November 30, 2017

An overview of last night's updates is below:

Contacts:
  • You can now add new contacts to your database when adding them as Attendees for one of your Seminars, rather than having to add them as contacts prior to including as an Attendee.
  • When a Phone Number has a Long Description, you'll now be able to access that via hover in the form of a tooltip, rather than having to access via its Update modal. 
  • On the Contacts pages (Contacts A-Z, Advanced Search, Lists, Recycle Bin), on small result sets (1 or 2 records), the Actions menu dropdown was hidden. It's easy to see now. 
CRM Document Storage:
  • Our team has updated CRM Document Storage sorting so that the Date column sorts by month AND year to display as one would expect.
  • We also knocked out some other data sorting issues that had cropped up in the CRM Document Storage area after recent updates.
  • We resolved an issue for some users where some files in CRM Doc Storage after migration didn't include content type (e.g., pdf), which resulted in a 500 error when attempting to open those files.
Miscellaneous    
  • On "Add Salutation" and "Add Status" modals, striking Enter rather than clicking add button resulted in new salutations or statuses not being saved. Also, user's cursor wasn't automatically displaying in Contact Status box when attempting to add new Status, necessitating an additional click. Both of these issues have been addressed 
  • On your Today page, in the "Things to do Today" area, the Activity Subject and Linked Contact tooltips were hidden and required scrolling to view in some cases. No longer!
  • The Keyword list in the Bulk Assign Keywords modal was not presented alphabetically. Particularly for heavy users of Keywords, this could result in wasted time looking for that perfect keyword. Alphabetization has been put in place.
  • We've eradicated an error that could occur when clicking your browser's "Back" button after updating/adding a Contact photo. 
  • The "What's New in Tailwag 2.0" link in the menu accessible under your name in the upper right corner of your CRM has been removed, as its original purpose (a primer for major recent updates) had been fulfilled.
As always, you can keep up with ongoing updates to Redtail by checking our regularly updated Release Notes page here.

Hope you're having a great day!

FOLLOW US WHERE YOU WANT:
Redtail Technology  800.206.5030  redtailtechnology.com