Starting today, all the activities for any information change updates will be hidden by default. This will give you a cleaner activity stream with only the most relevant information related to your contacts visible by default.

Want to see your information updates? Simply uncheck this checkbox!

1. A brand new tasks page!

Now view all of your tasks from one central place! You can view tasks assigned to you, your teammates, and unassigned tasks all in one place!

Group them by priority, priority and more.

View all your completed tasks to keep track of your task history.

Deals got a makeover!

1. Now you can prioritise your deals using our priority feature. While creating a deal, simply select one of the 4 priorities in the priority menu as shown below. You can also filter these on the board.

1. Now directly view contact persons on the deal card. No longer would you need to open the deal to view the linked contact person.

2. View your deal won date directly in your deal board

1. We have also made several improvements in the deal board to optimise the user experience.

Sort your pipelines and contact views

Each Samdock user can save their preferred pipeline and contact views order using the Settings button. These changes will be specific to a user and their browser.

lexoffice integration is now even smarter!

1. Now when contacts are created, updated and deleted in lexoffice, these can be available in Samdock too. Simply enable the settings in your Lexoffice integration settings and see the changes live-updated in your Samdock account!

2. Want to view which of your contacts were imported from lexoffice? Go to a contact detail page and look for the lexoffice icon in the left side panel.

Add a custom date range to your Dashboard data

Now you can select a custom date range to analyse your dashboard

Bug fixes and improvements

• Navigating back to the Contact Views page will no longer erase your selected filter

• … and many more!

With our latest release, you can save more time for repeated tasks, add more currencies and much more!

Duplicate your deals, leads, and tasks with one click!

Starting today, you can now duplicate your most used features by clicking on the Duplicate button in your existing lead, deal, or task.

Simply open the existing entity -> 3 dots button and click on Duplicate!

More currencies are finally here!

You can now find most major currencies in Samdock.

These can be found in the global settings for your account as well as for your custom currency fields!

Filter for your customers

Find all your tagged customers by using our new filter for organizations. Simply head to contact views -> Organization -> Status: Customer

... And other improvements and bug fixes!

We noticed that some users were having some issues with our lexoffice integartion and therefore made some changes to remove any bugs and improve overall user experience.

• Now, you will no longer see undefined vouchers in some cases when there were issues in voucher creation. We have instead eliminated any edge cases that could cause the issue

• Some users were being disconnected from lexoffice frequently, this has been fixed

• In the rare case of a broken lexoffice connection, we now show the error and a possibility to reconnect to lexoffice

• You can now easily manage your lexoffice connections via an easy redirect from Samdock to troubleshoot any connection issues

• Various stabilty improvements.

Import note activities to Samdock!

Now you can import your note activities for your persons and organizations using our import feature. For a step-by-step guide, follow the instructions below:
EN: https://intercom-help.eu/samdock/en/articles/96922-note-activity-import

Add multiline custom fields

You can now add multiline text into your custom fields in person and organization detail pages. Simply go to your custom field settings, and find the new text-area option in the list of custom fields. You can view your text in the detail pages and contact view columns and filter them by any text value present in the text area data.

Forward emails from the inbox center

Emails can now be forwarded from email threads in the inbox center.

Improvements and bug fixes:

• It is possible to now view charts and dashboards for the time period "This year"

• We made improvements in lexoffice for a faster and smoother connection to lexoffice from Samdock

• Fixed issue where email sync did not work in some cases

Each user can now connect their email inbox to Samdock from the Inbox Center settings.

For now, our Microsoft Exchange users can log in using their credentials via OAuth. Other email providers are supported via direct IMAP/SMTP connection.

The following is now available on all Samdock pricing plans:

• After connecting your account, you will see your incoming & outgoing emails in the inbox center.

• To share emails with your team, link the contacts (persons & organizations) that you would like the emails to be logged to. The emails will then be shared in the activity streams of those contacts.

• Don't miss an opportunity by creating or linking leads & deals directly from your inbox.

• By marking threads as processed, you can have a quick overview of which emails still need your attention.

• Composing an email from anywhere in Samdock will send from the connected account.

We're excited to get it into your hands for your feedback while we continue to work on improvements, and provider support.

We received a lot of feedback about how you would like to search for deals, so we've extended the search on deal pipelines to include most fields! You can now search for deals using:

• Deal name

• Organization name

• Deal positions

• Requirements content

We're looking to make more improvements to search in the future, and appreciate your feedback and insights!

We're back to kick the month off with a complete rework of our import feature. As with any larger update, we're eager for your feedback! Here's a summary of what our new import is capable of:

• File columns are now fully mappable! We will automatically try to match your columns to samdock's fields and remember it for future imports to save you time.

• Imported duplicates will match based on key identifiers & update existings contacts.

  • For persons, the email is the key identifier.

  • For organizations, its name will be used.

• This makes it possible for both persons & organizations to be imported from a single file.

• Any errors can be previewed and resolved with live editing before running the import.

• We now support xls, xlsx, csv, xml, tsv, & json file types.

• Role & department can be imported for persons, but please note that currently the organization name is required for this to function.

Lexoffice integration

• Importing contacts from lexoffice can now be done multiple times.

• it's now possible to pick the which type of contacts to import from lexoffice.

Other fixes & improvements

• Fixed an issue where deals would fall into limbo after deleting a sales stage in some circumstances.

• Several smaller fixes & improvements.

Today we're releasing a set of improvements to our lexoffice integration while we continue work on new features & larger improvements. We'll be back with more soon!

• Set up automatic offer creation for multiple pipelines: it now is possible to choose one stage per pipeline from which an offer should automatically be created. This can be set up from your lexoffice integration settings.

• The currently connected lexoffice account is now shown on the integrations page.

• Fixed showing the button to edit documents not in draft status. This was confusing, and we now correctly open the appropriate view depending on document status.

• Fixed an issue where some document types would redirect users to Home.

More improvements & fixes

• Improved how the home page looks on smaller screens. We're looking to improve this further in the future, and would appreciate your feedback!

• Improved how duplicate suggestion list items are shown & opened when creating contacts.

• We made some adjustments to our registration in order better support new customers.

• Improved the flow for forgotten passwords

• Fixed not being able to add new organizations from search menus on person detail pages.

• Fixed not being able to unlink additional contacts from deals.

A smaller check in from us this week, as we continue to push forward on our roadmap. We're doing a lot of work behind the scenes to set the stage, and are happy to be onboarding new team members!

New

• Zapier: added the Update Person action so that you can start keeping contacts in sync as long as the appropriate ID is known. We plan to expand our zapier integration further from this starting point!

More improvements & fixes

• Adjusted the column order in pipeline export

• Fixed an issue where deal boards navigation behaved oddly on small screen sizes.

Welcome to our fresh public changelog! To kick us off, we're introducing a number of additions & improvements to our deal boards:

• The total age is now visible for each deal.

• Estimated close dates for each deal are also visible.

• Follow-up timers can be set for each pipeline stage. Deals that lie inactive past this timer will be highlighted.

Export options

There are often cases where you need to get your data into another tool or analyze it further. That's why in addition to exporting your contact views, we've added the following:

• Deal pipeline export
  A new action on each pipeline allows you to quickly export all active deals.

• Global export
  We've added an action in the settings area to quickly export contacts, leads, deals, tasks, & users. As of now, the data provided is in a raw format, but we'll be looking at your feedback to improve this in the future!

Fixes & Improvements

• Fixed that the currently viewed pipeline was not highlighted in the menu.

• Deal archive views now correctly allow horizontal scrolling.

• Several UI tweaks and smaller bug fixes.