Recently Completed Upgrades

These are projects that have recently been done on the GreenRope platform. This webpage is also accessible here: https://app.greenrope.com/r/4/updates

Recently Completed

Contacts > View CRM > Conversations - new group filter for conversations (6 Jul 2026)
Settings > Calendar - booking calendars can now set a maximum advanced notice for booking (6 Jul 2026)
Website > Pages > Landing Pages - new Analyze button that uses AI to analyze your landing page and gives strengths, weaknesses, and suggestions that can be used to auto-build a new page (25 Jun 2026) with open text updates (2 Jul 2026)
Wiki - on mobile, if showing navigation, the nav elements are in a dropdown selector (18 Jun 2026)
Wiki - public-facing page now entirely hides the left navigation if only one topic is shown, rebalancing the page (12 Jun 2026)
Apps > Accounting > Invoices - new Export function for invoices (12 Jun 2026)
Communicate > Emailer - new Design Using AI button to build an entire newsletter from a prompt (9 Jun 2026)
Website > Manage Website > Pages - landing pages can now be built completely using AI with the new Design Using AI button (8 Jun 2026)
Automation > Journeys - the tooltip that is visible next to large text message boxes has been adjusted so it doesn't interfere with the connector lines and adding/removing those lines (4 Jun 2026)
Automation > Journeys - new "New Journey Using AI" button that creates an entire journey from a description (1 Jun 2026) with voice recognition (3 Jun 2026)
Apps > Wiki - a purple icon with a number next to it will show if the wiki article is referenced in any journeys (1 Jun 2026)
Apps > Wiki - new "Design with AI" button to allow AI designs for wiki articles (27 May 2026) with saving prompts (28 May 2026) and voice recognition (3 Jun 2026)
Automation > Workflow Manager - new "Disable" function for workflows to temporarily prevent the workflow from executing (14 May 2026)
Journeys - new Text Replace function to search and replace text strings in SMS messages in journeys (11 May 2026)
Dashboard - new widget that shows workflows activated in the last 7 days (2 May 2026)
Opportunities now can have secure encrypted files associated with them (web UI only) (9 Apr 2026)
Automation > Journeys - new Delay until survey responded to (4 Apr 2026)
Automation > Journeys - shift-click to select multiple boxes in the journey builder to allow dragging multiple boxes around the canvas (25 Mar 2026)
Settings > Account, Automation > Workflow Manager > Edit Workflow, Settings > Group - media pickers are now separate dialogs to speed up page load speed (22 Mar 2026)
Settings > Account > Settings > Email Settings - account owners can now lock down the "From" addresses of shared access users who aren't power users (3 Mar 2026)
Contact details > CRM Panel - clicking the overdue activity badge will scroll to the oldest overdue activity (18 Feb 2026)
Projects - project task categories can now assign dashboard leaderboard points when tasks are closed (13 Feb 2026)
WYSIWYG editor - when defining a new link, the a tag inserts an inline style for font family and size for consistent rendering (10 Feb 2026)
Workflows - the workflow alert notes and alert SMS text message both support standard, dynamic, and hyperpersonalization placeholders (2 Feb 2026)
Contact details > CRM panel - when viewing an IMAP email, if there are cc'd recipients on the email, there is a new Reply All button that allows replying to all (27 Jan 2026)
Website > Manage Website > General - there is a new setting for llms.txt content allowing you to define what is returned when an LLM spider visits your website (31 Dec 2025)
Journeys - new Decision operator can be true/false depending on when the close date is relative to today's date (29 Dec 2025)
Contact details > CRM panel - when viewing progress on a journey, the "View Progress" button opens a dialog that can be used to set the location of the contact in the journey (29 Dec 2025)
Wiki - public pages have an accessibility widget on the bottom left (22 Dec 2025)
The New Contact dialog, when opened while voice recognition is active, is responsive to natural language (e.g., "the contact's first name is Jim Smith") (22 Dec 2025)
CRM activity charts are color coded like the calendar activity colors set in Settings > Calendar > Event Types (21 Dec 2025)
Login screens have a new eyeball icon that can be clicked to view the password (16 Dec 2025)
Journeys - new Decision operator can use AI to make a determination true/false using any contact or opportunity data (13 Dec 2025)
Journeys - Decisions can look back for clicks on SMS text messages (11 Dec 2025)
Apps > Wiki - when viewing a wiki, there's a new "Translate" button that will automatically translate any wiki article into another language and place it in your library where you want (7 Dec 2025)
Automation > Workflows - workflows can add and/or remove contacts from up to 2 groups, and can add or remove up to 2 tags (6 Dec 2025)
Communicate > SMS / MMS / Voice - the chart at the top of the page and the SMS campaigns list show clicks on any SMS messages (5 Dec 2025)
Updated AI requests to use GPT-5.1 (2 Dec 2025)
Personal SMS and SMS messages sent with the SMS campaign builder, journeys, and workflows are now trackable (30 Nov 2025)
Contacts > Reports > Custom - new AI based user assessment that assesses how well your CRM users are using the CRM (28 Nov 2025)
Automation > Journeys - when building Send Text Message actions, merging placeholders are now using the new style with the description of the merge in brackets, also the character counter now removes all placeholders from the count (27 Nov 2025)
Automation > Journeys > Load - new Translate button allows translating all SMS messages in a journey (25 Nov 2025)
Settings > Account > Settings > CRM Activity Settings - you can set the default behavior for the filter section in the Activities panel to be our system default (the filters are shown if any filtering is done) or always closed (requiring the user to open them to view them) (20 Nov 2025)
Journeys > Decisions - new setting that allows journeys to split based on whether an opportunity age field is greater/less than a set number of days, months, or years (16 Nov 2025)
Settings > Opportunities > Custom Fields - new Age field type that calculates the age of a different date field automatically (16 Nov 2025)
Settings > Account > Settings > CRM Activity Settings - you can filter the dropdown in the Appointment panel to only show groups the contact is in (as opposed to the default, which shows all appointment calendars) (16 Nov 2025)
Automation > Workflow Manager - new Archive/Delete button allows for both mass archiving and mass deletion of workflows (14 Nov 2025)
Settings > Account > Settings > Contact Settings - at an account level, the account owner can now specify if when you open a contact record, it shows the groups list in the Groups tab to have all groups visible or just the groups the contact is in visible (13 Nov 2025)
Automation > Journeys - holding the Ctrl (Windows) or Command (Mac) and dragging-and-dropping an existing box in the journey will create a clone of that box (7 Nov 2025)
Settings > Account > Settings - group contacts map can set default colors to gray, red, or blue if not user-field defined (29 Oct 2025)
Opportunities - phase changes now have more granular logging for when an opportunity has its phase changed (by workflow or manually in the UI), with the history icon showing more detail and ordering by time of day (28 Oct 2025)
Calendar - appointment events can have workflows activated when they are done (27 Oct 2025)
Settings > Opportunities > Preferences - the list of fields editable has checkboxes in each field for fields you can hide from the view/edit for opportunities (27 Oct 2025)
Journeys - new Delay option to delay until x calendar days before or after the opportunity close date (26 Oct 2025)
Automation > Workflow Manager > Edit Workflow > Workflow Activities - the Create Opportunity function allows you to create a linked event (26 Oct 2025)
Calendar - events can now have opportunities connected to them, as well as linked to them so that the event and opportunity close date can automatically stay in synch with each other, useful for closing call activities (26 Oct 2025)
When activating workflows manually (from new contact or existing contact or quick activation from the contacts list), you can now specify a time for when new activities/created opportunities start (26 Oct 2025)
Settings > Opportunities > Preferences - you can define the term used for Close Date (25 Oct 2025)
Contact details > CRM panel - when saving new or existing activities, the save button turns light green and displays "Saving..." to indicate saving is happening (16 Oct 2025)
Settings > Opportunities > Preferences - opportunities can now be associated with a group by turning on the setting on this screen (5 Oct 2025)
Workflows and Journeys now automatically send SMS messages to "parent" mobile numbers attached to contact records (4 Oct 2025)
Contacts > View CRM > Opportunities - added a Map tab that opens the Contacts > Tools > Map page (21 Sep 2025)
Expanded Dashboard > CRM Activities To Do widget - now includes buttons to search, add a contact, and quick add a contact to the user at the top of the widget (20 Sep 2025)
Communicate > EasyBuilder - when adding in images, the class for that image won't be overridden if there is one already (19 Sep 2025)
Contacts > Fields and Communicate > Surveys - individual user fields can be added to results shown and exported from surveys (17 Sep 2025)
Settings > Opportunities > Custom Fields - custom fields can now be set to only appear if a particular product is chosen for the opportunity (15 Sep 2025)
Settings > Opportunities > Preferences - you can specify if the Phase column should be left or right of the contact details columns (14 Sep 2025)
Contacts > View CRM > Opportunities > List View - Phone and Mobile columns now support click to call (14 Sep 2025)
Contacts > View CRM > Opportunities > List View - opportunity custom fields that are Integer or Decimal now show the total sum of values for the columns in the footer of the table (13 Sep 2025)
Settings > Opportunities > Preferences - you can specify what the "title" of an opportunity is now (13 Sep 2025)
Contacts > View CRM > Opportunities > List View - the list of phases shown now displays the number of opportunities in each phase with a mouseover showing the value (11 Sep 2025)
Settings > Opportunities > Preferences - if the Opportunity Awareness setting is set to "Users can only see their own opportunities", there is a new setting to add a list of users who can see all of the opportunities they have access to by group thereby overriding the setting of only being able to see opportunities assigned to that user (11 Sep 2025)
Contacts > View CRM > Opportunities > List View - activities box in the table has an icon to quick add a CRM activity (8 Sep 2025)
Contacts > View CRM > Opportunities - added new contact button to the top of the page (8 Sep 2025)
Contacts > View CRM > Opportunities > List View - added check all / uncheck all button for phases (8 Sep 2025)
Contacts > User Fields - hyperpersonalization rules now have embedding instructions, prompt suggestion, and response simulation built in (5 Sep 2025)
Expanded dashboard - moved the search, new contact, and news feed to the top of the column, as they are the most commonly used CRM functions (4 Sep 2025)
Automation > Workflows - workflow activities can now set who created the activity instead of always showing the activities were created by the account owner (31 Aug 2025)
Automation > Workflows - the workflow activities tab shows the number of workflow activities defined for the workflow (31 Aug 2025)
Settings > Account > Settings > UI settings - a dedicated link to the Contacts navigation menu can be added that brings the user directly to the Opportunities Kanban or List view (28 Aug 2025)
Contacts > View CRM > Opportunities > List - the table left row border now matches the phase color (26 Aug 2025) and color-coded checkboxes to easily show/hide opportunities by phase (28 Aug 2025)
Automation > Workflows - setting and appending user field data for both contacts and companies can now also set and append for the other (ie, if setting a field for a contact, it can also set for the company the contact is in) (21 Aug 2025)
Contacts > Tools > Map - the pins can now be color coded by user field value defined in Settings > Account > Settings > Contact Data Settings (16 Aug 2025)
Contacts > Fields - can define AI hyperpersonalization on this screen (in addition to WYSIWYG > Merge) (5 Aug 2025)
Workflow alerts now include campaign IDs associated with the contact (23 Jul 2025) and webpages visited (30 Jul 2025) along with placeholders for custom alert email templates (30 Jul 2025)
Contact details > CRM Panel - in the Filters area, there is a new selector that allows you to filter CRM activities by creator (created by user vs created by account owner) for more granularity about seeing anything created by the account owner or Automations, in Settings > Account > Settings you can also set a default for this (22 Jul 2025)
Automation > Workflow Manager - new Archive button top right allows you to mass archive workflows (10 Jul 2025)
Automation > Journeys > Load - you can now mass delete journeys that aren't used in any workflows (10 Jul 2025)
Workflows - added support for placeholders in workflow activities' notes (3 Jul 2025)
Websites - webserver now compresses files for faster loading (1 Jul 2025)
Contact details dialog - the Activities tab will now show a red badge with a number if the contact has overdue activities (23 Jun 2025)
Contacts > New Contact dialog - in Settings > Account > Settings where you set the fields visible in the create new contact dialog, you can now use a Name field that will automatically parse first and last name (20 Jun 2025)
Contacts > User Fields - dynamic merge rules can be managed here now, instead of solely in the email WYSIWYG editor (7 Jun 2025)
Settings > Account > Contact Data Settings - you can specify for shared access users if they can see companies with no contacts in them in the Companies tab (30 May 2025)
Settings > Account - for shared access users, there's a selector allowing the user to set their current UI language (20 May 2025)
Contact Details > CRM Panel - if you have a booking (appointment) calendar set up, there will be a separate tab for adding appointments in the CRM panel (previously this was only in the + Activity panel). You can name the label for the booking appointment tab in the Settings > Account > Settings > CRM Activity Settings area (14 May 2025)
Workflows - changes to opportunity phase/path/outcomes can affect all open opportunities (13 May 2025)
Journeys - new Decision options for opportunity custom fields (is/contains/before date/before days from today) (12 May 2025)
Journeys - for operator boxes with a lot of content, the box is now limited in size with a mouseover to view the entire content of the operator box (29 Apr 2025)
Settings > Calendar and Booking - booking requests can create opportunities automatically (9 Apr 2025)
Phone number entry javascript library updated to v25.3.1 (2 Apr 2025)
Dashboard - frame widgets now support allowfullscreen (12 Mar 2025)
Contact details - if the URL in a custom field is to a YouTube or Vimeo video, the icon will be a play icon instead of a globe icon to show it's a video (10 Mar 2025)
Apps > Wiki - added public wiki color selectors (1 Mar 2025)
Settings > Account > Integrations - new RingCentral integration to activate in-CRM integration functions (24 Feb 2025)
Automation > Workflows - ability to archive workflows to hide them from activation selectors (14 Feb 2025)
Contacts > Send Personal SMS and Journeys > Send Text Message - new emoji Insert tool to make it easier to add emojis to messages (13 Feb 2025) and Automation > Workflow Manager (15 Feb 2025)
Dashboard - new journeys progress widget default added if any contacts have been on journeys in the account (12 Feb 2025) with the full size widget clickable to see all contacts on journeys (13 Feb 2025)
Dashboard - if no CRM activities have been created in the account, the left side "To Do List" widget is not shown (12 Feb 2025)
Dashboard - calendar and emails sent history widgets now both include SMS data (12 Feb 2025)
Settings > Account > Settings > Contact Data Settings - new contacts can have an "Activate Workflow" field that will activate a workflow upon contact creation (7 Feb 2025)
Contacts > View CRM - the list view of contacts now has a Workflow button that can activate a workflow for a contact right from there (6 Feb 2025) and also in dashboard quick search (7 Feb 2025)
Journeys - Delays with user field dates can now also have a max hours, to allow for a maximum number of hours to wait as a fallback (6 Feb 2025)
Journeys - new Action "Send Text Message" allows for sending SMS/MMS directly from journey rather than needing a workflow (4 Feb 2025)
Contact Details > Send Personal Email - redesigned panel, added new Analyze button to assess effectiveness of the message to the contact (25 Jan 2025)
Settings > Account > Email Settings - new option to allow setting a custom "Reply To" address (25 Jan 2025)
Communicate > EasyBuilder - new Analyze button to show how content of an email or landing page can be improved (23 Jan 2025) and in Communicate > Emailer > Send Test (27 Jan 2025)
Website > Tracking > Automation - time window for website alerts can now be extended to an arbitrary number of days, instead of just in the past day (23 Jan 2025)
Communicate > Track Email - next to the inline view of the message is a new Analyze button that uses AI to analyze the message and suggest improvements based on performance (22 Jan 2025)
Settings > Account > Contact Info (or Profile if a shared access user) - define your avatar that will appear from time to time as you work in the CRM (22 Jan 2025)
Communicate > EasyBuilder and Website > Landing Page Easybuilder - new Auto-Save button that will automatically save content every 60 seconds (21 Jan 2025)
Contacts > Reports > Funnels and Opportunities - new Analyze button to use AI to look at funnel processes and make recommendations to improve sales (20 Jan 2025)
Contacts > Reports > Funnels - new way to define descriptions for each stage of conversions (18 Jan 2025)
Contacts > View CRM - new panel "Conversations" that combines the latest IMAP and Personal emails and SMS messages to show recent conversations (18 Jan 2025)
Settings > Account > Settings - the "language" for an account has been broken into 2 separate functions. Account Language for the default language if a user doesn't set a preference, and Current Language which is the user's preferred. Both can be changed independently now (15 Jan 2025)
Image uploading now has the constrain image size set to 600px to account for higher resolution devices (10 Jan 2025)
Website > Signup Forms - all forms now can have a vanity URL that you can define that is specific for that form (7 Jan 2025)
Communicate > SMS / MMS / Voice - the top chart now includes a line for outbound SMS messages that were not delivered successfully, also clickable to see who did not receive the message and the error code with a link to see details (5 Jan 2025)
Browser calling is now available for all accounts, note the new icon next to the phone number to make the call (3 Jan 2025)
Extended/fixed Shopify integration to include order item quantities in conversion values and user field records for orders, see updated instruction graphic (2 Jan 2025)
Redesigned dynamic placeholders dropdown menu for better readability, added new "Specific contact user field value" option for dynamic rules (1 Jan 2025)
Added new Suggest Prompt function to hyperpersonalization area (1 Jan 2025)
New Journey decision function based on whether a specific contact's user field is a set value (24 Dec 2024)
New Hyperpersonalization placeholders - in the Merge placeholder screen when editing content, there is a new Hyperpersonalization ability to use AI to generate custom content for individual email recipients, website visitors, and event attendees (24 Dec 2024)
Added support for so the account logo (set in Settings > Account > Settings for the top left logo) can be embedded in emails (19 Dec 2024)
For VAR partners - new option in View Portal Settings that allows you to activate a workflow for a new account created from a model account on the first contact in the account (the account owner) (19 Dec 2024)
Website > Campaigns & Affiliates - conversion tracking when viewing all conversions can now show the sum total of conversions by contact in the selected date range (19 Dec 2024)
Company details - "Notes" has been changed to "Company Info" to be consistent with how company related data is displayed in contact details (16 Dec 2024)
Settings > Account > Settings > Contact Settings - there's a way to unlock a new set of placeholders that can reference a single contact, such as , which would merge in the User4 data for contact #123 into a message (15 Dec 2024)
Website > Manage > Password protected websites can automatically logout people who navigate away from the website (14 Dec 2024)
Settings > Account > Integrations > Shopify - you can choose the sorting of order information in the user field (12 Dec 2024)
For reseller partners - the Create Account page now has a 4th accordion tab where new accounts can enter additional information about their business (11 Dec 2024) and it can be edited in the Settings > Account > Contact Info panel (12 Dec 2024) and can be embedded into messages and in the Portal Manager > View Portal Settings, you can defined the help content bubble there (14 Dec 2024)
Apps > Ticketing > Ticket Categories - the custom fields that are required for a category now are marked with an asterisk (*) (9 Dec 2024)
Contact details dialog > Stats - new chart that shows the activities done by/with the contact by hour of day (21 Nov 2024)
Communicate > Surveys - new Copy function when viewing an individual survey (21 Oct 2024)
Communicate > Email Tracking - when exporting contacts from this screen, the groups each contact is in will be included in the CSV (17 Oct 2024)
Added support for .webp images (24 Sep 2024)
Browser calling is now available, although due to technical challenges with Twilio, they are unable to support a more automated way to do this, so you'll have to coordinate with GreenRope support for this. Let them know by ticket that you would like to enable browser click-to-call and they will get it set up for you (13 Sep 2024)
Company details dialog - added icon next to phone number to allow browser direct calling (11 Sep 2024)
Coupons - redesigned public-facing coupon interface (9 Sep 2024)
Invoices - quote valid until date and invoice due date date selectors now use a datepicker instead of 3 selectors (25 Aug 2024)
Settings > Opportunities > Phase Paths - each phase path can now have a default invoice template to be used when making a quote or invoice from an opportunity (24 Aug 2024)
Invoices - templates now support dynamic, contact, and opportunity placeholders (24 Aug 2024) also added a help bubble by the load/save invoice templates buttons (24 Aug 2024)
Settings > Account > Settings > CRM Activity Settings - you can now set it so that shared access users can be prevented from seeing activities not in groups they have Contacts or Limited Contact access to (24 Aug 2024)
Workflows - SMS text messages now support survey placeholders (22 Aug 2024)
Settings > Opportunities > Custom Fields - custom opportunity fields can now have triggers so workflows can get activated when field values change, similar to user field triggers (22 Aug 2024)
Journeys - delays now support "after" cases for delays relative to user field dates, opportunity proposal due dates, and opportunity close dates (21 Aug 2024)
Workflows - placeholders for dates support an "after" case as well as a before case, allowing to set dates in the future (20 Aug 2024)
Contacts > Editing contact record - if you activate a workflow that causes a user field to change that could trigger another workflow, a warning will appear to the user (19 Aug 2024)
API - CRM Activities data now includes the account timezone (19 Aug 2024)
Updated phone number input library to latest 23.9.2 (18 Aug 2024)
Website > Signup Forms - if the field is mandatory, but hidden by logic, it won't prevent the form from being submitted (17 Aug 2024)
Website > SIgnup Forms - if the form has a checkbox field, you can set it to check the checkbox by default in the Options tab (7 Aug 2024)
Website > Manage > Tracking > GDPR Widget - there's a new option for the script for placement to allow the banner to be placed at the top of the screen (6 Aug 2024) and middle (13 Aug 2024)
Communicate > SMS/MMS/Voice - next to each SMS opt-in is a QR code generator that can be used to make it easier for people to opt in via text, also updated help bubble (5 Aug 2024)
Communicate > SMS/MMS/Voice - added ability to see source number and create contacts from unknown text messages (not retroactive, unfortunately) (5 Aug 2024)
Contact details > CRM panel - for IMAP emails, similar to SMS activities, there's a new View Conversation button that shows a list view of emails sent back and forth to the contact (4 Aug 2024)
Contact details > CRM panel - for SMS activities, there is a new "View Conversation" link/button at the top right of the card that can be clicked to show the entire SMS conversation with the contact (30 Jul 2024) with a reply button to send a message from there (1 Aug 2024)
Settings > Account > Contact Settings - for the list view, if you don't have a number set up for your account, you can choose to have clicks on the phone/mobile numbers also simultaneously open the Create New Activity dialog (25 Jul 2024)
Contacts > View CRM - if you don't have a number set up for your account (set up in Communicate > SMS/MMS/Voice), the initial list view of contacts now links any phone or mobile numbers with tel:number so browsers can call directly from the CRM (25 Jul 2024)
Apps > Ticketing > Categories > Resolution - the resolution chart now shows the average number of updates to close tickets in that date range, there is a new chart that shows the number of closes by hour (24 Jul 2024)
Contact Details > Phone and Mobile fields - if you have purchased a number in the Communicate > SMS/MMS/Voice screen, there is a new icon for browser calling with automatic transcription and recording (22 Jul 2024)
Communicate > EasyBuilder > Preview - new tab "Rendering" that shows how the email will look in multiple email clients (15 Jul 2024)
Surveys - new question type "Stars" shows stars people can click on to rate something (11 Jul 2024)
Contacts > Companies > Import - new option that allows company file imports to overwrite existing data with blank data (11 Jul 2024)
For VAR partners - when clients subscribe, the included file storage default from "View Portal Pricing" automatically will apply to the account if it hasn't been set yet (11 Jul 2024)
Apps > Ticketing > Ticket Forms - emails sent with ticket updates can now have the update button text and color customized (6 Jul 2024)
Website > Signup Forms > Options - you can set forms so they automatically attach a contact to a company based on the email domain (3 Jul 2024)
Contact details - if the contact isn't in a company but the domain of the contact's email address matches an existing company's website domain, there's a suggestion to one-click add that company to the contact record (2 Jul 2024)
For VAR Partners - in Portal Manager > View Portal Options - you can now set a new CreateAccountShowPayment to Y, which will allow users to pay for an account as part of the initial account creation form (1 Jul 2024)
Contacts > View CRM > Opportunities - Kanban and List view both have new automatic date ranges for Yesterday+Today and Today Only (28 Jun 2024)
For VAR Partners - in Portal Manager > View Portal Pricing, you can specify custom text for the big green subscription button in Settings > Account > Subscription (13 Jun 2024) and subscription payment screen (20 Jun 2024)
For VAR Partners - added a new setting in the Portal Manager > View Portal Options for embedding the application in an Iframe called "App2IframeParent" that sets the Content-Security-Policy header for our app (11 Jun 2024)
Calendar - when viewing project tasks on the calendar you can now filter by assignee and completed status, tasks also show first name of who they're assigned to if not you (9 Jun 2024)
Workflows - Workflow activities, when activated in an opportunity, can be assigned to the opportunity manager now (7 Jun 2024)
Added support for the Kenyan Shilling and Zambian Kwacha currencies (6 Jun 2024)
New Journey delay type - Throttle - slows down the rate that contacts can move through a journey (6 Jun 2024) with accompanying dashboard widget (7 Jun 2024)
Automation > Workflows - workflows can now create tickets (2 Jun 2024)
Contacts > View CRM - the Opportunities panel navigation tab will now show a red alert with the number of overdue activities next to the word Opportunities (30 May 2024)
Website > Signup Forms - thank you URLs now support the use of dynamic and standard contact placeholders in the URL (29 May 2024)
Added botnet detection on email reads (28 May 2024)
Botnet detection on email clicks - new method to identify bots from emails sent out to reduce false clicks. You can view bot clicks in Email Tracking > Choose Broadcast(s) > Summary > then click on the Clicks column and look at the top of list of contacts who clicked (27 May 2024)
Settings > Account - you can specify filtered IP addresses to automatically be filtered out in website tracking across all groups (18 May 2024)
Contact details - the Print function now hides the icons near the Mobile and Phone fields (18 May 2024)
For VAR partners - new special widget to allow access to subaccounts on the dashboard (18 May 2024)
AI - updated models to use new GPT-4o (14 May 2024)
Contacts > Reports > CRM Activities > Engagement by Activity - this report now includes Invoices Due and Invoices Paid as measures of engagement so you can see how many and which contacts in a group have had invoices due or paid in a time span (13 May 2024)
For VAR partners - new selector in Portal Manager > View Portal Options that allows turning the link to Olark on the Help page on or off (13 May 2024)
Recurring CRM activities can now be scheduled for Every Monday/Tuesday/Wednesday/etc (also can be set by activities created by workflows) (12 May 2024)
Apps > Ticketing - in the Public Form editor, there's a new field for Check User Field Email, which allows you to store an alternate email address in a user field and if the ticket is submitted by that email address, it will automatically connect the ticket to that contact's primary CRM record (10 May 2024)
For VAR partners - streamlined access to the portal manager, so it will automatically load navigation for the portal manager (8 May 2024)
Updated design of the opportunities kanban board to have white cards, path color is the opportunity title text color, and cards are better displayed (7 May 2024)
Updated library for number rendering for phone/mobile/fax fields (3 May 2024)
If user is the account manager for a portal manager account, there is now a link the Settings dropdown to go directly to the Portal Manager (3 May 2024)
For VAR partners - in the portal manager, next to the account search is a new magnify icon to list accounts to pick (30 Apr 2024)
Contacts > View CRM > List view - decimal and integer user fields will display with commas for better readability (29 Apr 2024)
Contacts > Detailed contact view > CRM Panel - quotes/invoices widget will show an envelope icon with mouseover text for the datetime when it has been sent (29 Apr 2024)
SMS/MMS/Voice - we now support sending via WhatsApp. Once you have at least one phone number, you can create WhatsApp templates and send personal WhatsApp messages from the contact details (26 Apr 2024)
Journeys - new Decision for date user fields to be exactly on a date (22 Apr 2024)
Portal Manager (for VAR partners) - some minor redesign of the accounts listing UI (21 Apr 2024)
Website > Store > Checkout Options - there's a new option to determine if recurring charged items should send a notification to the purchaser (20 Apr 2024)
Contacts > Reports > Accounting - new reports for showing invoice aging and total sales by invoice item / store item (14 Apr 2024)
Contacts > View CRM > Opportunities > Kanban - you can now filter by opportunity field at the top of the Kanban area (4 Apr 2024)
Added setting up and requiring 2FA to the account setup progress bar (3 Apr 2024)
Settings > Account > Settings > Color Theme - new theme "Clarity" made for users to need or prefer high-contrast colors due to visual impairments. Theme maintains minimum 7:1 contrast ratio and increases button sizes (1 Apr 2024)
Settings > Account > Settings > Email Settings - email from domains can now be locked down to prevent usage by another account in the same portal (e.g., GreenRope) (28 Mar 2024)
Apps > Accounting - top right quadrant (receivables) will now show opportunity ID and title if the invoice/quote is associated with the opportunity (28 Mar 2024)
Apps > Ticketing and ticket update emails now include the name of the form that was used to create the ticket (28 Mar 2024)
Calendar - added support for dragging and dropping project tasks and opportunity close dates and proposal due dates in the main calendar view (26 Mar 2024)
Workflows and Invoices - added support for as a new placeholder that is the email address of the opportunity manager (22 Mar 2024)
Contacts > Reports > Custom - the CRM and contact custom report charts can now be clicked on to show the contacts who comprise that data in the chart, also those contacts can now be added to a group (21 Mar 2024)
Contacts > Reports > Custom - new Custom report shows contacts who have/do not have future CRM activities assigned to them (21 Mar 2024)
Contacts > View CRM > Opportunities > Kanban - the opportunity cards now have an hourglass to show the number of days the opportunity has been in that phase, with a red color if stagnant in the phase longer than the warning set in Settings > Opportunities (20 Mar 2024)
Dashboard > Widgets - the Invoice Sales widget now can be configured to show stats for invoices sent or paid (20 Mar 2024)
Apps > Ticketing > Public Forms - new category-level autoresponders that will update the ticket automatically, including AI-generated content to answer the ticket question (15 Mar 2024)
Apps > Ticketing > Search - new checkboxes that allow for deleting multiple tickets at a time (power users only) (11 Mar 2024)
EasyBuilder (Email and Landing Page) - new method of rendering background header image, added ability to repeat background header image down the page (5 Mar 2024)
Contacts > Tools > Clean > Merging Duplicate Contacts - if you have automatic user field change triggers that activate workflows, you can suppress the workflow activation by checking a checkbox (4 Mar 2024)
Communicate > AI Chatbot - the web-based chatbot can now work together with a live person chatbot like Olark, allowing the user to request to speak to a human to open the live chatbot (28 Feb 2024)
Communicate > AI Chatbot - updated fine tuning to use OpenAI's latest model gpt-3.5-turbo-0125 (28 Feb 2024)
Communicate > Emailer - when loading emails from the Open dialog, if the Sent Emails checkbox is checked, we will also show emails sent from deleted groups if the user is a Power User (28 Feb 2024)
Invoices - now support opportunity-related placeholders (24 Feb 2024)
Opportunities - when editing an opportunity, the New Product and Create New Product are both next to each other to reduce UX confusion (24 Feb 2024)
EasyBuilder Emails - added new templates Boutique Business, B&W Business, and Literary Agency, and redesigned Interior Design Business (24 Feb 2024)
Calendar - monthly view items have more spacing around them and rounded edges (23 Feb 2024)
Apps > Projects - Gantt chart date range now stays persistent when you navigate away from it (20 Feb 2024)
Communicate > AI Chatbot - website crawler now automatically will descend Into linked pages (keeping the browser open while it crawls and builds prompts) (19 Feb 2024)
Communicate > AI Chatbot - chat engine now uses embeddings and fine tuning to ensure responses better adhere to custom knowledge base/prompts (19 Feb 2024)
Calendar - to reduce clutter, tasks from completed projects only show the task completion date if the task has been completed (16 Feb 2024)
Calendar > Booking Calendar - in Settings > Calendar, you can now have the 3 custom fields also collect the contact's title and company (8 Feb 2024)
Apps > Ticketing - you can now assign multiple contacts to be auto-assigned for a ticket, where It will round robin the ticket assignment (6 Feb 2024)
Workflows - when using the Assign To or Append To contact data fields, workflows now support contact placeholders and dynamic placeholders (6 Feb 2024)
Apps > Ticketing - when editing ticket summaries, new AI button will suggest 5 summaries for the ticket based on all of the updates for that ticket (6 Feb 2024)
Communicate > AI Chatbot - web based chatbot now have "Talk to Me" for pure speech recognition interaction (5 Feb 2024)
Website > Blog > AI Blog Generator - images created for automatically generated blogs are added to the Media Library in a folder "AI Blog Images" (3 Feb 2024)
Settings > Account > Settings > Quote/Invoice Settings - you can specify custom templates for quotes and invoices and use placeholders in the templates (2 Feb 2024) and added support for SalesRepName/Email/ in invoices (5 Feb 2024)
Settings > Account > Integrations - integrations at the top of the screen were reordered so Stripe is on top, then Authorize.net, then Paypal (1 Feb 2024)
New accounts are created with the Soft user interface theme unless defined in a model account (27 Jan 2024)
Invoices - can now be transferred to other contacts (27 Jan 2024)
Workflows - can assign or append an event date or datetime to any field with new placeholders (26 Jan 2024)
Workflows - can append to contact or company notes (26 Jan 2024)
Media Library - UI redesign of the Media Library screen launched (25 Jan 2024) minor adjustments to search at the top of the screen (1 Feb 2024)
System Font - updated from Open Sans to Poppins (24 Jan 2024)
Communicate > EasyBuilder - new checkbox when sending a test message to prepend "TEST:" before the subject line (16 Jan 2024)
Website Manager > News/Blog - new automated AI blog generation tool (13 Jan 2024)
Communicate > Emailer and EasyBuilder - next to the subject line entry field is a new AI button that will generate 5 suggested subject lines for your email message (10 Jan 2024) and preheader (11 Jan 2024)
VAR partners - in the Portal Manager, you can now enter your OpenAI API secret key, which will allow all trial and active accounts to use your key to access the AI functions (10 Jan 2024)
Apps > Projects - project tasks can be reassigned in bulk from one contact to another contact (6 Jan 2024)
Contacts > View CRM - in list view, the search at the top now includes the contact ID (2 Jan 2024)
System UI - minor fixes to dialog layout and design for consistency and readability, added shadow effect when hovering over input elements (30 Dec 2023)
Settings > Account - simplified UI configuration (30 Dec 2023)
Communicate > EasyBuilder - added 2 new templates (Sustainability News, Beige Newsletter) (29 Dec 2023)
Communicate > EasyBuilder - for sections that have 2 or 3 columns, you can now set vertical alignment for each column when you click the pencil icon (29 Dec 2023)
Communicate > Email EasyBuilder - sending a test email from the EasyBuilder now has the option to replace with placeholders (22 Dec 2023)
Apps > Ticketing - the green color for tickets assigned to you has been softened to be easier to read (21 Dec 2023)
Settings > Account - new Dark Mode lets you change the entire UI to a dark mode interface (16 Dec 2023) and Night Sky and Mars (17 Dec 2023) and Soft (18 Dec 2023)
Settings > Account - new left side "Jump to..." links to bring the screen to those settings (11 Dec 2023)
Navigation - improved contrast for icons in group selector, added text color support for lighter color navigation background colors (9 Dec 2023)
Projects/Calendar - when looking at project tasks in the calendar, the color of the tasks now matches the color of the project (7 Dec 2023)
Email EasyBuilder - new "Build With AI" button generates an entire newsletter from a single prompt (6 Dec 2023) and landing pages (11 Dec 2023)
In order to reduce confusion, the "Primary" and "Secondary" points of contact for a company are now called "Main" and "Backup" respectively, as a way to not mix up terminology used for contacts who have a primary company and multiple secondary companies they are associated with (6 Dec 2023)
Added walk-through steps for speech recognition when creating a new CRM activity (5 Dec 2023)
Added "recommendations" for speech recognition for AI for accounts (5 Dec 2023)
Apps > Project Manager - Kanban board has been moved from 2nd to last to 2nd tab (4 Dec 2023)
WYSIWYG editor - more font size options available (4 Dec 2023)
New templates for the Email EasyBuilder - Color Series, Lavender and Yellow (4 Dec 2023)
AI Chatbot - support for chatbot to exist as part of webpage (not as an overlay) using a <div id="permachat"></div> on the page (3 Dec 2023)
SMS - left column is a new logging function that started to collect all in and outbound messages (1 Dec 2023)
SMS - new chatbot over SMS feature allows you to apply an AI Chatbot to inbound text messages (1 Dec 2023)
Opportunity custom fields that are of date type have a red X to allow you to clear out the field (30 Nov 2023)
Speech recognition has dictation mode where you can talk to the browser and it will dictate to any data entry field selected (27 Nov 2023) and Show Commands function (29 Nov 2023)
Speech enabled browsers show a microphone icon top left that can be clicked on to give voice commands (22 Nov 2023)
Contacts > User Fields - the import tool has been updated to include new fields we have added to the user field definitions (e.g., instructions text, use with AI, and logic), and a new export tool has been added to be able to export all user fields (17 Nov 2023)
Contact details - new play icon at the top (next to the weather) you can click to get an AI-generated audio summary of recent activities related to the contact (14 Nov 2023)
Website builder > Video plugin in WYSIWYG editor - new button for Vimeo videos that automatically adds tracking script along with video Iframe (8 Nov 2023)
Settings > Calendar - histogram of number of events by type now has date filtering (8 Nov 2023)
Dashboard - new audio personalized daily summary next to the Welcome banner (6 Nov 2023)
The new AI Chatbot is now available in beta (under the Communicate tab) (6 Nov 2023)
Updated EasyBuilder templates - Modern Showcase, Modern Business, Marketing Agency 2 (3 Nov 2023)
VAR partners - Portal Manager > View Portal Pricing - you can now specify custom messages that clients see when they log into an account that's set to Cancelled or Declined, as well as if they log into a Trial or Comp account that is past the expiration date (1 Nov 2023)
Invoices - in Settings > Account, you can rename SKU to be another label of your choosing (24 Oct 2023)
Settings > Account - related to having the phone/mobile icons clickable, clicking on these icons can activate a workflow (24 Oct 2023)
Contact Details - the icons next to the Phone and Mobile fields now have links on them to "tel:" addresses, so you can use browser plugins that enable in-browser calling (23 Oct 2023)
Apps > Custom Objects - objects can now be configured to appear in the Apps dropdown so that users can go directly to them and view those objects (18 Oct 2023)
Workflows can now create custom objects (16 Oct 2023)
EasyBuilder - updated more templates - Event Invitation with Speakers, Explore, Habitat (12 Oct 2023)
