Improved Organization Charts, Compact View › Dashboards and more

Overview

This release continues our Account Management enhancements by adding depth to the Organization Chart. As you build a company's hierarchy, you can assign customizable Account Roles to each person — such as Decision-maker, Influencer, User, and Leaders, or roles your Coevera Admins create for your business — to show how each one shapes the relationship. A simple traffic-light system rates the Strength of each contact relationship from green (strong) through to red (weak), and Influences map who influences whom inside the organization using the same colours, green for a positive influence and red for a negative one. Comments, related Opportunities, and Interactions for any individual are a click away from their card.

Compact View gains further customization: Coevera Admins can now choose which Overview information to include or exclude using Edit Overview in the Interface tab of Fields & Forms, reorder or filter the Lists, and add custom charts to the panel exactly as they would to a Dashboard. A batch of usability improvements rounds out the release — a clearer Opportunities Target Comparison, reassignable report ownership, bulk updates for Activities, editable Automatizer triggers, Call Duration filtering with correct call linking, and an easier field picker across the Power Panel filter, Automatizer, and Email Personalization.

What we're proud of

A clearer picture of who's who

Organization Charts now capture the full shape of a customer relationship — customizable Account Roles for every contact, a traffic-light Strength rating, and Influence mapping — so your team can see who decides, who sways them, and exactly where the relationship stands, all from a single card.

Organization Charts

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In this release, as the next part of our Account Management enhancements, we’ve focussed on the Organisation Chart and improved the depth of the information it gives you.

When building your hierarchy, you can assign customisable Account Role(s) to each person to show how each one impacts the relationship you have with your customer or prospect. Some examples you might choose to use are:

Your Coevera Admins can create just the roles that work for your business of course!

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Compact View › Dashboards

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In our last release, we added the ability to start customising the Compact View for Accounts, Contacts, Leads and Opportunities and we’ve further enhanced that ability in this release. Coevera Admins can now choose which Overview information to include or exclude using “Edit Overview” in the Interface tab in Fields & Forms.

As well as selecting, removing or reordering the Lists and changing the filters used. Admins can now add custom charts to the panel — it works just like adding a chart to a Dashboard!

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Various Improvements

Various Improvements›Pipeline

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A bundle of usability updates spanning Opportunities Target Comparison, report ownership reassignment, bulk activity updates, editable Automatizer triggers, Call Duration filtering with correct call linking, and a grouped field picker.

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Read the full improvementarrow_outward#various-improvements