PlaybookIQ increases custom contact fields

PlaybookIQ now offers 20 custom contact fields for each PlaybookIQ account.  Custom contact fields allow users to capture contact information specific to their business or industry.

Setting up custom fields is easy in PlaybookIQ.  Under the Admin link in each account is a Custom Fields option.  Simply click “edit”, input the desired fields, and save.  Now each time a contact is added or edited, the custom fields appear for data input.

Custom fields can be easily searched and segmented like any other contact field.  This allows for specific industry target marketing or followup.  Custom fields can also be used when importing contact data, to ensure none of the data associated with your contacts at import.

Enhancement: Live Search

Besides the detailed search options on the search tab, PlaybookIQ also offers a quick search on the contacts tab. As you type in the search box, your contacts are filtered to all contacts with first name, last name, or company name starting with your search phrase.

Type sm … and as you type…

… smi …

This search box is also a quick way to find everyone in a given company.

We’ve made it faster

With recently improved indexing strategies, this search box is the quickest way to find someone when you know their first name, last name, or company. If you receive a phone call while at your desk, you can quickly find their PlaybookIQ CRM record, open it, and be ready to read through their comments and history all within a few seconds.

Give is a try at http://playbookiq.com. We think you’ll enjoy how quickly you can find and open a contact.