Contact Details > Opportunities - when viewing an opportunity card, there's a new clock icon that you can click to view the history of the opportunity (to view changes in quality, phase, value, close date) (12 Oct 2023)
EasyBuilder - updated the Event Invitation, Cyber Sale, Company Welcome templates (10 Oct 2023)
EasyBuilder (email and landing pages) - social icons all updated, and new sections for all black and all white silhouetted versions of icons (8 Oct 2023)
Apps > Ticketing - for custom fields, if the field is a URL, we will automatically make it a link (5 Oct 2023)
Apps > Custom Objects > Search - now can include Phone and Mobile fields (5 Oct 2023)
Journeys - the Decision operator now supports Notes is/contains (5 Oct 2023)
Websites - you can specify a blog page for linking "read more" to a page on your site (5 Oct 2023)
Journeys - the IMAP Decision for searching for emails from contacts to contain a keyphrase in the message or subject now can be restricted to messages from the past x days (29 Sep 2023)
Shared Access / Apps > Projects - the Group Settings permission now unlocks the ability to define Project Administrators in Apps > Projects (29 Sep 2023)
Website > Signup Forms - the confirmation thank you can now support custom text as an option to show the person who filled out the form, also the default message has been updated to be more generically applicable to forms (28 Sep 2023)
Documents - In Settings > Account where you specify the default email font and size, these styles will also be set in new Documents you create from scratch (20 Sep 2023)
Communicate > EasyBuilder - updated template "Cityscape" and added new template "Cityscape 2" (19 Sep 2023)
Contacts > Reports > CRM Activities - after learning of some users' computers/browsers struggling with rendering large activity sets when double-clicking the legend to view a specific activity type, we added a new filter by activity type above the chart (17 Sep 2023)
Settings > Group - the logo for the group can replace the UI top left icon using a new checkbox under that logo setting in the Description panel (14 Sep 2023)
Apps > Custom Objects > Search - search functionality remembers the "Show Results" checkbox settings for your session so you can keep coming back to a consistent checkbox setting (7 Sep 2023)
Contacts > Filters - new filter to find contacts who have responded to a survey (5 Sep 2023)
Dashboard - new custom widget to show user field values for shared access users (1 Sep 2023)
Settings > Account > Invoices - there are now 5 checkboxes that allow you to determine the kinds of invoices you want to support - Quote, Invoice, Purchase Order and then 2 new ones, Proforma Invoice and Credit Note (31 Aug 2023)
API - authorization tokens can be manually set to have an expiration after a specified number of seconds (31 Aug 2023)
Settings > Account - new contact fields can be set as required (30 Aug 2023)
For partners - new Mobile App Usage button in Portal Manager shows accounts and number of users who have logged in with the mobile app in the past 30 days (16 Aug 2023)
For partners - account and user-level mobile app pricing defaults can now be set (these are set on new accounts only and are not retroactive) in Portal Manager > View Portal Pricing, and individual accounts can have per-account and per-user pricing set for access to the mobile app (15 Aug 2023)
For partners - the mobile app is now available to be set up for your portal, send us a 512x512 pixel PNG and we will activate it for you. There is a small additional monthly fee for access, but you can charge individual accounts for usage. (15 Aug 2023)
For partners - in the portal manager, there's a new button Merchant Stats that summarizes the total number of transactions and transaction amounts for all accounts by month for store purchases and invoice payments (11 Aug 2023)
Communicate > Track Email > Personal Emails - new check/uncheck all function at the bottom of the list of messages (11 Aug 2023)
Shared Access - new ability to clone an existing user with all group permissions the original user has (9 Aug 2023)
New progressive web app is launched in BETA for all GreenRope users (9 Aug 2023)
API - added shared access support to media library uploads (8 Aug 2023)
Dashboard - top invoice clients widget shows sales rep and color codes columns by sales rep, improved group events widget to better support multi-day events (31 Jul 2023)
Contact details > CRM Panel - Quotes & Invoices now reads Quotes, Invoices, & POs (31 Jul 2023)
Updated our privacy policy to reflect the new Data Policy Framework (DPF) between the EU, Switzerland, and UK and the US (see paragraph 8) (26 Jul 2023)
Settings > Account > CRM Activities - account owners and power users can set default CRM activities filters (applied in the contact details, in the CRM Activities panel) for all users (22 Jul 2023)
Invoice line items can now have unit costs set to 4 figures after the decimal point (e.g., $0.0015 per unit) and will automatically truncate if only using the first two digits (e.g., $1.00 instead of showing $1.0000) for better readability (17 Jul 2023)
Added "Set as Account Address" as a quick add to shipping address when editing purchase orders (13 Jul 2023)
Upgraded AI to use Chat GPT-4 model (9 Jul 2023)
Communicate > SMS - all inbound SMS messages can now trigger a workflow (9 Jul 2023)
Contacts > Reports > CRM Activities - new report under Engagement to see contacts and companies with no future activities scheduled (8 Jul 2023)
Dashboard > To-Do List and Contacts > View CRM > To-Do List both new have a + Me button that allows quick adding a CRM activity to the user as a task / to-do item (30 Jun 2023)
Contact details > Groups tab - if your account has more than 5 groups, it will show a filter for group name top right (26 Jun 2023)
Dashboard - seventh new special widget to display income from paid invoices, also relates to new invoice quota settings in Settings > Account > Invoice Options (26 Jun 2023)
Dashboard - sixth new special widget available for compact dashboard - top invoice clients (22 Jun 2023)
Dashboard - fifth new special widget available for compact dashboard - show a pie chart of the amounts generated by invoices by SKU (20 Jun 2023)
Dashboard - fourth new special widget available for the compact dashboard Is live - custom object totals in pie chart form (19 Jun 2023)
Settings > Group - each group can use a separate set of Authorize.net API keys for charging store transactions (18 Jun 2023)
Dashboard - third new special widget available for compact dashboard is now live - quote, invoice, or purchase order totals by user (15 Jun 2023)
Websites - when building websites, if you want to allow your website to render in an iframe that is a different domain, you must allow the domains specifically using the new field labeled Allow Iframe in Domain(s) in the website manager to bypass new browser content limitation protocols (14 Jun 2023)
Dashboard - second new special widget available for compact dashboard to show quotes, invoices, and purchase order due or shipping dates in the widget (11 Jun 2023)
Apps > Custom Objects > Search Objects - new Uncheck All / Check All links to made selecting / deselecting all the attributes easier (7 Jun 2023)
Dashboard - first new special widget now available when customizing the dashboard for showing events from a group (30 May 2023)
Contacts > Cold - the contact results from clicking on the chart are now in a rendered table with built-in export if export permissions are granted (25 May 2023)
Apps > Ticketing > Ticket Categories - workflows can now be activated when tickets are submitted in a given category (25 May 2023)
VAR partners - in the Portal Manager, when looking at an individual account below the main account information box, you can set a tax description and tax rate for subscription costs for that account (19 May 2023)
Settings > Account > Contact Info - slowly account owners will start seeing aerial renderings of their addresses (18 May 2023)
Events - adding a new contact has autocomplete for email address (17 May 2023)
Contacts > Research - all contacts research functions are now free and included with every active account (15 May 2023)
Settings > Account > Settings - in Contact Data settings, you can specify a "Date" type user field to store the date when a contact last clicked on an email or visited a webpage you track (12 May 2023)
Booking Calendar - the approval email now has a new "Approve with Comment" button on it that allows the calendar manager to add a comment to the event notes before approving (12 May 2023)
Contacts > Import and Settings > Opportunities > Import - both import areas now have sample import files you can download (10 May 2023)
Contacts > Reports > Custom - initial release of custom reporting module (8 May 2023) more chars (10 May 2023) and using AI to build personas from contacts (11 May 2023)
Website > Store - categories can now be organized into a tree-like structure with up to 4 subcategories (3 May 2023)
Contacts > Reports > Opportunities > History - top chart that shows historical values of opportunities now also shows historical weighted value (1 May 2023)
Website > Store - you can create new items as copies of existing items (27 Apr 2023)
Added AI to Company Research when viewing company details (24 Apr 2023)
Shared access users and the account owner can specify their own custom signatures for Personal Emails for groups that do not have predefined templates, set in Settings > Account > Account Settings (24 Apr 2023)
Settings > Account has an additional green Save Changes button at the bottom of the screen (24 Apr 2023)
Apps > Custom Objects - search allows now for hiding name, company, and email fields (21 Apr 2023)
Apps > Accounting - top right quadrant for receivables/payables can now be expanded/compressed to full screen with an icon in the top right of that quadrant (21 Apr 2023)
Some public facing functions, such as ticketing, signup forms, surveys, and wiki pages were given new meta tags for robots with noindex,follow directives (19 Apr 2023)
Limited beta release of AI integration with OpenAI / ChatGPT with contact narrative in notes (AI button above the field) and a new button in the editor in various content creation parts of the platform (14-19 Apr 2023)
Store > Checkout Options - you can specify a custom CSS URL to be used in the checkout page (12 Apr 2023)
Website - Blog tool - the meta description now has a character counter to encourage lengths to be <= 150 characters (12 Apr 2023)
Store - when purchasing items, the number you can select as a quantity will be limited by inventory on hand, also removed the green/red plus/minus for quantity as that is now embedded by using an input type="number" (7 Apr 2023)
For VARs - updated Terms of Use to reflect that we keep accounts in the system for 12 months (6 Apr 2023)
Settings > Account > Subscription - the total contact history chart now shows the number of bounced and unsubscribed contacts (4 Apr 2023)
Call transcription summaries now include issues, purpose, and keywords in the activity description (3 Apr 2023)
Apps > Custom Objects - search function now will identify orphaned objects (objects not attached to valid contacts/companies) and allow you to delete them in the web UI (3 Apr 2023)
Communicate > Email EasyBuilder - preheaders now will add extra empty space characters so they won't pick up elements from the email design itself (30 Mar 2023)
Apps > Ticketing > Search - moved Edit Ticket to next to the ticket ID# at the top of the ticket information and turned link into a button (28 Mar 2023)
Dashboard - new weather example widget, fixed artifact with layering on edit, clicking Customize button scrolls to the top of the dashboard (28 Mar 2023)
Projects - new task email includes more information about the task and a link to update task using project timer function, also the selector on the project timer will show the task information and will show a stage selector if the update is for a task (27 Mar 2023)
Optimized ticketing area so custom fields panel loads faster (23 Mar 2023)
Website > Blog - can now set Meta Title for blogs (22 Mar 2023)
Apps > Accounting - the top right quadrant will now show receivables or payables with a selector in the top navigation of the quadrant, allowing display of purchase orders in the same area (20 Mar 2023)
For VARs, the portal manager now allows you to set the account-level CSS file when you are viewing the account information (19 Mar 2023)
Opportunities > Settings > Custom Fields - fields can now be shown on the Kanban view in Contacts > View CRM > Opportunities (17 Mar 2023)
Workflows - webhook (https requests) can support (16 Mar 2023)
System wide update to all the chart libraries (14 Mar 2023) with double-click or right-click on the series name in the legend to isolate a single data series, replacing the old bullseye (24 Mar 2024)
Communicate > EasyBuilder - new page setting allows for defining font color/size/family for Heading 1 tags in content (6 Mar 2023) and Heading 2 and Heading 3 (7 Mar 2023)
Website > Store > Checkout options - new setting to have shipping be free after cart is valued at over a specified amount (3 Mar 2023)
Contacts > Reports > CRM Activities - exports now include the contact ID in the first column (23 Feb 2023)
Website > Blog page - main blog page will read alt tags from individual blog article images to build blog summary (14 Feb 2023)
Apps > Projects - project tasks can start relative to when a previous task is completed (as opposed to when scheduled to be due/end) (14 Feb 2023)
Settings > Group > Email/Web Options - for email profile updates, you can custom activate a workflow and redirect the user to a custom webpage (12 Feb 2023)
Apps > Projects - project tasks now can have reminder emails sent relative to task start (11 Feb 2023)
Contacts > Reports > Opportunities - opportunity custom field filters support "between" cases for date filters (10 Feb 2023)
Website > Signup Forms > EasyBuilder - the EasyBuilder now supports adding a header image to the top of the form (3 Feb 2023)
Apps > Learning - when inviting a student to take a course, you can now also simultaneously activate a workflow (27 Jan 2023)
Communicate > Email Tracking - queued messages can now be rescheduled without canceling the broadcast. Click the pencil icon next to the delivery date and time to open up a dialog that allows you to change it. (23 Jan 2023)
API - extended functionality to support getting/updating Opportunity custom fields (22 Jan 2023) and associated contacts (25 Jan 2023)
Website > Signup Forms - EasyBuilder now includes a template library, and the ability to define a Header area (text and colors), as well as a new Input Field Left Margin setting (21 Jan 2023)
Booking events - when viewing from inside event details in Calendar, if any booking calendar appointments will have a CRM button next to the attendee's name that will open the CRM record for that attendee (19 Jan 2023)
Contact details - the Address field now has a "verify" link that you can click to confirm the street address of the contact, and it can update with latest information from USPS (US contacts only) (18 Jan 2023)
Automation > Workflow Manager > Trigger Actions - new ability to complete/delete outstanding CRM activities for a contact or company (17 Jan 2023)
Contacts > Reports > Opportunities - in the annotation below the first charts, the total profit by each close phased is now displayed in dark green text (16 Jan 2023)
Website > Store > Reports - show a list of active and inactive recurring charges (15 Jan 2023)
Extended API so that the new Invoice fields are supported (15 Jan 2023)
Updated editor to latest version with a new skin, added support for emoji with colon and word typed into editor area (6 Jan 2023)
Communicate > Surveys - 4 new survey templates with new colors and rounded corners (2 Jan 2023)
Settings > Shared Access - new Users Group allows adding contacts in a group as shared access users to any other group(s) without them having to be members of that group (30 Dec 2022)
Contacts > User Fields - there is now a new user field type for Decimal numbers (29 Dec 2022)
The browser tab that you're working with now has a title that is the page you're working on with :: and then the group you have active (28 Dec 2022)
Apps > Projects > Hours Worked - new chart shows hours worked by week, also shows total average worked by week for each user (20 Dec 2022)
Settings > Account > Settings > Email Settings - when sending a personal email, the footer text color can now be customized to be whatever color you'd like (18 Dec 2022)
When navigating the software, the browser tab will now show which section of the platform you are currently using, helpful when running in multiple tabs (18 Dec 2022)
Workflows - HTTP(S) POST operations activated by workflows can now use opportunity-related placeholders (13 Dec 2022)
On ticket update pages, you can click to view the image in full size in a separate browser tab (9 Dec 2022)
Apps > Ticketing - when viewing a ticket in the pop-up dialog, you can now view and edit the ticket summary (8 Dec 2022)
Journeys - new Delay until x business days before date defined in an opportunity custom field (8 Dec 2022)
Invoices - in Settings > Account, you can now specify Invoice Types and Shipping Methods, and these can now be edited when viewing an invoice (2 Dec 2022) and Invoice Status (12 Dec 2022)
Journeys - new Delay until x business days before opportunity proposal due date (2 Dec 2022)
Booking Calendar - when assigning booking time to a user field, the time will now be converted to 12-hour time if the field is a text/short text type and the account is set to 12-hour time (1 Dec 2022)
Apps > Ticketing - the far right column for updates is now sortable by update date/time using the caret characters at the top of the column (30 Nov 2022)
Website > Store > Purchase / Checkout Options - new ability to define custom label for Shipping (29 Nov 2022)
Apps > Projects - when looking at project details, if there are both open and completed project tasks, it will show the total number of hours logged for each (29 Nov 2022)
Contact Details > CRM Panel > Invoices - at the top of the list of invoices is a selector that will show total number and value of invoices for lifetime/year to date/month to date (26 Nov 2022)
Settings > Account > Settings > Ticket settings - can choose whether to show user field data in closed tickets for ticket opener (22 Nov 2022)
Settings > Account > Settings > Contact settings - allow only Power Users the ability to change their Visibility when looking at contact details (21 Nov 2022)
Website > Lead Finder - new tool to gather contacts from website visitors, available to Power Users (19 Nov 2022)
Contacts > Reports > Opportunities - opportunity field filters support an additional filter case with and/or option (14 Nov 2022)
Contacts > Reports > Opportunities - opportunity field filters support greater than / less than comparisons, and date picker for date field types (13 Nov 2022)
Settings > Opportunities - toggle the ability to show/hide close date information in Kanban card, activate workflow today if the proposal date is in a phase of an opportunity (10 Nov 2022)
VARs - Portal Pricing - can now set separate description notes for each account level for the subscription page (default still is "Unlimited Users and Emails") (9 Nov 2022)
Settings > Account > Contact Data settings - when adding new files, you can by default set whether those files should be shared by all company contacts (9 Nov 2022)
Contacts > Reports > Opportunities > Win/Loss Outcomes - chart now shows profits won/lost by reason as an overlay (7 Nov 2022)
Contacts > Reports > Filter - new filtering on tags associated with contact (6 Nov 2022)
Invoices - new field for activating a workflow in advance of the invoice shipment date (4 Nov 2022)
Invoices - new field for assigning sales rep to the invoice, and new field for shipment date (30 Oct 2022)
Booking Calendar Settings - new option to not allow concurrent appointments at the same location (28 Oct 2022)
Contact / Company details refer to Primary / Secondary Contact now as Primary Point of Contact and Secondary Point of Contact (28 Oct 2022)
CRM activities to do list has 3 new columns - 5-30 days, 31-60 days, and over 60 days out (27 Oct 2022)
Added ability to define what "guests" for events are called, new "guest" and "guests" verbiage is defined now in Settings > Account (26 Oct 2022)
Fixed instructions for importing journal entries into Apps > Accounting (25 Oct 2022)
For VAR partners - in the portal manager, where SMS volume is shown by month, you can click a new link to view a breakdown of charges for the account (19 Oct 2022)
Website > Signup Forms > HTML - added link to QR code for the signup form (13 Oct 2022)
Dashboard - CRM Outstanding Activities widget upon clicking for detail will show separate columns for 4 and 5+ days before/after today (7 Oct 2022)
Booking calendar - when making a request, the click disables the button to prevent multiple simultaneous requests (7 Oct 2022)
Contacts > Filters can now search on invoice line item text to find contacts who have been sent Invoices, quotes, or purchase orders with specific text in the line items of the invoice/quote/PO (1 Oct 2022)
API - added support for invoices: QuoteOrInvoice and ExternalID (27 Sep 2022)
Contacts > Reports > Opportunities - export now includes contact address, city, state, postal code, and country (27 Sep 2022)
Automation > Workflow Manager - workflows can now send customized alert SMS messages (25 Sep 2022)
Website > Tracking > GDPR - new GDPR tab with instructions on how to install a widget on your website for cookie acceptance (23 Sep 2022)
Website > Signup Forms > EasyBuilder - the Design tab now supports adding custom CSS to your EasyBuilder form (23 Sep 2022)
Journeys - new option for Decision operators for "after date in user field" to support days relative to the date in the user field (e.g., decision if 30 days before date in user field) (8 Sep 2022)
Website > Blog - if no images in any of the top 5 blog posts, it removes the spacer (7 Sep 2022)
Communicate > Email > Templates - added new email template "A Clean Slate (left justified)" as a starting point for simple, left justified emails (6 Sep 2022)
SMS Forwarding - recipient email/numbers can now be placeholders (24 Aug 2022)
Journeys - new Decision option that looks at the ability to split based on an opportunity having a product in it (23 Aug 2022)
Settings > Account > Contact Data Settings - can add an external Iframe as a panel to contact records in an account (22 Aug 2022)
Opportunities now support duplicate products in the same opportunity (11 Aug 2022)
SMS/MMS - when sending a message, if that message fails, the CRM panel will create an activity for the failed SMS delivery (11 Aug 2022)
Tickets now support up to 10 images per update (increase from 3) (11 Aug 2022)
When deleting a user field, the confirmation dialog will warn if the field is used in signup forms, ticket forms, or workflows, and if there are contact or companies with that defined for them (10 Aug 2022)
Added ability to sort all fields in the opportunity edit mode (ordering of fields is set in Settings > Opportunities > Preferences (7 Aug 2022)
Moved Opportunity-related settings from Settings > Account to Settings > Opportunities under a new Preferences tab (7 Aug 2022)
WYSIWYG Editor - the HTML generated by the Button Builder has been updated to use a different methodology based on tables that should avoid the double button effect that used to occur when forwarding messages (5 Aug 2022)
Website > Signup Forms > Form Options - extended placeholders to support Select and Checkbox user field types, also improved design of placeholders in Form EasyBuilder (4 Aug 2022)
Website > Signup Forms > Form Options - new choice to show/hide field labels in forms (26 July 2022)
Website > Signup Forms > Form Options - you can now define placeholder text that will go inside each open input text or textarea field (21 July 2022)
Contacts > Reports > Opportunities - new filter for fulfillment date range (20 July 2022)
Contacts > Tools - can now search and merge duplicates by mobile/phone numbers (18 July 2022)
Settings > Opportunities > Stagnation - you can now have a workflow activated when an opportunity hits its stagnation threshold (17 July 2022)
Contacts > View > Opportunities - added proposal due date to Kanban card if defined (17 July 2022)
Contacts > Reports > Opportunities - new filter in navigation to filter opportunities shown by products associated with those opportunities (17 July 2022)
Contacts > Reports > Opportunities - new "Success Rate" chart graphically shows the value and number of opportunities by closed won/lost (14 July 2022)
Calendar - at the bottom of the page it will show what time zone the events in the calendar being displayed are in (13 Jul 2022)
Contacts > View > Opportunities > Kanban - added new contact filter (located top left) to reduce the opportunities shown to only those matching contact criteria (13 Jul 2022)
Settings > Account > Opportunity Settings - you can choose whether or not opportunities can be in multiple currencies or just in the currency the account has set for it (6 July 2022)
Contact Details > Opportunity - when editing an existing opportunity you can set a new associated contact as the primary contact for the opportunity (6 July 2022)
Email placeholders - added support for MonthNumber_Placeholder, 07, and 08 to allow using more date elements when merging (6 July 2022)
Contacts > Reports > Opportunities - clicking on the charts to show details will now show the opportunity ID next to the opportunity title (with a link to edit the opportunity), a few other minor cosmetic changes (5 July 2022)
System wide update to the plugin we use for displaying tabulated data, some minor updates to UI elements (4 July 2022)
EasyBuilder - added ability to delete saved sections within the section load dialog (30 Jun 2022)
Invoices can now be set to recur annually (27 Jun 2022)
Contact Details > Opportunities > Edit Opportunity - when adding new associated contacts, you can also add all contacts from all groups the contact is in (shared access users will limit the contacts shown to groups they also have Contacts or Limited Contacts access to) (15 Jun 2022)
Communicate > SMS - summary chart at the top of the page now has the bar charts for inbound/outbound calls clickable and will show all calls on a given date (13 Jun 2022)
View > Contacts > Opportunities > Kanban - cards now have a pencil icon which you can click to open only that opportunity in the contact details dialog (useful if a contact for faster loading if the contact has many opportunities) (13 Jun 2022)
Contact Details - Opportunities have been moved from within the CRM Panel to their own panel, loading has been optimized to handle large numbers of opportunities as well (5 Jun 2022)
Workflows > Activities - if activating an workflow in an opportunity and creating CRM activities, you can now delay by calendar day or business day (previously only business days were possible) (3 Jun 2022)
Apps > Ticketing - ticketing forms can have a custom message or redirect if the person submitting the ticket is an unsubscribe (1 Jun 2022)
Contact Details > CRM Panel - if the contact was cc'd on a personal email, light gray text will Indicate that in the activity title (1 Jun 2022)
Contact Details > CRM panel - added time in module to learning management system entries (1 Jun 2022)
Settings > Opportunities > Custom Fields - fields can be set as required for data entry in creating/editing opportunities in the web UI (26 May 2022)
Contacts > View > Opportunities > Kanban - new checkbox allows for showing/hiding closed opportunity phases for visibility and dragging in to and out of (24 May 2022)
Website > Landing Page EasyBuilder - new setting for Sticky Top Section, which will anchor the top section of the landing page to the top of the page on scroll (19 May 2022)
Updated the UI library we use (jQuery UI) to the latest 1.13.1 version, made some UI adjustments to dialogs (17 May 2022)
Apps > Ticketing > Custom Fields - select and checkbox custom field types can now have scores associated with the ticket, scores will show in tables as a sortable column if any tickets of that type have scores (15 May 2022)
Apps > Ticketing > Custom Fields - new chart for Select One ticket custom data field types that shows the distribution of chosen options in tickets that were opened (10 May 2022)
Settings > Opportunities > Products - new icon that opens a chart to show win/loss outcomes by product (3 May 2022)
Dashboard > Opportunity Outcomes chart - added icon in subheading to allow switching between linear and logarithmic scale for data sets with large disparities (29 Apr 2022)
Apps > Ticketing - when editing ticket updates, you can now edit ticket custom field data (21 Apr 2022)
Apps > Ticketing > Custom Fields - now can specify a default value for Short Text and Open Text fields (21 Apr 2022)
Calendar - added new filter function that will hide events that don't match search text (21 Apr 2022)
Re-engineered pagination for journey details with lots of contacts (11 Apr 2022)
Apps > Ticketing > Form Builder - added support for different languages in WYSIWYG editor (9 Apr 2022)
Booking Calendar - added option for appointment times to be every 45 minutes (8 Apr 2022)
Communicate > Track Email - Added toggles for show/hide legend and log/linear scale (8 Apr 2022)
Dashboard - new widget to show top 5 website referrers (29 Mar 2022)
Communicate > Email Tracking - added filter for group associated with message (28 Mar 2022)
Communicate > SMS / MMS / Voice - added support for A2P registration (new button, top right) for better SMS delivery (28 Mar 2022)
Website > Signup Forms - when a form is submitted and confirmed, the notification email now includes the datetime and account time zone at the bottom of that email (18 Mar 2022)
Contacts > Reports > CRM Activities - when clicking on the chart to view activities, you can now change the activity type for all the activities seen (18 Mar 2022)
Group Folder organizer screen - added New Group button to top right, clicking group name in the left column now launches Group Settings page, also made some organizational and layout changes to the page (14 Mar 2022)
Dashboard and Contacts To-Do List - CRM activities now show comments for those activities (click the icon to show the comments themselves) (7 Mar 2022)
Automation > Workflow Manager - workflows that set opportunities to a Closed phase can also now set the outcome reason within the workflow itself (7 Mar 2022)
Contacts > Reports > Opportunities - new report for Win/Loss Outcomes, showing the value and number of opportunities won/lost for reasons defined in Settings > Opportunities (6 Mar 2022)
Settings > Opportunities - new tab for Outcomes, which allow you to specify the reasons why an opportunity was won/lost, after which they're defined, you will see checkboxes when editing/viewing opportunities (5 Mar 2022)
Custom Objects - all objects must be deleted now before a user can delete an object definition (2 Mar 2022)
Booking calendar - added group name class to the booking slot for custom CSS coloring/styling (1 Mar 2022)
SMS - inbound SMS messages can be assigned as CRM activities done by a user for any number (1 Mar 2022)
Apps > Projects - when copying projects, you can choose to preserve the stage the tasks are in from the source project (28 Feb 2022)
Settings > Account - all users can set their own preference for showing company data expanded or compressed when viewing the contact details (28 Feb 2022)
Booking Calendar - can now set the dialog title text and the text for the green action button to book the appointment, also when booking, if only one appointment type, it will auto-select that type (23 Feb 2022)
Settings > Opportunities - custom opportunity fields can be reordered with drag and drop, also made it possible to add multiple new fields at once (22 Feb 2022)
Website > Store > Purchase/Checkout Options - new option to label the Order Notes / Special Instructions to whatever you want it to be (21 Feb 2022)
Communicate > Email Tracking - the Summary chart now includes a column for Conversions, which tracks conversions that happened as a result of the email that was received (21 Feb 2022)
Communicate > SMS - phone numbers can be configured to transcribe in Spanish (16 Feb 2022)
Contacts > Tools > Map - all map markers are now clickable to bring up contact/company details, company markers show first letter of the company (13 Feb 2022)
Settings > Account > Info tab - added more fields about each account's business, mostly in preparation for information we'll have to provide to SMS carriers for A2P 10DLC (11 Feb 2022)
Communicate > Surveys - survey completion can send an alert email to addresses provided in a notify list (9 Feb 2022)
Communicate > SMS - sending a new SMS campaign now has a confirmation step ahead of clicking the Send button to deliver messages (9 Feb 2022)
Contact and Company details dialog - number of custom objects attached to the contact/company viewed is now shown in the tab label (8 Feb 2022)
Contact details dialog > Surveys - new button for exporting all survey responses from the contact (user must be a Power User or have Export permission granted) (7 Feb 2022)
Created a new help topic area for IMAP, moved IMAP related articles to the new subject area (3 Feb 2022)
Settings > Account > Settings > Email Settings - list of sending domains with mouseover to show the groups that are sending from that domain (1 Feb 2022)
Settings > Account > Shared Access - at the bottom of the left column is the ability to show permissions granted to contacts by the permission level (1 Feb 2022)
Contacts > Tools > Clean > Merge - shows company address (31 Jan 2022)
Booking calendar - appointment confirmation messages and descriptions now Include a link for the requestor to be able to cancel the event (25 Jan 2022)
Opportunity custom fields will show a globe icon with a link to open the website in a new browser tab if the field is a URL (18 Jan 2022)
Settings > Account > Settings > Call Settings - if Twilio regulatory bundles with address Sids are required for this account (usually just for accounts outside the US), those Sids will be displayed here as well as in the Communicate > SMS screen (17 Jan 2022)
Automation > Workflow Manager / Workflows - when sending documents for electronic signature, you can set the number of days until signing deadline and define the workflow to be activated if overdue (15 Jan 2022)
Communicate > SMS - voice broadcasts have a new selector to determine what you want to listen for when sending messages, also added 2 additional help bubbles there (14 Jan 2022)
Fixed the behavior of the help bubbles at the top of the Apps > Ticketing and Website > Manager screens (14 Jan 2022)
Voice message broadcasts via workflows and from contact details dialog have an option to not listen for a response from the call recipient (14 Jan 2022)
Account Settings > Settings - new setting for electronic document signing email header bar color and Access Your Document button color, as well as ticket notification email header bar color (10 Jan 2022)
Inbound calls and click-to-call now automatically use AI-driven summary for CRM activity record when the call is recorded/transcribed (10 Jan 2022)
Contact details dialog - Phone and Mobile field action buttons for click-to-call, voice messaging, and SMS now have new icons (3 Jan 2022)
Company details dialog - new tab for Org - can build org charts of company contacts (2 Jan 2022)
Portal Manager - if an account has multiple dedicated MTA IPs, the account can now have them listed as user-configurable, allowing the account admin to set the outbound email MTA (28 Dec 2021)
Website > Signup Forms - notification email includes a link to directly open the new contact in the CRM (21 Dec 2021)
Communicate > Emailer - the physical address for the email now can only be defined if the user has Group Settings permissions (21 Dec 2021)
Website > Signup Forms > EasyBuilder - added support for background and text colors for input fields (20 Dec 2021) and border color/thickness (21 Dec 2021) label stacking (23 Dec 2021) and transparent backgrounds (26 Dec 2021) and variable section widths for making horizontal forms (27 Dec 2021)
CRM panel - money icon next to conversions has a title mouseover that shows the latest conversion date/code/stage/value (18 Dec 2021)
Account Settings > Contact Info - US companies can now set their VAT as an optional field (16 Dec 2021)
Account Settings > Settings - if VAT is set, invoices can automatically be set to show the VAT in the From area of the invoice (16 Dec 2021)
Contact details dialog - the Mobile field has a new icon to unsubscribe/resubscribe a contact from SMS communication (16 Dec 2021)
Apps > Ticketing - when opening a ticket detail dialog, ticket custom fields are shown at the top of the updates (14 Dec 2021)
Website > Store - item custom options can now be either Selector or Checkbox types, allowing multiple options to be selected for an item (13 Dec 2021)
Documents - sending a document, you can specify a workflow to be activated if it isn't signed by the due datetime (7 Dec 2021)
Contacts > View > Opportunities > Kanban - new Quick Add CRM Activity icon inside opportunity card (4 Dec 2021)
Contacts > View - list view Quick Add CRM Activity supports associating new activity with an opportunity if one exists for that contact (4 Dec 2021)
Contact details dialog > CRM panel - CRM activities associated with opportunities show opportunity gem icon next to the activity (4 Dec 2021)
Apps > Project Manager > Project Timer - unchecking the box to send email to entire project team will send email to project manager only (previously would not send any emails to anyone) (4 Dec 2021)
Journeys - new Action - Round Robin Workflows which will round robin an unlimited number of workflows in sequence (2 Dec 2021)
Emailer/EasyBuilder Broadcast - when sending emails and account hits max emails per day/month threshold, email to approvals includes account owner name/mail and a separate email also goes to the account owner (2 Dec 2021)
Apps > Projects > Project Administrators - over more than 10 contacts in the group, a new filter will appear at the top; also show displays tags next to contact's name/email (2 Dec 2021)
Apps > Projects - new Live tab shows people currently working on a project with their timers active and amount of time since start/stop (30 Nov 2021)
Contacts > Companies - New Company button opens company details (26 Nov 2021)
Booking calendar - when combining calendars from different groups (set in Settings > Calendar), the public-facing booking calendar will show a new Day view with the different groups shown in columns (26 Nov 2021)
Calendar - upgraded platform calendar to latest version of FullCalendar (v5) (26 Nov 2021)
Contacts > Tools > Edit Tags/Positions - can now assign workflows to be automatically activated whenever a tag is assigned to a contact (23 Nov 2021)
Booking calendar - added a new setting for Advanced Notice, which will prevent booking appointment requests from within a window of time before the booking time slot (22 Nov 2021)
Journeys - when editing a Workflow box, there's a new Edit Workflow button that allows for editing directly from there, also added activity types in the hover description of the activities icon (22 Nov 2021)
Communicate > EasyBuilder - email EasyBuilder now has a Broadcast button to allow for sending a broadcast directly from that screen, also the Open/Templates screen shows broadcasts sent from the EasyBuilder (22 Nov 2021)
Contacts > View > Opportunities - Export CSV now breaks the download files into chunks of 10k at a time to handle very large accounts (21 Nov 2021)
Settings > Account > Integrations - new integration with Shopify through Zapier to automate abandoned carts and paid orders (18 Nov 2021)
Added support for Preheader in Email EasyBuilder (16 Nov 2021)
Company Details > Contacts > Get Lead Scores - below all the contacts, there is a sum total of the demographic and activity lead scores (11 Nov 2021)
Events > Event Details - in the Attendance panel, Pending attendees now show company, phone, and mobile fields (10 Nov 2021)
Contact details > CRM Panel - summary values in the top box that show conversions and store purchases now also include invoice payments (8 Nov 2021)
Contacts > View - added white box around filters on the left side (8 Nov 2021)
Calendar Settings > Booking Calendar - booking calendars can now be imported into other calendars through the "Combine Calendars" function (8 Nov 2021)
Journeys - new Delay type to delay until contact local business day (5 Nov 2021)
Dashboard - small selectors have new design (solid filled in carats) to match other selectors (5 Nov 2021)
Settings > Account - account owners and shared access users can set the default filters to be shown in the CRM panel when viewing a contact's details (5 Nov 2021)
Contact details > CRM Panel - showing PENDING event registrations (4 Nov 2021)
Companies - support Address2 field (1 Nov 2021)
Journeys > Edit an Action:: Send Email box - new Edit Email button allows for editing content from the journey (27 Oct 2021)
Settings > Account > CRM Activity Settings - view all recurring CRM activities (25 Oct 2021)
Contacts > User Fields > Import - added screenshots to help guide user field imports (22 Oct 2021)
Contacts > Reports > Conversions - new chart that shows conversion values by group members by group (22 Oct 2021)
Website > Tracking - added charts that break out referrers by social media site (22 Oct 2021)
Communicate > Email and EasyBuilder - pasting content into email builders will paste as plain text to remove extra HTML formatting (22 Oct 2021)
Apps > Ticketing - when looking at a ticket details screen, new button at the top allows for reassigning the ticket (20 Oct 2021)
Apps > Ticketing > Search - new search criteria for who the ticket was assigned to (19 Oct 2021) and for the specific ticket ID (24 Oct 2021)
Website > Tracking > Pages & Scores - added filter function to help find pages you need (19 Oct 2021)
Website > Tracking - added Compare function to show charts with different date ranges next to each other (12-17 Oct 2021)
Website > Tracking > Locations - added charts for all/known/unknown contacts by location to see number of pageviews, number of visitors, pages per visit, session duration, bounce rate (7 Oct 2021) with Known contacts filter (18 Oct 2021)
Help > Cheat Sheets - new account setup cheat sheet live (5 Oct 2021)
Website > Tracking > Referrers - added charts for referrers comparing visitors, pages per session, session time, and bounce rate by domain and referrer type (4 Oct 2021)
Website > Tracking > Referrers - added separate stack elements in the columns for known/unknown users and legend to show/hide each, added chart for Referrer Types for broader categories of referrers (3 Oct 2021)
Communicate > Surveys > Survey Question - answers to survey questions can now be associated with company user fields (29 Sep 2021)
Settings > Account > Integration - new integration with UK Companies House with button to open Companies House page for company (29 Sep 2021) and added button to retrieve data and add to User fields (4 Oct 2021)
Group Settings > Email/Web Options > Configure IMAP > Ignore Email Domains (27 Sep 2021)
Settings > Account - new setting for Sounds that plays instrumental sounds instead of electronic sounds for project timer and collaboration notification (26 Sep 2021)
Website > Tracking - the Domains list now has easier UI/UX for merging and deleting tracking for domains, also added a more comprehensive filter for invalid domains to remove data clutter (26 Sep 2021)
Contacts > Reports > Conversions - new Line Chart with Labels option that shows the numbers on the charts (22 Sep 2021)
Calendar Settings > Booking Calendar - new selector to show/hide weekends for public facing booking calendar (21 Sep 2021)
EasyBuilder - added support for changing names of folders when clicking the Open/Templates dialog and mousing over the folder name (20 Sep 2021)
Settings > Account Settings > CRM Activity Settings - can now specify a default "upon completion" workflow by activity type (20 Sep 2021)
