What’s Changing

New Look Contacts
Launches Tuesday 4th June!

What's changed in Contacts?

Our new look Contacts is almost here! We’ve been working hard to revamp Contacts with our new look and feel, making it mobile and tablet accessible. While we’ve tried really hard to keep as much as possible in the same place, making a mobile-first interface has forced has to make a few changes to workflow, and to move a few functions – don’t worry though, most of Contacts still works the same way, and the changes we’ve made will make using iDashboard even easier!

These are the biggest changes:

  1. Contact Tools and Recent Contacts can now be found in the Contacts menu.
  2. General Search, Property Match Search, and Last Contact Search filters have been combined into a single, unified search, and are now located under Advanced Search.
  3. In search results, you’ll find a new Actions menu next to each contact, for faster navigation.
  4. Adding a new contact is now located in the top-right corner of the Contacts screen.
  5. Bulk Actions for selected contacts, as well as “Add all to Workspace” is now located in the top-right corner of the Contacts screen.
  6. Contact actions, such as Send SMS, Call Back, Archive and Delete, can now be accessed from the Actions menu in the top-right corner of the Contact screen.
  7. To improve mobile accessibility, we’ve consolidated some tabs: Action Plans is now simply called Tasks. Attachments and Document Library are now accessible in the Documents tab.

iDashboard is getting a makeover

New Interface

We’re rolling out a beautiful new unified interface, streamlining the iDashboard experience for all our users.

Any Device

Mobile access is here! Our new look is mobile and tablet friendly, letting you access all of iDashboard on the go.

Still Simple As

Don’t worry, while things might look completely different, we’ve kept most things in the same place.

Say hello to our new look

Images shown are concepts, and may appear different to the live app

When is it coming?

The new iDashboard interface will be rolled out in several stages over the coming months, starting in late May with the Admin & Reports sections of iDashboard. All customers and users will automatically get access to our new look, allowing you to become accustomed to the new interface design over time.

Now Live

Admin & Reports

Stage 1 Release

1
Now Live
Now Live

Campaigns & Website

Stage 2 Release

2
Now Live
Now Live

Real Estate

Stage 3 Release

3
Now Live
Launching 4th June

Contacts

Stage 4 Release

4
Launching 4th June

Lead Inbox

Stage 5 Release

5

Dashboard

Stage 6 Release

6

Timeline is indicative only, and may change due to operational reasons.

Trust us, you'll love this

We know huge changes like this can often be disruptive or stressful, but rest assured we have put a lot of effort into making sure things are still in the same place as before. All the main features, like adding or editing a contact or property, still work the exact same as before – so there is nothing new to learn, and no change to your current iDashboard workflows.

You'll love iDashboard's new look, and we can't wait for you to use it!

Need Help? Let's Talk!

Get in touch below or calling us on 1800 432 742

Need help? Let’s talk!
1800 432 742

Contact Us

We’re here to help you on your journey to a new real estate CRM, so let us know what you’re after, and we’ll let you know how we can help.