Probably bad grammar to write “companie(s)” but I wanted to be consistent with the (s)… Anyway… Kimberley writes:
” I cannot seem to figure out how to associate jobs with contacts and contacts with jobs. I just see “associate documents.”
A couple of things to know:
Associate Documents: This is to associate documents you’ve entered into the Documents Manager (either upload or associated with Dropbox). When you do this you can see a report of how many times you’ve associated (or, used) that document. So, you can see that you’ve used your “general resume” 17 times… and where, and when. You can see you’ve used your “product manager resume” 42 times… and when and where.
We call the ability to associate multiple Jobs and Companies to one Contact, or multiple Companies and Contacts to one Job, or multiple Contacts and Jobs to one Contact “multi-associations.”
One Contact can be associated to her current and past Companies, and can be associated to three jobs that she interviewed you for, or recommended.
One Company can have multiple job openings, and have multiple Contacts associated to it.
One Job can be for multiple Companies (the hiring company, and perhaps the recruiter’s company, if you are tracking all of the jobs that a recruiter’s company is sending your way) and be associated to multiple people (the recruiter, and all of the people who did the panel interview last week).
In the example below, (1) is for associating documents… which is not what we are talking about in this post.
(2) is for associating one or more Companies, and (3) is for associating one or more Jobs.
To add multiple associations to this Contact, simply mouse over where the data would be, and the box turns gray… double click the gray box, like this:
When you double-click the gray box, you can either enter a Job that you already have in the system, and it will show in the dropdown, or you can enter a job that is new to JibberJobber, and it will be (1) added as a new Job record and (2) associated to this Contact. After I double-clicked the gray box (above), I entered Product Manager, and there was no dropdown to choose from… when I clicked the “Done” button, it saved Product Manager as a new Job, and it is now associated to this Contact, like this:
Note that there is a 1. by the Product Manager job, and a 1. by Toyota, a few lines up. This means that these are the first associations for Jobs and Companies. If I add another Job, there will be two (obviously). I just need to double-click the gray box again to do that, and repeat the instructions from above. Once I double-click the gray box, you’ll see up/down icon that you can drag to reorder. So, I might have Toyota and Kia and American Express as three associated Companies on this Contact record, and I can reorder them to whatever makes most sense.
Multi-associations were an important addition to JibberJobber because this is how the real world works…. and is a great addition to JibberJobber, helping you to more accurately organize and track what you are doing.
“Is there a video on using recurring action items? I see the button but can’t figure out how to, say, call someone every two months.”
I don’t have a video on this, yet, but I’m sure I will someday. One reason I didn’t do a video is because it works pretty much the same way that outlook and Gmail do it… before we break it down, though, let me provide something of a glossary:
Log Entry: This is something that happened that I want to keep track of. For example, “We had lunch, you paid, and we talked about this thing, etc.”
Action Item: Basically a Log Entry, with a due date. For example, “Call Tom one week after we had lunch to see if he’ll hire me.”
Recurring Action Item: An Action Item that will come up more than once. For example, “call someone every two months.”
Let’s break the Recurring Action Item down, using the numbers in the image below. Note that this part of the screen I see when I am creating a Log Entry, and I click on the Action Item button/link/icon on the bottom-left:
Action Item Due Date: This is when you need to follow-up on this Log Entry (aka, Action Item). This is required to create an Action Item, and is the first follow-up you’ll do.
Repeat checkbox: Click this if you want to open up the boxes for #3, 4, and 5 below. If this is a one-time Action Item, just leave it unchecked.
Start: This kind of interesting… but here’s the scenario: Let’s say you want to follow-up with the person on Friday, but then next month you reach out again, and then every three months after that. The Action Item Date (1) will be this Friday, the Start date (3) will be next month, and then the Repeat Every (4) will be every three months (like I have in the image above). Note, by default the Start Date is the same as the Action Item Due Date, and you can just ignore this box.
