With less than 2 months away it is indeed time to start preparing for GDPR. In our latest release we have implemented several new functions that will make your work easier when the GDPR-law applies. We have also made substantial changes in the sales pipeline and some other overall updates that we are sure you will enjoy! Let us present what’s new:
New communication tab
We have updated the communication tab in the portal where you can see and update the personal data. In this tab you can also work with the following GDPR and marketing options:
GDRP status (ex. Consent asked, not asked etc.)
Comments on changes
Personal data source
Marketing consent status
Marketing opt-in status
GDPR change log (these changes are also shown in the main history log on the person card)
If GDPR consent on a person = no, a warning label will also be shown besides the name.
For admins, there is a new GDPR admin feature which gives the possibility to see which contact- and private persons that don’t have consent, in a separate selection list. From this list the admin can also:
Edit the information directly in the list
Change GDPR-status on one or several persons at once
Anonymize selected persons
Delete selected persons from Sweet
GDPR-export to PDF
Since the new law requires that it should be possible for a person to export his/her personal information, we have added a PDF-export. Just a click, and the export is done!
New deal pipeline in the portal
This is a highly asked for feature, which gives you the possibility to:
Show deals per status
Displays number of deals and total Sum for each status
Filtering options and total sums
The deal pipeline contains a drag and drop function which makes it easy to move deals between different statuses. We also re-designed the deal cards and added some new features. A great new feature on the deal card is that you can see a red color indicator if est. closing date is passed and a red dot if there is new info on the deal. The cards also contain following info:
Est. closing date
Finally – tag administration in the portal
Your prayers have been answered – you can now administrate tags in the portal. The new tag administration makes it possible for you to:
Create new tags
Create new tag groups
Choose where to publish a tag
Overall updates in the portal
Improvements for cases
When sending notes on a case, you can decide if the description should be internal or external by just clicking the blue external/internal label. You can also:
Create a new case from an already existing case
Relate cases to already existing ones
Filter your case work list by notes and description
Improvements in marketing
You can now add or remove tags on companies, contacts and private persons directly from a target group list. This really improves selections for new target groups.
New improvements for selections
Great news! You can now add new private persons from the selection list and it is also possible to edit the following entities directly from the selection list:
You can now relate companies to each other with a click. When doing this, you also choose how they are related to each other.
Bothered by having to search for the exact correct name in the search field? We have the solution for you. Now you can choose how you want to search in the portal. You can choose if you want to search for “begins with” or “contains”. Awesome, right?
We have made the edit view easier to use in desktop by dividing the edit block into 2 or 3 columns. You can therefore see all the information without the need to scroll the page.
Sweet! Even more great updates
Project – improved project admin
External portal – improved case handling for your logged in customers/partners
User groups – improved user group admin
Improved case cards in the pipe
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