Customer updates for 6DollarCRM

We've improved the way you manage contacts by implementing a new feature that prevents the addition of duplicate contacts within the same organization. This enhancement ensures that each contact within an organization has a unique email address, helping to keep your contact list clean and organized.

If you try to add a contact with an email that's already in use within the organization, you'll now receive a friendly error message explaining the issue, making it easier to correct any mistakes. This update helps reduce confusion and simplifies contact management across your teams.

We've improved how you manage contact information by adding 'street1' and 'street2' fields to our contact forms. This update allows you to capture more detailed address information for your contacts, making it easier to organize and reference data.

The contact creation and editing forms have been updated to include these new fields, complete with validation to ensure accuracy. This means you can now store precise street addresses directly within the platform, facilitating more comprehensive contact management.

We've improved the funnel migrator to make data transfers even smoother. Draggable elements now include a 'data-company-slug' attribute, ensuring precise data handling during transfers.

The drag-and-drop functionality has been updated to include the 'company-slug' in the data payload, making the process more intuitive and reliable.

Additionally, the 'updateCompanyStatus' function now uses 'companySlug' instead of 'companyId' for retrieving company status, enhancing overall data management efficiency.

We've enhanced the process of creating and editing companies by ensuring that you can only select stages specific to your organization. This update helps maintain accuracy and relevance in your workflow by preventing the use of stages from other organizations.

Additionally, we've updated the user interface on the about page with refreshed author descriptions and links, making it more informative and user-friendly.

We've made an improvement to the way lists are exported from Google Sheets. The formatting has been adjusted to remove explicit numbering from each list item, creating a clearer and more consistent output. This update should enhance your data export experience, making it easier to read and organize your lists.

We're excited to introduce a new feature that allows you to export data from Google Sheets directly to CSV. This update includes step-by-step instructions to guide you through the export process effortlessly.

To ensure a smooth experience, make sure your column headers match the specified format. This will help streamline data export and minimize any potential errors.

We've introduced a new company search feature on the company index view, making it easier than ever to find the companies you're looking for. You can now filter companies by name and stage, thanks to the newly implemented search form.

Use the convenient dropdown menu to select a stage, and if you need a fresh start, the clear button allows you to reset all filters at any time. We've also ensured the interface remains visually consistent by adjusting the SVG icon size in the 'no companies found' message.

We've introduced a helpful new tutorial flyout on the company import page. This feature guides you through the import process step-by-step, making it easier to get started with adding new companies.

Simply click the newly added button to launch the tutorial and receive detailed instructions and tips. This addition is designed to enhance your experience by providing on-the-spot guidance while ensuring you can still easily navigate back to the main companies page.

We've introduced helpful tutorial features to make task assignments easier and more intuitive. Now, you can find tutorial buttons directly within contact and company fields that offer step-by-step guidance for task assignments. This improvement aims to enhance your workflow by providing clear instructions right where you need them.

Additionally, new labels and UI elements have been added to ensure optional fields are clearly identified, with tutorial triggers available to assist you in understanding and managing your tasks more effectively. We've also updated the HTML structure for better readability and accessibility. Enjoy a smoother task management experience with our enhanced user interface!

We've made some enhancements to how you browse company listings in our platform. You can now enjoy a smoother browsing experience with our new pagination feature, breaking down results into manageable pages of 10 companies each. This makes it easier to find exactly what you're looking for without being overwhelmed by information.

We've also improved the way we handle situations when no companies match your search criteria. If you ever face zero results, you'll now see a helpful message along with a 'Clear Search' button, guiding you to adjust your search or filter settings for better results.

Additionally, we've applied similar improvements to the contacts view, ensuring a consistent and straightforward user experience across the board. These updates aim to make your navigation more intuitive and efficient, helping you find the necessary information quickly.