Repeat Every: This is where you say every two weeks, or in the image above, every three months, or whatever recurring period you want. When you choose how often you want it to repeat, you’ll have other choices, like repeat on the 15th of the month, or the third Thursday of the month…
Completion: This let’s you choose to have it never end, after a certain number of assurances, or by a certain date.
Action Item Title: This is a cool bonus! It’s also available for one-time Action Items… the ability to name your Action Item. It doesn’t make sense to have a Log Entry that says “had lunch with Tom,” and then get an Action Item a week later that is titled “had lunch with Tom.” That is confusing… so we let you optionally add an Action Item title so the reminder you get a week later might be “Call Tom – we had lunch last week.”
There you go – Recurring Action Items… pretty cool!
This post is to document the power and importance of the “Log End Line” when using the Email2Log. You don’t *have to* use the Log End Line, but a few scenarios came up recently where I really understood how (1) powerful it is and how (2) important it is.
This blog post is kind of long, but it’s a lot of pictures, and it’s meant to be comprehensive coverage of the Log End Line.
Note that the Log End Line is optional (you don’t have to use it), but I hope that after you go through this post you’ll know why you should use it (at least sometimes).
What is the Log End Line and Where do I set it up?
The Log End Line is one of the three fields you fill out in order to activate the Email2Log feature (remember, this is a premium feature). Mouse over Logs, then click on Email2Log:
Then, you’ll see the form, where the third field is for the Log End Line:
You can put anything you want as the Log End Line. I do not recommend putting anything that any normal human being might put in an email, like —————–, ____________________, ==================, *****************, or other such characters. Those might be normal separators that anyone could type in, and it would effectively mess up what you are trying to do with the Email2Log.
Our example (see the red dotted line in the image above) is a series of characters that most people aren’t ever going to type… it’s kind of hard to type that string. That’s what I’ve been using for years. You can simply copy and paste that into the Log End Line textbox, if you want.
How and when do I use the Log End Line?
I include my Log End Line in every email that I send. My email signature looks like this:
Every email client I know of allows you to create an email signature. This way you don’t have to retype it every time you send an email. (As a side-note, I’m really big on signatures and think they are powerful personal branding tools!)
I never delete this, as it simply looks like a natural line separator between the body (which goes above) and the rest of the email signature. So it doesn’t detract or distract.
The main idea behind, and most common use of, the Log End Line is that anything after the Log End Line IS NOT included in a Log Entry created when you use Email2Log. To say it in a more technical way, the Log Entry created will be truncated after the Log End Line. More on that in the next section.
Tip: some advanced users will put the Log End Line under their email signature, and then change the font to white, so it isn’t seen by email recipients. I don’t do that, but I think it’s kind of clever
What does the Log End Line do? (Part 1: Power)
The power of the Log End Line is that it truncates your email so you aren’t creating long Log Entries with a bunch of unwanted text. Use the Log End Line to smartly cut the Log Entry so that you only have what you want, and not all the superfluous stuff. For example, in this image you can see I have NOT edited my Log End Line, which means that ONLY my reply will be in the Log Entry created by Email2Log.
However, the original message is really something I want to include in my Log Entry (it gives my reply context, and it includes a phone number and location for this contact – that’s good stuff). Therefore, with this email I would actually delete two characters (I do two simply because it keeps the Log End Line symmetric… I could delete just one and it would have the same effect). Here’s what the new one looks like, less two characters.. note that this ENTIRE email is going to go into the Log Entry:
Is it hard to see the difference between the two? That subtlety is exactly what I want … I don’t want you to think “oh, something is different… WHY?”
Tip: If I want to include some stuff below my email signature, but not EVERYTHING below my email signature, I will copy the entire Log End Line and paste it where I want to truncate (for example, after your name or your email signature, in the case that there is stuff your email signature (like a disclosure, or more of the email thread), and then I will go to my original Log End Line, above my signature, and then delete two characters.
This ability to truncate your Log Entry, simply by putting a string of characters (aka, the Log End Line) in your email, is POWERFUL!
