your desktop email application or through WORKetc itself. Sending email through WORKetc will also store that email against your contact's activity history.
Throughout this latest release, we've updated a lot of screens to now float above the screen you are currently on. Previously, WORKetc would take you to a new page to complete an action. Now it will simply load that next page into a floating window. No longer having to navigate to another page will mean a big time saving in using WORKetc and also improve usability.Contacts Directory
The contacts directory has undergone a massive overhaul. Contact Details
The contact details pages for employees, companies and people have all been redesigned to show more meaningful information without having to scroll or open a new page. Additionally, most fields are now instantly editable by simply clicking on the field and then clicking the green pencil to edit.
Adding a new person, employee or company.
We now have a new floating window that lets you quickly add a new contact with only basic details, with the option of adding more detailed contact information at a later stage.
Bookmarks & Expand / Collapse Side Panel
The side panel help menu now lets you expand and collapse - providing you with more screen space to work. Simply click the grey column to expand or collapse.
Also - the side panel includes a new tool, "bookmarks", which lets you store frequently visited page on WORKetc. Use it to mark regularly used contacts, important projects or big sales opportunities.
There are also a whole lot of other small changes and tweaks going live - too numerous to mention each one. But, the overall effect should be a WORKetc is that easier and faster to use... we need to be making your business, easier for you to run.
**Also, thanks to Donny, Mike, Sam, Mark and many other customers who gave a lot of valuable feedback that ultimately helped us deliver a better product.
We're back working full time on the new project tool. It is requiring some major reworking of the code and it is going to be a few more weeks before it is ready for a wider beta release.
The major challenge has definitely being combining a Gannt Chart/Timeline with workflow.
From my research, online project management software either takes the form of, what we're calling internally, a "dumping ground" (think Basecamp) or a visual diagram (think MS Project).
But what we're working on is a hybrid of the two, with the ability to effortlessly switch to the style that best matches your individual work style. A visual representation of a project, but then actually use that chart to interact and progress the project.
So - apologies for the delay on this, I know so many people are holding out for this ... I'll update the blog with some more screen shots shortly.