This update lets account owners lock down important information in specific custom fields by making the fields read-only.
You can use read-only custom fields to keep track of important data that should remain intact and unchanged by agent and lender users, such as agent commissions or the referral source of particular leads.
Account owners can set existing fields as read-only on desktop, as well as set new fields to “read-only” during creation.
Read-only custom fields can be edited by account owners and admin team members on desktop. Other team members see a padlock icon indicating the field as read-only.
If the read-only custom field has a large amount of text, a dropdown can be opened on desktop to view and copy the full contents. On the iPhone app, users can tap into a read-only custom field to view the full contents.
Third party integrations can also now create and set read-only custom fields via the Follow Up Boss API.
Learn more about how to use custom fields to track information here.Read More
We fixed a previous issue that caused pages to scroll to the top of the screen when opening a modal on desktop.
Now when you open a modal (for example, the collaborators modal pictured below), the page in the background will stay put in the original position, as expected.
Before this update, here’s what used to happen when opening the collaborators modal from a contact profile (notice how the contact profile in the background unexpectedly scrolls to the top after opening the modal):
And here’s how it performs after this update (no more scroll whiplash!):Read More
Thanks to some behind the scenes performance improvements, the email templates page now loads even faster, especially for accounts with a high number of email templates.
For more details on how to use email templates to speed-up your workflow, check out our help guide here.Read More
Now you can save URL links to important pages, such as Google Drive links, in a contact’s or deal’s Files section.
When adding items to Files, you’ll see a new option for adding links, in addition to uploading actual files.
Here's one way to use this: If you have a Google Sheet shared with a listing client to track progress on their home’s sale, now you can save a link to the sheet in their Files section for quick reference.
For more information on how to organize important information in a contact’s or deal’s Files, check out the help guide here.
Please note: Files are currently viewable on desktop, and aren’t yet available in mobile apps.Read More
Now you can change the “from” email address when sending emails if you have access to multiple emails through a Team Inbox. This gives you a seamless way to handoff new leads to agents by sending a quick intro email on their behalf.
With a clear view of the “from” address on emails, you’ll never be uncertain which email your contacts will see.
Note: This does not apply to batch emails or Action Plan emails currently.Read More
Now you can add a star to notes and other items on a contact’s timeline, such as important emails or text messages. Starring an item adds it to the "starred items" section of the contact's timeline, so you can find it faster and remember to look at it in the future.
To view starred items in a contact's timeline, you can click the "Starred Items" filter.
For more details on how starred timeline items work, check out the help article.Read More
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