Notes – at last

I know  – it has been a long time since our last post in the ‘New Features’ category.  Not that we were twiddling our thumbs; we were busy updating the underlying architecture so that we can incorporate your feature requirements more easily.  In the process, we did release a key feature-ability to customize your SimplifyThis page, which may have gone unnoticed by many of you.

The re-architecture  effort is finally paying off.  We are happy to announce the first major feature : ability to keep notes on contacts.  In brief, this will allow you to:

  • – Take multiple notes on a contact.  As usual, select the contact and click on ‘Add Notes’.  To view all notes for a contact, just click on view notes.
  • – Make a note actionable.  This is good to remind your self of  particular task that you need to do for a contact.  While creating or editing a note, select ‘Actionable’  and due date.  Once the task is complete, you can easily mark it as complete.
  • – If you do not wish to view a note again, you can delete it.  If you think you may need it later, you can also hide it.

I know we don’t have the capability to search on notes, or to alert you when an actionable note approaches its due date. Be rest assured, we are working on it and will make it available very soon.

The idea of notes came from Brian at Empire Computer Services.  We sounded it off with several other users and everyone felt that this would be very useful.

Well, the list of new features does not end here.  We have also refreshed the look and feel of client facing pages with a sprinkle of new design, and the capability to choose multiple color schemes.  In addition, we have simplified the appointment booking process as well.  I’ll be writing about these two features in more detail separately.

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