Recent performance monitoring on PlaybookIQ has resulted in the launch today of a faster system. With the addition of multiple playbooks, a contact’s playbook and step information can get much more detailed. The newly tuned contacts screen handles display of this additional information without impacting response time. All changes in this release are behind theContinue reading “Performance Improvements in PlaybookIQ”
Author Archives: smeade
Launched in PlaybookIQ: Assign multiple playbooks to a contact
We are adding a new feature to PlaybookIQ. With this new feature you can assign more than one playbook to a contact. When you apply a playbook to a contact, any existing playbook assignments remain unchanged. For example you can assign the ‘Seminar attendees’ playbook to ‘West Coast Supply’, even if they are already onContinue reading “Launched in PlaybookIQ: Assign multiple playbooks to a contact”
Why I Love my iPhone Camera
Yes, I said “Love-It”. Even with no flash, low megapixel, no zoom, no movies, no tripod mount, and no sound. All of its shortcomings are overshadowed by *accessibility* and *ease of photo uploading*. Prior to the iPhone, I would always notice small shots I would like to take — but found I did not haveContinue reading “Why I Love my iPhone Camera”
Book Review: Blog Blazers
Here’s the book that has gotten me interested in blogging again. Just like a good blog, “Blog Blazers” is full of timely information written in a very readable format. The question and answer format is surprisingly effective and Stephane Grenier presents the expertise in a very practical, actionable, motivational, and entertaining format. Whether you readContinue reading “Book Review: Blog Blazers”
Moving from Typo to WordPress.
I have moved the Synap Software blog from self-hosted Typo installation to WordPress.com. The main reason for this move was that my Typo installation was old and not playing nice with new versions of Rails.
Share Documents in PlaybookIQ
You can now store and share documents in PlaybookIQ. This makes for a convenient place to store coaching documents, product sheets, proposals, invoices, or any documents that relate to a contact. Attached documents are shared with everyone on your team (unless the contact is ‘private‘, then only you can view the document). To use thisContinue reading “Share Documents in PlaybookIQ”
Your PlaybookIQ Tasks for Today: Email Reminders
Heres a simple new feature that can make your work a bit easier. To get daily email reminders of your tasks due simply click ‘Edit’ in the top right of the application to open your user profile. There, you will see a new profile item, “Email Reminders”. This was a highly requested feature thatContinue reading “Your PlaybookIQ Tasks for Today: Email Reminders”
Private Contacts
You can now mark a contact private so that others on your team cannot view it. By default, contacts are private to your company and others in your account can see all contacts in your account. To mark a contact private, simply mark the “Private” checkbox when entering or editing a contact. Only theContinue reading “Private Contacts”
Sample Data
The best way to see what a software product can do and to tell if it’s a fit for your needs to see it populated with data. In some applications you get “preview” screenshots which are sample data presented as static images where your real data will eventually show up when entered. The preview screenshotsContinue reading “Sample Data”
New Help System
PlaybookIQ help is now available the new PlaybookIQ Help Center. There, product information is organized in what we think is a helpful and informative way. You’ll find a new “Getting Started” section that should help you get up and running in no time. We hope you agree this is a helpful addition to PlaybookIQ and,Continue reading “New Help System”
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