What does the Log End Line do? (Part 2: Importance)
Did you know you could put some special lines into your email and multiple the power of your Email2Log Log Entry? For example, with a few lines in the email I could make the Log Entry an Action Item, and I could associate it to other Contacts, Companies and Jobs. This is really cool. My email might include these special lines:
Some important information about each of these lines (which are all optional):
This creates an Action Item. You can put in a date, like 12/12/2014 or you can put in something like + 1 week or + 3 months, etc. Sometimes you’ll know the date for the Action Items, sometimes the date doesn’t matter (“ah, remind me in a few months”).
contacts: (or, contact:)
You need to have at least one email address. You can have more, separated by commas. If you put in either of the examples below, it will (a) associate this Log Entry to an existing Contact with the same email address, or if it can’t find that email address on any of your Contacts, it will create a new Contact record. The key is that it is looking for and matching based on an email address, not on a name. Examples of what this line might look like:
contacts:email@example.com <– no FirstName or LastName required – I’m assuming this is an existing Contact in my system, and it’s only going to associate the Log Entry, not create a new Contact record. If it doesn’t find the record, though, it will create a new Contact record and the FirstName will be the email address (so put the name!)
contacts:”Jason Alba” <firstname.lastname@example.org> <– this is FirstName LastName (no comma)
contacts:”Alba, Jason” <email@example.com> <– this is LastName, First Name (the comma makes all the difference!)
contacts:”Jason Alba” <firstname.lastname@example.org>, email@example.com <– this has more than one contact, separated by comma (note, whether I put in one or multiple contacts, I always use contacts instead of contact… just my habit)
companies: (or, company)
Separate Companies by commas (which means, if you have any commas in your Company records, you should remove them, or this feature gets mixed up). Like Contacts, JibberJobber will try to find an existing Company record and associate the Log Entry to that record, but if it can’t, it will create a new Company record. (yes, this is new, this week! Before this week it would not create a new Company record.)
jobs: (or, job)
Like Contacts and Companies, JibberJobber will try to find an existing Job record and associate the Log Entry to that record. If it can’t find a match, it will create a new Job record. This is also new, as of this week! Before this week it would not create a new Job record.)
Commas are powerful! Just like companies:, you can add multiple jobs on this line (you rarely will, but you might), and separate them with commas. If you have commas in your Job records, remove them or this feature gets mixed up).
NOTE: if you have 10 jobs with the same name, the Log Entry will be associated with all of them. This is a nut we need to crack, but for now I would recommend that you have different names for each job, if you want to use this feature. You might do this: Project Manager 1, Project Manager 2, etc. or this: Project Manager – ebay 1, Project Manager – ebay 2, etc. Sorry about this, and hopefully we’ll figure out a more elegant solution.
That is advanced Email2Log stuff… what does it have to do with the Log End Line?
If you put those special lines (to create an Action Item, or associate the Log Entry to Contacts, Companies or Jobs), you HAVE TO put it after the Log End Line.
So, this isn’t going to work, because there is no Log End Line:
This will work, because there is a Log End Line:
So, the Log End Line becomes important because it allows you to insert these other special commands in your email. Essentially, when JibberJobber gets the email, it says everything before the Log End Line can become the Log Entry, and everything after the Log End Line (1) won’t, but if there are any special lines (like you see in yellow, above), it WILL create an Action Item date, and associate the Log Entry to other Contacts, Companies and Jobs.
When would you do this?
Scenario 1: If I have a panel interview at my target company, I’m going to send a follow-up email to the people on the panel, and use the Email2Log feature to log it. I’m not going to include my recruiter in the To or CC, but I might want to associate the Log Entry to her record… so I’ll put the contacts:____ with her email address. I’ll also put the Companies and Jobs lines in so that the Log Entry will also be associated to the target company, and the job I just interviewed at.
Scenario 2: If I send an email to you, but then I forget to do the Email2Log, I can forward the sent email to JibberJobber, and put contacts:______ in the body, below the Log End Line. For example, this will create a Log Entry, but it isn’t going to be associated to anything (because the contacts line is NOT below a Log End Line):
This one, however, WILL create the Log Entry and associate it to the right Contact because the contacts: line is after the Log End Line:
Whew… I know this is a long blog post, but I wanted to get this all documented in one place.
