As many of you already know from the early feature access (a.k.a. beta) that has been available to all customers since the end of October, weâve been busy working on a big upgrade to one of Nutshellâs most frequently used features, Lists. Well, weâre probably the only ones that call them Lists. You know them as Companies, People, and Leads.
Thanks to a ton of customer feedback, extensive testing (and fixing!) weâre pleased to announce that weâve retired the old and upgraded all customers to the new Lists, today. ?Whether youâre trying to figure out which high-value leads your sales team hasnât contacted recently, or whether you want to send a quick email out to your customers that have been working with your support team over the holidays, the new lists will save you time.
Better Sorting
Click on any column to sort. It doesnât matter if itâs a date, name, value, or email â weâll handle the rest. Click it again to reverse-sort, and look for the arrows to know which column youâre sorting by. ââ
Smarter Columns
Weâve introduced a brand new column picker thatâs fast and easy to use. Select the columns that you want, uncheck the ones you donât. Donât feel like wading through your dozens of custom fields? Start typing and weâll show you which columns match your phrase.
Once youâve picked your favorites, you can sort columns by dragging-and-dropping them into place.
Advanced Filtering
One of the most powerful features in this upgrade is a brand new filtering engine and builder. You can now combine multiple filters to sift through the noise and get to the information you need. What opportunities can you close before the end of the year? Filter!
Save and Share
You can now bookmark any share any list of companies, people, or leads. Your filters, columns, placement, and sorting order will all be saved. Copy and paste the URL or Bookmark to share that exact view with any of your teammates. Theyâll see exactly what you see. âïž
Select-All, Export and Email
Exporting has never been easier. Click the checkbox above the list youâre viewing to select every row â even the ones not displayed on the screen. Youâll then be able to export, email, edit, delete and perform any other bulk function on the entire list at once. â
Speedier (and no more paging)
Currently viewing page 1 of 15 â no more! Now all of your rows are on a single page. See if you can scroll faster than your information is pulled from Nutshellâs servers. ?
Video!
tl;dr? Hereâs a visual recap of the new capabilities. See it in action: Check out the Nutshell User Hangout on YouTube recorded earlier today.
Want to join our next User Hangout? Itâs on Thursday, January 7 at 1 PM Eastern.