Contacts > Reports > Conversions - two new charts to show average conversion values, for the selected date range and by month (10 Sep 2021)
Settings > Calendar Settings > Booking Calendar - added the email from name/email address to be used for booking calendar information (referencing group settings) (8 Sep 2021) and default reminders (6 Oct 2021)
Added support for CompanyUser##_Placeholder in all areas of the system where placeholders are supported to merge in company user data fields for the company the contact is a part of (5 Sep 2021)
Communicate > SMS - inbound message forwarding to numbers and emails can now have exception rules, allowing for different forwarding depending on the day of week and time of day (5 Sep 2021)
Contacts > Reports > Conversions - the Line chart option has an "All" category that will display a line representing a sum of the conversions (4 Sep 2021)
Automation > Workflow Manager - add workflow notes to alerts (2 Sep 2021)
Account Settings > Shared Access > Click the envelope to invite users - added Picture support to email builder (1 Sep 2021)
Public-Facing Booking Calendar - accounts that are set in 24 hour clock time will display time slots in 24-hour time format (1 Sep 2021)
Automation > Workflow Manager - checkbox to show/hide activities associated with workflows (29 Aug 2021)
Website > Storefront - when browsing items, the View Cart button will show the total amount of items in the cart (27 Aug 2021)
Website > Storefront - when updating item options, the price value updates in realtime (27 Aug 2021)
Calendar > Event Details > Settings - 2 new custom background image settings - white text and no text (26 Aug 2021)
Contacts > Reports > Conversions - added grouping by Select custom user field type to show conversions broken out by user field data (24 Aug 2021)
Public facing website store will auto-populate shopping cart data based on cookie data (24 Aug 2021)
Website > Landing Page EasyBuilder - new widget that allows embedding store item into landing page, also some minor improvements to UI/UX (23 Aug 2021)
Contacts > Reports > CRM Activities - when clicking on the chart to bring up activities, you can associate multiple activities with a selected group; also that list of activities now includes the group assigned to that activity (17 Aug 2021)
Contacts > Fields and in contact details - workflow icon next to the field shows automation associated with user field data change (17 Aug 2021)
Journeys - in the Field Contains decision operator, you can now branch a journey on if a field is not blank with [[ANY]] (17 Aug 2021)
Settings > Opportunities / Contacts > Reports > Opportunities - can set the number of opportunities for quotas in addition to total value of opportunities (16 Aug 2021)
Contacts > Reports > Conversions - added filters to isolation conversion data based on CRM data (16 Aug 2021)
Contacts > Reports > Opportunities - when you click on a chart element, the results can be ordered and can be grouped by city/state/country or user field (14 Aug 2021)
Short Text user field types will automatically detect the format of Contact ID#12345 and will add an icon that can be clicked to open that contact record in the CRM, useful for easy click to find related contacts (14 Aug 2021)
Contact details dialog - updated UI to remove boxes around all the fields, minor changes to appearance of select fields in filters (11 Aug 2021)
Account Settings > Settings > Email Settings - can specify default font size for sending personal emails and for Communicate > Emailer (10 Aug 2021)
Calendar > Event Details > Settings - new settings for automatic RSVP redirects to custom URLs upon an RSVP of Attending/Not Attending/Unsure (10 Aug 2021)
Communicate > Easy Builder - Preview function can preview content for a specific contact based on the email address that is entered (with no email address, it shows raw placeholders) (9 Aug 2021)
Contacts > Reports > Export - in the HTML and CSV output, the group associated with the activity is now in the column after Assigned To and before Notes (9 Aug 2021)
Calendar Settings for Booking Calendars - support for custom text for "Add a Note" to request, minor UI improvements (6 Aug 2021)
Opportunity Settings > Import - the import file now can include a setting to set the automatic email reminder to the opportunity manager on the close date (2 Aug 2021)
The public facing default Blog page (what shows up if you go directly to the Blog instead of to an individual blog post) now shows a summary of the last 5 articles with links to read more instead of the latest blog article (1 Aug 2021)
Dashboard - now support up to 9 custom widgets, also updated instructions for custom widgets (30 Jul 2021)
Added support for Indian Rupees currency (30 Jul 2021)
Dashboard - Opportunities widget - now supports choosing a phase path (29 Jul 2021)
Custom objects - upload file text has been updated from "update image" to "upload image", so it reduces confusion on uploading images if the object doesn't have an existing image (29 Jul 2021)
Added Twilio subaccount and phone number SIDs to number details dialog, at the bottom of the page (29 Jul 2021)
For security purposes and to prevent unauthorized setup of websites that could be used for distributing malware, Trial accounts by default do not allow for setting up subdomains for websites UNLESS the portal manager sets the account for Private Label Websites to "Y" (29 Jul 2021)
Contacts > User Fields - added Instruction Text to Short Text and Text user field types to put information inside empty fields when adding contacts inside main web UI, ticket forms, signup forms, event RSVP pages, and editing contacts within web UI (23 Jul 2021)
Automation > Workflow Manager - new tab for Usage, which shows the places where that workflow is in use (22 Jul 2021)
Settings > Account Settings > Security - new IP Lockout function allows access to only specified IP address ranges (21 Jul 2021)
Journeys - new Delay function that allows for delaying until x calendar or business days before a date defined in a user field (20 Jul 2021)
Contact Details > Opportunities - when creating a new opportunity or editing an existing opportunity, products are added in a way that's more intuitive and compact (20 Jul 2021)
Opportunity Settings > Products - organize products in to categories (19 Jul 2021)
Ticketing - custom emails support for embedding ticket category in messages (13 Jul 2021)
Workflows - in the Modify Contact functions, there is a new placeholder available for Assign and Append Data, allowing you to embed a placeholder with dates in the past (13 Jul 2021)
Opportunities - when creating a quote/invoice from an opportunity when looking at a contact record, the quote/invoice will pre-enter the opportunity products as line items (11 Jul 2021)
For VARs - portal manager - Financial Report chart includes comp/trial/decline/cancel data, Feature Usage updated to show more features and alphabetically organized (10 Jul 2021)
EasyBuilder Email - added 5 new templates - Marketing Agency 2, University Announcement/Brochure/Newsletter, Win Back (7 Jul 2021)
EasyBuilder Email - added 2 new templates - Happy Halloween and Marketing Agency 1 (6 Jul 2021)
Calendar Settings for Booking Calendar - can define image to go top right In public-facing calendar, can assign user field values for appointment date and time (2 Jul 2021) and can collect user field data with appointment request for up to 3 fields (6 Jul 2021)
Contacts > View > Opportunities > List - hiding column checkboxes when first viewing page, moved export buttons (Copy/Excel/CSV) down to make table more compact (30 Jun 2021)
Contacts > Tools > Clean > Merge Dupilcates - shows the contact's address Information in the table to help identify who the master record should be (23 Jun 2021)
Contact Details > CRM Panel > Documents - documents that have already been sent can now be re-sent using the "Resend" link next to the list of document sent/read statuses (22 Jun 2021)
Custom Objects - file uploads now will store the original file name and you can view it when clicking the title on the "Download file" link (16 Jun 2021)
Communicate > SMS/MMS/Voice - when configuring numbers, call routing uses International number formatter input (15 Jun 2021)
Contact details > Groups tab - if more than 5 groups, at the bottom of the groups list is a new check/uncheck all link (15 Jun 2021)
Apps > Ticketing > View Ticket Details - new function to Move Ticket to different group (11 Jun 2021)
Journeys - when viewing details for any step in a journey, you can restrict contacts shown and email tracking statistics for specific date ranges (11 Jun 2021)
Journeys > Contacts Progress - the box titles shown in the progress table can be clicked to open and show details (10 Jun 2021)
Website > Tracking - Added filter for website domains (10 Jun 2021)
Opportunity Import and CRM Panel - changing primary contact automatically changes the contact associated with the opportunity if it's on journeys (10 Jun 2021)
Speed optimization for website rendering engine (6-10 Jun 2021)
Communicate > EasyBuilder - sections now support Save and Load functions for reusing sections (2 Jun 2021)
Contacts - all contacts now support a new "Nonbinary" gender option (29 May 2021)
Contacts > Opportunities > List - new column for Products associated with the opportunity includes the product name and value (29 May 2021)
Contacts > Visibility - can now set contact visibility (fields, layout) by group for the user who is logged in (29 May 2021)
Automation > Lead Scoring > Automation - hot lead scoring automation now can gather activity scores from a longer time period (up to 90 days) to trigger workflows (29 May 2021)
Journeys - new sample journeys are available for everyone to use and available when you click the Load button (27 May 2021)
Company Details > Contacts tab - the list of contacts will display the contact's bounce/unsubscribe/spam complaint status next to their email address (27 May 2021)
Automation > Lead Scoring > Quotas / Leaderboard - added pagination to show up to 20 contacts at a time to increase load speed for accounts with many users (26 May 2021)
View > Contacts > Opportunities - new Export CSV button to allow for very large exports (24 May 2021) and extended CSV export to include custom opportunity fields (26 May 2021)
Contact list and details - if Company ID is set in Group Settings to be visible, it will now properly show CompanyID in the list view, and will also show in the detail view (18 May 2021)
Limited email click tracking to one click per recipient per second to prevent too many bogus clicks being recorded by recipient mail server link checkers (13 May 2021)
Apps > Learning - added support for languages by Course (13 May 2021)
Contacts > CRM Panel - alert in recurring charges area if the card on file got disconnected, also allow for reconnecting card to charge sequence (12 May 2021)
Automation > Drip Campaigns - contacts can be filtered by name or start date (11 May 2021)
Contacts > Opportunities > List - the system will remember the checkboxes checked by each user (11 May 2021)
CRM panel - the revenue totals shown in the CRM panel are loaded asynchronously (speeding up page load), updating/deleting existing conversions also only updates that area of the CRM history and does not reload entire CRM panel for faster and easier editing (11 May 2021)
Account Settings > Settings > Ticket Settings - set positive/alert/negative keywords that can help read semantics of tickets, and in Apps > Ticketing, it will show the keywords in the tables of unassigned/open/closed tickets and in update details (6 May 2021)
Contacts > Reports > Opportunities - in the web UI, CSV, and the Excel export, will show the contact's company even if the opportunity is not associated with that company. If the opportunity IS associated with a company, that company name will take precedence if the contact and the opportunity company are different. In the web UI, an asterisk will indicate if the opportunity is associated with the contact's company (3 May 2021)
WYSIWYG Editor - when making links, you can set the target in the Advanced tab (useful for making target="_blank" to open in a new tab) (30 Apr 2021)
Contacts > View - when loading and updating the To-Do List, a red badge indicating the number of overdue activities assigned to the user will appear if there are any (27 Apr 2021)
Apps > Ticketing - support for custom fields for tickets, managed in a separate tab, also some minor redesign of tabs (25 Apr 2021)
Communicate > SMS/MMS/Voice - unknown calls can be easily assigned to existing contacts (18 Apr 2021)
Apps > Ticketing - new option under "After Ticket Form Submission" to update ticket opener's city/state/country from their IP address (16 Apr 2021)
Communicate > Surveys - Results include datetime, exported results include scoring data (14 Apr 2021)
Communicate > SMS/MMS/Voice - inbound calls can have automatic SMS responses to the caller, with responses supporting standard, user, and dynamic placeholders (13 Apr 2021)
Communicate > SMS/MMS/Voice - inbound calls now support "fallback" where if someone doesn't pick up the phone after 9 seconds, the call is automatically forwarded to a new number (12 Apr 2021)
Apps > Ticketing - once Export permission has been granted, ticket data can now be exported using buttons at the top of the page (9 Apr 2021)
Apps > Ticketing > Ticket Resolutions > Resolution chart - shows the average number of days tickets were open in the date range in the chart subcaption (9 Apr 2021)
Email placeholders - new merge Date# where it will replace with the date # business days in the future (8 Apr 2021)
Email placeholders - new Footer version with "Registered address: ADDRESS" format (8 Apr 2021)
Contact Details > CRM Panel - documents ordered by most recent at the top (8 Apr 2021)
Help - new cheat sheet - Journeys (6 Apr 2021) and Reports (30 Apr 2021)
Contacts > Reports > CRM Activities - when clicking on the chart to view activities, now can advance/delay activities en masse (6 Apr 2021)
Booking Calendar - new option to show other events from the same group to Indicate when time slots have been already reserved (3 Apr 2021)
Added 4 new EasyBuilder templates - Newsletter, Green and Newsletter, Blue (3 Apr 2021) and Birthday, Pineapple and Cupcake (5 Apr 2021)
New video in Help - Website Signup Forms (2 Apr 2021)
Updated icons in top navigation (2 Apr 2021)
Event RSVP and check-in workflows support event placeholders and workflow activation logs (visible in Automation > Workflow Manager and when looking at the contact the workflow was activated for) store the event associated with the activation (2 Apr 2021)
Dashboard Opportunities Widget is now color coded - red for overdue, yellow for stagnant, green for nominal (26 Mar 2021)
Dashboard Opportunities Widget and Contacts > View > Opportunities - Pipeline remembers the contact selected for showing opportunities (25 Mar 2021)
Workflows > HTTP Request function now supports and (24 Mar 2021)
Removed dependency on jQuery Migrate, which should speed up the UI and lighten the load on the browser (22 Mar 2021)
Website Manager > Blogs - search on public websites now also searches for matches to blog's Meta Description (21 Mar 2021)
Websites > Campaigns & Affiliates - added title text next to commission amount in bottom left list of affiliates (16 Mar 2021)
Group Settings - support for Private Labeled Links at the group level for emails sent out (15 Mar 2021)
New survey video in Help page (15 Mar 2021)
Updated timer in project manager and LMS to be more tolerant of browser focus (14 Mar 2021)
Website manager - removed Pragma header from websites served, added support for cache length in seconds in Websites > Manage Website > General tab (11 Mar 2021)
EasyBuilder > Export - small change to the dialog design (10 Mar 2021)
Company details dialog - company-level user fields now respond to show/hide logic per Group Settings (10 Mar 2021)
When creating an account, the agreement to the Terms of Use now is a required checkbox and checkbox formdata is added to signup table and email confirmation (9 Mar 2021)
Contacts > Import - new Zapier panel for connecting Zaps to GreenRope (9 Mar 2021) and for all VARs with CRM Connector (16 Mar 2021)
Help page - updated Ticketing tutorial video, organized tutorial videos into sections (5 Mar 2021)
Contacts > View > Opportunities and Contacts > Reports > Opportunities - clicking on opportunity opens CRM panel for contact and auto-scrolls to opportunity (4 Mar 2021)
Settings > Account Settings > Shared Access - added asterisks and title text for the permissions that are a subset of Limited Contacts (3 Mar 2021)
Shared access users can log in and set their default group shown when they go to Settings > Account Settings (3 Mar 2021)
Settings > Account Settings > Shared Access - when managing shared access for a group, the buttons and interactions for adding users, contacts, and removing all permissions have been moved to the top for better UX when dealing with many groups/users (26 Feb 2021)
Opportunity reminder emails support surveys (25 Feb 2021)
CRM activity reminder emails include activity type in subject of email (22 Feb 2021) and contact associated with activity in pre-header (23 Feb 2021)
Improved company import to run faster (22 Feb 2021)
Contacts > View > Opportunities - Added opportunity profit to the top of the Kanban (22 Feb 2021)
Help - new tutorial video for Custom Objects (18 Feb 2021)
Contact Details > Main Panel - tags are sorted by the tag abbreviation, minor design tweaks (16 Feb 2021)
Contact Details > CRM Panel - add ability to delete a Stripe card on file (12 Feb 2021) and edit existing card on file (15 Feb 2021)
Daily Summary (in the daily email and in Settings > Account > Settings) includes store purchases from your GreenRope website for the past day, week, and month, including totals and top 3 by store item (11 Feb 2021)
Emailer > Sending - blocking sending if using link shorteners (e.g., bit.ly, bit.do, tinyurl.com, t.co) in your message content to prevent spam filtering and to stay in compliance whitelisting services (11 Feb 2021)
Signup Forms > Options - can specify subject line for notification email with placeholders (10 Feb 2021)
VARs - new accounts created from model accounts copy Media Library (9 Feb 2021)
Contacts > View > Hot Contacts - added past 2 and 3 years as options for date ranges (4 Feb 2021)
Contacts > View - Added sum of conversion values and store purchases in the contacts list (3 Feb 2021)
New Email EasyBuilder templates - Valentines, Welcome, and Appointment Reminder (2 Feb 2021)
Account Settings > Integration - new native integration with Zoom to bring in meeting attendees and webinar registrants (1 Feb 2021)
Website > Store > Purchase/Checkout Options - new field to collect Phone and/or Mobile from shopping cart (29 Jan 2021)
Automation > Workflow Manager > Modify Contact - new ability in Remove From Group to remove a contact from all groups (29 Jan 2021)
Updated designs for emails for Workflow Alerts, Ticket Updates, Project updates and task comments, Signup Form confirmation & notifications, event registration, daily summary emails, LMS module completion email, and email broadcast confirmation (22 Jan 2021)
Group Settings - new for embedding into automatic event reminder emails to support not showing a time zone in the event start time (22 Jan 2021)
Profile Update / Unsubscribe - now logs IP address when changes made to contact records, visible in the Permission Path of the contact (21 Jan 2021)
Account Settings - allow custom CSS styles in public-facing quotes and invoices (19 Jan 2021)
Account Settings - allow ordering of CRM activities in the selectors, allow setting default notes for activities by type (18 Jan 2021)
Apps > Learning - added tracking by chapter, progress bar moves with each chapter, final chapter link doesn't appear until all other chapters are done, added support for module completed HTML on the final chapter page (17 Jan 2021) and added module option to require the student to check a box at the end of every chapter confirming they read it (25 Jan 2021)
Subnavigation flickering alerts now show when the account is within 100 contacts of max (15 Jan 2021)
New EasyBuilder Email templates - Event Invitation, Event Reminder, Company Welcome, and Holiday New Year (14 Jan 2021)
Apps > Ticketing - rearranged the Refresh buttons and added title text, changed Response Reports tab to Response Times (13 Jan 2021)
All emails with profile update / unsubscribe links how use Cloudflare's anti-bot defense (13 Jan 2021)
Contacts > Reports > CRM Activities > Export - now includes contact Phone and Mobile fields (12 Jan 2021)
Apps > Forums - email confirmation for forum comes from Group Settings > Email Sent From Email, support for favicon from website (11 Jan 2021)
Booking Calendar - In Settings > Calendar Settings, can specify if slots that are sliced by events show the entire slot time range when picking an appointment time, or if they show just the slice that is visible that is clicked on (11 Jan 2021)
WYSIWYG Editor for Email/Websites > Merge - new lists quotes and invoices associated with contact (8 Jan 2021)
Apps > Projects - added Refresh button to top right of first panel (8 Jan 2021)
Upgrade jQuery to 3.5.1 (6 Jan 2021)
WYSIWYG Editor > Merge > Dynamic Rules - editors for setting dynamic rule content no longer force wrap everything in <p> tags, allowing for better inline management of dynamic content (2 Jan 2021)
WYSIWYG Editor > Image - new setting for Loading = Auto / Lazy / Eager to control loading priority of images on page (2 Jan 2021)
Updated GreenRope pricing for direct clients (1 Jan 2021)
WYSIWYG Editor > Image - in the Icons & Images directory, added silhouetted icons (black silhouettes and white silhouettes) for the major social media services (Facebook, LinkedIn, Twitter, Instagram, YouTube, Vimeo, and Pinterest) (30 Dec 2020)
Updated WordPress plugin - GreenRope version allows for entering custom domain to support private label links domain, also tested in latest version of WordPress (30 Dec 2020)
Website > Landing Page EasyBuilder - 5 new templates - Basic, Garden, Modern Tech, Monolake, and Workshop (28 Dec 2020)
Communicate > EasyBuilder - new template "Event with Speakers Invitation" (28 Dec 2020)
Communicate > Email > Merge - new DeliveryDate_Placeholder which displays the date the email is scheduled for delivery (28 Dec 2020)
Contact Details > CRM panel > Tickets - right column that shows tickets opened by this contact how have 2 checkboxes to show/hide open/closed tickets if the contact has opened more than 5 tickets (23 Dec 2020)
All accounts now have separate fields for Media Library storage storage allowed (Max Storage) and the amount that's available for free (default is 1GB). For VARs, the portal manager shows the current total storage in the left column (21 Dec 2020)
Contacts > User Fields - new automation trigger setting for [[NONBLANK]] values in user fields, also can now be activated for a Company if company user field values change (21 Dec 2020)
Automation > Workflows - Workflows can now be activated for Companies (new panel in Company details) and when activated for a Company, can modify that company's user field data (21 Dec 2020)
Apps > Projects > Kanban - new filter for tasks overdue or due today (17 Dec 2020)
Booking Calendar and Public Calendars for websites - adaptive calendar rendering in list view if < 765px screen width on both initial load and screen resizing (15 Dec 2020)
Apps > Projects - project updates are emailed using the "From" defined by Emails Sent From Name/Email defined in Group Settings > Email/Web Options, if they're defined (15 Dec 2020)
Contacts > View - Filters - Birthdate allows now for pattern matching (new selector "is matching") (14 Dec 2020)
Contacts > View - Filters (left side) - new "order by" option "Random" which randomly orders contact list results, good for randomly picking a winner or a call list (14 Dec 2020)
Event confirmation and audio message calls converted to Fast CGI for faster execution (13 Dec 2020) also public facing event registration pages (14 Dec 2020)
Account Settings > Settings - inline DNS check for Private Label Links domain (10 Dec 2020)
Workflows > HTTP Requests - added support for Company user fields (10 Dec 2020)
Invoices and Quotes - improved translation in different languages, some minor design improvements (10 Dec 2020)
Surveys - Adjusted the way surveys store responses, separating each out now by broadcast ID, which allows for multiple surveys to be taken by the same person again and again, but will affect response reporting in aggregate (7 Dec 2020)
New EasyBuilder email templates - Happy Holidays, Catalog Sale, E-Book Announcement, and Cyber Sale (6 Dec 2020)
Communicate > Surveys - page layout slightly updated so left side elements are always visible and don't scroll down the page (4 Dec 2020) removed Surveys header text to give more screen room (7 Dec 2020)
For VARs - new PoweredByLinkURL to allow VARs to customize where the powered by will go (must start with http) (2 Dec 2020)
Website > Signup Forms > Options - new place to enter Whitelisted IP addresses, which bypass the form submission limits (2 Dec 2020)
Contact details > CRM Panel - Ticketing box on right side shows number of open/closed tickets and status of each ticket (30 Nov 2020)
Website > News/Blog - new red X shown if blog post won't be visible due to date restriction (30 Nov 2020)
Company dialog now makes parent company a link, companies with subsidiary companies show those subsidiaries in the Company dialog with links to those subsidiaries (27 Nov 2020)
Apps > Project Manager > Timer - timer now will allow for restore if the timer page was shut down without submitting an update, also improved stopwatch stability (25 Nov 2020)
Portal Manager (for VARs) - can set one-time password for shared access users (22 Nov 2020)
EasyBuilder - moved Open/Templates to left button set (20 Nov 2020)
Invoices - redesigned some elements, moved Quote acceptance to the bottom of the quote (20 Nov 2020)
WYSIWYG Editor - anchors now detect if there are duplicate IDs, also works across EasyBuilder sections to build selector (20 Nov 2020)
Contacts > Opportunities > Kanban - new text filter for filtering on opportunity title, name, and company (19 Nov 2020)
Account Settings > Shared Access - if a group has 2 or more shared access users, new button allows to remove all shared access rights for a group (18 Nov 2020)
Workflows - Alerts can now be sent From a specific name/email address, also support more opportunity fields and survey placeholders (17 Nov 2020)
EasyBuilder - when defining anchors for links inside the same document, anchor picker finds ids and names in other sections (14 Nov 2020)
Contacts > View > Opportunities > List - added Contact ID as a selectable column to show in table (13 Nov 2020) added Email, Address, City, State, Zip/Post, Country and ability to check all boxes in a category (16 Nov 2020) and separate columns for Manager Name and Manager Email (17 Nov 2020)
Emails sent with workflows that are sent with opportunities support OpportunityField#_Placeholder for custom opportunity field data (11 Nov 2020)
New EasyBuilder email templates - Summer, Winter (11 Nov 2020) then Spring, Autumn, and Innovation (12 Nov 2020) and added filter (12 Nov 2020)
LMS - when taking a class, the course completion page shows a button and a link to the certificate/accomplishments page (instead of just the link), and on the accomplishments page the course logo is slightly larger (10 Nov 2020)
WYSIWYG Editor - Buttons made by the Button Builder are now segmented into "All" and "Mine" with templates, allowing shared access users to view and use each others' buttons (10 Nov 2020)
Contacts - shared access users with Limited Contacts rights can access the filters on the left side of the screen (9 Nov 2020)
Project Updates - power users / account owners can now change the datetime of a project update (5 Nov 2020)
Ticketing Forms - Bio field is now a textarea, added class to textareas for better CSS control, set textarea default width to 70% (5 Nov 2020)
Journeys - when a journey is loaded, it will detect if any Media or Workflows have been deleted and alert at the top of the page (5 Nov 2020)
Wiki - wiki search results now weight based on the number of terms matched then the total number of matched terms found with 10x weight on title matches (5 Nov 2020) and added search result behavior to logged in interface (5 Nov 2020)
Workflows - workflow alert emails can now include custom opportunity fields like (4 Nov 2020)
EasyBuilder - added Reset button to revert canvas to the last saved version of the template the user was working on (3 Nov 2020)
EasyBuilder - added new Revert Theme function in case you want to revert the application of the theme colors to your design (3 Nov 2020)
Website > Signup Forms > Options - if using forms to collect funds and you have both Authorize.net and Stripe set up, you can choose which you want to use for the signup form payment collection (31 Oct 2020)
Account Settings > Settings has a new option that allows for different sorting methods of opportunities in the CRM panel when looking at a contact record (29 Oct 2020)
EasyBuilder - Open - redesigned templates so they appear in tiled layout for more compact viewing/picking (29 Oct 2020)
WYSIWYG Editor - added fallback fonts for all font choices (28 Oct 2020)
EasyBuilder - when building an email, the Settings panel choices of fonts now include fallback fonts for the standard fonts and do not show Google fonts, as Gmail does not support the use of Google Fonts (28 Oct 2020)
EasyBuilder - new email template Habitat (28 Oct 2020), then Explore, Kinfolk, Phase, and Natural Way (30 Oct 2020)
Help - added quick videos for Marketing Automation and Booking Calendar, updated Workflow Triggers (28 Oct 2020)
Contacts > Opportunities > List - added contact fields for firstname, lastname, title, phone, and mobile, as well as associated contacts, all selectable to be shown/hidden (27 Oct 2020) and phase checklists (28 Oct 2020) and raw created/close dates (28 Oct 2020)
Contacts > Opportunities > List - added ability to show/hide standard opportunity fields, added Percent Win and Notes to standard fields, added some color to columns, export functions only show visible fields (25 Oct 2020)
Opportunity Checklists - new N/A button to make a checklist item N/A (not applicable) (25 Oct 2020)
Projects - Project details page has a new Refresh button top right, also for all open tasks there is a timer icon that will open the timer page for that particular task (24 Oct 2020)
EasyBuilder - updated the way different styles are handled for better management of font colors, sizes, and faces, also updated existing system templates, also set line-spacing to default 100% ("normal") as a more adaptive spacing (23 Oct 2020)
Contacts > Tools > Clean - new function to convert abbreviated US states and Canadian provinces to their full names (e.g., CA to California) (22 Oct 2020)
Website > Store - redesign of checkout options, allow hiding shipping info entry from shopping cart (22 Oct 2020)
Apps > Wiki - can delete multiple wiki articles at once using new button top right (22 Oct 2020)
Apps > Wiki - can import an entire wiki from an existing group into a group that has no wiki articles in it (21 Oct 2020)
EasyBuilder - sections now have a new blue Duplicate button (click the pencil next to the section) that will copy a section below it (19 Oct 2020)
EasyBuilder - section background images have better UI for the selector, showing a thumbnail in the dropdown and also having a search function at the top (19 Oct 2020)
CRM Activity alert emails when created now include the activity in the subject (previous just said "New CRM activity assigned to you") (19 Oct 2020)
EasyBuilder - the "Image" section has been changed to be just an image, not wrapped in a <div> tag (19 Oct 2020)
Workflows - when workflows create an Opportunity, that new Opportunity can have a default title (16 Oct 2020)
Apps > Wiki supports additional sublevels of hierarchy (16 Oct 2020) and new wiki topics are added to the bottom of the structure where they go, depending on hierarchy (19 Oct 2020) and updated hierarchy picker when editing an article (26 Oct 2020)
Contact details > CRM panel > New/Edit Activities - the Associated With group selected includes an asterisk (*) next to groups the contact is currently in (15 Oct 2020)
New Zapier trigger - when invoice is paid (14 Oct 2020)
Deployed new caching system for external webcals integrated into the booking calendar, increased speed to render booking calendars (13 Oct 2020), if 100 failed attempts at getting external calendar in a row, it will stop trying (16 Oct 2020)
Stripe now integrated into invoices and website storefront, also some minor UI/UX improvements in entering card/expiration fields (11 Oct 2020) and event registration payment, with sanitized card info in CRM (12 Oct 2020) and signup forms (17 Oct 2020)
Journeys - new Delay option to delay until a specific day of the month (8 Oct 2020)
LMS - for students, improved visibility / user experience for changing chapters when on mobile, so the user doesn't have to scroll to the content (changing chapters auto-scrolls to the content) (8 Oct 2020)
LMS - at the top of the course information is an area with some stats relevant to the course (num of graduates, num in progress, latest graduate, average time to finish) (6 Oct 2020)
Apps > Ticketing > Search - results now show status of ticket (open/closed) with color code (6 Oct 2020)
Journeys - boxes are color coded by type once saved (4 Oct 2020)
Company details - separate open and closed opportunities (29 Sep 2020)
Expanded fields transmitted by Zapier Invoice zap (29 Sep 2020)
Account Settings - Accounting Email supports multiple email addresses (28 Sep 2020)
Portal manager (for VARs) - viewing account, left column - set Show Subscription Pricing - new option to show/hide pricing information on the Subscription panel (24 Sep 2020)
Portals (VARs) can now enter Stripe credentials to charge clients using Stripe (23 Sep 2020)
Incoming MMS messages will automatically capture up to 5 attachments per message and have a link to view the attachment from the CRM record (23 Sep 2020)
Opportunities > Import - can now assign opportunities to contact IDs (23 Sep 2020)
Added support for both pseudo-anonymous (will attempt to identify user when they answer the survey) and fully anonymous survey links (will never attempt to identify respondent) (19 Sep 2020)
Whitelabeled CRM Connector Wordpress Plugin now live (16 Sep 2020)
Updated permissions for Contacts > Tools so that only Power Users and users with Contacts permissions can access them (Limited and Restricted contacts may not) (15 Sep 2020)
Contacts > Reports > Opportunities > Deals Closed - Added opportunity profit spline overlay (10 Sep 2020)
4 new shared access permissions to add on to Limited Contacts - Add Contacts, Edit Contacts, View Survey Results (8 Sep 2020) and Edit CRM (9 Sep 2020)
Wiki - allows for sorting all levels of wiki topics (3 Sep 2020)
CKEditor - Link - new UI (1 Sep 2020)
LMS - courses now can set an inactivity time, where if the student doesn't mouseove or click or type after x minutes, it will pop up a dialog and stop the course timer (31 Aug 2020)
Invoices - new design when editing invoices puts some functions above the invoice, also recurring invoices can have a stop date, and new recurring invoices can activate a workflow (30 Aug 2020)
Invoices - quantities can now be up to 10 million items (26 Aug 2020)
LMS - list of students who have completed the course now shows the total time in the entire course (26 Aug 2020)
Workflows activated by surveys include survey responses in alert notes (25 Aug 2020)
Calendar > Booking Calendar - time slots can now be recurring for every day of a week (e.g., every Monday 10am-1pm) and SMS confirmation upon approval (9 Aug 2020)
Apps > Projects > Kanban - new task filter by text match (7 Aug 2020)
LMS - active module shows chapters on the left side nav (7 Aug 2020)
EasyBuilder - Settings - added support for custom CSS (5 Aug 2020)
Contacts > View > Opportunities > Kanban - top of each column now shows the number of opportunities in each phase (30 Jul 2020)
Updated Instagram logo in EasyBuilder to their new logo (30 Jul 2020)
EasyBuilder - new Theme button that opens a dialog to let user choose a color theme (26 Jul 2020), added 7th theme and support for themes with no borders (27 Jul 2020)
If user field data for a contact looks like an email address, add an envelope icon with a mailto link in contacts list and detailed view (24 Jul 2020)
Added 12 new stock images (23 Jul 2020)
Projects - when creating new projects, if copying tasks from existing project, will assign any tasks from the previous project manager to the new project manager (22 Jul 2020)
Emailer > Send Test - new checkbox to prepend the subject with TEST: (21 Jul 2020)
EasyBuilder - margin colors, new section type for 3 image gallery, border color/thickness for each section (21 Jul 2020), support for background images (23 Jul 2020), updated all templates to support new layout (27 Jul 2020)
Custom Objects - when editing a contact or company's custom objects, for a textarea object type, there's a new Edit HTML button (15 Jul 2020)
Contact details dialog - Set Company Data from contact data function also copies user field data (14 Jul 2020)
LMS - students in progress and completed dialogs include export functionality if permission has been granted (14 Jul 2020)
Account Settings - hide Save Changes button on tabs where it doesn't apply (e.g., Shared Access, Integrations) (14 Jul 2020)
CRM Panel - right side shows open tickets and ability to create new tickets (14 Jul 2020)
Journeys - Decisions now support "greater than" for integer user fields, and "after current date" for date user fields (14 Jul 2020)
Workflows - if activated within an opportunity, can also set phase path (13 Jul 2020)
EasyBuilder - new Padding setting for sections (12 Jul 2020)
Apps > Wiki - new button/function to order wiki topics by drag-drop or alphabetical (default) (9 Jul 2020)
If a student doesn't pass an LMS module, show the student the questions missed (3 Jul 2020)
New help videos - deleting/creating a group (28 Jun 2020)
Public Wiki - search results are now displayed in a ranked hierarchy on the right side of the page (26 Jun 2020)
Update HighCharts to 8.1.2 (25 Jun 2020)
Updated project update notification emails to be from updates.stgi.net (not updates.teamr.com) (25 Jun 2020)
Apps > Ticketing > View Ticket details - when viewing ticket updates, new wiki icon in the right column can click to add to wiki article (23 Jun 2020)
Tickets - now support up to 3 images or files per update (23 Jun 2020)
Communicate > Emailer - new design for Forward to a Friend (22 Jun 2020)
Journeys - Decisions - now support company and contact user fields (22 Jun 2020)
LMS - added Video embedding into course and module descriptions (22 Jun 2020)
Ticketing - when updating a ticket, the ticket management team can define a list of CC emails for the ticket updates (21 Jun 2020)
Shared Access - 2 new permissions - Create Company and Edit Company Info to go along with Contacts as separate permissions (existing users grandfathered with these access rights granted if they had Contacts shared access permissions) (18 Jun 2020)
The same IMAP messages synchronized from multiple users are now combined into a single message to reduce redundant display of messages (18 Jun 2020)
Time Zones - when logging into an account with a different time zone, there is a "Remember" checkbox to remember the timezone you selected. Also in Account Settings > Settings > Regional, you can open this and reset your time zone (17 Jun 2020)
New Zapier action - Create Invoice (17 Jun 2020)
Help - new Deep Dive video for Account Overview (16 Jun 2020)
Speed increase in Website > Signup Forms > Who (16 Jun 2020)
Apps > Custom Objects > Search for objects - changed Export functionality to use the buttons built into the table (16 Jun 2020)
Contacts > Opportunities > Export All - new column for Currency next to opportunity value (15 Jun 2020)
Wiki - public and private wiki searches with multiple terms show a "strength of match" icon (11 Jun 2020)
Wiki - public wiki has a new Clear button to blank out search (11 Jun 2020)
Company details dialog - new +Opportunity tab if at least one contact is in the company (11 Jun 2020)
Projects - when editing a task for a project, you can specify the task has no due date, overwriting a previously defined due datetime or dependency (9 Jun 2020)
System-wide consolidation of colors and adjustments to meet WCAG standards for accessibility (8 Jun 2020)
In contact detail view, in the Custom Objects tab, added display for sum and average amounts for any object attributes that are type "integer" or "decimal" (7 Jun 2020)
Slightly darkened link color for WCAG accessibility compliance (6 Jun 2020)
VARs - Portal Manager > View Portal Settings - new setting for TrialToActivePaymentFooterHTML that allows you to place HTML at the bottom of the page when an account upgrades from Trial to Active status. Useful for tracking conversions. (3 Jun 2020)
Website > Signup Forms - custom objects have the ability to add more objects (Options tab allows for objects to start off Expanded or Compressed, and allow for multiple objects in the form), as well as use new Object_Placeholders in Documents for signature (2 Jun 2020)
Invoices - design improvements (2 Jun 2020)
Emailer - Events plugin redesigned (31 May 2020)
Contacts > Opportunities > Kanban - if the opportunity is in a different currency than the account, it shows both values (30 May 2020)
Help > Cheat Sheets - most have been updated to fancy new designs (29 May 2020)
EasyBuilder - empty template folders can now be deleted (28 May 2020)
Contact details - when viewing a contact who is a member of the selected group, it now no longer has a status selector for Active/Prospect/Inactive (something that is no longer relevant to the way GreenRope works) and instead will just say if the contact is in the group (28 May 2020)
Emailer / Personal Email - Preview button in the editor opens a new browser tab that has been redesigned and now includes a PDF button that generates a PDF of the email (27 May 2020)
Contact details - if account has "parent" contact fields defined, and the contact has an email address defined for a parent, the label is a link that opens that contact (27 May 2020)
Opportunities can support multiple quotes & invoices per opportunity (all are listed below opportunity in CRM panel) (23 May 2020)
Invoice design update - emailed invoices are now centered, removed the auto-generated header and footer text ("invoice prepared for you from groupname"), updated color scheme, update date format, uses default email font from Account Settings (23 May 2020)
Invoice read tracking added to users who click to view invoice even if no payment system is defined (22 May 2020)
For VARs - ability to add custom HTML to the footer of the initial Create Account page, the "thank you" page shown after initial form entry, and the final "completed thank you" page when confirmed (20 May 2020)
Media Library - will now show private labeled action.domain.com domain when viewing links/URLs to media if the private labeled domain has been defined (19 May 2020)
Email builder > Footer plugin - new design (19 May 2020)
Tickets - View/Edit Ticket - transfer ticket to another contact (16 May 2020)
Account Settings > Settings - new setting to only allow users to see opportunities assigned to that user even if another user has access to the same contact (14 May 2020)
Contacts > Reports > CRM Activities - new chart for Recurring CRM activities (14 May 2020)
Contacts > Import - importing the Name field will properly parse "Lastname, Firstname" format (14 May 2020)
Contacts > Reports > Opportunities - forecasting charts show profit (13 May 2020)
Journeys - details for a journey operator box shows phone/mobile, can restrict contacts shown to just members of group (13 May 2020)
Custom Objects - enum data type will show a blank option (13 May 2020)
