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… … smiContinue reading “Enhancement: Live Search”
Category Archives: search
Enhancement: Search Results UI
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 searchContinue reading “Enhancement: Search Results UI”
New Feature: Mass Task Assignment
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 checkingContinue reading “New Feature: Mass Task Assignment”
New Feature: Mass Playbook Assignment
http://www.blogger.com/img/videoplayer.swf?videoUrl=http%3A%2F%2Fvp.video.google.com%2Fvideodownload%3Fversion%3D0%26secureurl%3DqgAAAHfApvOOOB_WlESfHfM9b01Jdc__OxEeqnZlZ417D__xZHkLvrzs2CTI5p-49eLDEWnEKqsYL5Dy-I_vph2pGncYrNTNcRPF7Hxy79nnVs3soenK21Ud2OCBF8iRpo1ILIawQJkTGpZ7F036ZqBr7W2JlCjGmcE-umVCHd918_d9lDVZt2cLbE8bV31ENP7eks6xnWwtI3yiorR0-gk-sD_2wb5MfFhldtrqQScOWwIx%26sigh%3Daa2l2zrDY5LzjnftrM6hWt9NzHA%26begin%3D0%26len%3D86400000%26docid%3D0&nogvlm=1&thumbnailUrl=http%3A%2F%2Fvideo.google.com%2FThumbnailServer2%3Fapp%3Dblogger%26contentid%3D727f9a9758d02bbc%26offsetms%3D5000%26itag%3Dw320%26sigh%3D6PN7bcxezkVU-rrFl1mG_cKGq48&messagesUrl=video.google.com%2FFlashUiStrings.xlb%3Fframe%3Dflashstrings%26hl%3Den 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 toContinue reading “New Feature: Mass Playbook Assignment”
