Last night we pushed a few major improvements and new features:

Quickcard

You’ll now see a little contact card icon next to a person’s name in the task list (tasks tab or the Dashboard). Hovering over that icon will reveal that person’s contact information. You used to have to go to someone’s page to see their contact info. Now you can just hover over the little card without having to leave the current screen you’re on. We may implement the Quickcard feature in other places as well, but we thought starting with the task list would be a first good step.

Bulk import delete

You can now delete your last import. Just click the Contacts tab and look for the “Last Imported” filter. Click that and you’ll see everyone from the last import you performed. A single click removes everyone. This is great for botched imports or for general mistakes that can happen when you import a large number of people. NOTE: You’ll only see this link for future imports—an import you made before this feature was launched will not be visible.

Rename a tag

This was a top request. You can now rename a tag. Click any tag then click the red “Rename tag” link in the blue header on the tag page. You can then rename the tag. The new tag will be applied to everyone who had the old tag.

Add contacts to a case without having to write a note about them

You can now add someone (or a company) to a case even if you didn’t write a note about them. Just go into a case. click the “Add/remove” link in the “Contacts in this case” sidebar section. You can then search through your contacts and add someone. You can also remove them later if you’d like.

We really hope you like the improvements and new features. Thanks for your continued support!

The “Quickcard” feature is fantastic!

Yeah I love it :)

These are great.
A question however : it would seem that it is not possible to rename a tag to the name of another tag that already exists ?
This would seem a common usecase, for instance when people have been using two different spellings for the same tag, it would be useful to be able to merge them ?

API ?

Great updates!

Next up for me would be the ability to link new tasks to old notes (that would be darn useful) and having a count of contacts in a given tag.

“new tasks to old notes”

You can attach a task to any note you want. Just go to the note’s page and click the “Add a task” button in the sidebar.

Jason,

Thanks for the tag renaming feature! I’d love to have one improvement though – mass-renaming from the Tags page, where it lists all tags in a two column format and there’s a text field to the right of each tag where you can rename – and a single button at the bottom to commit all changes.

We have a handful of tags (30 or so) that don’t follow any particular structure. I’m now standardizing and will pass out a cheat sheet to our organization. This feature would help make that process faster.

Thanks!

-Tim

Great work guys! The ability to assosciate contacts directly with cases was eagerly received by our team.

What is the API for tag renaming?

How do you find or identify contacts WITHOUT tags?

I’m sure we’ve missed classifying some contacts that have been added in or imported – and would find a “No Tags” or “Untagged” choice extremely valuable to recapture and reclassify any contacts we’ve missed.

What method has anyone found to locate / search / filter / export or identify their contact records that have not yet been tagged?

Yes, We would LOVE to be able to figure out who is untagged, as the process for going in and checking each one individually would be very time consuming. Thanks!