Journeys - Contacts Progress has a filter to show progress of all contacts and a new option for showing progress of only contacts in the current selected group (12 May 2020) also refresh icon (13 May 2020)
Document signing now appends a history page to the back of the permanent PDF that includes the sender and recipient read and signature datetime and IP address (12 May 2020)
Workflows - audio message campaigns can customize the text-to-speech after audio responses have been gathered (12 May 2020)
Workflows - audio message campaigns can set responses to only look for keypad number presses or a single keypad number press (12 May 2020)
Wiki - new link shown when looking at a wiki topic that creates a public shareable link that only shows topic in that branch in navigation (10 May 2020)
Contacts > View > Opportunities > List - far right column on the table now shows the latest completed activity, and the next upcoming activity (10 May 2020)
Journeys - only shows the contact progress for the latest journey that a contact has been on (if the contact has been on a journey multiple times, a recycle icon will be visible) (10 May 2020)
Journeys - the contacts listed in the journey dialog when clicking on a box can be exported if export permission has been granted to the user and the account owner has approved it (10 May 2020)
Contact details > Attribution tab - new button to remove all record of website and conversion tracking data (for GDPR / CCPA compliance) (8 May 2020)
Opportunities - new support different currencies for each opportunity (7 May 2020)
Wiki - added Print functions to private and public wiki pages (4 May 2020)
WYSIWYG Editor - Image loader - added ability to create a new folder, new settings for border radius & thickness, fixed sorting and layout (3 May 2020)
Journeys > Actions > Send Email - new option to automatically activate a workflow on read/click (2 May 2020)
Contacts > Reports > Opportunities - when filtering by opportunity custom field, mousing over the filter text entry box shows the field type and available options (30 Apr 2020)
Contacts > Reports > CRM Activities - added "Yesterday and Today" and "Today" as quick pick date ranges (30 Apr 2020)
Contacts > User Fields - new user fields default to shared by all groups, editable by shared access users (30 Apr 2020)
Contacts > Tools > Edit Tags - shows total number of tags and orders by short tag name (30 Apr 2020)
Upgraded jQuery to 3.5.0 (29 Apr 2020)
Contacts > List View - sped up loading of screen by making the CRM activities in the right column load asynchronously (29 Apr 2020)
Help > API Topics - removed a lot of old topics and kept 3 relevant topics, with links to the Wiki documentation for API related information (29 Apr 2020)
Contacts > View (list view) - if user fields are set to be shown in list view and the field is a URL, it will be a link to open that URL in a new browser tab (28 Apr 2020)
Contact Details Dialog - Text fields, and a few standard fields (notes, bio, skills and interest) are wider (27 Apr 2020)
Tickets - unsubscribers are blocked from opening tickets (27 Apr 2020)
Journeys - new Delay option to wait until the email is read or clicked, with a max number of hours to wait (26 Apr 2020)
Contacts > Tools > Edit Tags/Positions - screen now shows the number of contacts with a tag, and the number of workflows that assign/remove that tag (25 Apr 2020)
Communicate > SMS - new Caller ID functionality that allows setting caller ID for any Twilio number purchased (24 Apr 2020)
Contacts > View > Opportunities > List View - export permission can allow export of opportunities via CSV, Excel, or Print (20 Apr 2020)
Journeys - decisions can now be based on opportunity phase path or opportunity phase (18 Apr 2020)
Contacts > Reports > Funnels - when clicking on funnel element, below the list of contacts is a summary of the total number and value of conversions by campaign ID (16 Apr 2020)
VARs > View Portal Pricing - can set the Send Invoice To email address that receives receipt for monthly charges (instead of sales@vardomain.com) (15 Apr 2020)
CRM Panel - survey responses can be deleted for the contact (13 Apr 2020)
Apps - top navigation click - scroll down - new Sankey chart connecting company roles to GreenRope functions (11 Apr 2020)
Massive UI upgrade, including upgrading Highcharts to 8.0.4 and Intltelinput to 16.1.0 (11 Apr 2020)
Apps > Learning - contacts in progress and completed for each module opens in a standard dialog, contacts show tags (8 Apr 2020)
Automation > Journeys - contacts in journey operator show tags (8 Apr 2020)
Contacts > Research - now available to power users (previously was only visible to account owner) (8 Apr 2020)
Account Settings > Settings - new option to track UTM codes, automatically creating campaign IDs from utm_source/medium/campaign (7 Apr 2020)
Power Users have access to recent actions log in Account Settings (6 Apr 2020)
Surveys > Survey Reports - new cross tabulation chart (6 Apr 2020)
Automation > Workflow Manager - if over 5 workflows, a filter widget appears top right (6 Apr 2020)
Dashboard - widgets scale on hover, all widget clicks open the standard dialog (5 Apr 2020)
Contacts > View - list view hover over card scales card (5 Apr 2020)
Learning Management System - public-facing course page shows module navigation on left, course logo on left, support for favicon, top bar shows student name with course name and caret to change courses (2 Apr 2020)
Contacts > Opportunities > List - shows total value and profit below table (1 Apr 2020)
System help icons updated, a couple icons in the Groups selector updated to increase speed (1 Apr 2020)
Contacts > View > Filter actions - new functions to modify contacts - append to text and checkbox user fields, add/remove campaign ID (31 Mar 2020)
Opportunity Settings - Phases now can have custom colors associated with them (updates the progress arrows and the funnel charts) (31 Mar 2020)
Learning Management System - automatically calculate and show the amount of time spent taking courses (29 Mar 2020)
Surveys - support up to 26 responses per question (29 Mar 2020)
Colorpicker - revved version, fixed minor issue with it setting the color even if you closed out of the dialog by clicking the X in the top right (26 Mar 2020)
Design change - button colors slightly changed (blue is brighter) (26 Mar 2020)
Projects - power users can update existing project updates more than 20 minutes in the past (automatically adds notes about revision to update) (24 Mar 2020)
Tickets - limited ticket opener's ability to change ticket status or change ticket resolution - only the ticketing team can do that now (24 Mar 2020)
Contact Details > CRM Panel - added the date a contact is entered into a drip campaign and current status (in progress / completed) (24 Mar 2020)
Tickets - new Delete Update permission, allows for deleting ticket updates (on mouse over the ticket update, the red X allows for deleting the update) (23 Mar 2020)
CRM - new activity notification email supports placeholders (23 Mar 2020)
Journeys - if decision operator shows true/false of less than 1%, show percentages in tenths of a percent (23 Mar 2020)
Design changes - new chart color ordering (blue, green, purple, gold), dialogs header to white, Contacts tabs redesigned, Contacts area remove embedded box-within-a-box (23 Mar 2020)
Ticketing - followup updates can set default audience to external, internal, or internal only (19 Mar 2020)
Contact details - CRM panel separates multiple journey starts into separate cards (17 Mar 2020)
WYSIWYG editors > Button builder now can save designs (17 Mar 2020)
Website > Signup Forms - groups can be dragged for ordering, text can be added in the groups list (17 Mar 2020)
Set custom name in ticket update signature block for all responses as viewed by ticket opener (13 Mar 2020)
Projects - search at the top searches project descriptions and project manager's name (10 Mar 2020)
Website > Signup Forms - notification email supports placeholders for firstname, lastname, title, and company (6 Mar 2020)
Web app now supports some limited functions with phone login (Dashboard, SMS, Email, Email Tracking, Wiki) (6 Mar 2020)
Projects - redesigned initial screen so it loads faster when many projects are set up (4 Mar 2020)
Wiki - internal and public facing wiki search includes support for using + sign to make search terms requried (1 Mar 2020)
Events - if max attendance is set for an event, can activate a workflow if someone who is RSVPing gets the "Event full" message (useful as waitlist feature) (1 Mar 2020)
Events - can suppress initial registration email (29 Feb 2020)
Events - confirming event shows popup notification when changing status (29 Feb 2020)
Contacts > Tools > Labels - new filters by group membership, ability to append user field data next to contact's name in the label (28 Feb 2020)
Contacts list view - email address is now a link that opens Send Personal Email screen (28 Feb 2020)
Ticketing - category reassignment is done by clicking on the category name (no more "change" link) (25 Feb 2020)
Journeys - when working in the Journey editor and viewing contacts currently in a Delay step, new link "Advance" allows moving individual contacts to the next step manually (24 Feb 2020)
Wiki - public search now is more robust, supporting exact phrase matches with quote encapsulation (e.g., "this phrase") or matching individual words (e.g., this phrase, which will look for this or phrase in every article) (22 Feb 2020) and also for internal wiki searching when logged in to GreenRope (24 Feb 2020)
Ticketing - set ticket team author name/email, minor redesign of ticket form editor (22 Feb 2020)
Communicate > SMS/MMS/Voice - new charts at top of page show total calls/messages, total call duration, average call duration by user (20 Feb 2020)
Tickets - updated CSS on mobile version of tickets so they are better laid out (19 Feb 2020)
Workflows - new Sending Action - send quote/invoice to contact using existing quote/invoice as a template (18 Feb 2020)
Group Settings > Email/Web Options - optional URL for redirecting contact when unsubscribing from profile update page (18 Feb 2020)
Apps > Ticketing - new "Audience" selector so updates can be set to update everyone or just update the ticketing team (ticket creator won't see internal updates) (15 Feb 2020)
Website > Signup Forms - added javascript to detect and error if more than one @ sign, also realtime stripping of illegal characters from form Email field (13 Feb 2020)
Contacts > CRM - If contact is on a journey, and there are other contacts in the same company, new Transfer Journey function allows transferring contact to another contact in the same company (11 Feb 2020)
Project Manager > Kanban Board - new Export as Excel button (11 Feb 2020)
Account Settings - set the default language for the WYSIWYG editor's proofreader function (11 Feb 2020)
Website > Campaigns and Affiliates - new chart that shows correlations between user field values and campaign IDs (9 Feb 2020) also in Contacts > Reports (10 Feb 2020)
Website > Tracking > Visitors tab - redesigned charts, increased number of possible ISPs shown to 200 (7 Feb 2020)
Tickets - public facing ticketing form has checkboxes to update opener/team separately as options (6 Feb 2020)
Project manager > Completed Tasks and Project Hours and Project Updates - new datepickers (6 Feb 2020)
Group Settings > Email/Web Options - can set custom HTML to go in the header area of the profile update page (5 Feb 2020)
Calendar > Public Events - can turn the registration Captcha on or off (5 Feb 2020)
New Reply function within CRM panel to reply to an IMAP email directly from there with a trackable Personal Email (4 Feb 2020)
Documents sent manually and via workflow can activate workflows once all parties have signed the document (4 Feb 2020)
Added new Map function to Apps > Ticketing to show/update open/closed tickets on a Google map (2 Feb 2020)
Updated website tracking instructions to make script tag async defer (31 Jan 2020)
Added website tracking to public wiki pages (31 Jan 2020)
Communicate > Email Tracking - Read/Click/Hot Prospects data includes title of contact, if defined (31 Jan 2020)
Calendar > Booking - at the top of the page, you can see all pending appointment requests and respond from there (29 Jan 2020)
Contacts > Reports > CRM Activities - new report for CRM Activities Completed or Outstanding in given date range (29 Jan 2020)
Tickets now support geo-location tagging, allowing ticket openers to choose a location on Google Maps and associate that location with the ticket (28 Jan 2020)
Group Settings - reorganized page (24 Jan 2020)
Appointment calendar - if approval required to set appointment, allow for suggesting rescheduled date/time by calendar manager (23 Jan 2020)
Contacts > Companies - displays the number of matching companies (22 Jan 2020)
Websites support up to 300 pages (21 Jan 2020)
Company details - if website defined, there's a new globe icon the user can click to open the company website in a new tab (20 Jan 2020)
Project Manager > Project Timer - fixed issues with browser lag, log includes start and stop datetimes (19 Jan 2020) and styling updates (23 Jan 2020)
Journey delay can wait until a specific day of week (18 Jan 2020)
Membership websites have an option to set a temporary password (18 Jan 2020)
Workflows can set Company field (14 Jan 2020)
Membership websites no longer set random passwords and now require users to set their own passwords (14 Jan 2020)
Dashboard - shows activities for user and if power user, shows total for all users as separate numbers in the Calendar widget in the compact dashboard (13 Jan 2020)
WYSIWYG Editor - new Proofreader function shows misspellings and grammatical errors (12 Jan 2020)
Contact details > Personal SMS - improved UI/UX (7 Jan 2020)
Automation > Journeys - journeys can be force restarted for everyone in a group (7 Jan 2020)
Membership websites - new design for login form, with new Register function that allows users to directly define their passwords without setting a temporary password first if they don't already have a password defined (7 Jan 2020)
WYSIWYG Editor - new dynamic merge option - check for membership in a group (5 Jan 2020)
WYSIWYG Editor - new static merge option - to show a table of all the other contacts in the company that are in the selected group when looking at the website or sending an email (5 Jan 2020)
Website > Signup Forms > Options - Data Capture options now include the ability to set Company to Autocomplete text data entry (2 Jan 2020)
Ticketing - Forms have a new option to allow submitted form data to overwrite existing CRM data In the account (2 Jan 2020)
Wiki - public wiki article settings to include setting custom title for all public Wiki pages and custom CSS file (30 Dec 2019)
Website > Signup Forms - creating new forms now starts with a smaller dialog asking for form name and template existing form, if desired (29 Dec 2019)
Communicate > Email - when an email is loaded, it will show a "WORKING WITH" text notification at the top of the page (29 Dec 2019)
WYSIWYG Editor - upgraded to CKEditor 4.13.1 (28 Dec 2019)
VAR Portals - Portal Manager > View Portal Options - new Model Account options allow specifying specific account numbers that can be used as models when creating new accounts (27 Dec 2019)
Dashboard and Contacts - To-Do List shows project tasks in addition to CRM activities (26 Dec 2019)
Booking Calendar - can append a query string to the URL to make the calendar read-only (22 Dec 2019)
Wiki - public wiki search highlights matching terms, number next to search box can be clicked to toggle highlight (20 Dec 2019)
Communicate > SMS - capability to broadcast voice messages (14 Dec 2019)
Communicate > SMS - campaign recipients use filtering system, can send from multiple SMS numbers for faster delivery, can view list of recipients, can load past messages (14 Dec 2019)
Groups selector shows Wiki icon (13 Dec 2019)
Power users have full access to all groups in Group Folder manager (13 Dec 2019)
Account Settings > Settings - new option to place custom objects tab in 3rd position (to the right of the CRM panel) or keep as default in last position (farthest right) (11 Dec 2019)
Website > Signup Forms > Who - contact lists are formatted in data tables (6 Dec 2019) with export if permission granted (6 Dec 2019)
Website Signup Forms - the notification email upon confirmation reformats responses to checkbox user field types using a bulleted list instead of comma separated for better readability (6 Dec 2019)
Wiki - public wiki page - after a search, when clicking an article, remembers the search term; search terms in the wiki article content are highlighted (5 Dec 2019)
Wiki - public wiki page uses group website's favicon if defined (5 Dec 2019) also public-facing ticketing form (5 Dec 2019)
Journeys - new decision for checking if IMAP email received from contact contains a subject line matching phrase (4 Dec 2019) and also check message body (5 Dec 2019)
Journeys - new decision for checking if previous SMS or voice message has a response matching phrase (3 Dec 2019)
New button builder in the WYSIWYG editor for creating and editing buttons (30 Nov 2019)
Wiki supports 3rd level of hierarchy (28 Nov 2019)
Contacts details now allow for sending a message to the contact via text-to-speech or a recorded MP3 from the media library (24 Nov 2019) and via workflows (26 Nov 2019)
Added CCPA page on GreenRope website (see webpage footer) (20 Nov 2019)
Projects - in Account Settings > Settings, can specify when creating new projects if the default is for all group members to be in the new project or just the project manager (18 Nov 2019)
Projects > Project Details - new All Tasks/Your Tasks links to isolate tasks assigned to you (the user) or everyone (18 Nov 2019)
Support for importing and exporting of secondary companies, also built into filters (17 Nov 2019)
Added RSS feed into Asset Library (17 Nov 2019)
Email Tracking > Browsers - since Gmail/Google Apps uses a proxy to load reads, we call them out separately (14 Nov 2019)
Email Tracking > Browsers - the chart is now clickable and will show contacts who used that browser (14 Nov 2019)
Booking calendar - can turn Captcha on/off, can include request notes with booking request (14 Nov 2019)
Contact list - center column shows the number of days contact has been in system, with mouseover showing creation date, last modified date, and permission path (13 Nov 2019)
Website > Signup Forms - user fields used in forms can now have a minimum length requirement for filling out the form (set in Options tab) (10 Nov 2019)
Invoices - existing line items have plus/minus for easy incrementing quantity (7 Nov 2019)
Added support for deep linking in login, so you can bookmark https://app.greenrope.com/app2/serenity.pl#Contacts and it will log you directly into the Contacts scren (4 Nov 2019)
Invoices - new line items have a new selector for Discount, which will be applied when the new line item is saved (4 Nov 2019)
Revved CKEditor to 4.13 (2 Nov 2019)
Account Settings > Security - account owners can set expiration days on users' passwords (1 Nov 2019)
Projects > Project Details - tasks are now ordered properly by due date, even if they are dependent tasks (1 Nov 2019)
Opportunities - new checkbox to alert the opportunity manager on the close date that the opportunity is closing today (alert email sent at 7am account local time) (1 Nov 2019)
Membership websites - if viewing a contact in a group that has a membership website, in Groups tab, you can now send the password reset email directly to the contact if no password has been set yet (31 Oct 2019)
Media Library - new Asset Library feature for publishing PDFs in an iframe in your website (29 Oct 2019)
Contacts > Fields - shared access users can still create fields that are shared with all groups and still can't delete fields associated with all groups, but now there's a mouseover on the delete field informing the user that only power users can delete user fields that are shared by all groups (21 Oct 2019)
Re-enabled integration with Google Apps as a verified Google integrator (21 Oct 2019)
Filters (Contacts and Email and Export) - new delivery filter for queued messages (20 Oct 2019)
Communicate > Email Tracking - Google Analytics charts re-activated (18 Oct 2019)
Group Settings - Google Auto-Tagging of links in emails for domains (18 Oct 2019)
Invoices now support mail merge fields in HTML (useful for header/footer personalization) (17 Oct 2019)
Apps > Accounting - Receivables quadrant now shows days overdue / until due for invoices (15 Oct 2019)
Filters will show the name of the saved filter if they match a saved filter (15 Oct 2019) also in the exported file name (20 Oct 2019)
View > Contacts > Opportunities > Kanban - show the journeys opportunities have begun/completed (15 Oct 2019)
Shared Access - two new permissions - Email Broadcast and Companies Tab, which allow users the ability to broadcast emails to large lists and view the Companies tab (respectively) (14 Oct 2019)
Apps > Learning Management System - contacts who have completed modules now have a certificate page. Page is visible in list of students and available to student when done with course. (12 Oct 2019) Certificate logo (19 Oct 2019)
Contacts > Reports > CRM Activities - clicking on chart showing contacts includes contact's Title, if defined (10 Oct 2019)
Apps > Learning - new selectors, redesign page, add links for students in progress to remove them from the course and invite them to a specific module (9 Oct 2019)
Contact details > Edit CRM Activity - update with new selector styles, says "For Opportunity" instead of "Connected To" (9 Oct 2019)
Redesigned Automation > Drip Campaigns page and made it faster for groups with many drip campaigns (8 Oct 2019)
Revved WYSIWYG editor to latest version, updated new color picker dialog function (color wheel in email editor) (8 Oct 2019)
Contacts > Tools > Clean - in the description text of the number of unsubscribes, the number includes fully unsubscribed contacts AND partially unsubscribed contacts (contacts who have unsubscribed from individual groups) and the text has been updated to reflect that (4 Oct 2019)
Fixed an issue where invalid email addresses could be added when creating new contact records in Account Settings > Shared Access, and removed invalid contacts that had been added this way from accounts (4 Oct 2019)
For VARs - copying from a model account now copies over relevant account setting related fields (4 Oct 2019)
Settings > Opportunities - set custom colors for each opportunity path (3 Oct 2019)
MMS messages deliver slower (20 per minute) to abide by carrier requirements for delivery (2 Oct 2019)
Communicate > SMS / MMS / Voice - loading usage asynchronously to speed of page load (1 Oct 2019)
Contacts / Email Filters - new Special Filter - finds contacts with conversions with constraints on conversion codes, stages, date ranges, and min/max total conversion values (30 Sep 2019)
Company Edit Locking - similar to editing contacts, except it locks when editing company data (29 Sep 2019)
Contact Edit Locking - if a user is editing a contact, other users cannot edit that contact (120 second lock) (28 Sep 2019)
Voice - inbound calls from unknown callers are now logged and viewable in the newly redesigned Communicate > SMS / MMS / Voice page. If a new contact is added or an existing contact updated to match a number from an Unknown Call, that call is automatically added to the contact's CRM (27 Sep 2019)
Workflows - Alerts include the manager of the opportunity (if applicable) and custom alert emails support (25 Sep 2019)
API - allows creation of tickets and updates (24 Sep 2019)
Communicate > Surveys - some redesigns, including updating with the new <select> style (24 Sep 2019)
Company details view - Moving all contacts from one company to another uses autocomplete instead of a selector to handle accounts with many companies (23 Sep 2019)
Email / Website content - Merge - date fields support different languages for current date as Heiraten, Juli 8, 2026 (example for German current date) (21 Sep 2019)
Email - Merge - language overrides for embedded opportunity created and close date placeholders, such as OpportunityCreatedDate_de (example for German opportunity created date) (21 Sep 2019)
Workflow Manager > Workflow Activities - general redesign including new selector styles (21 Sep 2019)
Companies - moving to another company uses an autocomplete now instead of a <select> (20 Sep 2019)
Website > Signup Forms - if more than 10 forms, filter in blue bar above forms list to allow for filtering (19 Sep 2019)
Updated charting program to latest version (notice mouseover effects) (19 Sep 2019)
New API function - get ticket updates (18 Sep 2019)
Group Settings - for interactive groups, new default action can bring contacts to dedicated profile update page (17 Sep 2019)
Contact Details - if an opportunity is associated with the contact, and the contact has activities associated with that opportunity, there will be a link to view only those activities (16 Sep 2019)
Website > Signup Forms > Who - confirmed signups now show form data submitted with new button in far right column (13 Sep 2019)
Contacts can have multiple Secondary Companies associated with them, allowing for attachment to other companies besides the primary company (11 Sep 2019)
Dashboard - To-Do list uses infinite scroll, speeding up loading for companies with very large lists of activities upcoming (11 Sep 2019)
Apps > Documents - usable by all shared access users, only shows contacts user has Contacts or Limited Contacts shared access rights to (10 Sep 2019)
New tooltips throughout platform (6 Sep 2019)
New Zaps on Zapier - Action to Create Company and Update Company (6 Sep 2019)
Contact Details > CRM Panel - opportunities open/closed now also show the total value of that contact's open/closed opportunities next to the number of each (5 Sep 2019)
Contacts > Opportunities - now remembers settings when changing from Kanban to List View and vice-versa (4 Sep 2019)
Contacts > Reports > Funnels - for multi-stage conversions, show average number of activities completed for each conversion (1 Sep 2019)
Contacts > Reports > Opportunities - new report showing average number of activities completed by activity and by person who completed the activity for closed won opportunities (31 Aug 2019)
Website > Signup Forms - form signups (unconfirmed and confirmed) now have filter (29 Aug 2019)
Website > News/Blog - new filter by category for list of posts (28 Aug 2019)
Calendar - can filter for only events in the selected group (as opposed to all groups) (28 Aug 2019)
Updated text shown to users when they are reaching their limit in contacts for their account (28 Aug 2019)
Design changes to event details, new selector styles (27 Aug 2019)
Design changes to top area of CRM panel (new selectors, layout updates) (26 Aug 2019)
Added tracking of clicks to surveys from emails (previously would only track if a survey response was logged), and added instructions in using Journeys Decision operators for them (22 Aug 2019)
Zapier update - support for invoice related actions, migrated to Zapier's new CLI zaps (22 Aug 2019)
Apps > Accounting > Receivables - new filter search to find receivables by text match (21 Aug 2019)
Projects - Project Power Users changed to Project Administrators (21 Aug 2019)
DKIM/SPF check on email broadcast sending (19 Aug 2019)
Dashboard > Simple Search - next/previous arrows usable when editing a contact from this view (19 Aug 2019)
New Email Journaling feature allowing users to send to a specific email address to add emails sent and received to the CRM, set up in Account Settings > Integrations (18 Aug 2019)
Expanded ability of power users to see more parts of the platform. Billing and export approvals are still handled by only the account owner, but most other functions have broader abilities for power users. (14 Aug 2019)
Updated Gmail plugin - https://gsuite.google.com/u/0/marketplace/app/greenrope_for_gmail/686420664154, link also available in Help panel (14 Aug 2019)
API - support for pagination when retrieving email broadcasts data (14 Aug 2019)
Group Settings > Event Options - automatic SMS reminders can have text appended to the end of the text message (10 Aug 2019)
Contacts > Reports > CRM Activities - new filter to show only activities associated with a particular group (30 Jul 2019)
Invoices - Loading/saving/deleting UI improved, loading/saving templates now remembers line items, new invoices now show creation datetime in top right corner (30 Jul 2019)
Contact details - new Stats tab shows a chart summarizing totals of all types of activities (27 Jul 2019)
Contacts > List View - when looking at a contact, arrows on the top right corner for showing next/previous contact in list (23 Jul 2019)
Contact details - looking at checkbox user fields, new links to show only checked values vs all (23 Jul 2019)
Contacts > Opportunities > List View - separate checkbox to show/hide closed opportunities (15 Jul 2019)
API - new abilities to create/edit tickets (15 Jul 2019)
Journeys - significant speed increase to 3-4x faster than before (15 Jul 2019)
Creating invoices/quotes - can select a convenient "quote valid until" and/or "invoice due" date with links for Today, +7, +14, and +30 days (11 Jul 2019)
Invoices - once selecting a template to load, a new delete icon will be visible, allowing deletation of an invoice template (11 Jul 2019)
Invoices - loading saved items renamed the button to add the items from "Load" to "Add" (11 Jul 2019)
Loading screen uses new portal-customizable icon in new design (8 Jul 2019)
Contacts > View > Companies - the ability to edit/reorder company fields visible is now available to power users (previously just account owners) (1 Jul 2019)
Contacts > Reports > Funnels - clicking on funnel elements to drill down to contacts now shows activity lead score, and with export permissions can export funnel contacts (30 Jun 2019)
Workflows - Activities can have due datetimes at fractional days in the future (e.g., create activity 1.2 business days from when workflow was activated) (29 Jun 2019)
Media Library - new search for files older than a particular time frame, new search for files not associated with a valid group (29 Jun 2019)
Contacts > User Fields - redesigned page with fields on the left and editable area on the right (28 Jun 2019)
Settings > Group, Settings > Calendar, Communicate > Email Tracking, Communicate > SMS - new select elements, some minor redesign (24 Jun 2019)
CKEditor instances > Wiki button - wiki articles that can be loaded into ticket responses and websites/landing pages now use new select function and can see wiki articles from other groups the user has access to (19 Jun 2019)
New ticket team permission to hide updates related to tickets not assigned to user (18 Jun 2019)
Added new ALL row for shared access to grant/revoke a permission to all users in a group for a particular ability (18 Jun 2019)
Command Center - selectors updated to new style (17 Jun 2019)
New Export permission required for users to export data (16 Jun 2019)
Redesigned Shared Access tab in Account Settings, including making it responsive (16 Jun 2019)
Contacts > Export now allows for selecting and saving columns chosen for the export (15 Jun 2019)
Journeys - added Title and Gender as standard field decisions, and added "Title is" and "Company is" for exact matching (14 Jun 2019)
Contacts > Tools > Group Assigner - new pagination (13 Jun 2019)
Calendar > Appointments - when setting appointments in the backend calendar, new contacts can also have their Mobile number added to the contact record (12 Jun 2019)
Shared Access controls - can now copy permissions from other groups and copy permissions for individual contacts from other group permissions set (10 Jun 2019)
Journeys support Delay until survey is answered, and Decision based on whether a survey response (Select or Quality question type) was a specific response (9 Jun 2019)
Workflows now support the use of HTTPS POST operations with a larger editing area and specific format (6 Jun 2019)
Contacts > View - new pagination (6 Jun 2019)
Contacts > View > Opportunities - phase paths can now set a default by user (5 Jun 2019)
Webpage editor, landing page EasyBuilder, opportunity notes - update to the Video plugin in the WYSIWYG editor (4 Jun 2019)
Automation > Workflows - the Modify Contact Data and Append Contact Data now support affecting a few standard fields, including the ability to set a contact to Unsubscribed (4 Jun 2019)
Contact details > Send Personal Email - new Sensitivity setting that can flag recipients that the message is confidential/sensitive (4 Jun 2019)
Apps > Ticketing - new Ticket Team tab that shows members of the ticketing team and allows setting permissions related to tickets (4 Jun 2019)
Calendar - events can have workflows activated for attendees, minor redesign of event details Settings tab, blue circle on main calendar designating today's date (2 Jun 2019)
Automation > Lead Scoring > Quotas - can change date range for quota calculations, added user pics to left column (2 Jun 2019)
Contacts > Tools > Labels - labels in the PDF generated are ordered alphabetically by contact last name, also added up to 2 filters to limit the contacts added to the PDF (1 Jun 2019)
Contact/Email Filters - Select One and Select Multiple user field types now select the options you want to search for by checking checkboxes. If more than 8 options, a filter is available. (30 May 2019)
Website Manager - new Modern Pro Responsive template (29 May 2019)
Custom fields - show/hide fields in contact details based on logic (29 May 2019)
Ticket forms - custom buttons have new Arrows option to draw more attention to the ticket submit button (25 May 2019)
Tickets can accept any file type (not just images), with files checked against virus scanner (24 May 2019)
Membership websites - member page allows for custom text for "View Detailed Info" to pop-up member details, contact details can be reordered with drag-drop (23 May 2019)
Improved website page resolution, allowing links to work if URL has extra /stuff in it (e.g., https://www.site.com/page-name/extra-stuff will resolve to https://www.site.com/page-name) (23 May 2019)
Journeys - new delay until contact's birthday (23 May 2019)
Events - when changing/adding guest, more validation and checking in place, and transfer of registration options to new contact if changing guest email address (22 May 2019)
Ticket updates - email received by ticket team has a checkbox to claim ticket (21 May 2019)
Slight modification to Ticket Updates when opened via email link to expand more usable space for updates (21 May 2019)
Contacts > CRM Activities Import - improved validation on activity types to ensure too many aren't created and better checking against duplicates (21 May 2019)
Ticketing - ticket forms can now have action buttons with hover colors and effects (21 May 2019)
Recurring invoices can be configured to be "created and sent" (currently this is how all existing invoices are designed to act) and now you can define them to be "Created only" (and not sent) (19 May 2019)
Contacts > Reports > CRM Activities > Overdue/Outstanding activities - reorganized the "Change/Reassign/Delete" dropdown and added ability to add contacts to a group (18 May 2019)
Communicate > Surveys > Survey results - new buttons in dialog top right to refresh and print results (16 May 2019)
Updated main calendar and booking calendar to new version of FullCalendar (15 May 2019)
Contact details - removed Social tab due to API restrictions placed by FB/LI/Twitter (15 May 2019)
Contacts > Import - new import replacement type to better handle data overwrite options (replace only import columns vs replace all contact data) (10 May 2019)
Calendar > Events List - filters for event titles for easier searching (8 May 2019)
Automation > Workflow Manager - alerts can have custom email templates with placeholders (8 May 2019)
URLs in custom objects are automatically links now, in edit mode, found URLs are links with globe icons (8 May 2019)
API - supports setting reminder emails when creating/editing CRM activities, allow create/update opportunties by phase and source name (not just ID) (7 May 2019)
Contacts > Reports > Opportunities > Phase Times - show total average time in opportunities (4 May 2019)
Contacts > Reports > CRM Activities - Overdue Activities report now adheres to date range filter, new convenient date range picker for "all activities" (4 May 2019)
Contacts > Reports > Funnels - new option to show only stage contacts are currently in, add convenient date ranges, improved text layout (1 May 2019)
Contacts > Hot Contacts - shows the amount of time since the latest activity (26 Apr 2019)
Communicate > Voice - in configuring numbers, you can now specify a "Preferred User" for a number that will by default select that number when that user clicks the "Click to call" link for a contact (26 Apr 2019)
Invoices - support for workflows that get activated when an invoice becomes overdue (25 Apr 2019)
Contacts > Visibility - improve appearance of dropped fields for better UI design (23 Apr 2019)
Opportunity Settings > Import - new column to support importing of custom fields with opportunities (23 Apr 2019)
In the GreenRope user portal, 5 new CEO interview videos on the left column (also available on our Vimeo channel) (22 Apr 2019)
Creation date filter in View > Contacts > Opportunities > List view (21 Apr 2019) and phase path filter (22 Apr 2019)
Contacts and Company Research functions converted to Fast CGI (20 Apr 2019)
CRM activity notification emails login link will take user directly to specific contact (19 Apr 2019)
Web push notifications open the specific contact associated with the notification when it's clicked (19 Apr 2019)
Account Settings > Shared Access - new IMAP control panel to manage all IMAP accounts, including adding/removing, and turning on/off automatic email synch (17 Apr 2019)
Landing page EasyBuilder now includes 6 system landing page templates in a special directory available when loading landing page templates (17 Apr 2019)
Changed loading sequence of Contacts > View so that the Hot and Opportunities tabs load asynchronously and slightly behind the main View load for increased loading speed of the main tab (12 Apr 2019)
Membership websites - can set custom text when new password sent to user (11 Apr 2019), set custom CSS for set password page (15 Apr 2019), custom invalid login message (16 Apr 2019)
Contacts > View > Opportunities - new toggle between Kanban and List views (11 Apr 2019)
Opportunities support the use of comments, similar to recently launched CRM Activity commenting system (9 Apr 2019)
5 new quick videos in Help screen - Creating User Fields, Managing User Fields, Managing Groups, Creating A Group, Deleting A Group (9 Apr 2019)
Contacts > Reports > CRM Activities - charts can now be filtered by Tag or Campaign ID (8 Apr 2019)
Public-facing booking calendar - updated coding to use new version of calendar program, also fixed mobile responsive behavior (4 Apr 2019)
Custom fields for opportunities - under the new Opportunity Settings page is a tab dedicated to setup of custom fields for opportunities, with support for different field types and availability to different phase paths. Also filtering in View > Contacts > Opportunities by a custom opportunity field (3 Apr 2019)
Opportunity Settings moved to a separate, dedicated page under Settings (top right navigation) and available to power users, and Contacts > Reports > Opportunities now is read-only (28 Mar 2019)
Quickbooks Desktop integration plugin updated and modernized (Contacts > Import > Quickbooks) (27 Mar 2019)
Contact CRM panel - CRM activities now have the ability to support comments, with comments optionally being sent to everyone who has Contacts shared access to that contact (19 Mar 2019) with dedicated comment reply page available when clicking on button in notification email (25 Mar 2019) and company CRM activities (27 Mar 2019)
Membership websites - strip leading/trailing spaces from password, "Set Password" changed to "Register Now", when requesting password pre-fills email address into form (13 Mar 2019)
Tickets can be blocked that have specific keywords defined (at the account, group, and form level) (13 Mar 2019)
Surveys can have custom designs set at the survey level (by default, design is as defined in Group Settings as a fall back) (12 Mar 2019)
Opportunities can track profit now (10 Mar 2019)
Visual cue (red text) when entering registration options with zero inventory (7 Mar 2019)
Improved captcha handling for signup forms with single opt-in (7 Mar 2019)
Improved window sizing for dialogs within system (7 Mar 2019)
Calendar - CRM activities now show company name next to contact name (5 Mar 2019)
Daily summary email (also available in Account Settings) - added opportunities won/lost in last 7 days and title/value of opportunities (5 Mar 2019)
Communicate > Email - Save function allows saving as a new version, with the Open function allowing for retrieving the current or any past versions (5 Mar 2019)
Apps > Org Chart - new checkboxes to show/hide email, mobile, and phone number (3 Mar 2019)
WYSIWYG Editor > Image - add video URL to mp4 file to embed into message (1 Mar 2019)
Contacts > Reports > Opportunities - filter can now filter on tags assigned to contacts (1 Mar 2019)
Communicate > Email - when building emails, once the message has been saved to the media library, a 60 second autosave keeps the latest changes saved (1 Mar 2019)
Contacts > Visibilty - in the "Load Template" dialog, new red X for deleting existing templates (27 Feb 2019)
Email - now uses 32x32 pixel images, updated icons, and removed Google Plus (23 Feb 2019)
Contacts > Reports > CRM Activities - new report for CRM Activities Created (22 Feb 2019)
Apps > Custom Objects - objects now can have permissions defined for them for controlling object and object attribute visibility by users (21 Feb 2019)
Click to call - adds the number called to the call transcript, so you can see if you called the contact's phone or mobile number (14 Feb 2019)
WYSIWYG editor - new Save function design and interface (10 Feb 2019)
Website Signup Forms - new setting in Options to allow/deny form users to enter free webmail (aol, msn, yahoo, gmail, outlook.com, or hotmail) (5 Feb 2019)
Websites - Membership websites (requiring email/password login) can now customize the "Forgot Password" and "Get Password" emails sent to members (5 Feb 2019)
In Account Settings > Settings, account owner can specify default font for emails built in Communicate > Email and Personal Emails when starting from scratch (without a template) (4 Feb 2019)
Website Signup Forms support creation of custom objects (must use a signup form template, not supported by form EasyBuilder), also cleaned up some design of the signup form templates (3 Feb 2019)
Contacts > View > Opportunities - new Print button to easily print content of the Opportunities Kanban (30 Jan 2019)
IMAP integration has two new settings available to power users - ignore account owner, and ignore shared access users - to prevent internal emails between shared access users and account owners from cluttering IMAP data in contacts; these are turned on by default for all users now (28 Jan 2019)
When editing a contact, if a Select One or Select Multiple user field type contains data that isn't a matching possible option set in Contacts > User Fields, will show visual warning to user (27 Jan 2019)
Contacts > Reports > CRM Activities - main report selector automatically changes chart without having to click a "Show Report" button (just need to change selection) (25 Jan 2019)
When blurring on a text input, automatically trims leading and trailing whitespace (23 Jan 2019)
Settings > Account Settings > Settings - new options for how the account labels "Companies" (18 Jan 2019)
Calendar > Events List - appointments show the name of the person you're having the appointment with (17 Jan 2019)
Settings > Accounts - opens the Settings tab automatically (16 Jan 2019)
Push notification alerts - inbound calls (for the person answering the call) and ticket updates (for the opener and assignee) (16 Jan 2019) and personal email reads (23 Jan 2019)
