1. Outlook Bi-Directional and Reverse Sync Enhancements (Calendar Activity Creation)
- A new checkbox field in "Activity Operations" called "Sync to [Integrated Calendar Provider]" Where [Calendar Provider] is Outlook or Google Calendar. When "Sync to [Integrated Calendar Provider]" checkbox is selected, the event syncs back to the integrated calendar according to the user preferences.
- A new field called 'Event Details' will populate the description or body of the activity. It will display the Text: 'Synced to [Calendar Provider]' where [Calendar Provider] is Outlook or Google. If reverse sync or bi-directional sync is not chosen, the new "Event Details" field or "Sync to [Calendar Provider]" field will not be displayed
- 'A new field called Notes' can be used for personal notes and will remain private, and will not be synced.
2. Scheduled Email Blast Improvements
- You can now create an email draft activity available on the Campaign page
- You can now create an email draft activity available on the Lead or Contact that links back to the campaign page for editing
- You can now allow editing in the campaign email draft up until 10 minutes prior to sending
When the time reaches 10 minutes (is this the timing limit we have set?)prior to draft sending when the user clicks edit, display the following message "Email can no longer be edited. The email is scheduled to go out at [Date/TimeNew Workflow Rule Condition: " Every Time User Becomes Owner"
The Workflow module in AMPED provides a simple interface to add actions upon ‘Save’ of a record. These actions are automatically triggered when given conditions are met. The Workflow module provides a number of options to trigger actions based on conditions on ‘Save’ of records, date matches, or filter matches. Every time user becomes the owner: The application looks for the condition and as soon as the condition is true, it will execute the workflow. If the condition does not match, it will not execute the workflow.
Use Multiple Signatures in AMPED
User signatures are found in the "User Signature" block of user preferences. Amped users can create a primary signature that will automatically appear in all outgoing emails.
Inactive users are no longer counted as users in AMPED
AMPED will only count active users. As a result, an enterprise account with 30 users can have unlimited inactive users, not just 30 inactive or active users. We need to update this in Fusion / AMPED