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May 2020 System Updates
Every month we add new features and updates to the GreenRope system based on your feedback.
Here are all the updates and new features we added in May:
Multiple quotes & invoices per opportunity
When creating and managing opportunities associated with contacts you can now attach multiple quotes and invoices to each individual opportunity.
Invoice design update
We’ve streamlined the invoices sent from your account. The content is now centered, we’ve removed the auto-generated header and footer text ("invoice prepared for you from group name"), updated color scheme, update date format, and it now uses the default email font from Account Settings.
When tracking your invoice, you can see who clicked to view an invoice even if no payment transaction is confirmed.
Private Label Domain Viewing
If you have a private labeled domain defined in your Media Library, you will now be able to see private labeled action.domain.com domain when viewing links/URLs to media saved in your Media Library.
Document signing now appends a history page to the back of the permanent PDF that includes the sender and recipient read and signature date/time and IP address.
New Image Loader Settings
WYSIWYG Editor - Image loader - added ability to create a new folder, new settings for border radius & thickness, fixed sorting and layout.
New Footer Design
You can see exactly what the footer will look like when selecting a Link Style (Communicate > Emailer > Footer). Remember, when previewing your content the placeholder will not be replaced until the email has been sent. To see any custom placeholder in action simply send yourself a test email.
Need to transfer a ticket to another contact? Start by going to Apps > Ticketing > locate the ticket you wish to transfer and select “View Updates”. Now that you are on the update page, click “Transfer Ticket” to enter the email address of the person you wish to transfer the ticket to.
In your Account Settings > Settings, there is the new option to set the opportunity awareness. You can choose whether shared access users can see other opportunities associated with the same contacts and companies here.
If you choose "Users only see their own opportunities", users will not be able to see the opportunities managed by other users when looking at contact details.
If you choose "Users see all their contacts' opportunities", users can view and edit all opportunities associated with any contact they have access to.
Power Users will always have full access to all opportunities.
Completed Activities List
Contacts > View > Opportunities > List - In the far right column on the table shows the latest completed activity and the next upcoming activity.
Opportunities support different currencies for each opportunity created.
Recurring CRM Activities Chart
View your recurring CRM activities in chart form by going to Contacts > Reports > CRM Activities > select Recurring CRM activities.
When importing your lists you can add a header titled “Name” and it will automatically parse "Lastname, Firstname" format.
Get a 10 day and long-term forecasting report with charted information to help guide you to a successful future by going to Contacts > Reports > Opportunities. Select any of the forecasting charts to see potential closed deals and revenue.
Removing Conversion Tracking Data
A new option on the Attribution tab of the Contact’s profile allows you to remove all records of website and conversion tracking data (for GDPR / CCPA compliance).
Custom Objects Updates:
Enum Data Type
Enum data type will show a blank option.
Better journey reporting is now available. View All Contacts moving through your journeys, or just select the contacts within a specific group (the group you are currently working in).
Exporting Journey Contacts
The contacts listed in the journey dialog box can be exported if export permission has been granted to the user and the account owner has approved it.
Immediately Activating a Workflow on Read/Click Action
Want to activate a workflow on a read/click associated with sending a journey related email? Now you can by going to Journeys > Actions > Send Email - new option to automatically activate a workflow on read/click.
Audio message campaigns can customize the text-to-speech after audio responses have been gathered. These audio message campaigns can set responses to only look for keypad number presses or a single keypad number press.
Public Shareable Links
New link shows when looking at a wiki topic that creates a public shareable link that only shows the topic in that branch in navigation.
We’ve added a new print option to all private or public wiki pages.
Share Category "All About GreenRope":
Share Category "Monthly Updates":