Website > Pages > Manage Webpage and Blog Editor - added gauge showing the percentage of website traffic goes to that one page (15 Jan 2019)
Apps > Project Manager - projects show budget in gauge chart, project details show task allocation (overhead) and budgets in gauge charts (15 Jan 2019)
Optimized Website > Campaigns and Affiliates to run much faster (15 Jan 2019)
Website tracking, conversion tracking, survey responses, website signups, journeys progress, email clicks - re-architected datetime management for increased speed and performance (13 Jan 2019) and store purchases (14 Jan 2019) and opportunity close dates (21 Jan 2019)
View Company Details - new eye icon next to phone number will display company number in national or international format (10 Jan 2019)
Group Settings - can set new events to be created with SMS Reminders set to Yes by default, also useful for booking calendar appointments (9 Jan 2019)
Merging user fields of "date" type into emails now will use US format (Month Day, Year) if the account is a US account AND the recipient either doesn't have a country defined or is in the US (9 Jan 2019)
Company details - new filter to match against any text string in the activities listed (5 Jan 2019)
Opening tickets by email - now accepts attached images and will attach to ticket (5 Jan 2019)
New filter (top area) - email broadcast read/sent/click for individual broadcasts and over a date range (2 Jan 2019)
General UI update - some buttons in the UI are rounded and bigger now, dashboard and other elements are now flatter (no drop shadows), help is white-on-blue with bigger font, and a few other minor UI elements cleaned up (30 Dec 2018)
Contacts > Fields - when updating possible value options for user fields (Select One and Checkbox types), user will be warned if new possible values will leave orphaned data in contacts (values that will no longer be valid) (20 Dec 2018)
Journeys - when looking at an Action of Send Email, stats now show "Effect" percentage, and all summary stats include raw numbers in title text (19 Dec 2018)
Testing in GreenRope accounts - web browser push notifications - when personal emails sent to contact, click will push notify sender. Also will alert via push when workflow activated with alert to user (16 Dec 2018) with preferences center (19 Dec 2018)
Contacts > Reports - new report type available to power users that shows report data for all companies, not just companies associated with contacts in the selected group (14 Dec 2018)
System wide - changed the way dialogs are opened so they open in a single command instead of two commands, with small increase in speed of UI (14 Dec 2018)
Automation > Workflows - move buttons into Action bar, slight rearrangement of top part of Workflows area (11 Dec 2018)
Ticket update emails have larger, blue "View Ticket" button (9 Dec 2018)
Apps > Ticketing - tickets now show the number of project updates, number of hours, and latest project update for updates associated with that ticket (7 Dec 2018)
Website > Store > Promo (Discount) Codes - new special case where the first 6 digits can give a discount to specific credit card issuers (7 Dec 2018)
Website > Store > Store Item Details - purchase thank you option can now have the purchaser be redirected to an event RSVP page with attendance set to attending (6 Dec 2018)
Events > Settings - new option for guests for "Name (Required)" (6 Dec 2018)
All dialogs are responsive and resize with window resize (29 Nov 2018)
Contacts > View - speed optimization for loading contacts list for accounts with many events (29 Nov 2018)
Automation > Workflow Manager - workflow activities that create opportunities can specify the opportunity path (28 Nov 2018) and can automatically assign products to the new opportunity (29 Nov 2018)
Account Settings > Settings - new Data Settings selector to show different users' Top Opportunities and Opportunities Won data on dashboard widgets (28 Nov 2018)
Contacts > Visibility - power users can save/load visibility templates or easy recall and layout (28 Nov 2018)
Contacts > View > Companies > Export - includes the latest CRM activity from a contact within the company or company-level (whichever is most recent) (26 Nov 2018)
Calendar Settings - when deleting future recurring events, will show the date of the next upcoming event to be deleted (24 Nov 2018)
Booking Calendar Settings - new option for approval to block out a time slot when a request has been made (24 Nov 2018)
Multiple open tabs now respect different browsers (e.g., if you are logged in with Chrome and Firefox and log out of Chrome, Firefox stays logged in) (24 Nov 2018)
Event registration - only shows remaining if < 100 items left for registration option (24 Nov 2018)
Website Builder - blog pages can specify <meta description>, as a fallback, if not defined, blog pages re-write <meta description> to be the first 300 characters of the blog article (taking care to not end in a sentence fragment) (21 Nov 2018)
Convert all account time zones to Olson Time Zones (20 Nov 2018)
Contacts > Reports > CRM Activities - IMAP Sent/Received emails show headers (To/From/CC), completed activities filter shows number visible (18 Nov 2018)
Booking calendar webcal considers recurring events (RRULE) when blocking out time slots (13 Nov 2018)
Automation > Workflow Manager - autocomplete added to conversions created by workflow for easier data entry (13 Nov 2018)
Account Settings > Settings - can use a custom CSS file for an account to customize the UI (10 Nov 2018)
Apps > Tickets - tickets can now be opened by sending an email to a special email address (8 Nov 2018)
Contacts > Reports > Opportunities - new easy date ranges available when clicking the pencil icon (+/- 7 days and this week) (8 Nov 2018) and also Contacts > Reports > CRM Activities (9 Nov 2018)
Website > Store > Purchase/Checkout Options - can now specify what invoices are called (e.g., Orders) when the store generates them (8 Nov 2018)
Website > Signup Forms > Payment > If multiple payments, can set a workflow if recurring payment is declined (6 Nov 2018)
Contacts > View > Cold Contacts - Converted cold contacts to Fast CGI, special case to output all contacts in group with most recent activity (4 Nov 2018)
Contacts > View > Companies - new export button visible if exportability has been granted (account owner only) (4 Nov 2018)
Quickbooks On-Premise plugin updated to supported to 2019 (31 Oct 2018)
Automatic event reminders - attendance status image rendered with Calibri font and converted to fast CGI (30 Oct 2018)
Signup Forms - research yes/no option (29 Oct 2018)
Apps > Accounting - converted to Fast CGI, new journal entry moved to top of journal (29 Oct 2018)
Project Manager - Gantt chart converted to highcharts (25 Oct 2018)
Group Settings - Bounced emails can trigger a workflow (23 Oct 2018)
Multiple tabs supported - system will support being open in more than one tab, also significant speed increases system-wide (21 Oct 2018)
Dashboard > Contacts search - now will look for phone numbers if 4+ numbers entered (20 Oct 2018)
Group Settings > Paypal ID - can set special "disable" case which will turn off paypal payment on invoices (17 Oct 2018)
Surveys support dynamic and standard placeholders (17 Oct 2018)
Contact details > CRM Panel - simulate survey can launch survey for contact (17 Oct 2018)
Account Settings > Data Settings - can specify for invoices if item SKUs are visible to contact (17 Oct 2018)
Surveys - support for unlimited logic rules for each question (13 Oct 2018)
Profile update - unsubscribe - activate workflow (set in Group Settings) (4 Oct 2018)
CRM - create appointment from within CRM if appointment calendar set up (choose date, then show other events on day, then pick time) (3 Oct 2018)
Contact Details > CRM panel - Activity dropdown selector reorganized, added description to videos watched (1 Oct 2018)
Group Settings > Contacts Visibility and Contacts > View - allow contact list view to include objects (1 Oct 2018)
Contacts > View - in list view, if a user field has a lot of data, it will show the first 65 characters by default with a more/less toggle to show/hide the additional data in the user field (28 Sep 2018)
Company Details > Company CRM activities - can be instant completed (25 Sep 2018)
Communicate > Email Tracking - converted to Fast CGI (18 Sep 2018)
Contacts > Opportunities > Import Opportunities - converted to Fast CGI (18 Sep 2018)
Profile Update - includes invoices and quotes (17 Sep 2018)
Increased max file upload size to 32MB (17 Sep 2018)
Automation > Workflow Manager > Workflows - start/stop/pause/resume for all or all with one specific opportunity or all opportunities (16 Sep 2018)
Contacts > Opportunities - top of column shows total value of opportunities in column (10 Sep 2018) also donut chart of phase totals (10 Sep 2018) and can filter by opportunity creation date (16 Sep 2018)
Projects > Project Details - if more than 10 updates for a project, a new button will load all updates rather than requiring the user to scroll down, to make searching easier (9 Sep 2018)
Refactored gray mouseover effects to use CSS instead of JavaScript to reduce browser load (9 Sep 2018)
Companies detail dialog - added Refresh button, some cleanup of company details information shown in top box (8 Sep 2018)
Command Center - option to show group contact locations (3 Sep 2018) and total and average conversion values (5 Sep 2018) and time frame (7 Sep 2018)
Account Settings > Shared Access - checkboxes changed to sliders (2 Sep 2018)
Contact detail dialog > CRM Panel - if company assigned to contact, can attach files and documents to company (2 Sep 2018)
Website > Store - new purchase payment option area under "Checkout Options" to create invoice and automatically send to purchaser (31 Aug 2018)
Booking calendar - can create new slots across multiple business days (31 Aug 2018)
Contacts > Reports > Opportunities - filter by Campaign ID (30 Aug 2018)
Contacts > Opportunities - order in column by close date (30 Aug 2018)
Allow contacts to view/update custom objects on profile update (30 Aug 2018)
Profile update - hide confirm/unsub checkboxes in logged in view (30 Aug 2018)
Company detail dialog > Files can be attached to the company (new slider) (29 Aug 2018) and documents (1 Sep 2018)
Company details dialog includes personal emails (28 Aug 2018)
Media Library - advanced search function can search through contents of documents (26 Aug 2018)
Invoice - "Load" button line items also read in store items and opportunity products (23 Aug 2018)
Website Manager > Pages > Edit Page > Navigation - can set pages to open in a new tab (21 Aug 2018)
Import opportunities - can include optional OpportunityID in import to overwrite existing opportunities (21 Aug 2018)
Upgraded voice transcription/recording - transcription now shows the two parties separately, and audio playback is in stereo (each channel represents a caller) (21 Aug 2018)
Contact Details > CRM Panel > Edit Opportunity - can reassign primary contact for opportunity to another contact listed as an associated contact for that opportunity (20 Aug 2018)
New page on GreenRope website for GreenRope Certification Program under Resources (20 Aug 2018)
WYSIWYG - Article loader - updated UI (20 Aug 2018)
Calendar - appointments show appointment name in calendar view (20 Aug 2018)
Dashboard > KPIs - converted to Fast CGI (19 Aug 2018)
Website > Pages - editing pages now shows entire webpage with editable content boxed in with red/white dots (18 Aug 2018)
Navigation > Group selector - shows green icon if booking calendar associated with group (18 Aug 2018)
Group Settings - will prevent deleting a group if there are media files/images/articles/videos associated with that group (18 Aug 2018)
Website > Tracking > A/B Splits - new chart for tracking number of conversions, optimized code to run faster (16 Aug 2018)
Workflows - can stop all journeys for a contact now (13 Aug 2018)
Calendar and Booking Calendar - converted to Fast CGI, registration panel design update (11 Aug 2018) and public facing booking calendar (13 Aug 2018) and auto-detect visitor timezone (26 Aug 2018)
Calendar Settings - Booking calendar can be set with a default view when public calendar is opened (7 Aug 2018)
Booking calendar - management view (when logged in) - add new monthly list view, also added business hour shading to calendar (7 Aug 2018)
Booking calendar - public calendar view - removed "day" view and replaced with a monthly list of time slots (7 Aug 2018)
CRM panel - when activities are completed that activate workflows, show workflow name that was activated (7 Aug 2018)
Booking calendar - time slots can set custom description/notes when appointment is confirmed, also in Calendar Settings can set default Comment and Event Description (6 Aug 2018)
Calendar Settings - can now add and update event locations (6 Aug 2018)
Booking calendar confirmation - attach .ics of event (4 Aug 2018)
Filters - Adjustments - can now filter by "Checked In" event attendees (3 Aug 2018)
Calendar - can send ical .ics file to user with selector and Send button below calendar (2 Aug 2018)
Booking calendar (public facing) - layout adjustments and general look-and-feel improvements, also does not show slots from before current date (1 Aug 2018)
Communicate > Email - set preheader for messages (31 Jul 2018)
Communicate > Email Tracking - allow updating content of scheduled broadcast without having to delete and resend (31 Jul 2018)
Contacts > Details > Groups tab - redesigned with white boxes on gray background, organized like the groups dropdown selector (29 Jul 2018)
Contacts > Reports > Opportunities - allow editing even if no opportunities defined in account yet (29 Jul 2018)
Filters - Adjustments - can now filter by "pending" event attendees (29 Jul 2018)
Store - inventory controls (manual add/remove records who did it, when, IP, description) (27 Jul 2018)
Automation > Workflows > Edit Workflow > Sending Actions - SMS textbox shows number of characters in outgoing text message (25 Jul 2018)
Contacts > List - new icon next to addresses that can pop up to show maps and visit widget (23 Jul 2018)
Store - convert to Fast CGI (18 Jul 2018)
Lead Scoring user field assignment - updates within an hour (17 Jul 2018)
Website > Store - update design to white on gray, goals chart to Highcharts (14 Jul 2018)
Contacts > Details > Groups - new links to show groups the contact is in or all groups (12 Jul 2018)
Project Manager - Project Power Users can edit project categories, task categories, and task stages (12 Jul 2018)
Contacts > Reports > Opportunities - products can have descriptions defined, which then can be clicked on when creating/editing opportunities within the CRM panel (12 Jul 2018)
Contacts > Reports > Opportunities - define Product Catalog with phase paths for each product, then in Contact Details > CRM panel when creating/editing opportunities only eligible products are visible (11 Jul 2018)
Contacts > Opportunities > Export - includes email, phone number, and mobile number (10 Jul 2018)
Communicate > Surveys - converted to Fast CGI, results dialog redesign, filtering by demographic data (10 Jul 2018)
Journeys > Load Journey - dialog redesign, add ability to create/edit/delete folders (8 Jul 2018)
Contacts > Hot Contacts (and Hot Contacts scatter plot on Dashboard) converted to Fast CGI (7 Jul 2018)
Contacts > Filter actions > Export as Group > remove from group as option for what to do with the contacts chosen (7 Jul 2018)
Workflows > Sending Actions - can send MMS image immediately upon workflow activation (6 Jul 2018)
Contact details > CRM panel - adding new CRM activity has placeholder text to prompt the user to add notes to the activity (5 Jul 2018)
Automation > Workflows - New Workflow - dialog box made bigger so you can enter everything without scrolling (5 Jul 2018)
Communicate > Email Tracking - main screen on initial load date ranges for send/click/read history use datepicker instead of dropdowns (5 Jul 2018)
IMAP redesign allows for faster synching (up to 30 minutes per account depending on mail server) (5 Jul 2018)
Media Library - can update permissions (Action bar - Edit) for multiple assets at once (5 Jul 2018)
Apps > Ticketing > Search - date range and demographic field filters, grouped by ticket and now showing all updates for a ticket. Also redesigned search results. (5 Jul 2018)
Contact Details > CRM panel - save CRM activity alerts if no future activities set (3 Jul 2018)
Account Settings > Settings > view / export (if export permission granted) recent actions by date range (2 Jul 2018)
Contacts > Hot / Cold - demographic filter for contact created in the last 30/60/90 days (26 Jun 2018)
Group Selector - new icon for IMAP synch set up for that group (26 Jun 2018)
Apps > Ticketing > Forms - shows number of tickets closed by day by form (25 Jun 2018)
Tickets - closing tickets allows for setting ticket resolution (options set by category) (24 Jun 2018)
Contacts > Hot/Cold - contact demographic filter (23 Jun 2018)
Contacts > Reports > CRM Activities > Completed CRM Activities - click on Sent Personal Email in chart will show number of reads and clicks from personal emails sent (23 Jun 2018)
New App! Org Charts! (20 Jun 2018)
Communicate > Surveys - survey results can be exported as both Excel and now CSV format (18 Jun 2018)
Contacts > Reports > Funnels - new history charts to see history of conversions numbers and rates, and values and average values (18 Jun 2018)
CKEditor - Upload images - resize to 200/400/600px wide (17 Jun 2018)
Surveys - changed icon for reports, added report to left side survey nav (16 Jun 2018)
Manage Website - update profile placeholder widget to allow contacts to log in to a public member website and update their profiles (12 Jun 2018)
Account Settings > Subscription - simplified layout of left pricing circles (11 Jun 2018)
Group Settings > IMAP configuration - add warning to user if data mining from message body checkbox is checked (10 Jun 2018)
Dashboard and Contacts > Reports - Funnels - click on funnel to see contacts - shows first campaignID in far right column (6 Jun 2018)
Website > Manage Website/Landing Pages/Blogs - under "Design" tab, website preview inside the iframe only loads once the Show Preview button is clicked now (speeds up screen load) (6 Jun 2018)
Event RSVP - maps replaced with TripProximity widget (3 Jun 2018)
Opportunities - all opportunity functions now Fast CGI (3 Jun 2018)
Contact details - link under Company details that will take contact data and assign to company (1 Jun 2018)
New javascript for website tracking (1 Jun 2018)
Contacts > View screen redesign (30 May 2018) and added color codes to CRM activities (5 Jun 2018)
Contacts > Reports > CRM Activities - filter now allows for filtering by first or any campaign ID (30 May 2018)
Contacts > Reports > CRM Activities - new chart types for "Engagement" to show how well your groups are engaged by different CRM activities (30 May 2018)
Contacts > Reports > CRM Activities - reassign/delete opportunities from outstanding/overdue chart (after clicking on chart element) (29 May 2018)
Documents - set recipient signing deadline (25 May 2018)
Send Personal Email - converted to Fast CGI, show contact data and latest CRM activities in columns next to email (24 May 2018)
Manage Website > Blog - converted to Fast CGI, fix category checkboxes (23 May 2018)
SEO keyword analysis built into Blog builder in Website Manager (22 May 2018)
Account Settings > Subscription - new design for panel (22 May 2018)
Invoices converted to Fast CGI (21 May 2018)
Dashboard and Contacts > To-Do List - add focus icon to toggle address/phone number, Contacts > To-Do List - add Print button (19 May 2018)
CLEditor removed from web application (Shared Access, Forum, Contact details user field edits) and replaced by CKEditor instances (18 May 2018)
Communicate > Email Tracking - chart mouseover text more clearly describes read/click/unsub/complaint percentages are based on delivered (non-bounced) emails (18 May 2018)
Company Details > Edit Company Data - WYSIWYG editor changed from CLEditor to CKEditor, minor styling adjustments (18 May 2018)
Contact Details > CRM panel - Filter checkbox design updated, added new filter for "Journeys & Workflows" (17 May 2018)
Appointment calendar - read Google Calendar (or any webcal) and exclude any time slots that have existing Google Calendar events in them (16 May 2018), also allow for weekly repeating of slots and fixed button color (17 May 2018)
Website Manager - new field for Open Graph Image set for homepage and individual pages, blog pages automatically get first image and blog title and set those for Open Graph image and title (15 May 2018)
Contacts > Reports > Contact Reports > new chart type Group Attribution by First Campaign ID (total conversions and average conversion value) (11 May 2018) with first webpage visited (14 May 2018)
Group Settings > Email Options > Forward to a Friend - can set the link text to join the group the email was sent from (9 May 2018)
Contacts > Visibility - fast CGI conversion (7 May 2018)
Group selector - green icon account owner/member icons represent public groups (7 May 2018)
Responsive CSS adjustments for email EasyBuilder templates to make them work better on more devices (7 May 2018)
FastCGI conversion for Automation > Workflow Manager, Drip Campaigns, and Lead Scoring (6 May 2018) and Automation Manager (7 May 2018)
Contact details - bounced warning at top - mouseover to see subject line and datetime of email that bounced (6 May 2018)
VARs - organized account owners and shared access users into groups in the portal manager account, set up on daily synch (6 May 2018)
Communicate > Easy Builder - Preview function creates a 3rd tab for showing a mobile version previous (2 May 2018) with iPhone overly image (7 May 2018)
Workflows - support for pausing/resuming journeys (1 May 2018)
Workflow Manager - redesigned into more tabs (1 May 2018)
Website > Signup Forms - support for upload contact picture via HTML5 like custom objects (30 Apr 2018)
Portal Manager - show shared access users (29 Apr 2018)
Automation > Lead Scoring > Quotas and Leaderboard - filter by CRM activity(ies) (27 Apr 2018)
Contacts > Reports > CRM Activities - click the pencil icon to select convenient pre-defined date ranges (27 Apr 2018)
Group Settings - allow for 30 days prior to birthday for sending emails and activating workflows (27 Apr 2018)
Contacts > Reports > CRM Activities - CRM Timeliness report (25 Apr 2018) and made clickable (27 Apr 2018)
Drip campaigns can have annual recurring actions (25 Apr 2018)
Workflows can stop journeys (24 Apr 2018)
Email > Communicate > Open Save Messages - includes shared access folders (23 Apr 2018)
FastCGI ticket.pl and signup form public facing scripts (j.pl and j1.pl) (20 Apr 2018)
Contacts > Visibility - drag-drop sections around (18 Apr 2018)
Contacts Research - now integrates with TowerData to pull in education, occupation, homeowner status, net worth, and more (18 Apr 2018)
Journeys - delay until link click can also optionally max out at hours before opportunity close (18 Apr 2018)
Workflow manager - show icon for last time workflow was activated (16 Apr 2018)
Journeys - delay until time of day, pause journey for single contact (15 Apr 2018) and added to API (18 Apr 2018)
Communicate > Email > WYSIWYG Editor - Open/Templates function dialog redesign (14 Apr 2018)
Quote acceptance page and invoice shows group logo/image top right (13 Apr 2018)
Website > Signup Forms - when looking at form details, above the list of unconfirmed signups is a new button that removes all unconfirmed signups (13 Apr 2018)
Ticketing > Ticket Categories > Close ticket can trigger workflow (11 Apr 2018), updated user experience for editing categories (13 Apr 2018)
Automation > Workflows - redesigned Activities tab, activities can be filtered by contacts in group or not in group (11 Apr 2018)
GreenRope website - new comparison with ClickFunnels (11 Apr 2018)
LMS - set customized "Click here to complete this module" text on final chapter of module (8 Apr 2018)
Invoice payment - can trigger workflow, invoices/quotes can be associated w/ opportunities (6 Apr 2018)
Accept quote - when triggering workflow, put quote amount in alert text (6 Apr 2018)
VARs - with BlueSnap, can accept subscriptions in different currencies (USD, EUR, CAD, AUD, NZD, CHF, NOK, SEK, DKK) (2 Apr 2018) and now (SGD, CZK, and MXN) (6 Apr 2018)
Help - new fireside chat videos (20 Mar 2018)
Website Signup Forms - Step 1 Alert Email and Notification Email recipients can be defined by Dynamic Placeholders (14 Mar 2018)
Workflows - edit workflow details now shows a field where you can store notes about the workflow (12 Mar 2018)
Opportunities - saving opportunities checklist updates Opportunity arrow (12 Mar 2018)
Wordpress plugin update (9 Mar 2018)
Daily summary - includes quotes accepted / converted to invoices (3 Mar 2018)
New group dialog - remove group type/activity (2 Mar 2018)
Commonly used zaps now include LinkedIn (2 Mar 2018)
Opportunities > Export All - products column is JSON with values of the products shown as value for each element (28 Feb 2018)
Wiki - public wiki hyperlinks only public topics that are in the same group (28 Feb 2018)
When accepting a quote, if a workflow is activated, the alert notes will include the quote number and a link to the quote (23 Feb 2018)
Apps > Learning - each module can have its own custom congratulations page that the student is taken to after completion. The page has the encrypted key for the next module in the query string (23 Feb 2018)
Group Settings > Email Options > Profile Update - fields are now drag-and-droppable to rearrange order, profile update page available to users who click the link on emails redesigned (23 Feb 2018)
Contacts - Details tab to white on gray, hot tab number formats, opportunities kanban design (22 Feb 2018)
Added 2 more templates to Easy Builder - Earthrise and Tropical Beach (20 Feb 2018)
Apps > Projects > Create New Project - can select if adding all members of group to project or just manager to start (20 Feb 2018)
Added 8 templates to Easy Builder - including Bamboo, Cityscape, Mountain, Jet Takeoff, Runway, Zen Candles, and Winter (19 Feb 2018)
Contacts > Reports > Opportunities - filter by path (18 Feb 2018)
Adjusted powered by footer in emails to use span and div tags instead of p tags for better centering performance (18 Feb 2018)
Added Trip Proximity widget to Company Detail dialog (18 Feb 2018)
Invoices - option for quotes to be accepted and not change into invoices, also store quote acceptance date (15 Feb 2018)
Contact details - Groups tab shows the number of groups and an asterisk if user has shared access (15 Feb 2018)
Change design of Automation > Lead Scoring > Automation and User Field Assignment tabs to white on gray (14 Feb 2018)
Updated FullCalendar calendar program to 3.8.2 (14 Feb 2018)
To-Do List - flag high priority activities by clicking flag icon toggle (13 Feb 2018)
VARs can now prepay their portal subscriptions to GreenRope (accepting payment by check) (13 Feb 2018)
Dedicated GDPR page in footer of GreenRope.com website (13 Feb 2018)
Contact details - new TripProximity widget tab for map and transportation (11 Feb 2018)
Contact Edit - if the user is a shared access non-power user, editing another user's contact record will be disabled (10 Feb 2018)
Ticketing forms - ticket details entry field can be made optional (10 Feb 2018)
Website > Campaigns & Affiliates > create new campaign (8 Feb 2018)
Added link to TowerData in help left column (8 Feb 2018)
CRM - IMAP - new View Message preview for first 500 chars of message (removes HTML and compresses whitespace) (8 Feb 2018)
Ticketing forms - javascript pre-submit validation with on-screen hover alerts for empty mandatory fields (7 Feb 2018)
Help - added link to NeverBounce for GreenRope users, for VARs added links to Olark and CRM Connector Zap (7 Feb 2018)
Opportunities > Import Opportunities - alert user if adding opportunity to unsubscribed contact (6 Feb 2018)
Upgraded jQuery to 3.3.1 (5 Feb 2018)
Dashboard and Contacts > To-do list - if the user is not in the group assigned to the CRM activity, show activity but warn user instead of hiding activity from user (31 Jan 2018)
Contact > Contact Details Export - export of all data collected about a single contact for GDPR compliance, available only to account owner (31 Jan 2018)
Workflows > Trigger Actions > Send Alert Email To - new checkbox to allow the ability to turn on/off sending an alert to the opportunity manager if workflow activated for an opportunity (26 Jan 2018)
Custom Objects > Search - add results to group (24 Jan 2018)
Telephone number input field library updated to latest version (22 Jan 2018)
Apps > Projects > Kanban - limit drag-drop to 250 tasks to prevent browser from locking up (22 Jan 2018)
Apps > Custom Objects > Search - date range with datepicker and greater/less than for decimal and integer fields for better searching (20 Jan 2018)
Account Settings made Fast (19 Jan 2018)
Media Library - Custom URL is now a link and is easy to copy and paste (17 Jan 2018)
New Group Setting - when contacts removed from group, specify what happens to CRM activities that are attached to that group (16 Jan 2018)
Apps > Custom Objects > Search - integer and decimal results in searchs show sums of those columns in footer (16 Jan 2018) and averages (27 Jan 2018)
Website Tracking > Pages > Details for page - shows location and title text shows referrer (15 Jan 2018)
Custom Objects - support for images and files (13 Jan 2018)
Website Tracking > Known Contacts - View Details now shows the IP address and geolocation of the webpage visitor (9 jan 2018)
Website Tracking - can assign campaign ID to the webpage visit (Website > Tracking > Code shows how) (7 Jan 2018)
Account Settings > Settings - account owner can turn on/off Collaboration and Custom Objects features (6 Jan 2018)
All checkboxes in platform replaced with new styled checkboxes (4 Jan 2018)
Navigation uses a new javascript function that is more tolerant of slower connection speeds (2 Jan 2018)
Contacts > Reports > Funnels - Funnel planning tool w/ estimating (31 Dec 2017)
Contacts > Reports > Funnels - time in stages table shows conversion values (30 Dec 2017)
Moved CRM Activity definition to Account Settings, and made available only to account owners and power users (28 Dec 2017)
Contacts > View > To-Do List - shows a combination of to-do list dashboard left side and chart widgets (28 Dec 2017)
VARs - set model account, create new account from model (copies model user fields, journeys, workflows, groups) (27 Dec 2017)
Move Website Tracking > Conversions & Funnels, Contacts > Reports, Contacts > Opportunities to new tab under Contacts, default Contacts > Opportunities to Kanban style, also made Fast (26 Dec 2017)
Some checkboxes in the UI replaced with iOS style sliders (20 Dec 2017)
Custom objects launched in BETA to all users (19 Dec 2017), API available and documentation added (27 Dec 2017)
Opportunity checklists - textarea for notes entry, automatic links below notes textarea if URLs found, some design improvement (16 Dec 2017)
Media Library - search extended to search by ID and size (12 Dec 2017)
Workflows > Workflow Activities - for activities that create opportunities, you can set the value of the opportunity created to a User field value (6 Dec 2017)
Tags - new configuration in Account Settings to allow for tags to be seen/chosen by shared access users to show all tags or just tags in groups they have access to (30 Nov 2017)
CRM Panel > Journeys Progress - each stage shows notes for all future progress steps for better information about what happened and why (30 Nov 2017)
Contacts > CRM Panel > Edit Opportunity - when adding a contact associated with an opportunity, the select was replaced with an autocomplete (29 Nov 2017)
Contacts > CRM Panel - clicks on media library assets will show the description of that asset below the URL (28 Nov 2017)
Contacts > Reports - new filter allows for filtering by campaign ID (first or any) (8 Nov 2017)
Membership websites > Forgot Password - now uses the website's template for the design of the webpages the user sees (5 Nov 2017)
Workflows - CRM activities created by workflows can alert assignee (1 Nov 2017)
Contact details > CRM panel - for emails sent, the "View" link will bring up the actual version received by the recipient with placeholders replaced (30 Oct 2017)
Dashboard - Calendar Widget - new close link by activities, bolded activity if assigned to user logged in, also reordered CRM activities to be more intuitive (30 Oct 2017)
Invoices - new option for Purchase Order (29 Oct 2017)
Communicate > SMS - incoming SMS messages to a Twilio number can be forwarded to one or more email addresses (29 Oct 2017)
Apps > Accounting and Invoices - new button in Accounting opens up all invoice SKU items, including ability to import many at once (29 Oct 2017)
Apps > Accounting - net profit/loss chart converted to Highcharts (25 Oct 2017)
Invoices - autocomplete SKUs when adding saved items to invoice (24 Oct 2017)
Opportunities - phase movement history goes back 90 days (23 Oct 2017)
Public event registration page - larger font, white box on gray for notes, larger entry fields for email/security captcha (20 Oct 2017)
Automation - Link Library - Dynamic links have new Clipboard button to capture the dynamic link and put it on your clipboard for easy pasting (20 Oct 2017)
Media Library search (12 Oct 2017)
Removed "Special Website for Android/iPhone" from website manager, in favor of having people use responsive design for websites (10 Oct 2017)
Account Settings > Settings - drag and drop for building new contact form set to overflow auto for easier drag and drop from right to left column (7 Oct 2017)
Account Settings - Weekly data integrity alerts - if in group x, warn if field is blank to sales manager email address (4 Oct 2017)
Journeys - decisions on tags (2 Oct 2017), delay until link clicked with maximum wait time for click to happen (3 Oct 2017)
Increased grace period for declined cards from 1 to 2 days until account lockout (2 Oct 2017)
Tickets - add text field for instructions (2 Oct 2017)
Website > Tracking > Funnel - new checkbox to combine contacts from the same company (29 Sep 2017)
Automation > Link Library - dynamic links with tracking and redirects (29 Sep 2017)
Group Settings > Email Options - birthday and one-week prior birthdays can activate workflows (26 Sep 2017)
Contact details > Prediction icon will apply predictive analytics rules to contact to show what conversions are most likely (24 Sep 2017)
Automation > Prediction - can clear out correlation rules, light/dark text shows if rules have been set up (24 Sep 2017)
New mobile app updated to fix some contact search issues and make updating CRM records easier (22 Sep 2017)
User fields - highlight if set to not be visible in contact details (22 Sep 2017)
Contact filters - don't show filterable fields if they don't apply to the user (22 Sep 2017)
Contact Details > CRM Panel - conversions have caret to show/hide conversion, store, and event payment summary details (21 Sep 2017)
Invoice - send can also cc additional email addresses, sending logged in account activity log (21 Sep 2017)
Automation > Lead Scoring > Cold lead scoring - option so anyone in company can negate trigger (19 Sep 2017)
Company details - suggest website domain based on email addresses of contacts in company (won't suggest webmail domains), allowing one click to set domain if it's currently blank (16 Sep 2017)
Rev CKEditor to 4.7.3 (15 Sep 2017)
Gmail Chrome extension - updated to work correctly with shared access users (15 Sep 2017)
Company Details - Re-enabled company research with a valid website URL (14 Sep 2017)
Website > Signup Forms > HTML > Floating Iframe - time delay show form instructions and test (12 Sep 2017)
Top Nav - Log out moved under Settings, Settings moved to top right, Log Out changed to Sign Out (11 Sep 2017)
Dashboard - badges loaded asynchronously so page loads faster (10 Sep 2017)
Email Tracking > Journeys tab (10 Sep 2017)
Project Manager - timer has gray background and CKEditor and can associate updates with tasks, details dialog shows budget even if no hours toward it yet, shared access users only see projects they are in or if project is associated with all group members (6 Sep 2017)
Contacts > List View - can add new tags when mousing over name and clicking add tag, or edit existing tags by clicking on tag icon, converted to FCGI (5 Sep 2017)
Automation > Link Library - data table update, converted to FCGI (4 Sep 2017)
Tickets and Projects - if contact in group bounces, show Bounced icon next to name (4 Sep 2017)
Redesign dashboard simple search, conversion drivers in Contacts > Reports to use new datatables design, upgraded datatables (2 Sep 2017)
Contacts > Reports - Conversion Values Measured and Conversion Drivers have conversion filter, Conversion Drivers show data below chart (31 Aug 2017)
Contacts > Reports - conversion drivers (31 Aug 2017)
Website > Campaigns and Affiliates - conversion drivers charts (total revenue, avg revenue, stage depth) (29-30 Aug 2017)
Website > Campaigns and Affiliates - show unknown/known contacts in campaign list, campaign details pop up into dialog (29 Aug 2017)
(For VARs) Email confirmation receipts for subscriptions will include a warning if the card on file expires this or next month (29 Aug 2017)
Projects - new Action to quick add a new task (25 Aug 2017)
Vanity booking calendar URLs (23 Aug 2017)
Website > Tracking - removing domain no longer redraws entire analytics system, providing faster UI/UX (23 Aug 2017)
Ticketing > Public Forms - show chart of ticket opens by form by day, click to show who opened each ticket (22-23 Aug 2017)
Fixed responsive classes for iPad/iPad2 for top navigation when in landscape mode (22 Aug 2017)
Fixed embedded tracking code for Vimeo videos in external sites so all references are https (22 Aug 2017)
Tickets - public ticket forms (new and update) redesigned (22 Aug 2017)
Compact Dashboard - converted table layout to divs, added box shadows on widgets (20 Aug 2017)
Journeys - new decision option - "Read or Click" (20 Aug 2017)
Group Folders - improved speed with FCGI, changed scrolling so each column scrolls independently (19 Aug 2017)
Subscription (Upgrade Now / Manage Subscription) - opens in a dialog instead of a new browser tab (19 Aug 2017)
Email - with the entire IP range moved to our new proprietary sending system, users can now send at current time zone if we have the address for the contact (17 Aug 2017)
New dialog converted to Fast CGI for faster execution and popup behavior (17 Aug 2017)
Calendar - delete event uses new dialog (17 Aug 2017)
Contacts - List view - the magnify icon brings up the notes for the CRM activity (16 Aug 2017)
Convert Signup Forms to Fast CGI (15 Aug 2017)
Account Settings / Daily Summary email - show logins by all users (14 Aug 2017)
Website > Signup Forms > HTML - new example of HTML to show Floating Iframe (14 Aug 2017)
Added Group Folders item under the Settings nav top right (14 Aug 2017)
Added zero state for Collaboration tool if user is not part of any interactive groups (14 Aug 2017)
Dashboard - CRM activities overdue by more than 7 days have red glow, also in Contacts > CRM Activities > Overdue Activities > Click on chart (12 Aug 2017)
Contacts > User Fields - import user fields (12 Aug 2017)
Groups list / folder assignment - edit folder icon (pencil) is always visible to rename folders (11 Aug 2017)
Invoice payment screens for Authorize.net and Paypal design updates to match new UI elements (11 Aug 2017)
Quick Add CRM Activity - button now opens dialog, available on dashboard quick search (11 Aug 2017)
Contacts > CRM Activities > Reports > Completed CRM Activities - new text filter to help search/filter for keywords (11 Aug 2017)
Invoices / Projects - create invoice from projects/hours from date range, also moved invoice buttons to dialog box (10 Aug 2017)
Dashboard > Recent Actions - now visible for all Power Users (9 Aug 2017)
App > Advancement - charts updated, when a contact reaches a rank, it shows all ranks previously reached instead of just the most recent rank attained (9 Aug 2017)
Website > Signup Forms > Who - confirmed signup form subscribers can be added to the selected group (4 Aug 2017)
New Chrome Gmail extension (1 Aug 2017) - faster, prettier
System UI redesign (31 July 2017) - gray boxes, new tabs
SMS - opt-in keywords increased from 3 to 9 keywords per number (31 July 2017)
Contact > Send Personal Email - if you have secondary email addresses defined for the contact, checkbox will allow you to send to them or not (26 Jul 2017)
New code released for website tracking (21 Jul 2017), Wordpress Plugin updated (25 Jul 2017)
New design for Communicate > Email (18 Jul 2017)
Contacts > Opportunities > Import now automatically will activate workflows if automation for that is set for phases that are changed for existing opportunities, or if importing new opportunities with phases with automation (18 Jul 2017)
New CRM Panel design (12 Jul 2017) with some final design changes and layout adjustments (13 Jul 2017)
Group Settings > More Settings - ticketing can restrict shared access to only see tickets assigned to them (11 July 2017)
Contacts > Opportunities > Export - now includes phase path and fulfillment start/end dates (5 Jul 2017)
Contacts > Charts, Website Tracking - legend has icon to show only that data set (3 Jul 2017)
Tickets - details area can have default content loaded in it (1 Jul 2017)
Revved CKEditor to 4.7.1 (29 Jun 2017)
Dashboard - Upcoming tasks will show all users' tasks if account power user (28 Jun 2017)
Ticketing Forms - customize masthead, headline, and intro text for new and followup ticket updates (28 Jun 2017)
Contacts > CRM Activities > Report charts now will scroll if over 20 shared access users shown with CRM activities (26 Jun 2017)
Rev Highcharts to 5.0.12, CKEditor to 4.7.0, re-enabled keep text selection if not a full HTML page (26 Jun 2017)
Contacts > CRM recurring activities - can recur first weekday of the month (21 Jun 2017)
Journeys - Delay operator set to specific date, user field date, or opportunity date (19 Jun 2017) or when document is e-signed by recipient (21 Jun 2017)
Opportunities - Checklists (defined at bottom of Contacts > Opportunities), editable in the Opportunities Arrow (18 Jun 2017)
Journeys - Contacts Progress - show a table of each box in a Journey with the number of contacts at that box, mouseover for highlight, draggable box (13 Jun 2017)
Communicate > Email Campaign Optimizer - automated way to do A/B/C/D/E split testing (13 Jun 2017)
Signup Forms > Edit Form > Information - you can specify multiple possible values for logic in showing contact fields (8 Jun 2017)
Projects - clean up copy projects area, copying project also copies checklists associated with tasks (8 Jun 2017)
Communicate > Build/Send Email - Template selector format cleanup (8 Jun 2017)
Automation > Drip Campaigns - can now filter by group membership (7 Jun 2017)
Rev jQuery to 3.2.1 (6 Jun 2017)
Contacts > Opportunities > Opportunity Phases - can now define opportunity paths that restrict which phases an opportunity can go down (6 Jun 2017)
Calendar Settings - new design launched(2 Jun 2017)
Kanban remembers vertical order of cards (2 June 2017)
Account Settings - new design launched (31 May 2017)
Group Settings - new design launched (30 May 2017)
Project Manager - Kanban Board, colored projects (23 May 2017)
User Fields - new design for entire page (18 May 2017)
Project Manager - tasks now have checklists (16 May 2017) and phases (21 May 2017)
For VARs - Journeys and Drip Campaigns now include shared portal HTML files for selecting emails to be sent (16 May 2017)
Contacts > Opportunities - opportunities show a graphical arrow of progress (13 May 2017)
Workflows - if activated within an opportunity, alert goes to opportunity manager automatically (11 May 2017)
Project Manager > Project Details - tasks show picture of task manager next to task description (10 May 2017), infinite scroll for faster load (11 May 2017), drag project members to task teams (13 May 2017)
