Great news, we have just released a new feature. We have implemented a long-awaited feature that allows automatic movement of contacts/organisations between categories, saving you valuable time and removing the human error aspect of your data movement between categories. Now, when you add/edit a call outcome ( hover over the cog in the nav and click ‘call tab options’ ) you also have the facility to create an automated process to move contacts through your categories.
But that’s not all! You also have the option to restrict backwards movement in the categories list, and you can choose whether to keep or remove contacts from other categories.
To set up the display order of your categories, head on over to the categories page ( contacts > categories ). You’ll see a new column down the left-hand side for ‘category order’, editing any category and selecting a value for the display order will auto-populate the other categories with their current order. From here, you can now re-organise your categories and utilise the new call outcome automation to move data through a category based process.
That’s it. You will now see your contacts automatically moved when you add a new ‘telephone note’ to their record containing a configured ‘call outcome’. Similarly, adding a new ‘telephone note’ with automation enabled ‘call outcome’ directly to an organisation, you will see the organisation and all associated contacts within that organisation moved to the configured category.
We hope you find this new feature useful – please do let us know if you have any questions, queries or feedback, we would love to hear what you think. Get in touch using our contact form, call us on 0800 049 6044 or email: [email protected]