New Functionality in EquityTouch as of January 14, 2012

Follow-Up Touches

Follow up TouchesWith the latest update that was delivered on January 14th, EquityTouch® users now have the ability to create a quick Follow-Up Touch.  Follow-up touches are another powerful function of the Touch System.  They allow you to schedule follow up tasks (phone calls, meetings, interviews, visits etc) related to each Touch that you are working on.  For example, you are in a Touch that you have created and you are taking notes, and during the conversation, a time and date is set-up for a follow-up meeting, you can now create the new follow-up meeting without leaving the Touch that you are taking notes in.  And the great thing is, you can do this from a brand new Touch or while editing an existing Touch.

Story

Clients explained to us that they were duplicating Touches to create a follow up.  For example they would be on the phone with a potential deal company, and the deal company was not meeting the qualification dollar amount at that time, but they thought they would be able to in six months.  The user was recreating or duplicating the exact information from the touch (Contact, Company, Subject, etc.) for a date 6 months in the future. 

The follow-up touch was created to save time, make the process simpler, and make the business flow work the way the user works.

New Custom Field Types

Another new feature in the new release from EquityTouch was the 3 new TYPES of custom fields.  These are three new extremely useful custom “LINK” field types for you to use and add to any of the custom field groups, grids and/or Touches.  We are extremely excited about these new fields!  There are no other CRM applications that allow you to create these types of custom fields.

They are:

  1.  Linked (URL) Field
  2. Linked Company Selector Field
  3. Linked Person Selector Field

Linked (URL) Field 

Linked URL Field

This new link URL field allows the user to enter an active web link including, Sharepoint® document links and other web based document links and can have a corresponding label for that link.  The field acts as a link that opens the URL in a new tab in your web browser or in the same window (tab) you are working in.  You have the ability to configure how you want it to work.  You can add this new field to any custom field group, grid and/or Touch.

Linked Company Selector Field

Linked Company Field

This new Linked Company Selector Field allows the user to search (type ahead search works here also) select and link to any existing company in your EquityTouch system.  This will open the company record in a new tab in your web browser or in the same window (tab) you are working in.  You have the ability to configure how you want it to work.  You can add this new field to any custom field group, grid and/or Touch.

Linked Person Field

Linked Person Field

This new Linked Person Selector field allows the user to search (type ahead search works here also), select and link to any Person in your EquityTouch System.  This will open the contact record in a new tab in your web browser or in the same window (tab) you are working in.  You have the ability to configure how you want it to work.  You can add this new field to any custom field group, grid and/or Touch.

Story 

Clients explained to us that they wanted to be able to associate documents from web based files (e.g. Sharepoint) to the companies and contacts inside EquityTouch.  They also wanted to create custom grids that allowed them to link People and Companies to other People and Companies.  Touch Ahead created these linked fields to allow these requests.

About Cathie Briggette

Cathie is responsible for planning, development and implementation of all Touch Ahead Software’s marketing strategies, marketing communications and public relations, both internally and externally. She also serves as the Marketing Director for NSK Inc., which she joined as an associate in 1997 and where she worked as a developer on multiple mission-critical projects — including several financial projects. Prior to Touch Ahead and NSK Inc, Cathie was the Marketing Manager for the US Software Division of Objects 9000, a German-based company. And before that she was the Marketing Director for Pelikan Pens.

View all posts by Cathie Briggette →

Comments are closed.