Applicom

Personal settings: set default due time for tasks, default view of contact list

Our users often ask us to add possible settings so that Apollo fits their workflow.

On one hand, we don't want to add a million settings which, in the long run, become unmanageable (or even conflicting!). On the other hand, requests often do make sense.

We have recently added two personal settings:

Set default due time of tasks. When you create a task, you often don't bother setting the exact time you want your tasks to be done by. However, you might not like Apollo's default due time (9:00AM).

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Turn a company into a person and vice-versa

When you create a contact, you can decide if you are adding a "person" or a "company".

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Apollo gets better filtering options for contacts activity

We developed the "activity" under Contacts to keep an eye of everything that happened in the CRM side of the story in Apollo.

Users find this screen very important, as it allows them to follow what happens to their contacts.

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Time reports in the contacts area

We have just released a new feature in Apollo: people can now enjoy, for contacts, the same powerful time reporting abilities they get for projects.

If you are familiar with the Projects > Time section in Apollo, you find yourself right at home since the interface is equivalent:

This, along with the ability to set time as billable/billed, will allow you to log time against a contact, and then check your time reports against those contacts and bill them accordingly.

Let us know how

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Subscribing CRM users to CRM tasks in Apollo

Hello there,

When we designed Apollo, we always saw the CRM part as a section where CRM users would write notes about their customers and would assign tasks mostly to themselves, with things to do.

However, Apollo is all about cooperation, and we soon discovered that CRM users wanted to work together, assign contact tasks to each other, and talk about those tasks to each other.

This is why we made it possible to subscribe other CRM users to contact tasks:

I am sure this small addi

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Bulk editing of contacts in Apollo

Hello there,

I haven't written here in a while. We get a lot of consistent email feedback after posting here, and I have to say we find the communication very gratifying.

One of the features I personally talked about privately in emails a lot was the possibility to run bulk actions on contacts. Before now, if you wanted to change the visibility of 10 contacts, you had no choice but open each one of them. This was time consuming, and hardly a good way to do things.

This is why we introduced bulk actions on contacts:

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