Website Tracking - new chart showing total pageviews by campaign ID (10 May 2017)
Company details dialog redesign (8 May 2017)
Journeys - detect journeys that loop back on themselves and prevent infinite loops in save (6 May 2017)
User Fields - configuration is now a separate tab under Contacts instead of attached to Group Settings (5 May 2017)
Document signing - added checkbox with text confirming adopting signature (5 May 2017)
Projects > Project Details - Tasks can have comments and can mention other project members (4 May 2017), reorganize tabs (4 May 2017)
Workflows > Start Journey - new restart journey options to allow for rules to govern when workflows can restart journeys (1 May 2017)
Website > Store - Item Categories can now be hidden (1 May 2017)
Workflows - Activities created can be dynamically assigned to a contact based on an email address in a user field (1 May 2017)
Contacts > Import now uses a new HTML5-based import process with more detailed, user-friendly reporting (28 Apr 2017)
Journeys > Save - new Export function to save Journey data file as a text file, also in Load you can import an exported Journey data file (28 Apr 2017)
Contacts > CRM Panel - create new document and attach to contact record (28 Apr 2017)
Workflows - once a document has been created in the Media Library, workflows can send documents to contacts automatically (27 Apr 2017)
Apps > Documents - now include forthcoming native documents, PandaDoc, and RightSignature under the same screen (24 Apr 2017)
Media Library - new object "Document" that can store complete HTML documents (24 Apr 2017)
Account Settings - new tab "Zapier" that shows common zaps (21 Apr 2017)
Edit Contact - the word "Company" next to the Company field is now a link to open the company details page (19 Apr 2017)
GreenRope officially part of EU-US and Swiss-US Privacy Shield programs (18 Apr 2017)
CRM Connector Zap now available for all VARs to use under white label (17 Apr 2017)
New ticket forms use CKEditor (14 Apr 2017)
Journeys can be deleted (13 Apr 2017)
PandaDoc integration available to all users under Account Settings > Integrations (13 Apr 2017)
Standardized dashboard widget titles to same size/color, increased system font to 14px, p tags to 1.5 line spacing (10 Apr 2017)
Funnel widget (dashboard and website tracking) does not show value if value is zero (10 Apr 2017)
Calendar - Rev FullCalendar to 3.3.1 (8 Apr 2017)
Journeys - flag email recipients who previously bounced or unsubscribed as such, and excluded from sent totals (6 Apr 2017)
Mobile App 2.0 launched (6 Apr 2017)
CRM Connector Zap submitted to Zapier (5 Apr 2017)
Account page - if Trial changed from "Choose A Plan Now" to "Choose Your Plan Now", if Active changed "Upgrade Now" to "Upgrade / Update Now" (4 Apr 2017)
Group Settings - added headlines (3 Apr 2017)
Email - Spamchecker - VARs now have access to white labeled detail page (3 Apr 2017)
Signup Forms - new EasyBuilder for form building in BETA (3 Apr 2017), reorder options and remove blue text (6 Apr 2017), move State and Country selector options to Options tab (6 Apr 2017)
Success fade in/out added to many saving functions in platform (30 Mar 2017)
Converted group switching to FCGI for speed increase (29 Mar 2017)
System - side boxes format fix - Signup Forms, Group Settings, Wiki, Survey, Website Manager (29 Mar 2017), Advancement, Coupons, LMS, Forums, Shared Access (3 Apr 2017)
Contacts - clean up list view navigation (29 Mar 2017), detailed contact view (30 Mar 2017)
Journeys - new Decision operator checks for conversion code/stage (28 Mar 2017)
Wiki - Action bar has link to launch public wiki page (27 Mar 2017)
Automation > Prediction - always works on the group that is selected (not all contacts) (27 Mar 2017)
Login page - force email to lower case (24 Mar 2017)
IMAP - upgraded to new directory tree folder rendering engine (23 Mar 2017)
Signup Forms - single opt-in option for Show Captcha (20 Mar 2017)
Help - removed in-depth video tutorials (referenced old interface & designs) (20 Mar 2017)
Wiki - Publish entire wiki as public knowledge base, redesign public wiki topic display (18 Mar 2017)
Workflow activation rates more granular (hourly) (17 Mar 2017)
Journeys - automatically shows calendar/business days (12 Mar 2017)
Website > Manage Store - add new item includes workflow, coupon, custom thank you url, add to group options (12 Mar 2017)
Store front - item search on public website (10 Mar 2017)
Calendar - new checkbox below calendar to show/hide email broadcasts (10 Mar 2017)
Tickets - emails now include additional contact information requested in form (10 Mar 2017)
WalkMe - alerts users to upgrade to Companion Pro UI (9 Mar 2017)
Calendar - Copy Event - can copy up to 10 events now (9 Mar 2017)
VAR Portal Manager - 2 new charts for number of current accounts created and total active accounts by month (8 Mar 2017)
Drip Campaigns - filter results by contact or user field (5 Mar 2017)
Journeys/JourneyFlow - fixed ability to save non-word characters (5 Mar 2017)
Signup Forms - progressive profiling - automatically check boxes for optional group checkboxes (5 Mar 2017)
Contacts > Visibility - fields not displayed floats on the right side of the screen and is always in view and easy to drag (3 Mar 2017)
Projects - project updates now store IP address and display location (2 Mar 2017)
First time login - disabled roadblock with feature picker (1 Mar 2017)
Personal Email - use the from name/email to be the user logged in, unless the logged in shared access user doesn't have a name defined (uses group level from name/email in that case) (28 Feb 2017)
Surveys - Export to Excel strips out HTML from questions, includes answers to multiple choice questions (28 Feb 2017)
Journeys - progress tracked with OpportunityID (28 Feb 2017)
Opportunities - support for importing creation datetime and fulfillment start/end dates (28 Feb 2017)
Journeys - decision operator checks for specific link clicked in previous email (27 Feb 2017)
NEW Command Center function under Home tab (24 Feb 2017)
Journeys - decision operator now can use minimum demographic or activity lead score (22 Feb 2017)
Calendar - power users can select any contact for CRM activities shown (21 Feb 2017)
Account Settings - if someone is on an old time zone setting, red alert text at the top of the page appears with a suggestion (20 Feb 2017)
Journeys - delays business days (20 Feb 2017)
Journeys - show number of contacts started journey in start operator box, also with Stop operator box (19 Feb 2017)
Prediction - fixed model calculation for referrers, updated chart to new format (16 Feb 2017)
Calendar - FullCalendar rev to 3.2.0 (16 Feb 2017)
Email tracking - show emails from all groups shared access user has access to, rather than having to select correct group (16 Feb 2017)
Journeys - show numbers/percentages of people who took each decision path (15 Feb 2017)
Events - payment page for Authorize.net shows card images, secure payment lock (14 Feb 2017)
Tickets - public facing form uses CKEditor instead of CLEditor (14 Feb 2017)
EasyBuilder - background header image for emails and landing pages (13 Feb 2017)
Journeys - read/click/unsub/complaint percentages based on delivers (subtract bounces), bounce codes (10 Feb 2017)
Journeys - Decision filter based on member of a group, bounce/unsub/complaint status (9 Feb 2017)
Signup forms - new option for form to protect existing data in the CRM and prevent overwrite (7 Feb 2017)
Events - updating some language on events confirmation page (7 Feb 2017)
Events - discount percentage registration type (4 Feb 2017)
Group Settings - tab renamed from User-Defined Data to User-Defined Fields (31 Jan 2017)
Opportunities - new date fields associated with opportunities - Proposal Due Date and Fulfillment Start/End Dates (29 Jan 2017)
Contacts - new filter for Group Membership (28 Jan 2017)
New Media Library redesign launch (27 Jan 2017)
CKEditor dialog box styles match the rest of the platform (27 Jan 2017)
New detailed SendForensics reports page on email spamchecker, GreenRope only (27 Jan 2017)
Added drag and drop opportunities editor to Contacts > Opportunities (26 Jan 2017)
Fixed support for commas in email names (26 Jan 2017)
JourneyFlow - store detailed notes in boxes (25 Jan 2017)
Redesigned Contacts pages for better usability (23 Jan 2017)
New dashboard widget for top landing pages, top blogs (23 Jan 2017), and top signup forms and ticketing forms (24 Jan 2017)
Re-arrange elements under Website tab (20 Jan 2017)
Journey decision operators - responded to survey, watched Vimeo video (7 Jan 2017)
Booking calendar - bypass approval step for new appointments (7 Jan 2017)
New UI elements (5 Jan 2017)
Monthly billing emails to clients attach invoice PDF (3 Jan 2017)
Paypal event receipts include entire address of payee in footer (3 Jan 2017)
Ticketing - converted to FastCGI (2 Jan 2017)
Signup Forms - dialog title reflects form title, moved top right buttons up (2 Jan 2017)
Journeys - Loader shows ticketing and signup forms associated with journey (2 Jan 2017)
Ticket Forms > Options > Start Journey - people who submit tickets can get started on a journey (2 Jan 2017)
Website Signup Forms > Options > Start Journey - people who complete the website signup form process can get started on a journey (2 Jan 2017)
Journeys - journeys can now be stored into folders for easier organization (1 Jan 2017)
Journeys - new Decision type: random split operator for A/B testing (31 Dec 2016) and detect if signup form or ticket form filled out (1 Jan 2017)
Dashboards (compact and expanded) converted to Fast CGI (30 Dec 2016)
Workflows - append user field date looks to see if user field date exists and advances ### days (29 Dec 2016)
Dashboard - News Feed area redesign (new styles, separate recent actions and CRM activities) (28 Dec 2016) also power users can see all activities (30 Dec 2016)
Subnavigation - hide calendar selector unless more than one calendar for group (28 Dec 2016)
Workflows - Immediate SMS - increased characters to 350, added standard and user field placeholders to content (28 Dec 2016)
Booking Calendar (in calendar settings) - successful booking can trigger workflow (26 Dec 2016)
Website Tracking - daily charts show average pageviews per visitor (25 Dec 2016)
Projects - hours utilization - shows percentages of each type of task category (24 Dec 2016)
Rev CKEditor to 4.6.1, FullCalendar to 3.1.0 (23 Dec 2016)
SMS - recipient list ordered, 2 sets of check/uncheck all buttons if over 15 recipients in list (17 Dec 2016)
Workflows - SMS dropdowns show friendly name, also in SMS campaign sending screen (16 Dec 2016)
Contact details - New Company data editor (16 Dec 2016)
New help video - Easy Builder (15 Dec 2016)
Website tracking - A/B split reports - show only new visitors in the date range (12 Dec 2016)
Event confirmation details page - multi-day events show full date range, dates formatted ISO vs Gregorian properly (7 Dec 2016)
Workflows, Link Library, and Journeys - automation will not remove a Shared Access user from a group (7 Dec 2016)
Journeys - email detail box shows reads, clicks, bounces, and unsubscribes with rates (7 Dec 2016)
Dashboard - Next Event widget logic changed - for the event, the user must be either the account owner or an Events shared access user, or the group associated with the event must be an interactive group (29 Nov 2016)
Workflows > Edit Workflow - Modify Contact Assign / Append now can set a date userfield to a variable number of days in the future with a placeholder (21 Nov 2016)
Contacts > CRM Activities - reports for activities outstanding/overdue/scheduled now have the ability to filter contacts by some standard fields and any user field (21 Nov 2016)
Companies - for shared access users, if company has no contacts or is associated with other groups, can see view-only standard fields (16 Nov 2016)
FCGI Collaborate, new ding sound (14 Nov 2016)
Quick add CRM activity - choose person to do activity, checkbox to immediately notify assigned person (13 Nov 2016)
Booking calendar confirmation email - can support SurveySequence#_Placeholder and UnsubProfileUpdate placeholders (11 Nov 2016)
Daily summary report - more data included in "past month" section (2 Nov 2016)
Events - "Items Needed" field and Max male/female attendees only for sports-related event types, portals can turn off "OpponentName" for Guest name in portal manager (31 Oct 2016)
Events - default page background is white, disable close dialog (28 Oct 2016)
Journeys - start everyone in a group on a journey (28 Oct 2016)
Contacts > Companies search - filter by companies associated with contacts in group vs all companies if logged in as the account owner (27 Oct 2016)
Journeys - new Action to add/remove from group (26 Oct 2016)
Invoices / Quotes - Quotes now have a "valid until date" (automated user-driven conversion from quote to invoice is disabled if after valid until date), and both can be set to not have a due date. (23 Oct 2016)
Workflows > Workflow Activites - New Activity selector uses optgroups for better organization, Send Personal SMS activity types can specify sending number (21 Oct 2016)
Event Details - Notes panel renamed to Description, Charts moved to separate Reports tab, public event next step registration button default is "Next" (15 Oct 2016), public event separate notes for initial panel (17 Oct 2016)
Learning - course description show/hide if module > 1 (14 Oct 2016)
Help - added a new video for SPF/DKIM (13 Oct 2016)
WYSIWYG Editor (CKEditor) - Picture loader now has search function (13 Oct 2016)
Journeys - click and drag campaign builder, view campaign progress in CRM panel for contact, added to Automation Manager (12 Oct 2016)
New privacy policy on GreenRope website to include US-EU Privacy Shield (7 Oct 2016)
Learning - modules now have their own descriptions that are visible to the end user (22 Sep 2016)
Workflow Manager - Send Alert Email To can now be a User#_Placeholder or a Dynamic#_Placeholder to determine who receives the alert email (22 Sep 2016)
Import Opportunities - can create new contacts if contact doesn't exist (19 Sep 2016)
Opportunity Connected Workflows - defined in Automation > Workflow Manager, then activated in Contact Detail > CRM panel - specific actions if workflow is activated within an opportunity (19 Sep 2016)
Project manager - Task Categories can set billing rates, set budgets for individual tasks, display more detailed reporting by task hours and billing amounts (19 Sep 2016)
Added new signup form design - Borderless Modern Narrow (16 Sep 2016)
Redesign of Workflow Manager > Activities (15 Sep 2016)
Upgraded CKEditor to 4.5.11 (fixes source/wysiwyg switching bug) (14 Sep 2016)
Contacts > Opportunities > Import Opportunities - can now import individual products with their values (12 Sep 2016)
Contacts > Companies - filter now can filter on standard company fields (company name, address, city, state, zip, country, website, phone, and company info) (7 Sep 2016)
Drag and drop works on mobile devices like iPad for entire system (7 Sep 2016)
Upgraded CKEditor to 4.5.10 (7 Sep 2016)
Contacts > CRM Activities - new chart to show only overdue activities (regardless of date range) (6 Sep 2016)
Process abandonment can trigger a workflow (6 Sep 2016)
Drip Campaigns page - can view/edit workflow from there (6 Sep 2016)
Drip campaigns can activate at x days before/after user field date (5 Sep 2016)
Launched Two-Factor Authentication (1 Sep 2016)
Contacts > Opportunities > Import Opportunities - if existing opportunity exists (matching title and contact), it will update and not add new opportunity (31 Aug 2016)
Calendar Settings > Event Types - color code CRM activity types in calendar (30 Aug 2016)
Website Manager > A/B Test - new learning slider that adapts traffic percentages based on daily performance (29 Aug 2016)
Group Settings > User-Defined Fields - can set an Integer or Short Text field to be an equation that auto-calculates when the equation components change (28 Aug 2016)
Group Settings > User-Defined Fields - filter to show only certain fields (28 Aug 2016)
Contacts > CRM Activities > Report - shared access users can select to view CRM activities or completed from all groups they have Contacts shared access to OR just the group selected (25 Aug 2016)
Contacts - List View - organized user fields alphabetically (24 Aug 2016)
Email Tracking - once export permission is granted, any chart clicks can be exported as CSV (18 Aug 2016)
Events - Registration and attendance confirmation emails can now embed contact and user field data (17 Aug 2016)
Portal Manager > View Portal Settings - can specify Support Request Form URL which will show up on the Help page when it first loads for any portal (16 Aug 2016)
Contacts - when creating/editing CRM activities, can set a 24 hour reminder (16 Aug 2016)
Approved support@greenrope.com for Gmail Schema (tickets and signup forms) (16 Aug 2016) and sales@greenrope.com (24 Aug 2016)
Manage website - search page titles (13 Aug 2016)
Survey questions and scoring using CKEditor instead of CLEditor (8 Aug 2016)
Add one-click action buttons (mostly Gmail) for tickets and signup forms (6 Aug 2016)
Remove Marketplace from Home tab (no one used it) (2 Aug 2016)
Redesign Account Settings > Contact Info tab content (1 Aug 2016)
Revved FullCalendar to 2.9.1, fixed showing all locations in season locations, cleaned up location display on right panel (1 Aug 2016)
Automation > Drip Campaigns - shows the start date for each contact in the drip (30 Jul 2016)
Website - blog search above all blogs (27 Jul 2016)
Contacts > Reports - speed increase on charts (27 Jul 2016)
Website Tracking - speed increase on all charts (26 Jul 2016)
Contacts > Merge - dynamic rules now use CKEditor (25 Jul 2016)
Contacts > Export is now asynchronous (22 Jul 2016)
Contacts > Import includes GreenRopeID to match system's unique contact ID as an import field selector (22 Jul 2016)
Daily summary email (and on Account Settings) includes opportunity quotas (20 Jul 2016)
Rev jQuery, jQueryUI to latest version 3.1.0/1.12.0 (19 Jul 2016)
Email builder - Mail Merge - slight delay to prevent selecting merge too quickly and not getting placeholder (18 Jul 2016)
Contacts > CRM tab - increase speed (18 Jul 2016)
Apps > Projects - entire module speed increase, some UI improvements (17 Jul 2016)
Daily Summary Report & Email - The entire email has been reformatted to be prettier, with the detailed content right-justified; the "Emails Sent" area now shows the total reads and clicks by group, including the read/click rate; the "Emails Sent" area also shows the top 5 clicks for emails sent by each group; there are two new sections at the bottom that show "Emails Sent" data for the past 7 days and the past 30 days (15 Jul 2016)
Booking Calendar - in Calendar Settings, you can specify a thank-you URL that the user is taken to when their request is made (15 Jul 2016)
SMS/MMS/Voice - Help now calculates actual cost to user (14 Jul 2016)
Invoices > Mark As Paid - can now set custom transaction ID (12 Jul 2016)
Calendar > Event Details > Settings > Guests > Collect > new option for "Name & Email Required" which will require name and email for guests before accepting registration (12 Jul 2016)
Project updates now use CKEditor for editing update content (12 July 2016)
Contacts > Reports - new reports for conversions, store purchases, event payments, and invoice payments by contact (10 July 2016)
Redesign attendance confirmation email (7 July 2016)
New pricing plan for VARs - 50k pageviews included per account instead of total of all accounts (7 Jul 2016)
Workflow alert notes now visible in CRM record for contact (6 Jul 2016)
Redesign shopping cart layout in websites (1 Jul 2016)
Website Tracking > Top 40 ISPs and Companies - chart is now clickable and shows pageview details (1 Jul 2016)
Shared Access > Add New Contact - now will automatically add contact to the selected group (1 Jul 2016)
Website Tracking - individual pages can view individual contacts who have visited a page (30 Jun 2016)
Website - fixed translations for password protected front pages, added event type filter for events list (30 Jun 2016)
Automation Manager - drag and drop workflows into functions (29 Jun 2016)
Contacts - Significant improvement in performance / speed launched (23 Jun 2016), CRM tab loads lead scores asynchronously (26 Jun 2016)
Project Manager - added Print button for main tab (20 Jun 2016)
Project Manager - Hours - chart shows hours billed (19 Jun 2016)
Wiki articles that are public can be wrapped in a template URL to customize their appearance (17 Jun 2016)
Workflow shared access gives access to Automation Manager (17 Jun 2016)
Groups dropdown - now shows projects icon if group has projects (17 Jun 2016)
Automation Manager - put all flows into a navigable system (16 Jun 2016)
Compact Dashboard - 4 new widgets - New Contacts in Groups, Opportunities Won, Top Opportunities, and OpportunityQuotas (12 Jun 2016)
Website > Store > Custom Thank You URL - the URL can now include the amount and transaction ID using placeholders (8 Jun 2016)
Automation Manager - edit signup form - dialog opens from chart (8 Jun 2016)
Signup Forms - editing forms will open in a dialog (7 Jun 2016)
Workflows - alerts include user field data (7 Jun 2016)
Contacts > Tools > Clean - invert checkboxes (3 Jun 2016)
Mobile app - color coding calendar (1 Jun 2016)
Time zone support for the booking calendar (22 May 2016)
Help - new videos for ticketing and media library (19 May 2016)
Passwords now must have more combinations of letters and numbers (18 May 2016)
New company data displayed in contact screen (18 May 2016)
EasyBuilder - new "System Templates" folder created by our team available to all users (16 May 2016)
Dashboard widgets - contact report x3, hottest contacts (13 May 2016)
Events > Attendance - shows pending registration contacts with export to Excel (11 May 2016)
Contacts > Opportunities - close/win/loss rates for date range under summary chart (5 May 2016)
Design changes to UI (square buttons/dialogs, color adjustments) (4 May 2016)
New Social Automation launched (4 May 2016)
Dashboard - KPIs can render for past 90/30/7 days (4 May 2016)
Booking Calendar - can set default language and view for calendar in src query string, darker green slot boxes, removed "Booking calendar for" from headline (only will show group name or public description), fixed issue with confirmation email "From", show appointment end time in time slot selector, auto-adjust dialog size if large comments for time slot, added attendance log entry when attendance is confirmed (3 May 2016)
Added Google Fonts support for signup forms, ticketing forms, and EasyBuilder for Webpages (30 Apr 2016)
Communicate > Surveys - can now simulate a survey for someone (good for calling scripts too) (28 Apr 2016)
Manage Website > Tracking - new chart shows average pageviews per campaignID (27 Apr 2016)
Communicate > Email Tracking - show daily read/click rates with regression (27 Apr 2016)
Calendar - now supports long press drag and drop to move and resize events when using mobile device (26 Apr 2016)
Mobile App - universal search (26 Apr 2016)
Automation > Automation Manager - can set descriptions for conversion stages, visible when viewing conversion funnels (25 Apr 2016)
EasyBuilder for Webpages launched (24 Apr 2016)
LMS - system now remembers that chapter the student was viewing last and will automatically load up that chapter if they close their browser and come back later. Cookie is stored for 30 days (22 Apr 2016)
Mobile app - sent to iTunes w/ universal search & color code events in monthly cal (22 Apr 2016)
New block in place - can't change email address to be an already-existing email address (22 Apr 2016)
EasyBuilder for Webpages enters alpha testing (21 Apr 2016)
Contacts > Opportunities - can click the pencil next to the date ranges to see preset date ranges (21 Apr 2016)
Apps > Learning - new preview for individual modules while building modules, placeholders for wiki content (21 Apr 2016)
EasyBuilder for email (previously called the Constructor) launches (18 Apr 2016)
Constructor enters beta testing (13 Apr 2016)
Help - new videos, new eBooks (13 Apr 2016)
Help - New Lead Scoring quick tutorial video (7 Apr 2016)
Contacts > Tools - Fixed merge of duplicate contact records if unsubscribed (5 Apr 2016)
Launched new Learning Management System (LMS) under Apps (28 Mar 2016)
Released new upgrade to Media Library (26 Mar 2016)
Contacts - weather in realtime fixed, now shows humidity and wind in hover over weather icon (26 Mar 2016)
Wiki - new buttons for the Button Builder and Video embed (25 Mar 2016)
Help - New Quick Tutorial video for Project Manager (24 Mar 2016)
Calendar renderer - converted to FastCGI for quicker rendering (23 Mar 2016)
Email Builder - Save - Side-by-side replace and new (23 Mar 2016)
Registration options - costs for options can now go up to $999,999.99 (23 Mar 2016)
Help - new quick video tutorial for dashboard (22 Mar 2016)
Surveys - can now be organized into folders (21 Mar 2016)
Surveys > Survey Response Reports - can now Export All survey results into Excel (21 Mar 2016)
Project Updates - if the person updating the project is not actively a member of the project, previously it would just say "Contact #xxxx". Now it finds the person's name who is updating the project and will warn the recipients of the project update that that contact is not an active member of the project (21 Mar 2016)
Email Builder > Merge - merge options are now grouped for easier reading and organization (20 Mar 2016)
Help - new quick video tutorial for drip campaigns (19 Mar 2016)
Surveys - new questions default to not share responses with all respondants (18 Mar 2016)
Wiki - converted to FastCGI (18 Mar 2016)
Account Settings > Shared Access - new table header design, new permission for forthcoming Learning module (17 Mar 2016)
Automation - fix tickets - shows logic-driven group adding (16 Mar 2016)
Ticketing - new anti-spam prevention system installed (16 Mar 2016)
Help - new link to get Crystal Knows account (16 Mar 2016)
First end-to-end test of LMS completed (15 Mar 2016)
Website Tracking - 2 new charts - pageviews by campaign, average pageviews by campaign (10 Mar 2016)
3 new video tutorials in the help page - User Defined Fields, Email Builder, and Workflows (10 Mar 2016)
Fixed issue with Twilio not sending messages over 160 characters due to new URL for connecting to them (8 Mar 2016)
New contacts added by IMAP Mining are now tagged (7 Mar 2016)
Signup forms trim leading and trailing whitespace from data collected (3 Mar 2016)
Help - new quick tutorial on Group Settings (3 Mar 2016)
Added Canadian flag to login page (3 Mar 2016)
Events > Attendees - total amount received shows amount collected by people no longer attending (1 Mar 2016)
New help video (quick tutorial) for shared access (1 Mar 2016)
Manage Website > Pages - landing page templates redesigned to be easier to edit, added generic templates (29 Feb 2016)
Automation > Lead Scoring > User Field Assignment - can run the update via the browser to get realtime activity and demographic scores assigned to user fields (24 Feb 2016)
Apps > Ticketing - Unassigned and Open tickets show user field data in summary table if those fields are asked for in the form (24 Feb 2016)
Email template redesign project complete - all templates simplified and made easier for editing (24 Feb 2016)
New "welcome to trial" and "welcome to account" videos (19 Feb 2016)
Updated design for workflow alert email (16 Feb 2016)
Updated CKEditor to latest version 4.5.7, charts, image editor, international phone number input (14 Feb 2016)
Ticketing - new ticket email design; if ticket assignment changes in Apps > Ticketing within account, it will email ticket support team with notification (13 Feb 2016)
Apps > Tickets - forms can be set so the first email is not sent to the ticket opener (10 Feb 2016)
Contacts List - if automatic user field assignment for activity lead scores is set in Automation > Lead Scoring, flames are given to contacts based on activity score of 10/30/50 points (4 Feb 2016)
Contacts > Cold - new filter type (3 Feb 2016)
Email Tracking > Read Times and Browsers - new chart summarizes mobile & desktop (2 Feb 2016)
New Spamchecker displays more detailed information, including DKIM and SPF. Also alerts abuse team if any problems with routes, rDNS, or blacklists are found (1 Feb 2016)
Contacts > Opportunities > Summary - below top funnel, now shows average size of deals won/lost (29 Jan 2016)
Reconfirmations - unsubscribe/profile update pages now have checkbox for reconfirming intent to receive emails to be compliant with Canadian Anti-Spam Law (CASL), also shows at footer of CRM feed for contact (28 Jan 2016)
Personal Email > Preview button now auto-fills the recipient's email address for the preview instead of person who is logged in (25 Jan 2016)
Member website login pages - new "Need a password?" link (20 Jan 2016)
Projects - Project Update emails redesigned (19 Jan 2016)
Store - Paypal purchases carry data through to Paypal payment page (19 Jan 2016)
Contacts > Opportunities - filters with possible values have link to show possible values (17 Jan 2016)
By default, for new accounts, Height, Weight, and SMS Carrier are not visible (17 Jan 2016)
Contacts can set their own passwords when logging into membership websites (15 Jan 2016)
New account creation email design (13 Jan 2016)
Daily Summary Email - includes opportunities won/lost in the last year, YTD, and last month (12 Jan 2016)
Automation > Lead Scoring - "Watched Video" activities display video title (12 Jan 2016)
Updated jQuery library to new 1.12.0, FullCalendar to 2.6.0 (11 Jan 2016)
Added 20% discount to Email On Acid to help on Build Email page (8 Jan 2016)
Daily summary email includes title of videos watched (7 Jan 2016)
Website Manager > Membership - can use secondary filter (6 Jan 2016)
Projects - Updates have task ID filter (4 Jan 2016)
Contacts > Visibility - clusters can now be named (31 Dec 2015); shared access users can customize (1 Jan 2016)
Store - recurring items can have workflows activated if decline (26 Dec 2015)
Apps > Accounting > Receivables quadrant - shows recurring invoices (25 Dec 2015)
Contact Details > CRM tab - can set recurring transactions active/inactive (24 Dec 2015); can manually set up recurring store item purchases (26 Dec 2015); delete store transaction (24 Dec 2015); show recurring invoice date next to invoice number if recurring (25 Dec 2015)
Help page - new cheat sheet for print on demand (22 Dec 2015)
UI - all browser-based alert and confirmations replaced with new themed dialog boxes (21 Dec 2015)
Email Builder > Images - add new folder, add new image (19 Dec 2015)
Adjust icon placement in CRM tab in contacts details, font size for activity title (18 Dec 2015)
Opportunities now automatically track creation datetime. New chart in Contacts > Opportunities called "Creation" (18 Dec 2015)
Ticket forms - Captcha now optional (uses honeypot and min ~15 seconds to fill out form) (17 Dec 2015)
Build Email - new 1/2/3 design with images to right (16 Dec 2015)
Build Email - new Basic templates (16 Dec 2015)
Ticketing, Signup Forms, Surveys - font size/style selectors show actual font and size (16 Dec 2015)
Surveys > Show Individual Responses - shows email and company name now (15 Dec 2015)
Backend UI from XHTML to HTML5, should have little or no effect on user experience (14 Dec 2015)
Apps > Projects - new filter for project title, now showing 30 projects per page (up from 20) (12 Dec 2015)
Updated Calendar to new version (10 Dec 2015)
Contacts > Opportunities - filter by user field value (9 Dec 2015) or standard fields (10 Dec 2015)
Graphical dashboard new default and defined as the "Compact Dashboard"; users can revert to old style ("Expanded") in Account Settings (8 Dec 2015), Redesigned top left corner (22 Dec 2015)
Beta launch of graphical dashboard (5 Dec 2015)
Fixed sorting of tickets in Apps > Ticketing (1 Dec 2015)
Print on demand instructional cartoon added to page (30 Nov 2015)
Signup Form and Ticket notification emails now show CampaignIDs associated with the person filling out the form; eHawk risk assessment also now hidden from ticket opener (30 Nov 2015)
Dashboard > Pipeline widget - loads the opportunities for the shared access user if the person logged in is a shared access user with opportunities (30 Nov 2015)
Communicate > Surveys - when looking at survey, can now edit survey questions from within survey layout; also adjusted spacing (30 Nov 2015)
Contacts > CRM > E-Commerce transactions - can now modify the charge amount for store purchases, making it possible to void (30 Nov 2015)
Contact edit dialog - "Save and Close" button (29 Nov 2015)
Updated CKEditor to 4.5.5 (29 Nov 2015), fixed quicksave remembering correct media file after opening (29 Nov 2015)
Help - new cheatsheet for project management (28 Nov 2015)
Group Settings > New user field - moved to top, also shows number of user fields for group and account, also can delete new fields before saving (27 Nov 2015)
GreenRope Zapier zap is listed on Zapier website application directory (25 Nov 2015)
Wordpress plugin updated (25 Nov 2015)
Removed Performance from navigation until we get a functioning spreadsheet program installed and working (24 Nov 2015)
Portal manager - Auto-Login Audit - log of portal manager users who have automatically logged into accounts (23 Nov 2015)
SMS - each number can forward SMS messages received to other numbers (22 Nov 2015)
Drip campaigns - activate based on date-type user field date value (21 Nov 2015)
Contact Details > CRM - can delete tracking of pending signature document (21 Nov 2015)
Rev highcharts to 4.1.9 (21 Nov 2015)
CRM > Cold - contacts with no CRM activities available as last option in drop down (21 Nov 2015)
Surveys - individual answer can trigger workflow for Multiple Choice, Checkboxes, and Available Times survey questions (20 Nov 2015), also on Automation Manager (21 Nov 2015)
Contacts > Filters - can filter opportunities by title (20 Nov 2015)
Communicate > Print on Demand - shows workflows attached to each print campaign (20 Nov 2015)
Automation > Automation Manager - signature templates added, can edit survey questions from here (19 Nov 2015)
Communicate > Surveys - editing survey questions now works in a dialog box, new action drawer (19 Nov 2015)
For GreenRope users, new Right Signature integration is in place. In process of getting RS set up for VARs. (16 Nov 2015)
Filters - new filter to search for a match against any user field (16 Nov 2015)
New help content (15 Nov 2015)
Website Tracking - expand/compress domain list (13 Nov 2015)
Portal Manager > Accounts By Size - shows max contacts and percentage (13 Nov 2015)
New starting help text on Help page (12 Nov 2015)
Group Settings - set folder (11 Nov 2015)
Leaderboard - pct change vs last week (10 Nov 2015)
Website > Tracking - campaign selector optimized to run faster, ability to choose "Any" or "All" campaigns (5 Nov 2015)
Contact detail view - add checkbox value (Group Setup permission required), filter checkboxes shown (5 Nov 2015)
Signup forms - phone/mobile/fax now uses the international number entry helper (4 Nov 2015)
Dashboard - new widget that shows open tickets from Apps > Ticketing (2 Nov 2015)
Dashboard - new widget that shows tasks from the Project Manager (1 Nov 2015)
Dashboard > KPIs - only show KPIs that have collected data (1 Nov 2015)
Attendance - max guests, faster save function (30 Oct 2015)
Added support of all emojis in email subject lines (also updated Subject help with more examples) (29 Oct 2015)
Lead Scoring > CRM Activity points quotas with Dashboard leaderboard (28 Oct 2015)
Contacts > Tools > Clean - remove companies with no contacts, CRM activities, or opportunities associated with them (27 Oct 2015)
Websites > Pages - new option to build a landing page that is complete HTML in the editor, converted templates to website templates (27 Oct 2015)
Contacts > Opportunities > Click on chart to see details - new search function (26 Oct 2015)
Workflow - Trigger Action - restart / backstep / advance / complete drip campaign (26 Oct 2015)
Events > Event Info > Event Reminders is now a link that can adjust automatic reminder timing for all the group's events (26 Oct 2015)
Apps > Accounting > Receivables (top right quadrant) - will now display all recurring charges (24 Oct 2015)
New action drawer now in Account Settings, SMS, Chat, Print on Demand, Wiki, Website, Signup Forms, Forum, Projects, Link Library, Contacts (18 Oct 2015)
New action drawer on Group Settings and Calendar Settings, also improved new event type layout and function (16 Oct 2015)
New optimized (faster) campaign filters for large campaigns in Website Tracking (15 Oct 2015)
Disable ability to delete contacts in Contacts detail view and Contacts > Tools > Clean if sent an email in the last 60 days (15 Oct 2015)
Better organize activity lead scoring in Contacts > Contact Detail > CRM panel, also loads asynchronously (15 Oct 2015)
Redesign for Automation Manager (13 Oct 2015)
Dashboard > CRM Activities Completed - shows full Vimeo video name (not just ID) (13 Oct 2015)
Contacts > Import > Evernote - Fixed Evernote contacts lookup parser to be more fault-tolerant (12 Oct 2015)
Contacts > CRM Activities > Reports > CRM Activities To Do - new function allowing reassign/complete/delete outstanding CRM activities (11 Oct 2015)
Contact Details > CRM - Reads show IP location and ISP (10 Oct 2015)
New design for Calendar and Collaborate pages (10 Oct 2015)
Apps > Ticketing - Create new ticket from dropdown (9 Oct 2015)
New time zones available for better resolution of time and daylight savings time (7 Oct 2015), also in My Account shows current selected time (8 Oct 2015)
Blog Digest - pull in article image, and rss feeds (rss.pl and rss10.pl create <image> tag from content) (7 Oct 2015)
New help icon (7 Oct 2015)
Build email/website > Merge - new special placeholder for Jul 8, 2026 (5 Oct 2015)
Contact details pane - show contact's local time (5 Oct 2015)
Drip campaigns - click to show reads/clicks/unsubs on chart (4 Oct 2015)
Group Settings > Email Options - option to attach PDF version of email to every outbound message (2 Oct 2015)
Workflows - alert email now includes address, phone, website data for contact (30 Sep 2015)
New website template - Lomitos Pro Responsive (30 Sep 2015)
Website store - up/down quantity buttons (28 Sep 2015)
Click to call - no more hold music, now plays ringing sound (US and non-US sounds, depending on number called) (28 Sep 2015)
Website store - can view promo code that has been entered and can remove/change it (27 Sep 2015)
Project Manager > Projects list - show number of overdue tasks in bold (25 Sep 2015)
Project Manager > Gantt Chart - show short task descriptions in left column (25 Sep 2015)
Event payment with Authorize.net - fix to load conversion image, add record into attendance log upon payment, on unload of popup refresh of main event registration page (24 Sep 2015)
Redesign for Signup Form > Options panel (23 Sep 2015)
Automation, Drip Campaigns, Edit Workflow, Event Options, Group Settings, Signup Forms - inline editing of emails (22 Sep 2015)
Entire platform - checkboxes now respond when clicked on text next to checkbox (22 Sep 2015)
Account Settings - Settings tab now broken into major sections (22 Sep 2015)
Email Builder > Button Builder - autocomplete button URL from Link Library (22 Sep 2015)
Email Builder > Links - brings folder and file into view when selecting existing link, connected to signup forms (22 Sep 2015)
Events > QR Code Scanner - new instructional cartoon (21 Sep 2015)
Account > Subscription - cleaned up subscription payment page, built new prepayment system (21 Sep 2015)
Email Builder > Article - 4 new articles with 100% wide tables (21 Sep 2015)
Contact Details - show weather at the top of the Contact Info tab (18 Sep 2015)
Email Tracking > new chart - benchmark against all users average and against the account's average (18 Sep 2015)
Campaigns & Affiliates - show landing pages for individual campaigns (18 Sep 2015)
5 new signup form designs (17 Sep 2015)
4 new email templates - Business Modern 1-3 Short, Software Modern Short (16 Sep 2015)
Apps > Ticketing - search filter for tickets (16 Sep 2015)
Website > Campaigns and Affiliates - show filter for First campaign encountered or Any campaign, variable recent days for left column, show referral sources for campaign IDs (16 Sep 2015)
Contacts > Reports > Attribution - date filter (15 Sep 2015)
Website > Signup Forms - Send 2nd confirmation email for website signup form if not confirmed within x hours, also removed javascript alert on save (13 Sep 2015)
Portal Manager - shows users and emails sent in past month, at bottom shows totals, signup forms initiated/completed (10 Sep 2015)
Projects - details - added Print button, redesign (10 Sep 2015)
Daily summary email includes project updates (9 Sep 2015)
New select style (9 Sep 2015)
New buttons (8 Sep 2015)
Workflow list - show icons to show what workflows do (7 Sep 2015)
Drip campaigns - can create new campaigns with filters in place (6 Sep 2015)
Help page - links to purchase support / consulting hours (5 Sep 2015)
Automation Manager - new Print button at top (3 Sep 2015)
Quickly and easily delete guest from attendees list without opening primary registrant's registration page (3 Sep 2015)
Evernote integration officially recognized at https://appcenter.evernote.com/app/greenrope/web-apps (2 Sep 2015)
Max 5 groups for trial accounts (2 Sep 2015)
Completing activities can activate workflows, workflows can automatically create activities that activate workflows upon completion (also visible in Automation Manager) (2 Sep 2015)
Display different percentages in Help search nicer for keyword-driven searches (1 Sep 2015)
Show project task due dates for all projects on calendar (new checkbox under calendar) (31 Aug 2015)
Usability improvement - when contact details are opened from dashboard, redraws calendar event details, areas under charts (29 Aug 2015)
Rev jquery scrollTo plugin (29 Aug 2015)
Workflows can send alert SMS messages (28 Aug 2015)
Updated help to have websites' DNS reference CNAME lb.stgi.net and not IP addresses (27 Aug 2015)
Added South African Rand to currency options (note does not work with Paypal) (27 Aug 2015)
Events > Settings - Attendees Receive Email now can include QR code with a placeholder (25 Aug 2015)
Invoices only show Qty/SKU/Description header row if there are line items in invoice (25 Aug 2015)
4 new email templates (Business Modern 4/short, Computer/short) (25 Aug 2015)
Communicate > Email Tracking - filter emails by who sent (22 Aug 2015)
Events > Settings - can collect only guest names (not emails) (21 Aug 2015)
VAR Portals > Accounts by Size - now shows the number of pageviews in the past month (20 Aug 2015)
Signup forms - unconfirmed - show CRM button if already exist in account (19 Aug 2015)
Events > Attendance > Modify individual registration - now you can change the email address of the primary event registrant (17 Aug 2015)
Group Settings > Event Options - can add custom CSS to calendars for a group (17 Aug 2015)
Website > Blogs - link to view blog from within builder (15 Aug 2015)
Contacts > Companies dialog - phone is internationalized (11 Aug 2015)
Dashboard > Pipeline widget - shows days until due / overdue in opportunity box (11 Aug 2015)
Contacts > Opportunities - overdue opportunities show close date in red (11 Aug 2015)
Contacts > Opportunities - new Quota Performance charts in the Forecast areas (10 Aug 2015)
Daily activity emails now include tickets, signup forms, and opportunities (9 Aug 2015)
New icons in CKEditor (6 Aug 2015)
Email, website, events editors now have a Button Builder function, also support Hungarian (5 Aug 2015)
Website > Signup Forms - 6 new templates (5 Aug 2015)
All currencies are commified (4 Aug 2015)
CRM activity notes are formatting to have newlines display correctly (4 Aug 2015)
Account Settings - new daily summary available, both as a button and as a daily email (3 Aug 2015)
Calendar > Booking - in Calendar Settings, can specify collecting phone and/or mobile with booking request (31 Jul 2015)
Calendar > Availability - now called "Booking", new icon in the calendar seasons dropdown (31 Jul 2015)
