Starting today, all the activities for any information change updates will be hidden by default. This will give you a cleaner activity stream with only the most relevant information related to your contacts visible by default. 

Want to see your information updates? Simply uncheck this checkbox! 

Cleaner activity stream!

Now view all of your tasks from one central place! You can view tasks assigned to you, your teammates, and unassigned tasks all in one place!

Group them by priority, priority and more.

View all your completed tasks to keep track of your task history.

Each Samdock user can save their preferred pipeline and contact views order using the Settings button. These changes will be specific to a user and their browser.

lexoffice integration is now even smarter!

Add a custom date range to your Dashboard data

Now you can select a custom date range to analyse your dashboard

New Year, New Tasks, New Deals and more!

With our latest release, you can save more time for repeated tasks, add more currencies and much more!

Duplicate your deals, leads, and tasks with one click!

Starting today, you can now duplicate your most used features by clicking on the Duplicate button in your existing lead, deal, or task. 

Simply open the existing entity -> 3 dots button and click on Duplicate!

You can now find most major currencies in Samdock.

These can be found in the global settings for your account as well as for your custom currency fields!

Find all your tagged customers by using our new filter for organizations. Simply head to contact views -> Organization -> Status: Customer

... And other improvements and bug fixes! 

Faster, more efficient Samdock! 

We noticed that some users were having some issues with our lexoffice integartion and therefore made some changes to remove any bugs and improve overall user experience.

lexoffice integration improvements

Now you can import your note activities for your persons and organizations using our import feature. For a step-by-step guide, follow the instructions below:  

https://intercom-help.eu/samdock/en/articles/96922-note-activity-import

You can now add multiline text into your custom fields in person and organization detail pages. Simply go to your custom field settings, and find the new text-area option in the list of custom fields. You can view your text in the detail pages and contact view columns and filter them by any text value present in the text area data. 

Emails can now be forwarded from email threads in the inbox center. 

Import your notes, add custom text areas, and more!

Each user can now connect their email inbox to Samdock from the Inbox Center settings.

For now, our Microsoft Exchange users can log in using their credentials via OAuth. Other email providers are supported via direct IMAP/SMTP connection.

The following is now available on all Samdock pricing plans:

We're excited to get it into your hands for your feedback while we continue to work on improvements, and provider support.

Now in beta: Personal email sync

We received a lot of feedback about how you would like to search for deals, so we've extended the search on deal pipelines to include most fields! You can now search for deals using:

We're looking to make more improvements to search in the future, and appreciate your feedback and insights!

Improved Deal Search

We're back to kick the month off with a complete rework of our import feature. As with any larger update, we're eager for your feedback! Here's a summary of what our new import is capable of:

Contact Import Overhaul

Today we're releasing a set of improvements to our lexoffice integration while we continue work on new features & larger improvements. We'll be back with more soon!

Lexoffice integration improvements & fixes

A smaller check in from us this week, as we continue to push forward on our roadmap. We're doing a lot of work behind the scenes to set the stage, and are happy to be onboarding new team members!

Mid-Spring Update

Welcome to our fresh public changelog! To kick us off, we're introducing a number of additions & improvements to our deal boards:

There are often cases where you need to get your data into another tool or analyze it further. That's why in addition to exporting your contact views, we've added the following:

Samdock changelog