Do you have any questions or suggestions? Feel free to leave them in the Comments below, or use the Contact Us form or email us directly
This questions reminds me of a thought we had many years ago, in 2006. The idea was that in our job search we have people who we might be very close to, and have 100% trust in, who could help us in our job search.
For example, let’s say your mom, or son, or spouse, is the right person to help you with your job search? You can do a few different things:
Option 1: Add them to your Email2Log list of people approved to use your Email2Log email address.
Notice below I have added Liz, who I work very closely with, to use my Email2Log. This means that if she sends an email, and includes MY Email2Log address, it will add Contacts and Log Entries under my JibberJobber account. She can also forward emails to my JibberJobber account and have the same affect.
Option 2: If this person is super-trusted, give them your username/password.
They will login as you, and can do anything that you do. The problem with this is that it might get a little confusing keeping track of what data is added by who. For example, who added a new Contact? Who added what Log Entry? If they use the same login, you can’t track that because as far as JibberJobber knows, it is you.
If you do this, I recommend you use sound password practices and use a totally unique to this account, so that if you have a falling out, they don’t have a password to login to your other stuff, like your bank account or email.
Option 3: Have your trusted associate (ie, assistant, relative, etc.) create their own JibberJobber account, and then share data between the two accounts.
Personally I wouldnt’ recommend this right now because it’s not as robust and smooth as it could be, but it does maintain privacy between the two accounts. Two accounts can share information from one to another… this is on our list of enhancements. It “works,” but is not as awesome as it could be.
If you want specific features that we don’t have? Let us know using the Contact form.
Stephen is a very smart user who has emailed my team with a number of ideas enhancement requests. Stephen said that he uses JibberJobber to track jobs that he applies to, but also to track jobs he doesn’t apply to. I thought this was interesting.
Why would you track jobs that you aren’t going to apply to?
To gain insight into other needs of the company, departments, systems, etc.
To perhaps identify issues the company has (like high turnover)
I would add:
To understand what the market is currently looking for, with key words and phrases I could use in my marketing (networking, cover letters, resumes, interviews, etc.)
When I was in my job search I learned about a job title that I really hadn’t understood or thought about while I was looking for openings. There is great information in job descriptions… are you tapping into that information?
When you find a word, phrase, or idea to enhance your knowledge or marketing message, keep track of it!
To do this in JibberJobber, I would simply tag each job I am not applying to as “reference” (or some other tag that makes more sense for you). Then, you could filter the Jobs List Panel like this:
This would give you a list of all of the job descriptions/postings for your research.
In addition, I would make Log Entries (or Notes) on WHY I saved the job.
Remember, putting a job posting into JibberJobber will save it there forever, but if you just save a link, the link might be dead in a few months. Jobs don’t stay on job boards for long.
I got a great question from Michael about importing, and the potential for creating duplicates. In short, he is asking about importing regularly… let’s say monthly. If I import from LinkedIn today, then I import from LinkedIn next month, aren’t I going to create a whole bunch of duplicates? (you can see his original question and comments in the box at the bottom of this post…
In short, no, it shouldn’t re-import duplicates.
In this very important blog post, where I describe three steps to import from systems like LinkedIn, the third step has an image of the import screen with some yellow rows and some white rows (scroll to the bottom of that post to see the images). The yellow rows are for those records that we think are already in the system…. so, if you import 100 records today, then pull your contacts from LinkedIn (or Google or wherever) next month, and you have 125, the 100 you already imported will be in yellow, and not imported. The left-most column is a checkbox where you can choose to override the option to not import… but in general, as long as the row is yellow (and in that case, the checkbox to import will be unchecked), you will not create new duplicates each time you import.
That’s pretty cool, huh?