Communicate > Email Tracking - shows emails sent/queued within a date range (31 Jul 2015)
Survey answers can be added to CRM (29 Jul 2015)
New cheat sheets on Help page (28 Jul 2015)
Contacts > Filters - now can filter by opportunity (26 Jul 2015)
Upgraded CKEditor to 4.4.8 (26 Jul 2015)
New click-and-drag images in CKEditor builders (25 Jul 2015)
Allow shared access managers ability to update other users' access (24 Jul 2015)
Calendar - mouseover days shows + sign to add events (24 Jul 2015)
VAR Portals - can now add 2nd option for account setup fees (23 Jul 2015)
Shared access - show users who have not yet logged in with their passwords with a red envelope (22 Jul 2015)
New opportunity phase changes to Automation Manager (22 Jul 2015)
Opportunities - change phase forces close pct and/or activates workflow (21 Jul 2015)
New example custom widgets for dashboard (Twitter feed) (21 Jul 2015)
Drip Campaigns can be delayed business days (21 Jul 2015)
Media Library - Public Download list UI cleanup, added public downloads to CRM stream (20 Jul 2015)
Calendar Settings - set future events to be shown on the event confirmation page as only future private or public events (20 Jul 2015)
Event attendees in Attendance tab - can order by Lastname, Company, or registration date (20 Jul 2015)
New primary navigation - Automation tab and some reorganization (18 Jul 2015)
All CKEditors - updated to new UI look (17 Jul 2015)
Link Library - new search for URLs (17 Jul 2015)
Communicate > Email - flatten all boxes and make gray (17 Jul 2015)
Dashboard - GreenRope Twitter Feed on right panel (17 Jul 2015)
Events Manager > Attendance - expand if many event options, separate Save / Save and Close buttons for manual reg (16 Jul 2015)
Portal Manager - pageviews by month (16 Jul 2015)
Quick add CRM activities now includes dates for completed and due (15 Jul 2015)
Custom text for required fields in ticket forms (15 Jul 2015)
Redesigned Account Settings so Integration is now a separate tab for Paypal, Authorize.net, and Evernote (15 Jul 2015)
Events - now can create QR codes with event confirmation emails to check in attendees by scanner (11 Jul 2015), payment receipts include the QR code (15 Jul 2015)
Monthly purchase receipts for GreenRope accounts now include last 30 days of activity lead score point totals (8 Jul 2015)
Website - link up to 10 additional RSS feeds (7 Jul 2015)
Tickets - new tickets now check IP address location vs contact record and will append city, state, country if currently blank (7 Jul 2015)
Platform now supports Hungarian language (7 Jul 2015)
Dashboard - show activity lead score points accumulated by day (4 Jul 2015)
Dashboard - shows total number of shared access users with link to My Account > Shared Access (2 Jul 2015)
My Account > Shared Access - add new contact (2 Jul 2015)
Event RSVP attendance notifications also go to the event manager, if that is turned on in Group Settings (1 Jul 2015)
Email builder - Add new image now has a checkbox to share image with all groups (default is checked) (1 Jul 2015)
Dashboard - Simple Search - company is linked (1 Jul 2015)
Evernote integration into Contacts - Contact Details and Import > Contacts (30 Jun 2015)
Home > Workflows - new page that shows workflows and chart of activations (22 Jun 2015)
Website > Tracking - 3 new browser type charts (21 Jun 2015)
6 new responsive email templates (21 Jun 2015)
Project tasks laid out in tabular format for easier use (19 Jun 2015)
Contacts > CRM Activities > Export HTML/CSV - will now show email address if export permission has been granted (18 Jun 2015)
Social sharing (FB, LI, Twitter) on public event registration page with new checkbox on event details main panel (18 Jun 2015)
Events - if using Authorize.net, can specify custom thank you URL after payment is made (17 Jun 2015)
We now track browser type for websites and conversion tracking, with new chart in Website > Tracking, and 2 new charts in Contact Details > Attribution, also shows browser in contact details CRM feed (17 Jun 2015)
Manually moving a contact up/down a drip campaign now appears in dashboard News Feed (17 Jun 2015)
Quotes can now be sent and ask recipient to accept the quote, record datetime and IP and can activate a workflow (10 Jun 2015)
Authorize.net store transactions that are declined or errors will show group logo, not portal logo (9 Jun 2015)
Store transaction confirmation emails redesigned to match new design of messages in system (9 Jun 2015)
Event registration can now be reviewed by anyone attending/not attending/unsure/not yet responded (9 Jun 2015)
Workflows can add CampaignIDs to a contact's website tracking (5 Jun 2015)
3 new email templates - "Business Modern" (4 Jun 2015)
Contacts > Attribution now shows up for all contacts, allow manually adding campaignID to contact (4 Jun 2015)
Ticketing > Forms - shows the number of contacts in group (4 Jun 2015)
Website > Layouts - new landing page templates (3 Jun 2015)
Events - public registration text now says "Taking you to event registration..." instead of "Registering you..." (2 Jun 2015)
Email - Send - Confirmation dialog shows filters (28 May 2015)
Events - guests now have CRM link, word "Guest" has title to show who primary registrant is (28 May 2015)
Events - labels updated to work with bigger name tags, line breaks better (28 May 2015)
Apps > Accounting > Reports - show details by event (not by event type) (28 May 2015)
Workflows - send SMS immediately (27 Mar 2015)
Call recording (inbound and click-to-call) - huge improvement in transcript accuracy (27 Mar 2015)
Events - public registration links can be non-secure to help loading CSS non-securely (27 Mar 2015)
Workflow dialog redesign (26 May 2015)
Website > Campaigns and Affiliates - can filter campaign reporting by store group and conversion code (26 May 2015)
Events > Registration - include registration data in event confirmation email (22 May 2015)
Events > Attendance Manager - can now check in guests (and can trigger automation) (21 May 2015)
Email/Website > Merge > Dynamic data rules - now have rule names for easier recognition (19 May 2015)
Event confirmation page - mandatory fields are viewable after clicking a click "here" link (19 May 2015)
Workflows can send emails immediately upon activation (18 May 2015)
GreenRope website - new page with all recorded webinars - http://www.greenrope.com/past_webinars (18 May 2015)
Events - public events can include attached .ics file with initial registration email (17 May 2015)
Integration with eHawk.net for tickets, signup forms, and account creation (15 May 2015)
Events > Attendees - can print labels (13 May 2015)
Increased user field names from 255 to 500 characters (13 May 2015)
New format for blog post URLs that is more SEO friendly (12 May 2015)
New GreenRope website launch (12 May 2015)
Redesign of event registration page details from within Event Details > Attendees > Reg (11 May 2015)
Click to Call - if MP3 files stored in media library, select and play to leave voicemail (10 May 2015)
Contact details > CRM - events have new button with a link to view the attendance log (8 May 2015)
Group Settings > User Fields - when deleting, a red warning will show (7 May 2015)
Create Account - asks for address, city, state, zip; autocomplete State (7 May 2015)
Lars interviewed in a podcast talking about marketing automation (6 May 2015)
Contacts > Reports - fixed greater-than and less-than filters for numeric fields (6 May 2015)
Email Tracking - mouse over datetime to see who queued up the email and from what IP address (6 May 2015)
Events - new RSVP page template "Modern Custom Background" uses an image from media library (6 May 2015)
Events - Contact Data Field registration option type is now accessible by guests (5 May 2015)
Events - guests are now added to the group associated with the event (5 May 2015)
Event Details > Attendees list - search attendees by name (5 May 2015) or company (11 May 2015)
Website Manager > pages - new Delete Page function (4 May 2015)
Website Manager > Pages - check box to show/hide special version for Android/iPhone to declutter page (3 May 2015)
Event > Public Registration - set custom registration action button text (30 Apr 2015)
Signup forms > Notification Email - can now specify a custom headline, also organized data fields (30 Apr 2015)
Completed first end-to-end test of print on demand through workflows (29 Apr 2015)
Website Tracking > Compare - charts are in descending order (28 Apr 2015)
Website > Ads - fixed reference to ad review iframe http/https (27 Apr 2015)
Fixed problem in CRM not showing events if the location for the event had been deleted (20 Apr 2015)
Updated Outlook plugin to bring over contacts more efficiently (20 Apr 2015)
Optionally add contacts to the website store group (no longer does it automatically, though default is still to add to the store group) (16 Apr 2015)
CRM - record who closes activity if from web UI (16 Apr 2015)
Responsive website templates have new shopping cart design (15 Apr 2015)
Added ability to rotate images in image editor (14 Apr 2015)
Adjusted position of fly-out folders in groups dropdown selector (14 Apr 2015)
Click-to-call - if the account has more than 1 Twilio number, allow the user to select the one to make the calls (11 Apr 2015)
Media Library > Images - shows images in other groups to account owner (11 Apr 2015)
Automation - updated colors to our palette (10 Apr 2015)
New color picker used throughout system (10 Apr 2015)
Fixed bug in event registration if discount code used with limited inventory (9 Apr 2015)
Group Settings > Email Options - Blog Digest checks for or RSS#_placeholder or RSSComplete#_Placeholder in email (8 Apr 2015)
Communicate > Email - template designer allows editing of components (7 Apr 2015) and adding images (11 Apr 2015) updated for big images dragged in (24 Apr 2015)
Contacts - Contact Details > Groups - shows drip campaign name (31 Mar 2015)
Ticketing - Details optional for ticket, allow custom ticket subject lines (31 Mar 2015)
Email Templates > Design Template - can now save and load templates (31 Mar 2015)
Account Settings - history of contacts in account (28 Mar 2015)
Group Settings - new "History" tab (27 Mar 2015) and shows percentage of total contacts (28 Mar 2015)
Invoices can be paid by Authorize.net (27 Mar 2015)
New email template "Featured Attraction" (26 Mar 2015)
Automatic check of confirmation email for confirmation link (25 Mar 2015)
Moved Add Contact button (25 Mar 2015)
Dashboard - Quick Search - works properly for shared access users (24 Mar 2015)
Fixed Paypal integration for invoice payments after Paypal changed API (24 Mar 2015)
New email template "Hotel" (23 Mar 2015)
Tickets - can include an external stylesheet (20 Mar 2015)
Workflows - can have activities that are only activated if contact has been through a specific campaignID (20 Mar 2015)
Outlook Plugin - updated to handle Active Directory integration (19 Mar 2015)
Edit Workflow - chart is clickable, details show contacts under chart (18 Mar 2015)
Workflows - Allow rate limiting of workflows, show number of workflows activated per day (15 Mar 2015)
Portal Manager - can filter by promo code (15 Mar 2015)
Rev jquery UI to 1.11.4 (12 Mar 2015)
Email Tracking > Summary chart - can switch between percentage and raw numbers (11 Mar 2015), click details can be sorted by column headings (12 Mar 2015)
Dashboard funnel can show opportunity funnel (10 Mar 2015)
Event attendance summary email redesigned (10 Mar 2015)
Upgraded Codemirror for editing source on WYSIWYG (fixes bug of not being able to type slash while in source mode) (9 Mar 2015)
Event confirmation page - state and country autocomplete from known states and countries, datepicker for date user field types and birthdate field (6 Mar 2015)
Fixed bug in manually setting discount codes in event registration (6 Mar 2015)
Website > Tracking > Pages and Scores - click the number of pageviews link to view a chart of visitors and visits for one specific webpage (6 Mar 2015)
Contact details > Groups - can move up or down drip campaigns (5 Mar 2015)
Media Library - all HTML files can have email from and subject lines attached, even if not in Email Templates folder (4 Mar 2015)
Posted new video About Us on GreenRope website, 2 video testimonials (3 Mar 2015)
Dashboard funnel widget shows conversions in last 30 days (2 Mar 2015)
Invoice line items can be reordered with drag-and-drop (1 Mar 2015)
New designs for survey response templates (27 Feb 2015)
Ability to Create/Edit Opportunities within GR Mobile App (27 Feb 2015)
Drag and drop new images to media library (27 Feb 2015)
Contacts > Reports - max x-axis fields to 100 (26 Feb 2015)
Tickets - Name field (replace Firstname + Lastname as separate fields) (26 Feb 2015)
Recorded About Us video (26 Feb 2015)
Associate CRM activities with Opportunities, and in workflows, allow automatic activities to have this association; manually adding a workflow to a contact can also optionally be connected to an existing opportunity (24 Feb 2015)
Update FullCalendar to 2.3.0 (22 Feb 2015)
Public event background (calendar or dedicated page) (21 Feb 2015)
CRM activities can now be associated with companies (21 Feb 2015)
Drip Campaigns - variable date range for chart (15 Feb 2015)
Add Company, rename, delete if no contacts, move contacts to another company (15 Feb 2015)
Create new dialog for viewing companies (most company names are links now) (14 Feb 2015)
Added British English as a language option for using GreenRope, forms, and tickets (13 Feb 2015)
Upgraded jQueryUI to 1.11.3 (12 Feb 2015)
Signup forms - for standard fields, blank values will not overwrite existing data in the contact record (12 Feb 2015)
Contacts > Companies - import companies (11 Feb 2015)
User Field automation - allow for setting thresholds (less than value change to greater than value) to trigger workflows (10 Feb 2015)
Associate company ID with CRM activities (10 Feb 2015)
Contacts > Companies - show CRM activities for contacts no longer w/ company but with matching Company ID (10 Feb 2015)
Update FullCalendar to 2.2.7 (10 Feb 2015)
Edit Image - Save as copy (9 Feb 2015)
Accounts can set their own logos top left (6 Feb 2015)
Apps > Ticketing > Ticket Categories - show shows ticket categories from other groups (6 Feb 2015)
The Signup Form notification email has been redesigned (6 Feb 2015)
Tickets - new "Details" Editor allows setting ticket form to have the Details data entry be through a standard textarea with no markup or a WYSIWYG editor (5 Feb 2015)
Affiliate - affiliate reports page now shows website traffic for affiliate and lists all associated campaign IDs (5 Feb 2015)
Communicate > Email > Templates - templates are now categorized in tabs for Most Popular, Events, Holidays, and All (4 Feb 2015)
Website > Signup Forms - define date range for report graph (3 Feb 2015)
Communicate > Drip Campaigns - copy existing drip campaigns (3 Feb 2015)
Portal Manager - Accounts by Size includes media library and billable contacts (3 Feb 2015)
Dashboard > Pipeline widget - allow many phases to scroll div (2 Feb 2015)
Contacts > Companies - show child companies (subsidiaries) (1 Feb 2015)
Contacts > Companies - show files associated with contacts (1 Feb 2015)
Contacts > Companies - show total lead score of all activities of all contacts in company (1 Feb 2015)
Shared Access - new permission level for Signup Forms (31 Jan 2015)
Contacts > Workflows - now have 3 new placeholders for setting and appending dates and times to user fields (31 Jan 2015)
Contacts > CRM Activities - Create New Workflow works as a dialog box, also added Create New Workflow function to Home > Automation > CRM Workflows (bottom of page) (31 Jan 2015)
Contacts > Companies - if website defined, new Research tool (31 Jan 2015)
Tickets - form design - add custom CSS (27 Jan 2015)
Signup Forms - can pull in an external CSS file (27 Jan 2015)
VARs - Portal Manager - can set BCC on all outbound emails (26 Jan 2015)
Events - new "Modern" series of RSVP page templates, allow event-level RSVP page design (25 Jan 2015)
Contacts > Lead Scoring shows workflows and contacts who activated workflows (and when they were activated) (23 Jan 2015)
Contacts > Reports - add company user fields as filters (23 Jan 2015)
Workflows - update company user field, add recurring CRM activities (21 Jan 2015)
Invoices - add group physical address in from address (20 Jan 2015)
Shared Access - new permission for "Restricted Access" which only shows the contact name and company, new permission for "Delete Contacts" that allows deleting and unsubscribing contacts accessible by the shared access user (20 Jan 2015)
Contacts > Groups - show unsubscribed from that group (20 Jan 2015)
Project Manager - new tabs, edit project categories (18 Jan 2015)
Signup forms - allow adding css to any form (18 Jan 2015)
Events - fixed bug on discount codes if someone adds an extra space at the end of a discount code (17 Jan 2015)
Calendar > Appointment Events - new Invite function to quickly send invite to attendee (13 Jan 2015)
Website > Campaigns & Affiliates - added number of contacts associated w/ each campaign, added total number of known contacts for all campaigns in last 30 days, added new report to show details of all contacts in all campaigns in date range (13 Jan 2015)
Workflows - activities can be set for a specific time (11 Jan 2015)
Dashboard - Notifications panel - show account owner total number of contacts with link to add one contact (11 Jan 2015)
Invoices - save and load templates (11 Jan 2015)
Opportunities - there is a new setting in Account Settings > Settings that allow you to globally set whether or not someone besides the opportunity manager can edit the opportunity (note the account owner can always edit) (10 Jan 2015)
Projects - When creating a new task in a project, if the task creator is not the project manager, the task creator is cc'd on the email to the task assignee (10 Jan 2015)
When creating a new CRM activity, the notification email comes "from" the person who created it (10 Jan 2015)
Fixed bug on custom item thank-you page redirects if the item's discounts made it free (10 Jan 2015)
Logout actions now are recorded in the Dashboard News Feed (10 Jan 2015)
Contacts > Companies - show invoices and tickets for all contacts in company (9 Jan 2015)
CRM activites and Workflows can now activate workflows with the Activate Workflow workflowname activity type (9 Jan 2015)
Phone and Mobile number fields have international selector and automatic formatting (9 Jan 2015)
Contact > CRM > Filter - "Showing" is now a toggling link (7 Jan 2015)
Website > A/B Split > Page A and Page B icons are clickable to open pages in new tab (7 Jan 2015)
Upgraded calendar to new version, includes localization (7 Jan 2015)
Automation - direct link to edit surveys and signup forms, new workflow editing in dialog (6 Jan 2015)
Drip Campaigns - chart - added spam complainers to the unsubscribe rate calculations (5 Jan 2015)
Store - Paypal purchases - added more information on purchase notification email (5 Jan 2015)
Store - One click sell - allow purchasing single item if credit card on file and contact is sent email with special link (merge field) (4 Jan 2015)
Email Tracking > Summary > Reads and Clicks reports - changed layout, added icons, clicks show all URLs (4 Jan 2015)
Inbound calls - assign Inbound Call CRM activity to contact with Contacts Permission based on routing (3 Jan 2015)
Opportunities - notes for products (31 Dec 2014)
Contacts - main screen redesign (31 Dec 2014)
Contacts - new button to print envelope of the contact's data (28 Dec 2014)
Contacts > Send Personal Email - Option to attach .vcf file to personal emails (24 Dec 2014)
CRM activities - links in activity notes automatically hyperlinked (23 Dec 2014)
Contacts > Hot Contacts shows company and user field data that would be shown in the normal contacts list view (23 Dec 2014)
Group members can update their passwords using the Forgot Password link on the login page (21 Dec 2014)
Updated jQuery to 1.11.2 (21 Dec 2014)
Store items can be created as "Always In Carts", so the item is included with every purchase. Easy way to have fixed shipping costs. (20 Dec 2014)
Projects can associate project with contact, also shows the projects associated with the contact in the CRM dialog (19 Dec 2014)
Updated Google Chrome extension (19 Dec 2014)
Updated dashboard layout (16, 19 Dec 2014)
Account Settings > List of contacts with shared access in left column - can now Revoke All Shared Access (16 Dec 2014)
Event Registration Options - add logic to display if other Yes Or No or Choose One options are selected (16 Dec 2014)
Updated Salesforce Plugin to version 2.0 (15 Dec 2014)
New responsive website templates are live and listed in their own category in the Manage Website > Design tab (12 Dec 2014)
On event registration page, option to show number of remaining spots available (12 Dec 2014)
Added Cold Automation and User Defined Field synch to Automation, also sped up loading of that page (12 Dec 2014)
All dragged-and-dropped images into CKEditor add a responsiveImage class (12 Dec 2014)
Print contacts on Contacts list view (12 Dec 2014)
User-Defined field synch with lead score (12 Dec 2014)
Workflows that create opportunities can set opportunity Source (10 Dec 2014)
VARs - set negative private label email cost to make free to end users (10 Dec 2014)
Contacts > Lead Scoring - If cold (doesn't meet min score) > x days, activate workflow (9 Dec 2014)
Account > Settings - new Compact navigation "Show Icons" setting of "Dropdowns Only" (8 Dec 2014)
Store > Reports - fixed layout of transaction details and description/amount of taxes (8 Dec 2014)
Can save and load emails into other directories, redesign email save dialog (7 Dec 2014)
File dropdowns in Group Settings organized by folder (7 Dec 2014)
Store items can be set as taxable/non-taxable (5 Dec 2014)
Fixed Yahoo import (using SSL only now) (5 Dec 2014)
Google Chrome gadget updated (5 Dec 2014)
Customize event payment text above the boxes the user chooses when paying. Text entry field is in the Account Settings > Settings tab (4 Dec 2014)
Calendar - integration with Google Calendar now uses the calendar ID, not the entire URL (3 Dec 2014)
A/B Test Landing pages - assign campaign ID split between 2 pages, allow campaign filtering on website tracking to use first campaign ID or show any contacts with the campaignID (30 Nov 2014)
Added suggested email address to ticketing page (30 Nov 2014)
Charts upgraded (26 Nov 2014)
Updated CKEditor to 4.4.6 (25 Nov 2014)
Added article in help about how to import CRM data if no email address provided in file (25 Nov 2014)
5 more website templates responsive (25 Nov 2014)
Captcha image now 200px wide, randomizes particles, lines, font size, and color (24 Nov 2014)
Help - replace quick video tutorial on importing contacts (21 Nov 2014)
App listed on Salesforce App Exchange (20 Nov 2014)
Contacts > Hot - new filter to remove people who have converted (20 Nov 2014)
New mobile app versions available on iTunes and Google Play (20 Nov 2014)
Quickbooks On-Premise updated to support very large accounts (19 Nov 2014)
CRM > Add Conversion - autocomplete conversion codes (19 Nov 2014)
Workflows can create completed activities (17 Nov 2014)
Recurring CRM activities can be created from CRM contact details (14 Nov 2014)
Contact details - new Print button (11 Nov 2014)
IMAP updated so that it shows all users with shared access all of the IMAP emails. Previously it only showed the IMAP message if the user logged in was a sender or recipient of the message. (11 Nov 2014)
Blog - show featured image top left (9 Nov 2014)
Events - Attendance - manual attendee confirmation sends automatic RSVP Attending email, new envelope icon shown in attendee list if automatic RSVP Attending email was sent (5 Nov 2014)
Dashboard - new widget to show crm activities to do for user (5 Nov 2014)
Public websites - blog categories clicked on are remembered using cookies (5 Nov 2014)
If the account is Active or Comp, the green "Upgrade Now!" button says "Account" (5 Nov 2014)
Clicking on videos scrolls up to the video player (5 Nov 2014)
Booking calendar shows am/pm (4 Nov 2014)
Edit/Add CRM activities - selector includes all contacts w/ Contacts shared access in all groups contact is a member of (4 Nov 2014)
SMS/MMS/Voice - Phone number update in dialog (4 Nov 2014)
Voice - call recording done now with VoiceBase and includes automatic transcription (4 Nov 2014)
Ticket - if ticket opener doesn't respond to first response by company within a set number of hours, a workflow can be activated (30 Oct 2014)
Voice - incoming calls and click-to-calls can be set to be recorded (costs 0.4 cents/minute of recording/month) (29 Oct 2014)
Bespin Pro website template now responsive (29 Oct 2014)
Website Tracking - Website domains can have rules set up to efficiently combine or remove traffic from domains (27 Oct 2014)
Faster, more efficient webpage loader reduces initial response time (25 Oct 2014)
Changed Contacts > Tools > Modify so it only affects groups, also fixed blank field (23 Oct 2014)
Revenue Generated badge in CRM - All, YTD, MTD, trailing year, and trailing month (22 Oct 2014)
Tabs Wide Pro and Tabs Pro website templates are now responsive (22 Oct 2014)
4 new videos on help page - Group/Userfield/Tags, Sales Automation, Marketing Automation Tactics, and GreenRope for Legal Profession (22 Oct 2014)
Redesign event confirmation attendee comments (22 Oct 2014)
Salesforce app approved (21 Oct 2014)
iPhone app approved and in iTunes (20 Oct 2014)
Rev jquery UI to 1.11.2 (19 Oct 2014)
Drip campaigns paginate if > 20 contacts (19 Oct 2014)
Signup Forms - "Who" button only shows the number of subscribers that are still in the account (not the total number of subscribers from all time) (19 Oct 2014)
Ticket has a new status "Closed (Locked)" that prevents further updates from occurring (19 Oct 2014)
Custom ticket form action buttons (13 Oct 2014)
Website > Pages - search website pages for keywords (12 Oct 2014)
CRM tab in Contacts shows Bounce/Unsub at top left (12 Oct 2014)
Ryan Bahl now CSS certified, Austin, Oscar, Dan, Melissa all HTML certified (10 Oct 2014)
Workflows - can assign or remove tags (9 Oct 2014)
Website > Store - can set cart border color (9 Oct 2014)
Drip Campaigns- Allow Multiple Filters for Activating Drip Campaign in Group (Only One Filter Currently Allowed)
Event Details > Settings - Event confirmation can include public forum (in its own tab if using a modern design) (7 Oct 2014)
Account Settings > Settings - Compact theme can turn off navigation icons (6 Oct 2014)
Changed shopping cart css from table to divs and spans (6 Oct 2014)
Website Manager > Design > Colors - new button to reset colors to template default (5 Oct 2014)
Contacts > Reports - new 2nd filter, new help shows instructions and user field list (5 Oct 2014)
New shared access permission - Add CRM, allows for adding CRM activities to Limited Contacts shared access users (4 Oct 2014)
Simple search displays mobile and phone, each with icons (3 Oct 2014)
Drip campaigns - new timing option "Immediate" runs within 10 minutes (3 Oct 2014)
Launched CEO blog "In the clearing" (2 Oct 2014)
Media Library > Files - search function (1 Oct 2014)
Signup Forms - progressive profiling (1 Oct 2014)
Help has a keyword search option for more intuitive search (1 Oct 2014)
SMS unsubscribe / re-subscribe built in to SMS responses list, also red SMS box in contact details if contact is an unsubscriber (30 Sep 2014)
Work flow - append to user field data (27 Sep 2014)
Drip campaigns - show filter in Automation (27 Sep 2014)
Fixed survey response scoring to work for checkboxes (26 Sep 2014)
Simple search on dashboard includes title and city/state/country (26 Sep 2014)
Updated CKEditor to manage Safari 7.1 bug, fixed scrolling issue when editing after changing groups (26 Sep 2014)
Drip campaigns - filter by tag (24 Sep 2014), 2nd filter (25 Sep 2014)
Website > Pages > Widget - new widget to embed Media in any page (23 Sep 2014)
Website > Store > Item - can specify a custom thank-you URL for an item (21 Sep 2014)
Website > Store > Checkout options - can now set custom shopping cart background color (21 Sep 2014)
Booking calendar - add multiple time slots at one time (21 Sep 2014)
SMS > Modify Phone Number - Time blocks for routing incoming calls (21 Sep 2014)
SMS - new ability to send MMS, new nav under Communicate, more details when purchasing numbers (19 Sep 2014)
Website > Signup Forms now displayed in tabs (17 Sep 2014)
Website > Signup Forms > Options has a new option for "Require Confirmation If Contact Exists", allowing someone who fills out a form to submit without confirmation if the contact already exists in the user's account (17 Sep 2014)
Export all opportunities (17 Sep 2014)
System wide standardization of comma after weekday (16 Sep 2014)
Store - Tax rules by state/country (16 Sep 2014)
Invoices can be paid via Authorize.net (15 Sep 2014)
CRM activities > Export - now includes Created Datetime and Created By (12 Sep 2014)
Fixed from line encoding for signup forms (12 Sep 2014) and forward to friend (16 Sep 2014)
Communicate > Email - build your own template (10 Sep 2014)
Setting the Paypal ID in Group Settings will override Authorize.net for a storefront, forcing all transactions for a storefront built in that group to go to that Paypal account no matter what (10 Sep 2014)
Storefront - fixed Paypal discounts for store items (9 Sep 2014)
Companies > Contacts - customize layout of fields on company data (9 Sep 2014)
Opportunities - added warning for duplicate phase numbers (9 Sep 2014)
Automation viewer - new user field triggers visualizer (8 Sep 2014)
Automation viewer - added View and Edit links to emails, also added links to jump directly to edit tickets and websites (5 Sep 2014)
New group - fixed activity selector automatic update when changing group type (5 Sep 2014)
Save new email has new checkbox to share with all groups (5 Sep 2014)
When editing images in email/website builder, new advanced tab, and can edit class and id of image (5 Sep 2014)
Asterisks in searching for phone numbers (4 Sep 2014)
Recurring charges in Store Reports (3 Sep 2014)
New Chrome Gmail gadget updated (fixes password, attachment, and layout issues) (1 Sep 2014)
Demographic lead scoring includes email and tags (29 Aug 2014)
Sped up public facing webpage load speed by 50-70% through making system more efficiently build webpages (28 Aug 2014)
New event registration functionality for guests. Set registration options and discounts for all, 1, 2, or 3, or no guests. Automatic event reminders sent to guests without RSVP. (27 Aug 2014)
New website signup form design (Black and White) (22 Aug 2014)
Tickets - make fields mandatory (19 Aug 2014)
Contacts > View Contacts > Groups > send shared access email (18 Aug 2014)
3 new website signup forms (Smart Green, Bubble Gum, Dark Night) (18 Aug 2014)
Adjusted color palette for action buttons (17 Aug 2014)
Signup Forms - customize action button (17 Aug 2014)
Website > Blog - add author for RSS feeds (16 Aug 2014)
Calendar Settings > Appointment calendars - can now set custom booking event approval email from Media Library (16 Aug 2014)
Contacts > Opportunities - import opportunities (15 Aug 2014)
Website Manager > News Blog - now shows "latest 10" RSS feed URL, also shows more accurate blog URL if you are using a News or in your website content (14 Aug 2014)
Portal Manager > Accounts by Size - now shows number of days since last login (14 Aug 2014)
Email text version of "powered by" footer is now centered within its parent element (14 Aug 2014)
Signup Forms - if auto-responder is specified, the media file's From Name and Email address take precedence over form settings for from name/email (14 Aug 2014)
Group Settings > User Fields - If UserField changes, activate workflow (14 Aug 2014)
Rev jqueryUI to 1.11.1 (14 Aug 2014)
Event Details > Settings > Attendees Receive Email - complete set of event-related placeholders is now available here (similar to the automatic reminder email placeholders) (11 Aug 2014)
Group Settings > User Fields - User field descriptions, mouseover title text in contacts area and in signup forms will show the field description (11 Aug 2014)
CRM > Reports - people who used send-to-friend function in all groups (10 Aug 2014)
Fixed bug with moving pages in website builder that mistakenly changed navigation submenu assignments (9 Aug 2014)
Adjusted list box color scheme from dark blue with white text to light blue with black text (7 Aug 2014)
Dashboard - new Custom Widget option to make your own iframe-based widget on the dashboard (6 Aug 2014)
Events - Automatic Event Reminders can now dynamically search-and-replace (6 Aug 2014)
Account Settings - can now set "Parent" to be called something else, and that is reflected in contact details, visibility, and signup forms (6 Aug 2014)
Website Tracking > Pages and Scores - shows referring URLs for inbound clicks to pages (5 Aug 2014)
Navigation Notifier - shows CRM activities completed or due +/- 30 minutes (5 Aug 2014)
Contacts > CRM Reports - can show reports for just the group if you're the account owner (5 Aug 2014)
Portal manager - delete account payment transaction (5 Aug 2014)
Portal manager - view file usage by account (4 Aug 2014)
Campaigns & Affiliates - affiliates can have 2 tiers of commissions, new campaign-level and affiliate-level reporting, public link for affiliate commission details (4 Aug 2014)
Wiki - public badge in topics list is a link to view the article in a popup (1 Aug 2014)
Contacts > Companies - filter company by company user defined data field, also loads Companies tab content asynchronously for faster Companies page load (31 Jul 2014)
Projects - tasks can be associated with categories, and there is a new report available in the dropdown to show all tasks in a particular category (30 Jul 2014)
Rev CLEditor to 1.4.5, fixes IE bugs (28 Jul 2014)
Projects - project updates can be associated with project tasks or tickets (25 Jul 2014) also works for project timer (28 Jul 2014)
Projects - hour summary reformatted, shows total hours for individuals (24 Jul 2014)
Drip campaigns can send on same anniversary date or on a fixed date (24 Jul 2014)
User field name placeholders for email "Field Name"_Placeholder, [Field Name]_Placeholder, (23 Jul 2014)
Custom Forward to a Friend page design (22 Jul 2014)
One-step event registration for public events (18 Jul 2014)
Re-worded signup forms to show automatic research and validation in Form Options (18 Jul 2014)
CRM - manually adding activities now remembers the datetime they were added and by whom if they were created by a shared access user. Workflow-created activities show the datetime they were created. (17 Jul 2014)
Upgraded CKEditor to 4.4.3 (15 Jul 2014)
Calendar - new checkbox to show reminder emails scheduled (14 Jul 2014)
Updated CKEditor to 4.4.2 (14 Jul 2014)
Fixed audio play on Collaboration notifier (13 Jul 2014)
Added Turkish language to system (13 Jul 2014)
Apps > Ticketing - can now change ticket category (10 Jul 2014)
Towerdata email validation and contacts research integrated in to signup forms, ticket forms, chat, and public event registration forms (10 Jul 2014)
GreenRope made the Inc 500 (10 Jul 2014)
Fixed some issues with payments via Authorize.net (added more aggressive stripping out of illegal characters, and limiting long fields that were breaking their API). Also resolved a temporary problem with their SSL certificate (10 Jul 2014)
Contacts > Send Personal Email - the optional text footer is unchecked by default now (10 Jul 2014)
Contacts > Add New Contact form now adds the user who added the contact in the permission path (10 Jul 2014)
Dashboard - Calendar - details - cleaned up layout (9 Jul 2014)
Website Tracking AND Dashboard > KPIs > Website Traffic - shows the last 20 pageviews recorded (9 Jul 2014)
Dynamic data - increased size of rules to 16MB for large data sets (8 Jul 2014)
Launched new Communicate > Social screen (7 Jul 2014)
Fixed bug in Send Personal Email where message preview was not displaying any content (7 Jul 2014)
CRM (contact details) - clicks now show click IP and estimated location (7 Jul 2014)
Website Tracking > Locations - shows known contacts in each country/state and is now clickable to see who and the pages they clicked, also shows anonymous traffic (7 Jul 2014)
Email Tracking > Clicks When and Where - countries and states are now clickable to see who clicked from that location (7 Jul 2014)
Beta testing free use of Full Contact for signup forms, tickets, and from contact details (1 Jul 2014)
Changed contacts research to use Full Contact only. Integrated into signup forms and tickets (1 Jul 2014)
Contacts - autocomplete for state and country, 3 characters minimum to activate (1 Jul 2014)
Ticket forms and signup forms - standardized state options (1 Jul 2014)
Portal Manager - can now sort by last login datetime (30 Jun 2014)
Communicate > Collaboration - new ability to add new comments at bottom of conversation (30 Jun 2014)
System-wide - new horizontal rule <hr> button for CLEditor (project updates, signup form text, reg options) (28 Jun 2014)
Contacts - CRM Activities - CRM Activities Completed - show opportunities opened and completed in charts (and are clickable) (28 Jun 2014)
Website Tracking > Pipeline - new "Allow Backtracking" checkbox to include/exclude conversions that happened before the date range specified (26 Jun 2014)
CRM - search for activities that match search term (25 Jun 2014)
Tickets - new Search function (25 Jun 2014)
Events - new layout for Settings page, new attendance and income goals, new registration log for all event attendees, new charts in Attendance tab show dates of new registrations and payments, new option for registration deadlines that allows for custom messages to be shown after deadline (23 Jun 2014)
Contacts - when looking at a contact's details, you can show/hide user field data from other groups. In Account Settings, you can choose whether to show or hide user field data from other groups by default (19 Jun 2014)
Website signup forms can set default text color, new buttons at top of form editor page (16 Jun 2014)
New accounts created with Compact layout if Companion chosen as default for VAR (11 June 2014)
For VARs - Fixed bug in monthly charger if additional service name was over 31 chars long (11 Jun 2014)
Added defang to entire system to prevent XSS (11 Jun 2014)
CRM - if adding a new event with only a due datetime, will warn the user if the activity manager already has something at the same time (9 Jun 2014)
Events > Registration Options - Registration Deadline now includes time of day (8 Jun 2014)
Contacts > Reports - new Company user fields selectable will show list of companies (7 Jun 2014)
Booking calendar - can now set minute increments between appointment request times (2 Jun 2014)
New help video for SMS and call management (31 May 2014)
Added shared support to DeleteContactsFromGroup API call (30 May 2014)
Fixed bug with reporting of manual store purchases entered without email addresses (29 May 2014)
Akamai enabled for app.greenrope.com (29 May 2014)
Website Signup Forms - screenshots of available form templates in help now (28 May 2014)
Cleaned up layout and design of Signup Forms page (25 May 2014)
Event confirmation - future events can show comments, fixed layout of future events (24 May 2014)
Calendar > Edit or Create Appointment event - the attendee selector is now an autocomplete instead of a <select>, and there is a new "New Contact" link that lets you create a contact and have that contact attending the appointment event all at once (24 May 2014)
New signup form design - Orange Crush (23 May 2014)
Dashboard > Widgets - new CRM Activities Completed widget (22 May 2014)
Fixed bug in Contacts > Opportunities where it would always show $ currency. Now it shows the account's correct currency (22 May 2014)
Click on Dashboard > Conversions and Transactions chart to see list of converters (21 May 2014)
Realtime notification shows location and network owner, new mouseover info also (20 May 2014)
Website Signup Forms - 2 new form designs, Aqua - Round and Aqua - Square (19 May 2014)
Group Settings - Blog digests can be sent weekly (19 May 2014)
Dashboard - Pipeline widget - can filter by shared access user (salesperson) (19 May 2014)
Fixed bug in GotoMeeting integration that was bringing in duplicate contacts if no email was supplied (19 May 2014)
Dashboard - KPIs - first box showing stats for last 30 days now has a link to view details (18 May 2014)
Media Library - allow custom file names, also gives option to use custom file name in WYSIWYG editor (18 May 2014)
Account Settings / Dashboard Calendar - new account-level option that allows shared access users to be able to see all other activities from other users in the dashboard calendar (15 May 2014)
Group Settings > User Fields - new setting for shared access users to not be able to edit user fields (15 May 2014)
Website Tracking > Page and Scores - shows unique visitors to each page (14 May 2014)
Contacts > CRM Reports > charts are now stacked for better display of large data sets, don't display CRM activities for deleted contacts, clicking on chart to get details now gets better formatted data and will flag overdue activities (13 May 2014)
Some UI cleanup - Contacts tab is now second, new titles in edit webpage, saving new calendar season now redraws calendar dropdown and has more obvious Save confirmation (13 May 2014)
Contacts > Tools > Clean - new merge tool combines contact and company data (9 May 2014)
Dashboard - pipeline widget (7 May 2014)
Contacts > Tools > Clean > Merge Duplicate Contacts now brings over CRM, website tracking, and conversion data (6 May 2014)
Mailmerge placeholders now work for public event registration emails (6 May 2014)
Websites > Widget - booking calendar can be easily placed in widget with the Widget tool (5 May 2014)
Contacts > New Contact - if Company field is in the new contact dialog, it now uses autocomplete (2 May 2014)
Website > Affiliates & Campaigns - can now delete campaigns (1 May 2014)
Website Tracking > Visitors - new chart at bottom shows visiting country / ISP data (1 May 2014)
GreenRope will increased pricing upon launch of new website, scheduled for 5 May 2014
Dashboard - new KPIs widget (30 Apr 2014)
Dashboard - shared access rights work for displaying widgets (30 Apr 2014)
Dashboard > Website Transactions/Conversions widget now shows each conversion broken out separately with a total for the week (29 Apr 2014)
VARs with Setup Fees set will now generate 2 separate conversions (29 Apr 2014)
Companies - list all companies in alphabetical directory listing (26 Apr 2014)
Opportunity products can now have a default value (set in Contacts > Opportunities > Products, section under graph), which is visible when adding a new opportunity (26 Apr 2014)
Opportunities can be exported directly as Excel (26 Apr 2014)
Opportunities can now be associated with company, you can also reassign the primary contact for an opportunity to another contact in the same company that the opportunity is associated with (25 Apr 2014)
Events - ask for guest names on event confirmation, can update/display in event manager (23 Apr 2014)
Contacts > Companies - new Assign Company Data to Contacts button (23 Apr 2014)
Updated Group event types for Small and Mid Sized Business to only have Appointment and Meeting, useful for not having too many default event types available (23 Apr 2014)
Event confirmations - updated tabs designs for event confirmation page, guests is a separate box (23 Apr 2014)
Signup forms - new Error Action setting to handle form actions (23 Apr 2014)
Calendar Settings - new setting to allow event RSVPs to show (and RSVP to) future events (22 Apr 2014)
New website template - Illusion Pro (21 Apr 2014)
Account Settings > Subscription - new color scheme for plans, new blue boxes below them (20 Apr 2014)
Dashboard > News Feed - new search bar to the news feed to be able to search for specififc data (18 Apr 2014)
CRM > Reports - allow filter for most reports (16 Apr 2014)
Invoices - emailng invoices now can mail merge simple placeholders (e.g., , ) (15 Apr 2014)
