SalesNexus Release Notes- April 2020

by | Apr 29, 2020

Exciting new features are arriving to SalesNexus users on Thursday, April 30th!

Let’s take a look at the improvements for the release scheduled for Thursday, April 30th 2020, most notable being our updated import process, the addition of the new Settings, Integrations Pages, and other tweaks and improvements!

Read on for the latest and greatest!

Release April 30th, 2020

Enhancements & Improvements

  • 1919 – Imports – We’ve made some massive improvements to our Imports Process. We’ve also added the ability to add newly imported  contacts to a Specific Group right from the Import Page!

    • 2062 –  All new⚙️Settings Menu! Everything is Streamlined. Just look for the ⚙️Gear Icon on your ToolBar or navigate to X Menu > System Settings. Here, Easily Add Contacts, Manage Users, Manage Your Account, and so much more! Can’t find something? Search for it!settings
    • 2061 – Showcase Integrations for easier access to common integrations. No need to search, friends! Go to X Menu > System Settings > Integrations. Here you’ll be able to request web lead capture, get your email capture and calendars synced up, and connect with other applications you use every day!
      salesnexus integrations
  • 2059 – Collecting Leads from Your Website has never been easier! Now you can request a Lead Capture Setup Script directly from your SalesNexus Account!

collect leads

  • 1966 –   We’ve added the ability to merge contacts! Duplicate Contacts? No problem! In your contact lookup, click “Edit List” and then select the contacts you’d like to Merge. Made a mistake? No worries! You’ll see notes with the old information on the Contact Record’s “Notes” detailing the update.

contact current lookup         duplicate contact

  • 1737 – Ability to delete Group Documents – Want to delete old files or irrelevant documents from a group? We’ve added the ability to delete documents quickly and easily from the Group Docs Screen.

group docs

  • 2008 – Allow admin users to change username/login email address in user settings. New email? Tired of Your Username? Admins can now change the logon email address and username of any user, not just their password.
  • 2066 – Import service UI improvements

Bug Fixes

  • 1996 – Deleting a field will now be automatically removed from your layouts (no more errors)
  • 2113 – Email template button fixes – Updated Click Tracking
  • 2009 – Last Note field is now a character field (instead of date field)