We've been working on including SMS in the Inbox. This means you'll be able to receive an email and send an SMS in the same conversation. You will also be able to leverage bulk actions in Insights to send bulk SMS to selected clients and use templates to do so. It's the clearest demonstration of what we call the omni-channel communication experience.
Next up for us is integrations but we thought it would be good to get some quick wins out.
The following is the list we've selected in order of priority. We'll try and get these all done before we move on:
We're hoping to get these all done before we have to focus on Integrations.
If your particular request isn't in this list, make sure it's in the forum already or add it. After that best get your fellow accountants to upvote it!
So 1 to 3 got done and are out there now.
We're looking at auto-planning next. I will create a separate topic so we can track it from there.
As of right now you can send messages later, snooze messages, use relative dates in Insights and filter the Planner by job status.
We've also fixed a couple of bugs.
Not bad for a fortnight's work :)
We're hoping to get 1 to 3 out this weekend. 4 will come later as its more complicated.
But we figured you'll all benefit from 1 in particular so the sooner we get it to you the better!!
This is all too cool!!!
I love the way they just appear, it's like going through an old suit jacket and finding a tenner :)