CRM

Send vCards to ANY users

We have just added the ability to send vCards of any contacts details to external users of Glasnost. Previously you could only send these to internal users. This follows a client request as they manage leads on behalf of their product dealers who did not have access to the Contacts module but nevertheless needed details of certain contacts.

Send vCards

Glad to oblige.

Manage Glasnost projects via your email

When you add a task or comment to a Glasnost project all relevant participants are emailed the details. However up till now if you wanted to respond to this email you had to log in to your Glasnost, on desktop or via the iOS App. This is a thing of the past. All you now need to do is hit reply from your email software, type your message, add an attachment if you wish, then send.

Glasnost now picks up that email, transfers the details automatically in to the right project and then forwards on the message to all the relevant participants.

So you still benefit from keeping all your information neatly packaged in one place, but can take advantage of the speed of just replying to your email.

We think this could save many of you a lot of time. Hope you enjoy using it.

Let us know how you get on.

Quick links to Company and Contacts

Screenshot of Task PopUp A small change today but one we hope could save you a lot of time. When you add a new Task in the Contacts module it is related to the relevant company and contact. Previously these were displayed in static text only. As of today they are both now active links. Click on either one and it will take you straight through to that company or contacts full details screen.

Every little helps:)

Little tweak to contact search

We've made a small tweak to the contacts search on our iPhone App. Previously the freetext search only looked for contacts by name and ignored their company. However, we've been asked to enable users to see all their contacts for a specific company. So now if you enter a company name all your contacts for that company will be returned. A small change but rather useful we think.

Time to catch up

Another thing we've been asked for within the Contacts module is a way to see who has not been contacted over certain periods of time. So, for example who have we not talked to for a month or 2 or 3 or 6 etc. So to do this we've added the ability to enter a 'Last Contacted' date to a contacts record. Just pop up the edit window for one of your contacts and you'll now see the option below.

Last Contacted pop up

Then, to search your database do a normal contact search and then click on 'Advanced Search'. Here you will now see an option to choose for 'Last Contacted'. as below.

Last Contacted Search

That's all there is to it. Just remember to add the 'Last Contacted' information against your contacts and you'll have a powerful tool to help you keep on top of all your business.

OK - Tell me what to do today

By default Glasnost lists Tasks based on the latest ones that have been edited. In this way you can keep track of any updates made by any of your team. However, a number of users have asked for a way to have tasks listed based on their due date.

So.... here you go.

Looking at the image below if you click on the little magnifying glass in the top bar of tasks in the Contacts module you will see the pop up. This is where you can search for a task by ID or by performing a text lookup over the title and task description.

Just below this we have added three options for Due: Today, Future and Overdue.

Click on one of these and the relevant tasks will be returned.

So, just two clicks and you'll know exactly what to do today.

Tasks due

What would Einstein do?

ONE OF Einstein's colleagues asked him for his telephone number one day. Einstein reached for a telephone directory and looked it up. "You don't remember your own number?" the man asked, startled. "No," Einstein answered. "Why should I memorize something I can so easily get from a book?"

Yesterday I read a tweet asking how to remember someone's Twitter handle, saying they usually looked up their LinkedIn profile and tried to get it through that. Well, bringing Einstein's thinking up to date I think, not entirely humbly, that he'd have used something like Glasnost21. For with Glasnost it's like 'write once, read anywhere' - simply ensure you log the full details of your contacts and then, as if by magic, you'll never 'forget' anything again.

Take a look at this:

Glasnost iPhone CRM

This is a screenshot from the Glasnost21 iPhone App. Telephone numbers, email addresses, LinkedIn, Twitter, Blog profiles are all there. In fact, whatever contact method you use or might need can all be found in one place. Click on a telephone number and the call is placed, click on twitter and it'll load their stream, tap on LinkedIn and their profile comes up immediately.

So, as I am sure Einstein would appreciate, you just need to write these details down once. After that, forget about them and free up some space in your brain for something more important.

Maybe though, ignore this other piece of advice: '"WHEN I was young I found out that the big toe always ends up making a hole in a sock," Einstein once recalled. "So I stopped wearing socks."'

Antony Slumbers