The bottom line is that you will have duplicates… I still get them and I know all the tricks. For example, let’s say I have John Doe as one of my Contacts. His email is John@Doe.com. He emails me from his personal email address (firstname.lastname@example.org), and I reply back with the Email2Log feature without really thinking about it. I don’t take the time to see if the hotmail email is on his record… I just shoot a reply back and… well, I get a duplicate.
This could be frustrating, but really, it’s so easy to clean up and MERGE the duplicates that not only do I not worry about it, it isn’t an urgent need to merge the duplicates. I can continue to put Log Entries on both records… and when I finally get around to it, merge them, and all Log Entries are merged under the one record. It makes duplicates a minor nuisance, but not a mess that you might think it would be.
Here’s Michael’s original question and comments, which I thought was too darn cool to just summarize as a question (Michael, thanks for the kind words!). I’ve took the liberty to throw a comma in here, and make other visual changes to his comment:
A frequently asked question from newbies is how do I get started? What do I do first? Then what do I do?
This is kind of a hard question to answer because it kind of depends on how you work, what you are trying to accomplish, etc. But let me take the question 10,000 feet up and assume that I’m advising my mom (hi mom!) on how to get started using JibberJobber. Let’s say my mom just got laid off and is looking for a new job. What should she do first on JibberJobber?
There really isn’t a first thing to do… there are a few first things to do (yes, I numbered them all #1 on purpose):
1. DO NOT get overwhelmed. This is a mental thing… but the first thing I want you to think about is that you can do this. Look, the job search is a complex thing. You have to organize and manage A LOT of information and data. Who you meet, their contact info, what you talked about, when you need to follow-up. What your target companies are, who works there, what version of which resume did you share with who, and when you need to follow-up (and with who, and how). What jobs you are interested in, when you applied to what jobs, how did you apply, how do you follow-up, are you networking into that company, etc. I this was simply a linear, logical process, it could be easier to manage, BUT we’re dealing with human beings here. There is not right way to do anything (like interview) that works every single time, in every company, in every industry, for every job. You have to be totally on top of your game. Having said that, JibberJobber can help you with a lot of this complexity. Instead of feeling like you are drowning in information, and overwhelmed with complexity, use JibberJobber to help organize and manage. One of my earliest users and evangelists said “JibberJobber is my virtual assistant.” I love that he thought of it that way – let it help you not feel overwhelmed.
Further, there is a lot you can do in JibberJobber, but as you get started I want you to not worry about what you can do, but focus on what you should do. In general, your job search should be about networking and follow-up (and of course, a lot more, but that is a critical part of your job search strategy). Start there. You can ignore the other features until you are ready for them.
1. Think of JibberJobber as a long-term career management tool. You will collect a lot of information, or as I like to call it, “intelligence,” in your job search. Names, numbers, email addresses, who works where, who interviewed you, who you liked and who was a complete jerk, what you talked about, when you followed-up, etc. Can you imagine collecting all of this important information and then throwing it away? I have heard from too many job seekers who have found their dream job and within months, or usually a few years, found themselves in transition again. The new “career management” is to change jobs regularly… please, please, please don’t treat your time on JibberJobber, and the data you collect, as a temporary band-aid solution. What you do here, now, should help you for the duration of your career!
1. Sign up for the JibberJobber Orientation. We do these almost every Wednesday. Sign-up here. If you can’t attend a live one, schedule ten minutes a day and watch a recording in parts. Speaking of ten minutes, we do a “Focus Friday” each Friday where we (a) focus on one feature/topic for just ten minutes, and (b) stay on and answer your questions. You can sign up once and then just attend the Focus Friday webinars you can.
1. Import contacts from LinkedIn, Outlook, Gmail, etc. A lot of people like to come into JibberJobber and see contacts there. LinkedIn doesn’t make it super easy to export contacts (here’s how you do it), but you usually get contacts out of your other systems into a csv format. You can then import those into JibberJobber. You can also SYNC your contacts between JibberJobber and Gmail, which allows you to put your JibberJobber Contacts onto your phone in the phone’s native contacts app. I’m not going to say this is a critical “getting started” step, but a lot of people want to do it (which is fine).
