1) You can now update a previously uploaded file in-place, and optionally keep the prior file as a revision.

2) You can now re-assign many items to another user/workgroup at once

3) We’ve implemented an "Undo" feature when deleting individual contact/company record, or any activities.

And an enhancement to the “Real-time duplicate resolution” feature

We added more checks to reduce the chance that different people with the same name are seen as duplicates. The system now detects contact duplicates having the same:

• Full contact name plus any: phone field (regardless of formatting), or any standard address field, or any company name
  
  
• Any matching email address
  
  
• Same full name and all other: phone, address and company values are not set
  
  

Solve360 now shows if there are any matching records to the one you’re working on and offers you a one-click option to merge them.

When you open or update a contact or company record the system will automatically check if there are any other records in the system that appear to be the same as the one you’re currently working on. If any are found a special message is displayed below the details header. Hovering over the item name will show you the details behind it, clicking on the link will merge the two records.

Currently, merging records will copy each field value, category tag and activity from the newest record to the oldest record, then the newest record will be deleted. Empty fields in the newest record will not over-write fields with values in the oldest record.

For contact records it checks full name and email address, for company records it checks the company name. To avoid unexpected results duplicates are checked against records having the same owner e.g. in the same workgroup.

You need to keep tabs on situations to get the outcome you want. Event and Task activities will get them on your radar, but those activities have many options to set and a growing list will quickly clutter up your calendar.

When your inside voice says “hey we need to pay attention to this”, now you can just add a light-weight Follow-up to the related contact, company or project blog to get the details out of your head and into a shared list that's easy to manage.

Generally Follow-ups don’t interrupt your day and completing them doesn't require much preparation or time. At points during the work week that inside voice would say “lets knock off some follow-ups now”. Attentiveness impresses clients and moves the initiatives forward until they pay off.

When it's time to jump on your Follow-ups open their special report where working through them is a breeze.

Quite often it takes a few attempts before you close a business initiative. Follow-ups have a neat feature called “bump”, when clicked will re-queue the Follow-up for a future date, and log the action so you have a history to refer to next time.

Differences between Follow-up, Task and Event activities

• Customize the layout of the contact, company and project blog form
• Add a range of custom fields to all record types, including activities, to support your unique business requirements
• Setup different field layouts depending on which category tags are selected
• When to use a custom field vs a category tag

Today, we have two more parameters that we can provide, "after" and "before" which will place the activity in a specific position. For instance:

Another neat feature of this is you can specify a different "parent" value to move the activity to another contact, company, or project blog.

... here's a cURL example doing the same:

We’ve added four new field options to the form designer (the first three are limited to contacts, companies and project blogs):

1. Section break (group sets of fields under a custom heading)
2. Separator (draw a line between form sections)
3. Unique ID (displays the unique record ID of the item so you can use it as a key for other systems/processes)
4. Currency

For the “Solve360 menu > Report & Update Activities > Show activity changes for” report we’ve added the filter option “created or modified”.

For the iPhone (mobile application) we’ve added support for the Constant Contact, Zendesk, and Freshbooks activities.

Based on feedback and questions we’ve refined the Google Calendar Sync options panel to make the options clearer & simpler to understand.

... and we’ve released the highly anticipated “Google Task sync” feature for testing. The option is located under: Solve360 Menu > Report & Update Activities > Show next actions assigned to > Data > Synchronize events and tasks with Google.

Depending on when you added Solve360 to Google Apps you may need to update the Solve360 permissions to include tasks:

• Google Apps accounts > Settings > Manage this domain > Solve360 > Update permissions.
• Standard Gmail accounts: On the Solve360 sync options panel click the “remove this connection” then re-granting access.

Other refinements

• Google Apps document merge script now supports field substitution in the document Header and Footer.
• When re-editing a scheduled email the signature is now only inserted once.
• The scheduled email “open” date now reflects the first time the recipient opened the message and not the last.
• The item forms now show a label “[itemType} details” so it’s clearer what type of record you’re working on.
• For the iPhone (mobile app) the linked-emails activity now loaded after displaying the contact details making it a bit faster to get going.

• Added a “Archive” feature in Webmail for Gmail accounts. Right-click on a message and choose “Archive”
• Fixed a bug with Webmail’s autocomplete stopping when a [ . ] (period) character was entered.
• When using the Group Recipients option and sending more than 10 messages using Gmail/Rackspace as your email service ... a message is now displayed mentioning that Gmail/Rackspace may not process all of your messages if they see it as excessive / spam. And suggests using the SMTP override and a different outgoing email service like SendGrid.

Scheduled email activities now support “Email Templates”. With this you can save and share a set of predefined subject/body content to be inserted in Webmail messages and Scheduled email activities.

Specifically for the Supernatural Google theme we’ve added:

• The taskbar at the top of the screen now shows the item currently open.
• We’ve added a Previous and Next navigation button to the top-right of the item page. This allows you to run through the list of items on the left of the screen sequentially. It’s very helpful when reviewing / calling back sets of contacts etc.

Some other minor refinements:

• The Background section is no longer shown when there is no data entered in this field.
• You can now undelete multiple items at once. Click one item, hold click the last item, click undelete

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