eSignature:

  • When preparing documents for eSignature, you can now select documents one at a time, drag and drop new pages if needed, change the order or remove individual documents, and when you’ve got it just the way you want it, click Merge to combine them all into a single document to be signed.
  • The status of eSignature documents will update automatically once all parties have signed—no more need to refresh in order to see the completed document.

Music on Hold:

  • Bridge Admins can now create Music on Hold categories and then drag users, queues, ring groups, or conferences into a given category. The list is searchable and allows for multi-select.
  • To create a Music on Hold category, go to Settings>Agency Setup>Audio>Music on Hold. Then on the right side of the screen, press the New button.

Faxing:

  • Faxes in the Bridge dashboard now display and download as PDF files for easy viewing.

Organizations:

  • We added the ability to import the time zone of organization contacts. On import, the organization time zone will be taken from the contact that was specified as primary. You can then filter your organization contacts by time zone to make sure your team is calling the right areas of the country at the best times.
  • You can now create a new organization contact on the fly simply by editing an existing contact and adding their organization information. When editing a contact, you can also remove them from an organization by clicking the ‘x’ beside the Organization field.
  • When importing organization contacts, organization tags will now show on the Organization page under the Tags line as well as in the Manage Contact page.

Sales Automation:

  • In Power Prospector, when you click the icon to view an existing activity assigned to a contact, you will now be taken directly to that specific contact’s activity. (Previously, you were routed to the general To-do List and had to then manually locate the contact you needed.) If no activity exists for a contact, the Existing Activity icon will be greyed out.
  • For improved workflow, we adjusted the To-Do List to only show OPEN to do’s by default. You can view completed to do’s whenever you need to, simply by clicking the ‘x’ to the right of the Status field and selecting Completed from the drop-down menu.
  • You can now filter activities by organization, name, phone number and email.
  • When creating follow-ups for completed activities in Sales Automation, you’ll be given a blank form to customize your new activity. (Fields will no longer be pre-populated with data from the completed activity.)

Proposals:

  • You can now edit both viewed and sent proposals, and update the expiration and close dates on signed proposals.

Minor Fixes:

  • Fixed an issue where sometimes users were unable to save a contact when adding an image to that contact.
  • Fixed a bug that sometimes disabled the Add Contact button in text messaging conversations.
  • Fixed an issue where case sensitivity was sometimes disrupting the importing of organization contacts.