Customer led platform changes ...
Data Uploads becomes Individuals Import
The functionality remains the same, but, in response to customer feedback, we've renamed the fields to make it clearer what this feature does.
Alert Reports becomes Individuals Export
The export file format now matches the import file format exactly, and it even sets the Action column to "update" for you. So now, you can easily export all your data, make your changes, and import your updates straight back into your account with no reformatting.
Alert Cascade – enhanced export feature
Consistency across individuals and teams
One of the reasons we made these changes is to help customers export their full contact records. Our previous export tool exported your contacts by team, so anyone added "on the fly" and not part of a team, wasn't included within the export. Now, the Individuals Export function will give you a copy of all of your contact records, whether they are in a team or not.
Control Panel or Mobile Dashboard
As with all of our upgrades, our responsive log in portal means you can access the new functionality on any internet enabled device. Whether you log in via your desktop PC, smartphone, tablet or laptop, the full feature suite is available ... including your free upgrades.
To discuss how you can get the most benefit out of our upgrades, or to arrange training on the new features, please get in touch.