Contacts > Lead Scoring -- CRM Workflows can be activated by lead scores, also visible in Home > Automation page (13 Apr 2014)
Extended XML API to accommodate Projects (11 Apr 2014)
Fixed an oversight in resetting drip campaigns, so that a "Reset" command now also resets the start date of the drip campaign for the person/people who were reset (10 Apr 2014)
Personal emails sent through "Send Personal Email" by workflows now will show the workflow name that triggered the email (9 Apr 2014)
Fixed bug in booking calendar for events that started at the start of the available time slot (9 Apr 2014)
Emails sent from accounts with powered by "Extra" include both the banner and the text Powered By Portal only (8 Apr 2014)
CRM Workflows - can set a user field value when workflow is initiated (8 Apr 2014)
Contacts > Companies - now shows each contact's demographic and activity lead score (7 Apr 2014)
Opportunities - View CSV opens content in a new window (7 Apr 2014)
Added checkbox for including optional footer in Send Personal Email area. Added help icon for optional footer. Also fixed typo in foooter language, button layout when editing/building message, and some dialog box behavior issues. (6 Apr 2014)
Updated CKEditor to 4.3.4, also fixed bugs with buttons and double-clicking on images and links (1 Apr 2014)
Fixed bug with storefront not displaying on mobile version of website (1 Apr 2014)
Ticket updates show email and company of updater (28 Mar 2014)
CRM Workflows can automatically create CRM activities with reminders and with default notes (24 Mar 2014)
Websites - blogs now update the page title for better SEO (24 Mar 2014)
Websites - allow for website visitors to request appointments (to be confirmed/modified by group manager) (24 Mar 2014)
Calendar - new filter of CRM activities by all activities or just those assigned to the person logged in (12 Mar 2014)
Calendar - load events/CRM activities dynamically (10 Mar 2014)
New design for event payment pages (9 Mar 2014, minor improvements 10 Mar 2014)
Gmail Gadget in Chrome store (7 Mar 2014)
Upgraded CKEditor to 4.3.3, fixes empty <p> tags and vertical spacing (6 Mar 2014)
Tickets - can allow image attachments (2 Mar 2014)
CRM Reports - new export CRM activities functions, available only to account owner (1 Mar 2014)
Contacts > Opportunities - phase movement chart - moved legend for better visibility, added date filtering effect (1 Mar 2014)
Launched GreenRope Gmail Gadget (27 Feb 2014)
Fixed bug in PURLs getting a 404 with IE11 (27 Feb 2014)
CRM - when editing activity, scrolls to activity for better screen placement (27 Feb 2014)
Email preview - show mobile preview (26 Feb 2014)
Survey scores (assessments) - can store score in User field (26 Feb 2014)
Blogs - categories for blog posts (26 Feb 2014)
Blog - show RSS feed URL if activated (25 Feb 2014)
GreenRope ranked #1 email marketing software company by Red Pill (25 Feb 2014)
Calendar - drag CRM activities to move them (25 Feb 2014)
New Group Setup video in Help page (24 Feb 2014)
CRM Workflows can trigger conversions (22 Feb 2014)
Power upgrade and new redundant switches installed (22 Feb 2014)
New website template "Bespin Pro" (22 Feb 2014)
Coordinated with Google Maps integration developer on website builder to fix bug (22 Feb 2014)
Drip Campaigns - can trigger workflows (21 Feb 2014)
Events - set conversion with payment, stage 1 public reg, stage 2 event details, stage 3 payment (19 Feb 2014)
Published Magento integration and Quickbooks Online integration pages on GreenRope website (18 Feb 2014)
Group Settings > New Group - updates Activity list in real time (18 Feb 2014)
Store - discount codes are available for items or for the entire order (17 Feb 2014)
The "Powered By" text/image setting for emails now matches what we put in the powered by when building websites. Private labeled websites is still a separate option to totally remove it. (17 Feb 2014)
Fixed bug that prevented the editor from displaying if building a Personal Email when opening the contact details from within the Build and Send Email page (14 Feb 2014)
Website builder - blogs navigation hyperlinks the entire blog name (no "View" link any more), also made subdomains "nofollow" if there is a custom TLD defined (14 Feb 2014)
Signup form builder - fixed bug with UTF-8 characters in the signup form builder for text elements in the fields that you add a contact to (14 Feb 2014)
Events - Registration Options - Contact Discount Field - can now select a Company user defined data field to act as the discount for the event (so if someone is a member of a company that gets a discount to attend the event, it will be automatically calculated) (13 Feb 2014)
Events - Registration Options - Contact Data Field - new option "Company (selector)" that allows the user to pick from the list of companies already defined in that group or enter a custom company name, rather than just the "Company" field, which is an open text field (13 Feb 2014)
Fixed bug in Calendar Settings when importing an external webcal that was based on Zulu time (12 Feb 2014)
Websites can have up to 200 pages (12 Feb 2014)
Project Updates - author is now in subject line, translated to group or account language (12 Feb 2014)
Surveys - questions can now have scores associated with answers, and surveys can now have custom actions (HTML, redirect, workflows) based on aggregate scores of people taking the survey (11 Feb 2014)
Signup Forms - Address 1 replaced with Address for all forms (9 Feb 2014)
Core database engine changed to InnoDB for central tables for faster updates and inserts through row-level locking (9 Feb 2014)
Events - in Group Settings > Event Options, you can now specify design of automatic reminder emails (8 Feb 2014)
Events - public event registration does not render calendar on mobile devices (7 Feb 2014)
Websites > Layout - add link to download raw website template HTML file (5 Feb 2014)
Events - fix first-time load of event screen if discounts are applied to show proper amount, remove discount notification if discounts are not applied (5 Feb 2014)
Websites - allow for personalized URLs (PURLs), in the format of www.website.com/p/FirstnameLastname or www.website.com/p/Company (4 Feb 2014)
Email/Website Builder - Add Image allows adding YouTube and Vimeo thumbnails (3 Feb 2014)
Events - public events can set a custom registration confirmation email when people register using the website calendar or public link (3 Feb 2014)
Ticketing - you can re-order the fields you are asking the user to fill in (3 Feb 2014)
CRM - when new activity is created, checkbox option to automatically email person the activity was assigned to (2 Feb 2014)
Copy signup form (1 Feb 2014)
Edit the contact information fields- change the 'State' field to 'State/Province' (1 Feb 2014)
CRM > Reports - full data set displayed below charts for the first 5 reports (31 Jan 2014)
Forms can set background color (29 Jan 2014)
Calendar - show opportunity close dates checkbox (29 Jan 2014)
Clicking on dashboard calendar CRM activities auto-scrolls to activity (28 Jan 2014)
Dashboard > Wizards - removing all wizards moves box to bottom of page (28 Jan 2014)
New Complete Now button in CRM (28 Jan 2014)
Updated ScrollTo jquery plugin (28 Jan 2014)
Email templates are now mobile responsive (26 Jan 2014)
Updated jQuery to 1.11.0 (26 Jan 2014)
Updated jQueryUI to 1.10.4 and CKEditor to 4.3.2, also fixed enter-key vertical spacing (23 Jan 2013)
Alert our support team if a user gets locked out for too many failed login attempts (12 Jan 2013)
Magento integration is live in the Contacts area (9 Jan 2014)
CRM Workflows - can delay activity start dates when starting workflows from within the CRM (9 Jan 2014)
Dashboard - simple search on right column (8 Jan 2014)
CRM Workflows - can HTTP POST to a web service (7 Jan 2014)
Store > Reports - can now add manual transactions that are refunds of store items, and can delete manual transactions (7 Jan 2014)
Calendar - repeated events can be every year (7 Jan 2014)
Website Store - can now direct link to an individual item in the store (6 Jan 2014)
Shared access - new shared access right "Limited Contacts", which gives view-only access to contact details in a group (5 Jan 2014)
Communicate > Email Tracking - new tabs expand/compress button (3 Jan 2014)
Media Library - public downloads can trigger a workflow (31 Dec 2013)
Ticketing - new Response Reports showing average response time for tickets (30 Dec 2013)
Filter Website Tracking > Conversion > Pipelines by group (30 Dec 2013)
Project tasks can send reminder emails before they are due (28 Dec 2013)
Event registration for public events can now redirect to a custom page after step 1 of public registration (28 Dec 2013)
Website Signup Forms can specify if groups list is above or below data capture fields (28 Dec 2013)
Automatic blog digest can be sent every month (Group Settings > Email Options) (27 Dec 2013)
New tasks have a checkbox to send email to new task assignee (27 Dec 2013)
Link Library can set clicks to activate a CRM workflow (21 Dec 2013)
Website Signup Forms - mandatory field validation is now handled with JavaScript, to make the form submission process more seamless (21 Dec 2013)
Shared Access is now editable from within Contact Details > Group pane (20 Dec 2013)
Automation - headings are navigation links, also includes surveys and question-driven automation (19 Dec 2013)
Website Signup Form - new form design "Modern" (and a version w/ no background) (18 Dec 2013)
Group Setup & Contact Details (and signup forms, tickets, and unsub/profile update) - new user field data types - Date and Integer (18 Dec 2013)
Contacts Research - all research now also looks up FullContact API data, and there's a new button in contact details that allows research to be done on a single contact. In all cases, approval must be granted by the portal manager. (17 Dec 2013)
Website Signup Forms - Combine fields on forms so Birthday day/month/year always shows up on the same single line (16 Dec 2013)
Contacts - Added Title and Website to the list contacts view (16 Dec 2013)
Fixed Google Maps centering bug in event confirmations (16 Dec 2013)
Fixed Authorize.net bug for non-US ASCII characters in credit card data (like å or æ or ø) for VAR account payments (16 Dec 2013)
Upgraded CKEditor to 4.3.1, added new text selection plugin for switching source/html modes (14 Dec 2013)
Event RSVP link does not force Attend status for events, instead leaves it Pending until RSVP is made (14 Dec 2013)
Countdown timer - tighter image, 3 font size choices, language choice (14 Dec 2013)
Communicate > SMS TXT - SMS optin can trigger CRM workflow (14 Dec 2013)
Portal Manager - when applying a discount (promo) code, immediately update account automatically with new discount settings and expiration date (9 Dec 2013)
Group Settings and Contacts > Companies - now user fields (defined in Group Settings) can be defined as also being applicable to companies, will be displayed in Contacts > Companies (8 Dec 2013)
Email - new placeholder "GroupSettingsFromName" and "GroupSettingsFromEmail" (8 Dec 2013)
Calendar - filter by CRM activity type and/or completed/not completed (6 Dec 2013)
Emails - click recording is now throttled so no recipient can generate more than 1 click per minute to the same URL (6 Dec 2013)
Contacts > CRM - clicks now show IP address (6 Dec 2013)
Projects > Task List - contacts responsible for projects can have link to open CRM (6 Dec 2013)
Dashboard calendar - can filter day's CRM activities by all activities or just yours (3 Dec 2013)
Contacts - list view minor redesign, added pictures of contacts (1 Dec 2013)
Events - if account has Authorize.net enabled, can charge attendees directly from Registration Details page (1 Dec 2013)
Events - new registration field type - "Discount Code" for placing an arbitrary discount amount for entering any code (1 Dec 2013)
Events > Event Details > Registration - registration options can now be re-ordered by clicking and dragging (1 Dec 2013)
Events - matching attendee layout changed in event confirmation page (moved to floating right) (1 Dec 2013)
Events - matching can include company (so you can see if someone from your same company is attending the event) (1 Dec 2013)
Group Settings - inline help for event RSVP template files now includes link to complete page (1 Dec 2013)
Send-to-Friend - fixed display of email address for the forwarder, fixed some translation phrases (1 Dec 2013)
Contacts > Export - fixed export to XLS of contact data for all character sets (30 Nov 2013)
Website - added the ability to add content below the website login if protection is set to "Members Only", also removed logo above the login form that was by default placed there above the login form (30 Nov 2013)
Upgraded alternate editor to CLEditor 1.4.4, added table builder plugin (30 Nov 2013)
New website template, Expo Pro (29 Nov 2013)
Website Signup Forms - can specify a font face for the form (27 Nov 2013)
Website > Store - items can now have a finite number of payments when sold through the store, also added recurring payment information to store shopping cart (26 Nov 2013), also added to website signup forms (27 Nov 2013)
Portal Manager - View Portal Settings - new VAR portal unbranded videos for CRM, marketing automation, email marketing (25 Nov 2013)
Ticketing - form can set a target when the submit button is clicked (same frame, top, or new window) (24 Nov 2013)
Website > News/Blog - if putting blog in narrow website, automatically use Facebook's smaller button_count Like button (24 Nov 2013)
New "complete now" link in Contacts > Edit Contact > CRM > Edit Activity to make it easier to finish an activity now (24 Nov 2013)
New button to add/edit Google Maps in website and blog builder (24 Nov 2013)
Upgraded CKEditor to 4.2.3, fixed a bug with adding tables in the Send Personal Email popup (22 Nov 2013)
Marketing automation viewer preliminary beta (20 Nov 2013)
Fixed some places where time zones weren't showing properly if using the browser time zone. Fixed saving Rank Order survey questions for some surveys. (18 Nov 2013)
Show premium features in Review Options if the VAR sets a monthly charge on a feature (18 Nov 2013)
Store > Reports - Show abandoned carts information (17 Nov 2013)
Workflows can add a contact to a group, remove a contact from a group, and send an alert email to a custom address (13 Nov 2013)
All logins to GreenRope are secure. Initiated request to procure more IP addresses for VARs for SSL. (12 Nov 2013)
SMS - inbound calls can be immediately redirected to another number (12 Nov 2013)
Contacts > CRM Activities > Workflows - individual activities within a workflow can be assigned to a specific contact (11 Nov 2013)
Media Library / Websites - can track video playing and automatically add CRM activity for video play (11 Nov 2013)
Media Library - store Vimeo videos (10 Nov 2013), automatically activate workflow or add to group (11 Nov 2013), website widget (12 Nov 2013)
Contact > Details shows drip campaigns in groups listing (9 Nov 2013)
New Portal Setting - CreateAccountWelcomeHTML - custom content on the page that shows up after an account is created (6 Nov 2013)
Contacts > View Contact > Send Personal Email - now can CC contacts (5 Nov 2013), final adjustments made (6 Nov 2013), merge fields are as To field recipient (12 Nov 2013)
New warning when removing/merging duplicate contacts if all checkboxes for the same email address are checked (5 Nov 2013)
Increased max file size for uploads to 16MB (5 Nov 2013)
VARs can set setup fees for Trial accounts upgrading to Active in Portal Manager > View Portal Pricing (5 Nov 2013)
Upgraded CKEditor to 4.2.2 (3 Nov 2013)
Contacts > CRM Reports show up to 50 values on the x-axis now (3 Nov 2013)
Moved Drip Campaigns and Chat from Group Settings to their own dedicated pages under the Communicate tab (23 Oct 2013)
Fixed bug in saving item description for existing store items, fixed bug in resetting language to English upon login (23 Oct 2013)
Dynamic Content (both for websites and emails) can serve dynamic data rules based on Campaign ID associated with the contact (22 Oct 2013)
Campaigns & Affiliates - select a campaign and see who came from that campaign (22 Oct 2013)
Forms can be in different languages (21 Oct 2013)
If browser time zone doesn't match account's, pop up dialog to let user choose how calendar events will be displayed. Also sets default save time for new CRM activities. (21 Oct 2013)
Tickets can set font size and custom "Quick Summary" text (19 Oct 2013)
Language translation fixes for storefront (18 Oct 2013) more fixes (20-22 Oct 2013) and more (27 Oct - 3 Nov)
Survey page redesign, including new "Results" button that displays results of all surveys in a sequence in a popup modal (15 Oct 2013)
Contacts > CRM details - added permission path to bottom of CRM data stream (14 Oct 2013)
Contacts > Opportunities > Forecast - for future months, shows a line depicting total ideal revenue if all opportunities closed (9 Oct 2013)
Group Settings > Event Options - new attendance matching algorithm allows you to set influence that your contact data has in finding matching attendees to encourage attendance (9 Oct 2013)
Signup Forms can now have a target of "Top" (7 Oct 2013)
Toll-Free numbers are available for purchase (7 Oct 2013), fixed bug for purchasing number (9 Oct 2013)
Add New Contact dialog can now include user defined data fields (6 Oct 2013)
Website Tracking now has IP address filtering to remove IPs you don't want included in charts (5 Oct 2013)
Group Settings > Chat - new integration with Olark for CRM-integrated live chat with CRM workflows and clickable chart (3 Oct 2013)
New Quickbooks plugin available shortly (2 Oct 2013)
Website > Signup Forms - Auto-responder delays can be in hours (1 Oct 2013)
Build and Send Emails - redesign and clean up of filters right side (1 Oct 2013)
Fixed website tracking maps for Canada and UK (1 Oct 2013)
Storefront items can send coupons when purchased (28 Sep 2013)
Signup Forms can send coupons from App > Coupons (25 Sep 2013)
Fixed bug in user defined data saving if only first checkbox was checked (25 Sep 2013)
Fixed JavaScript bug in iPad by installing latest FusionCharts plugin (25 Sep 2013)
Updated events so that surveys now are full surveys instead of individual questions (25 Sep 2013)
Group Setup > Drip Campaigns - new chart shows read/click/unsub for drip campaigns sent in last 30 days (23 Sep 2013)
Contacts > Cold contacts - see contacts that haven't been contacted in a while (21 Sep 2013)
Some changes to UI - new Artistic Theme (set in Account Settings), dashboard and social backgrounds now match chosen navigation color, new drop shadows on dropdowns in top nav (21 Sep 2013)
Ticket - custom submit button text (17 Sep 2013)
Website - Members Only stores can show members that are only matching the same company name (17 Sep 2013)
Team Setup > Drip Campaigns - fixed drip campaign filters for "is" and "is not" cases (17 Sep 2013)
CRM - store/edit credit cards on file for contacts, charge contacts on demand (16 Sep 2013), also reformatted Add File to new blue box look
Group Settings > User Defined Data - changed format so each field is within a blue box (16 Sep 2013)
Fixed bug in layout for changing physical address under email builder (15 Sep 2013)
CRM details for a contact shows total revenues from conversions, store, and events at top (14 Sep 2013), also added database key for faster store transaction lookups
Media Library > Images - added image upload datetime to image details (14 Sep 2013)
Ticketing forms and website conversions can now automatically create a Workflow (10 Sep 2013)
CRM Workflows can now automatically create Opportunities and send out SMS messages (9 Sep 2013). There is also the ability to schedule future SMS messages to an individual contact using the New Activity button.
Contacts > CRM - now shows IP address of email reader (9 Sep 2013), also fixed a bug showing month name (instead of month number) if more than one read
Website > Signup Forms - the sample HTML generated now exactly reflects the IFRAME HTML (7 Sep 2013)
Website > Tracking > Known Contacts - UI improvements, show company name (7 Sep 2013)
Help page and Media Library > Files page redesign (4 Sep 2013)
New comparison with Zoho on GR website (4 Sep 2013)
Removed gradient from top nav (29 Aug 2013)
Campaigns and Affiliates - new section under the Website tab that allows the user to view all ongoing campaigns, assign contacts to campaigns (affiliates), and track campaign ROI (28 Aug 2013)
Signup Forms - logic can now be assigned to adding contacts to groups (24 Aug 2013)
Ticketing - checkboxes now allow people who fill out forms to be added to multiple groups and to have logic associated with which groups they are added to (23 Aug 2013)
Contacts > List view - re-organized page a bit, changed CRM icon, added new Quick Add CRM Activity button (17 Aug 2013)
Websites - added new placeholders for GroupName and Forum (16 Aug 2013)
Calendar > Webcal integration - now includes project tasks in the webcal, and under the calendar there's a new option to synch all groups (12 Aug 2013)
Contacts > Opportunities can be filtered by date range (12 Aug 2013)
Portals can create content in their Media Library and share with all portal member accounts (11 Aug 2013)
Website > Pages - Allow importing websites from other groups within an account (8 Aug 2013)
Top navigation is now sticky and has a slight shadow to show depth (7 Aug 2013)
Initial roadblock and new options settings button dialog redesigned (6 Aug 2013)
Ticketing - 2 auto-responders can be assigned to new members of a group who fill out a ticket, sent emails come from the media library and the delay is in hours (4 Aug 2013)
Website Signup Forms - new "Step 1 Alert" field that will alert email addresses entered there when the first step of a confirmation is completed (30 Jun 2013)
Website > Layout - show Pro templates only by default (29 Jul 2013)
Website Signup Forms - if no captcha and form not filled out correctly, use browser history to go back (if captcha, reloads form) (29 Jul 2013)
Website Signup Forms > Groups - can select a single season (calendar range) to add contact to (29 Jul 2013)
Website Signup Forms > Form Options - can collect funds directly from forms (28 Jun 2013)
Contact > CRM - can edit, add, and delete conversions, also changed green color for opportunities to something a little less bright (27 Jul 2013)
Portal owners can use PayPalPro to charge for their accounts, do charges and refunds in Portal Manager (26 Jul 2013)
New design for Dashboard and Social Collaboration pages, new design for Contacts > Workflows (26 Jul 2013)
Launched new Social Collaboration in BETA (finished 23 Jul 2013)
Website Manager > Pages > Home - you can now set the name of the homepage (finished 17 Jul 2013)
Media Library > Link Library - see all tracked clicks on links, set custom scores for clicks, add/remove contacts to/from groups on email click (finished 16 Jul 2013)
Website Tracking > Pipelines - pipeline funnel details show the amount of time the conversion contact has been in the pipeline and in the stage (finished 13 Jul 2013)
Communicate > Email Tracking - Select all emails sent by a drip campaign for summary data (finished 12 Jul 2013)
Portal Manager - VARs can set number of days from payment to forced cancel (default is 90 days, or 60 days delinquent) (finished 12 Jul 2013)
Portal Manager - VARs can now put the declined reason in the email that gets sent to the declined account owner (finished 12 Jul 2013)
Survey tool revamp is complete! 2 new question types - quality and short text, logic with questions (finished 10 Jul 2013)
Upgraded CLEditor to version 1.4.3 (2 Jul 2013)
Contact edit screen has new "Edit HTML" button for Open Text user-defined fields (2 Jul 2013)
Attendance confirmation email now accepts contact placeholders (1 Jul 2013)
Contacts > Opportunities - now has the ability to remove phases in the sales cycle (30 Jun 2013)
Portals can set pricing levels at zero contacts to remove pricing level options (30 Jun 2013)
Hide closed tasks if more than 3 closed task in a project (26 Jun 2013)
New strategy video available on the GreenRope videos page (launched 24 Jun 2013)
Website and Conversion tracking can force the email address of the purchaser to be logged by appending e=EMAIL_ADDRESS to the end of the wct.pl query string (23 Jun 2013), also made the change to the GreenRope subscription purchase function
In the WYSIWYG editor's Merge function, when building dynamic data merges, the insert image function has been updated with one that integrates with our Media Library (23 Jun 2013)
When building webpages, you can see the total number of pageviews and pageviews in the last 30 days on that page (23 Jun 2013)
Projects have budget allocations and will display % of budgeted hours (22 Jun 2013)
Groups with websites have an icon in the group dropdown in top navigation (22 Jun 2013)
Opportunities now can show charts and data for multiple groups if shared access user (22 Jun 2013)
GotoMeeting integration launched! (20 Jun 2013)
Changed Website Tracking so that the Pipeline shows number of contacts, not values. Added average sales cycle times below chart (19 Jun 2013)
Posted updated Anti-Spam Policy, Privacy Policy, and Terms of Use on the GreenRope website (17 Jun 2013)
Group Setup > New Group - you can set an existing group as a "template" so that the new group carries over the same settings as another existing group (finished 16 Jun 2013)
Website > Store > Purchase Options - can now set purchase discount/premium if contact is in specified group (finished 16 Jun 2013)
Filters allow for removal of tags and storing random splits (finished 15 Jun 2013)
New email template "Beauty" (finished 14 Jun 2013)
Apps > Ticketing show the number of updates and last updated date time in right column. Tickets can also update the status from the ticket update version that's accessible via links on the emails that are sent (finished 12 Jun 2013)
Website > Signup Forms can specify a default size of font used for the form (finished 12 Jun 2013)
Added about 10 new countries to the list of phone numbers that can be purchased through Communicate > SMS TXT (finished 11 Jun 2013)
Predictive analytics now automatically picks up opportunities closed (won) and can calculate correlations and prime candidates (finished 10 Jun 2013)
Contacts > CRM - all datepickers now have year selector in dropdown (finished 10 Jun 2013)
Website Manager > Page Editor and Blog Editor - added Wiki button (finished 10 Jun 2013)
Fixed bug with WYSIWYG editor so dropdowns for Style, Font, Size all work properly when in dialog popup box (finished 10 Jun 2013)
Changed WYSIWYG editor to new design, fixed buttons to make consistent across platform (finished 8 Jun 2013)
Portals can now set their default Companion UI top navigation color, and can set whether new accounts can add/remove features when they first log in. Set in Portal Manager > View Portal Settings. (finished 8 Jun 2013)
Tour on Build and Send Email page, also next to help icon (finished 8 Jun 2013)
New tour on Dashboard, next to help icon, automatically fires when new accounts are created upon first login (finished 7 June 2013)
New database server installed (finished 7 Jun 2013)
Fixed a bug in the search function on the Apps > Wiki area that didn't search wiki subtopics (finished 7 Jun 2013)
Some charts can export data now by right-clicking the chart, specifically email tracking summary, contacts charts, and website tracking charts (finished 7 June 2013)
New website template - Mint (finished 6 June 2013)
Dashboard - chart for website store transactions, abandoned carts, and conversions (finished 4 June 2013), also upgraded chart flash and javascript
Website > Store > Reports - can now import transactions (finished 4 June 2013)
Rev jQuery to 1.10.1 (finished 30 May 2013)
Rev jQuery to 1.10.0 and jQuery Migrate to 1.2.1 (finished 29 May 2013)
Contacts > CRM - add multiple CRM activities manually at one time (finished 28 May 2013)
Public events past deadline will now prevent first step of registration (finished 28 May 2013)
Help videos migrated from YouTube to Vimeo for improved display and branding quality control (finished 28 May 2013)
Website > Signup Forms can open in either the same window (default) or a blank window with a new option in Form Options (finished 27 May 2013)
Contacts > Prediction > Find now lets you choose a timeframe for the conversions that are tracked (useful for isolating conversion factors after a signficant change in business model) (finished 27 May 2013)
Contacts > Prediction now allows you to add contacts of a minimum correlation strength (very strong, strong, etc) to a group (finished 20 May 2013)
Signup forms now allow for a new field type "Full Name" that asks for the person's entire name and automatically parses first and last name from that (finished 20 May 2013)
Contacts > Opportunities now includes a "View CSV" link that allows a user to easily copy and paste opportunity data in to a spreadsheet (finished 20 May 2013)
Forgot Password link now resets the failed login limit of 6 failures back to zero, allowing someone who could not log in to reset their password and then log in with their new password without needing assistance from support (finished 20 May 2013)
New email template, Memorial Day (finished 20 May 2013)
New email templates, Tennis and Ocean View (finished 15 May 2013)
Launched new Predictive Analytics package under the Contacts tab (finished 14 May 2013)
Revved jqueryUI to 1.10.3 (finished 13 May 2013)
Contacts > CRM tab now only hides the Save/Reset buttons instead of completely hiding the button row (finished 8 May 2013)
Website > Store > Purchase Checkout Options - can now set custom thank you page URL (finished 8 May 2013)
Contacts > Hot now lets the user set a minimum demographic score to better filter results. New "Add to Group" button makes it easy to add these contacts to a group (finished 24 Apr 2013)
All CKEditor instances (build email, build personal email, webpages, blogs, wiki) now support drag and drop of images from the desktop (finished 23 Apr 2013)
Website > Store - fixed bug that showed wrong paypal ID if you had a group-level Paypal ID defined and an account level Paypal ID defined (finished 22 Apr 2013)
Website > Signup Forms - new field type called "Hidden" that automatically will assign the specified value to everyone who completes the form (finished 21 Apr 2013)
Website > Store - item categories now have a checkbox in the configuration of that category that allows a purchaser to instantly select every item in that category (finished 21 Apr 2013)
Website > Store - items can now have a maximum allowed in cart (to limit quantity of items purchased), and items can have up to 3 recommended items that show up in the shopping cart when a particular item is chosen (finished 19 Apr 2013)
5 new email templates, thanks to Shovel Creative - Lace, Retro, Paperclip, Vintage, Notebook (installed 19 Apr 2013)
Communicate > SMS TXT - Contacts can now use the new SMS opt-in function by texting in a keyword to be automatically added to a group. The person who sent the opt-in SMS message will receive a confirmation reply that the account owner specifies. If no email address is found for that contact, we will ask the contact to provide us with one. (finished 17 Apri 2013)
Event check-ins can assign workflows to the attendees checked in (finished 17 Apr 2013)
Contacts > Workflows - can now copy workflows from existing workflows or use one of several predefined templates (finished 17 Apr 2013)
Email/Website > Article - 4 new standard articles with images that represent sample content to be added to anything the user is creating (finished 16 Apr 2013)
Contacts > Lead Scoring now includes scoring for Opportunities (finished 14 Apr 2013)
Group Setup > Drip Campaigns can now have a filter set for the drip, so only group members that meet a criterion (demographic or read/not read/click/not click) will get the drip (finished 10 Apr 2013)
Contacts > Hot - new scatter plot showing demographic/activity data (finished 10 Apr 2013) and extended time frame to 1 year (finished 13 Apr 2013)
Contacts > Lead Scoring - new half-life chart showing activity score decay over time (finished 10 Apr 2013)
Contacts > Lead Scoring - new area allows for customizing action and demographic lead scoring points, including points for reads/clicks/forwards/surveys. CRM details for someone has been updated to include demographic scoring. CRM > Hot Contacts now combines both demographic and activity scoring. Email Tracking > Hot Prospects also accounts for custom read/click/forward/survey points (finished 7 Apr 2013)
Social posting can accept images, either by upload or from existing images in Media Library (finished 9 Apr 2013)
New Liana Pro website template (finished 7 Apr 2013)
Invoice line items can now be up to $99,999.99, up from $9,999.99 (finished 7 Apr 2013)
Ticketing forms can now have a user-specified font, with arial being default (finished 7 Apr 2013)
Event editing has been fixed so that you don't have to be using the selected group/calendar range for the event to be editable. Also fixes a bug on the dashboard calendar with editing events from there from different groups (finished 7 Apr 2013)
Website - new widget - Fading Panels Slider shows images from Media Library fading in/out in sequence (finished 3 Apr 2013)
CRM - new Lead Score at the top shows total points acquired for emails, website visits, conversions, inbound calls, etc (finished 2 Apr 2013)
Contacts > Hot - now includes inbound calls (7 points per call) and tickets (5 points per ticket) (finished 2 Apr 2013)
Events - moved Notes to separate tab, cleaned up UI, added ability to change group/calendar (finished 1 Apr 2013)
Build Email > Surveys now shows the sequence of survey questions to be asked in the dialog box (finished 29 Mar 2013)
Added Merge button to website builder, so it's easy to build personalized webpages and landing pages (finished 28 Mar 2013)
Added some "empty states" graphics to the system, so if nothing has been entered, a special graphic encourages users to use a function (finished 28 Mar 2013)
Upgraded WYSIWYG editor to CKEditor 4.1, used new icons and fixed a couple plug-ins for it (finished 25 Mar 2013)
Wizards on dashboard can be customized (finished 25 Mar 2013)
Portal manager allows the user to set per-user pricing and an included number of users (finished 24 Mar 2013)
When building an email, it's easier now to select a footer language (finished 22 Mar 2013)
Websites now automatically generate a sitemap.xml page for better SEO (finished 22 Mar 2013)
Contacts > Reports - new Last Modified report shows contacts that have been modified or added in the last 30 days, broken out by the day they were modified (finished 21 Mar 2013)
Surveys - responders can be automatically added to a group or assigned a workflow (finished 20 Mar 2013)
Apps > Ticketing - Custom message or thank-you URL for new tickets (finished 19 Mar 2013)
New website template - Fashionable Pro (finished 19 Mar 2013)
Ticketing - can now change the text that used to say "Details" next to the main ticket content entry box (finished 18 Mar 2013)
Website > Options > Head Elements - store HTML for the HEAD element for every page on a website (finished 18 Mar 2013)
Website > Options > Tracking Scripts - store scripts to be placed on all pages of a website for tracking (finished 14 Mar 2013)
Website > Store - items can now add a contact to a group and activate a workflow when purchased (finished 12 Mar 2013)
Group Setup > Drip Campaigns - allow users to advance or backstep a contact one message in the drip sequence (finished 12 Mar 2013)
CRM - adjusted layout to be a little more eye-friendly (finished 11 Mar 2013)
Invoices - now can track shipping name/address info, also invoice shows drop shadow in web UI (finished 11 Mar 2013)
Group Setup - new one-week-prior-to-birthday email can be set, also added view buttons next to default emails in same area (finished 10 Mar 2013)
Website - allow for favicon to be specified, in Manage Website > General > options (finished 10 Mar 2013)
Upgraded to latest version of CKEditor (4.0.2) and added Wordcount to website builder and blog builder (finished 8 Mar 2013)
New, more user-friendly dashboard design (finished 8 Mar 2013), added new Your Team section (finished 13 Mar 2013)
Website builder > Layouts allows you to show just Pro templates or all templates (finished 6 Mar 2013)
CRM Activities and Workflows can now include Personal Emails to the contact (finished 24 Feb 2013)
Send Personal Email can now be delayed and viewed or cancelled from within the contact's CRM (finished 24 Feb 2013)
Added templates to Contacts > CRM Activities > Workflows when adding a new workflow, 3 sample templates available (finished 23 Feb 2013)
Upgraded App > Performance area to new spreadsheet version (finished 22 Feb 2013)
Portals can now set a CSS file for all accounts in the Portal Manager, in View Portal Settings (finished 21 Feb 2013)
Upgraded spreadsheet on Wiki to new version (finished 21 Feb 2013)
Increased max time in Contacts > Hot from 2 days to 7 days (finished 20 Feb 2013), also allow choosing to show Hot Contacts for all groups if the account owner
CRM Workflows (sequences of CRM activities) can now be automatically assigned to contacts who are added to groups via website signup form (finished 17 Feb 2013). Coming soon will be automatically assigning a workflow to a contact when manually adding that contact to a group.
Added 5 new whiteboard session videos to GreenRope website and help (GreenRope portal only) (finished 17 Feb 2013)
Added 3 new help videos to Quick Videos section, Accounting, SMS, and Signup Forms (finished 16 Feb 2013)
Revved jQuery UI to 1.10.1 (16 Feb 2013)
GreenRope CRM Mobile App available now on iTunes (16 Feb 2013)
When repeat events are created in the calendar, in the event details, you can see the event sequence. In Calendar Setup, you can remove all future events in a sequence. (finished 13 Feb 2013)
Main calendar when logged in shows pink background on time if CRM activity is overdue (finished 12 Feb 2013)
Whiteboard Sessions videos now on GreenRope front website and Help page (finished 11 Feb 2013)
New option in My Account > Settings to change dashboard badges from medals to flowers (finished 7 Feb 2013)
Ability to add text to a website signup form, move it around, and display it with conditional logic (finished 6 Feb 2013)
Upgraded to jquery 1.9.1 (finished 4 Feb 2013)
Filters include < and > and LastModified date (finished 2 Feb 2013)
Upgraded to new jQuery (1.9.0) and jQueryUI (1.10.0) (finished 2 Feb 2013)
New email template - Tree Branch (finished 31 Jan 2013)
XML API reports bounces (finished 31 Jan 2013)
Dashboard shows achievement badges based on the account's use of the system (finished 28 Jan 2013)
Events/CRM - private webcal link includes CRM events (finished 27 Jan 2013)
New website template - Executive Pro (finished 25 Jan 2013)
Dashboard - calendar shows a red border around dates with overdue CRM activities (finished 24 Jan 2013)
Help - new cheat sheets for CRM and Email (finished 24 Jan 2013)
Website - Tracking - measure bounce rate (percentage of contacts that only have 1 page view) (finished 23 Jan 2013)
Signup Forms - new custom field ordering and conditional logic, custom action button size and color (finished 21 Jan 2013)
New website template - Visionary Pro (finished 16 Jan 2013)
New accounts can watch 3 special intro videos (CRM, email marketing, websites) (finished 14 Jan 2013)
Events - export attendees as Excel file (finished 12 Jan 2013)
New email template "Love" (finished 11 Jan 2013)
New website template "Slate Pro" (finished 10 Jan 2013)
New filters/search on Contacts page (launched 9 Jan 2013)
Portals can set a footer message for the subscription payment page, Portal Manager > View Portal Pricing > FooterNoteOnSubscriptionPaymentPage (finished 4 Jan 2013)
Inbound links to a website can be tagged with cmp=xxxx (where xxxx is the user's chosen CampaignID) which allows filtering of all website tracking data (Manage Website > Tracking). Also added 3 reports to Contacts > Reports to show number of contacts and conversions by Campaign ID. Contact details also show any clicks that came from Campaign IDs. (finished 31 Dec 2012)
Website Manager > Tracking - date range is now a datepicker (instead of a bunch of <select>s) (finished 31 Dec 2012)
Added QR Code generator to website builder (finished 31 Dec 2012)
Updated Fusion Charts to latest version, now all widgets work except Gantt chart on Projects (finished 31 Dec 2012)
Notification of recent email clicks, website visits, and website conversions in subnavigation bar (finished 29 Dec 2012)
New user interface option - Companion Pro (finished 29 Dec 2012)
New user interface option - Companion Pepper (finished 25 Dec 2012)
Events - can import webcal events using new Calendar Setup field (.ics) (finished 14 Dec 2012)
Signup forms can have multiple email addresses in the Notification field, for notifying other people when someone fills out a signup form (finished 12 Dec 2012)
Project timer to track how much time people spend working on different projects in realtime (finished 8 Dec 2012)
Menu-driven pricing for accounts and VARs (finished 1 Dec 2012)
Dashboard calendar - custom fields shown in CRM events for the day, as set in Group Setup (finished 26 Nov 2012)
Events - public and private calendar shows events as EVENT FULL if the event's Max Attendees limit has been reached (finished 26 Nov 2012)
Project Manager - new "super user" allows a contact to create new projects or assign tasks to different contacts (finished 26 Nov 2012)
Media Library - public downloads of files can be tracked by date, time, IP address, and contact if the tracking cookie is set (finished 25 Nov 2012)
Add New Contact dialog box can be configured to add more than just Firstname/Lastname/Email. New configuration setup in My Account > Settings. (finished 23 Nov 2012)
Phone numbers set up with new SMS system can receive inbound calls with custom text-to-speech or MP3 messages. They can also have a simple phone tree set up. (finished 21 Nov 2012)
New SMS system (finished 15 Nov 2012)
Contacts de-duplication engine works on name+company also (finished 2 Nov 2012)
Automatic domain misspelling suggestion for website signup forms (finished 2 Nov 2012)
The Social Manager now can post to Facebook Pages (finished 31 Oct 2012)
New chart in Contacts > Reports called "Emailable Contacts" showing number of contacts in group not bounce/unsub/complained (finished 30 Oct 2012)
Import accounting journal entry data from file (finished 30 Oct 2012)
Contacts > Reports - charts now are clickable to show contacts (finished 27 Oct 2012)
Events - start and end dates use jqueryUI datepicker widget (finished 27 Oct 2012)
Website - new "Save Webpage Content" button to allow saving just that webpage, to make it easier for multiple people to work on the same website (finished 26 Oct 2012)
Website - allow "Members Only" login, with search-and-replace placeholders for webpage content (finished 25 Oct 2012)
Website - allow for widgets to be embedded in webpage content (signup forms, news/blog, store, weather done so far) (finished 23 Oct 2012)
Advancement - for individual contacts, show charts of progress along individual tracks (finished 16 Oct 2012)
Group Setup - for group members, define which function they are automatically redirected to (finished 16 Oct 2012)
Contact Map - show all contact locations from a group on a Google map (finished 14 Oct 2012), also shows company locations (finished 15 Oct 2012)
Events - include Advancement requirements in event, include requirements in event reminders, in Advancement show events a contact has attended that are for that requirement (finished 14 Oct 2012)
Image editor - rotate objects, new star, cloud, and arrow objects (finished 12 Oct 2012)
Apps > Accounting - new UI for journal, cleaned up A/R, added journal income/expense to CRM (finished 10 Oct 2012)
Media Library > Edit Image - fixed bugs (finished 9 Oct 2012)
Contacts > Tools > Clean - new name fixer (fixes case, extra spaces, some odd characters) (finished 8 Oct 2012)
CRM - send .ics event invite for an individual activity to the contact (finished 1 Oct 2012)