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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - Improved search features

You can now combine several queries using the pipe ("|") character.

When used in conjunction with the search button, this is both sophisticated AND quick!

 For example, if you type “first:v* | last:c* | state:WI” in the Search bar, it translates to below.

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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - Refresh all dashboard widgets function


If you utilize the refresh function for one of the dashboard widgets, it will update the count on all widgets.


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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - Apply a filter to display only manual notes

We now have a “Last Manual Note Date” option in Advanced Search.

This search function will do the following:

  • It filters contacts with user-added comments.
  • It excludes all notes originating from workflows, emails, and other sources.
  • Display contacts only if they have notes left by a Hyperdrive user within the predetermined time period.


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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - New Background Colors for Dashboard Widgets

All the previous color choices remain available; however, we now have a lot more color options.


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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - Sorting manual and system notes

By default, the contact card notes display the MANUAL NOTES (comments added by a Hyperdrive user)

To see the SYSTEM NOTES, just tick the "Include System Notes" box. (The option you choose will be saved unless you modify it.)

Note: Even if you don't include system notes in your view, the note count will always include both manual and system notes.


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PRODUCT-ALERTSHYPERDRIVE CRM
3 years ago

HYPERDRIVE CRM UPDATE - Summary screen for a scheduled email blast

If an Email Blast is planned to go out for a future date, the confirmation now provides more comprehensive information about the scheduled details.


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HYPERDRIVE CRM
4 years ago

HyperDrive Pro CRM Updates


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