Teamgate System Updates 2015-07-20
Deals
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The option to filter by time period has finally returned! For example: This filter allows you to search through all of the deals that have been won within the past month (as well as those managed by your colleague during the previous quarter, etc.).
Please note that this filter is most relevant with regard to the Deals list, and can filter Closing day at the Deals pipeline.
Companies and People
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There is nothing to report this week
Calendar
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It is now possible to view not only your colleagues’ meetings, but also their planned calls and the items on their “To-Do” lists.
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Calls, To-Dos, and Meetings now have their own icons, so that they can be distinguished from each other more clearly.
Fixed: When meetings were created in Google Calendar, Teamgate Calendar displayed an incorrect time due locale transmission problems.
Known Issue: When editing your meetings and adding a shared object or other users to the system, Teamgate shows the message “The user is busy at this time.” This is an error with regard to the editing time, as you do have an actual meeting 🙂
Files
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Now you can switch the list of files to other pages. This functionality has long been forgotten and has previously failed to work. After the issue was reported, the pagination has been repaired! Again, thank you very much, guys!
Insights
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All analytics charts, which are linked to sales results, now have the ability to print and export your sales results to a MS Excel XLSX file.
Tasks
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Filtering by employee functionality has been fixed. The filtered values are now correct.
Settings
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From now on, when you are importing companies and contacts,there is no need to drag-and-drop all the values of the system. The new button will assign values to all of them. In this way, you will not need to manually assign all the countries from your file to system matches, including the types, industries, sources and also all your multi-option type custom fields.
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From now on, you will be able to choose which addresses, phone numbers, emails and other values must be assigned to Companies and which to People. This can be done much more easily by selecting columns.
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The system informs you when you are not uploading the UTF-8 Unicode type file, if you are uploading a file in CSV format.
Other parts of Teamgate
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Teamgate FAQ page now has a new address: support.teamgate.com
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Also, the design of the FAQ page is new.
If you have any questions, please send us your message at [email protected]
