Enhancement: Search Results UI

PlaybookIQ has always had a comprehensive search that lets you find and filter contacts by almost all contact fields, including custom fields. Today, we enhanced the search results screen with some new functionality and a new look.

Here is the new screen, that has a more pleasing look and some additional functionality.

The new search results screen:

Shows total number of contacts returned from the search.


Shows number of contacts clicked, in real-time.
As before, you can then take action on each contact checked. The new feedback as you check and uncheck contacts simply makes it more clear what impact you will make when taking an action on the checked items.


Previously, you add a tag, remove a tag, assign to playbook, or add a task to up to one page worth of results at a time. Now, you can click “Show all” to change from page view to complete list view of your results, allowing you to perform tasks on all contacts ‘with city of Denver’, for example.

 

Allows for mass management of all contacts in the search result.

We think these changes make creating lists and segmenting your contacts a little bit easier. Find out more at http://playbookiq.com.

This week in PlaybookIQ [SSL, search enhancements, Lighthouse, Twitter, Mor.ph]

Enhancement: Search results

Management of PlaybookIQ search results got some attention and enhancements this week. Details at the product blog.

SSL for All!

We added SSL to all accounts, even the 30 day free trials. Blogged here.

Lighthouse and Github

Moved the product’s repository to Github and our milestones and issue tracking to Lighthouse. Highly recommended products and also the tools used by Rails core team and contributors.

Twitter

Started playbookiq twittering at twitter.com/playbookiq

Sometimes, communication lacks because we do not want to take the time to crank up our blog editor or email client or we feel like a blog entry should be more substantial than just ‘system up!’. Twitter is the perfect mix of very fast to post to, easy to subscribe to, and with the expectation from the reader that entries will be short and focused.

Mor.ph

Investigating the reliability and scalability benefits of running in the cloud, and found Mor.ph to be a straightforward way to deploy Rails apps to a distributed environment. Their reliability history and 99.9% SLA gaurantee are encouraging. More details to come.

New Feature: SSL for All

SSL for all! All PlaybookIQ accounts, including free trials, now

get the protection of secure sockets layer (SSL) encryption. SSL is the Internet standard for secure, encrypted transmission of your data.

All major web browsers such as Internet Explorer, Firefox, Safari, and Opera automatically recognize and authenticate SSL certificates so, as a PlaybookIQ user you do not need to do anything to be protected. When you log in, you will see a lock in the corner of the web browser that indicates the connection is using SSL.

 

New Feature: Exports

With PlaybookIQ, small business CRM software, we take care of all the work that goes into hosting, serving, storing, and presenting your data. Yet, we know that it is always your data. So, you can always export your contacts’ information.

There are two ways to do so:
1. The account owner can export all contacts on the Admin screen.
2. You can export all contacts that are the result of a search. Using this feature, you could search for all contacts in Boston, say. Using the export search results feature, PlaybookIQ users can easily create segmented lists for whatever purposes they find useful. You could export a list of all of those contacts to a postcard vendor, for example.

To check it out, create a new account at playbookiq.com or, if you already have an account, sign in here.

This week in PlaybookIQ

Looking for a more professional look to match our small business CRM target audience, the PlaybookIQ product site got a complete revamp this week.

The previous site was – in the tradition of web 2.0 – simple, sparse, and curvy. The new design is pleasant, yet more focused on the facts and geared toward business users. Out with simple, in with informative and useful.

It also includes plenty of blue – a color associated with business, trust, and reliability. The primary font is Georgia, a serif font that dresses the site up a bit from a t-shirt into business-casual, at least.

As a technical aside: Blueprint grid is used for css and layout. Images are heavily used for a consistent look across browsers.

Overall, our new product site more clearly communicates the small business crm and sales team collaboration benefits of PlaybookIQ.