New Workspace Functionality

New Update Sticker for iDashboard ProductsThe team at iProperty are proud to announce a New Update to iDashboard, below is a summary of the main items that have been updated.

Workspace

Workspace has had a facelift along with the addition of some great new functionality, allowing you to do more bulk actions with your contacts.

Workspace is your temporary space to work with contacts and perform bulk actions, including merging documents, sending an SMS or email, adding categories, changing owners or adding notes. You can add contacts by clicking on the Wand icon next to a contact name throughout iDashboard. Removing a contact from Workspace does not delete or archive them.

From the Workspace you can now preform the following actions:

  • Merge Documents
    This tool allows you to bulk mail merge the contacts in your Workspace to mail merge documents you have uploaded to iDashboard.
  • Send SMS
    This tool allows you to bulk SMS the contacts in your Workspace.
  • Send Email
    This tool allows you to bulk Email the contacts in your Workspace.
  • Add Categories
    This tool will add the chosen categories to your contacts in Workspace. If a contact is already in a category or multiple categories, then the chosen categories will be appended to the contacts existing categories.
  • Change Owner
    This tool assigns the contacts in your Workspace to a particular Employee in the system.
  • Add Notes
    With this tool, you can easily add a single note to all the contacts in your Workspace.