Archive for the ‘search’ Category

Enhancement: Live Search

Friday, August 15th, 2008

Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase.

Type sm … and as you type…

… smi …

This search box is also a quick way to find everyone in a given company.

We’ve made it faster

With recently improved indexing strategies, this search box is the quickest way to find someone when you know their first name, last name, or company. If you receive a phone call while at your desk, you can quickly find their PlaybookIQ CRM record, open it, and be ready to read through their comments and history all within a few seconds.

Give is a try at http://playbookiq.com. We think you’ll enjoy how quickly you can find and open a contact.

Posted in ajax, crm search, features, search | Comments Off

Enhancement: Search Results UI

Saturday, August 9th, 2008

PlaybookIQ has always had a comprehensive search that lets you find and filter contacts by almost all contact fields, including custom fields. Today, we enhanced the search results screen with some new functionality and a new look.

Here is the new screen, that has a more pleasing look and some additional functionality.

The new search results screen:

Shows total number of contacts returned from the search.


Shows number of contacts clicked, in real-time.
As before, you can then take action on each contact checked. The new feedback as you check and uncheck contacts simply makes it more clear what impact you will make when taking an action on the checked items.


Previously, you add a tag, remove a tag, assign to playbook, or add a task to up to one page worth of results at a time. Now, you can click “Show all” to change from page view to complete list view of your results, allowing you to perform tasks on all contacts ‘with city of Denver’, for example.

 

Allows for mass management of all contacts in the search result.

We think these changes make creating lists and segmenting your contacts a little bit easier. Find out more at http://playbookiq.com.

Posted in 20080809, CRM, list, search | Comments Off

New Feature: Mass Task Assignment

Tuesday, June 10th, 2008

PlaybookIQ has powerful search features, including searching for contacts by multiple tags (e.g. all contacts that are tagged both ‘VIP’ and ‘Prospect’). Search results are returned in a list of contacts, with a checkbox next to each one. 

From day one, you have been able to add tags and remove tags in mass by checking one or more of the contacts in the search result list.  Starting today, you can also add tasks to a collection of contacts:

1. Perform a search or a tag list and then simply check each contact that you want the task assigned to (or check the ‘all’ checkbox at the top of the search results list).
2. Click ‘Add task’.
3. Create the task and it is applied to all contacts.

In this video we create tasks to call and invite “A1 VIP” contacts to a launch party.  We think you will find this enhancement valuable and hope you like it.  To find out more, please visit http://playbookiq.com.

Posted in features, search, tags, tasks | Comments Off

New Feature: Mass Playbook Assignment

Wednesday, May 14th, 2008

PlaybookIQ has powerful search features, including a live search by last name, quick search across all fields and advanced search for specific values in specific fields. Quick search and Advanced search results are returned in a list of contacts, with a checkbox next to each one. From day one, you have been able to add tags and remove tags in mass by checking one or more of the contacts in the search result list.

Starting today, you can now also mass assign to a playbook. (In PlaybookIQ, a playbook is a predefined series of steps and best practices that you want to apply to one or more contacts.) Let us show you an example.

Say that you wanted to put all of your Texas prospects onto the Texas Trade Show playbook. You can now do so with just a few clicks like so:

1. Search
Go to the Search tab, click ‘Advanced search’, and enter TX in the State field and choose ‘prospect’ from the tag list. Click ’search’ to get a list of all of your Texas prospects.

2. Check
Click the checkbox at the top of the results list (this is the ‘check-all’ box).

3. Assign
Click ‘Assign to playbook’, choose the ‘Texas Trade Show’ playbook, and click the assign button.

Just like that, you have automatically created steps to ensure your Texas contacts know about the Texas Trade Show.

We think you will find this enhancement valuable and hope you like it.

Posted in features, playbooks, search, tags | Comments Off