Hello, from everyone at Cliently.
We're so excited to let you know we have made updates to our Contacts page for all Cliently account holders.
By clicking on each column, you can now easily sort your contacts.
Clicking on each column, the default sort is shown below:
- Name: alpha (a-z) by first name
- Last Engaged: sorts by most recent first
- Last Contacted: sorts by most recent first
- Next activity: sorts by most recent first
- Recent flow:
Alpha > by title of flow (Any flow that has a name), then by NONE’s; then by:
Status > Active, Not started, Stopped,etc, then by:
Alpha > Contact First Name
- 7 day Engagement: highest to lowest (descending)
Last Engage Hover - New formatting and views
We have also made some significant updates to Last Engaged Hover. By placing your mouse over the time/date stamp for each contact in this column, you can now access the original reply message from your client (font styling and links included) and review the original message you sent to your client.
If you have any questions about these updates, please access your Cliently account and click on the RED help button to contact us. You can also access our help documentation in the FAQ section of our home page, under the Resources tab.