We’re thrilled to announce a significant update to the Contacts section of iDashboard, our real estate software and CRM platform designed specifically for Australian real estate agents. The new look Contacts brings a fresh, mobile-first interface that enhances usability across devices, making it easier for you to manage your contacts and streamline your workflow.
Our team has worked diligently to revamp the Contacts feature, balancing the need for a modern, mobile-friendly design with maintaining the core functionalities that you rely on. While some changes to the workflow and interface were necessary to optimise for mobile and tablet use, we’re confident that these updates will improve your experience and efficiency with iDashboard.
Here’s a breakdown of the key changes you’ll find in the new look Contacts:
Key Changes in the New Look Contacts
1. Streamlined Contact Tools and Recent Contacts
To make navigation more intuitive, Contact Tools and Recent Contacts have been consolidated into the Contacts menu. This centralisation helps you quickly access frequently used tools and view recent interactions without cluttering your workspace.
2. Unified Search Filters
We’ve simplified the search process by combining General Search, Property Match Search, and Last Contact Search into a single, unified search filter. This new feature, now located under Advanced Search, allows you to efficiently find the information you need with fewer clicks.
3. Enhanced Actions Menu in Search Results
Navigating through search results is now quicker and more convenient with the new Actions menu. Located next to each contact in the search results, this menu provides instant access to key actions, enabling faster management of your contacts.
4. Simplified Contact Addition
Adding new contacts has never been easier. The option to create a new contact is now prominently located in the top-right corner of the Contacts screen, ensuring that this function is always within easy reach.
5. Improved Bulk Actions
Bulk Actions, including the “Add all to Workspace” feature, have been repositioned to the top-right corner of the Contacts screen. This adjustment allows for more efficient management of multiple contacts at once, streamlining your workflow.
6. Accessible Contact Actions
We’ve made contact actions, such as Send SMS, Call Back, Archive, and Delete, more accessible by moving them to the Actions menu in the top-right corner of the Contact screen. This change enhances your ability to perform key actions quickly and effectively.
7. Consolidated Tabs for Mobile Accessibility
To improve mobile accessibility, we’ve consolidated some tabs for a more streamlined experience. The Action Plans tab is now simplified to Tasks, and the Attachments and Document Library are combined under a single Documents tab. This consolidation reduces the need for excessive navigation and enhances usability on mobile devices.
Benefits of the New Look Contacts
Enhanced Mobile and Tablet Experience
The redesign prioritises mobile and tablet accessibility, ensuring that you can manage your contacts seamlessly from any device. Whether you’re in the office or on the go, the new look Contacts adapts to your needs, making it easier to stay connected with your clients and manage your real estate CRM efficiently.
Streamlined Workflow
By centralising tools, unifying search filters, and simplifying actions, the new look Contacts helps streamline your workflow. These updates reduce the time spent navigating through different screens and options, allowing you to focus more on engaging with your clients and less on managing the software.
Improved Efficiency
The new interface and enhanced features are designed to boost your productivity. Quick access to key actions, combined with a more intuitive layout, means you can complete tasks faster and with greater ease, ultimately improving your efficiency as a real estate professional.
Consistency Across Devices
The mobile-first design ensures that the iDashboard experience remains consistent whether you’re using a desktop, tablet, or smartphone. This uniformity enhances usability and ensures that you can manage your contacts effectively, regardless of the device you’re using.
Getting Started with the New Look Contacts
Adapting to the new look Contacts is straightforward. Simply log into iDashboard and navigate to the Contacts section to explore the updated interface. Familiarise yourself with the new layout and features to take full advantage of the improved functionality.
For a smooth transition, we recommend reviewing the changes and experimenting with the new tools to understand how they can best fit into your workflow. Our support team is also available to assist with any questions or provide guidance as needed.
The new look Contacts in iDashboard marks a significant step forward in enhancing your real estate CRM experience. With a focus on mobile accessibility, streamlined workflows, and improved efficiency, these updates are designed to support you in managing your contacts more effectively. Embrace the changes and discover how the new look Contacts can make your workday more productive and enjoyable.
Ready to experience the new look Contacts? Log into iDashboard today and explore the enhanced features designed to streamline your contact management and boost your productivity.