1. Set up your Email2Log and use it right now. This is easily the coolest, most powerful feature in JibberJobber, and I use it multiple times every day. The concept is this: when you send an email, put a special and unique-to-you email2log email address in the BCC field. The email will go to JibberJobber where we will (a) create new contacts, if the other recipients are not already your contacts in JibberJobber, and (b) it will take your email and make it a Log Entry. This is SO VERY powerful and cool, and it easily saves me 30+ minutes a day from doing all this administrative stuff by hand.
1. Enter a new Contact, Company and Job. You can enter them in any order… it doesn’t matter which you enter first. Put in a recruiter with only the information that really matters (does a fax, or street address really matter? Probably not.). Put in a job the recruiter sent to you (or one you found on Indeed). Enter a contact, even if it is just you. This is easy stuff, but it’s the core of JibberJobber, and you’ll likely be doing this a fair amount over the next few weeks.
1. Create a Log Entry and Action Item. Once you have a Contact, Company or Job in JibberJobber, go to the Detail Page of that record and create a Log Entry. For example: “I had lunch with Jason today. We talked about xyz, I need to follow-up on abc.” Then, click the Action Item link and put a date to follow-up. This is another core feature in JibberJobber, and should help you keep things from slipping through the cracks. Your job search, and career management, is about “nurturing relationships” and “follow-up” and this is how you manage that.
There is more you can do. This is probably just 10% of the functionality… but this is the GETTING STARTED advice I would give my mom. Pretty simple, right?
Really, make sure you get on an orientation webinar, and please do not hesitate to ask us for help. When you ask us for help, you help us understand where people are getting stuck, which can help many other people!
This is pretty easy to do. The report you can get to by following the instructions below can be used for UI claims as well as to send to an accountability partner (aka, coach).
Step 1: Get to the Log Entries and Action Items Report. You can do this by clicking on the word Logs (from the main menu) or mouse over Reports and click on the link:
Step 2: Check what is displaying in the blue box. By default we show you everything, but we remember any customizations you make. I’m guessing you’ll want to change what is showing… just click the “Change” link to filter down what you want to see (and print out):
Step 3: Yeah, I knew you would want to change something. At the very least you will likely want to narrow down the date range that you show – you don’t want to print everything… right? You can filter this down very nicely (like, check the Jobs box and uncheck the other four):
Step 4: Click to print. Once you click Change, and you see the filtered results, click on the Actions button and from the dropdown, click Print Log Entries and Action Items. This will bring up the print dialog, and you should know what to do from there
On a webinar recently someone asked for an easy way to see what I’ve done. There is the awesome Log Entry and Action Item Report, which allows you to get a bunch of different reports, including “what I’ve done during this period of time.”
But I was thinking of something more simple… actually, something that we have already pretty much done. Well, we’ve done probably 90% of the work. This suggestion from the webinar was a nudge to help us understand we needed something else… please welcome a new Homepage Widget called “Log Entries.” This is basically a report to show me what I’ve done this week.
First, notice that my Homepage has no widgets except one: the Action Item widget:
I click on the Manage Widgets link (see arrow, above), and I can see this new widget in the list:
I click on the checkbox, then click on save, and I am now showing this widget, which shows me what I have put in, this week, as a Log Entry, on the homepage!
Remember, I can drag those widgets around and reorder them, either on the homepage or on that manage widgets box. For me, these are the two widgets I’ll have up all the time.
Last night my team did a release, which means they updated JibberJobber with new and improved “stuff.” I’ve been talking about this release for a long time, but it got stuck in the QA process as my QA team has been intent on releases without bugs.
Just minutes after the release an outplacement firm in Australia emailed me and said “Nice work – looks great!” This is just minutes after the release… it was pretty cool that someone noticed that quick! I asked him what he noticed, and it is exactly what I want to blog about today. Below this list of enhancements that will impact you is a list from my QA team, reporting what has been fixed/released.
Thing One: Action Item Notifier (on top-left of every screen)
This is an enhancement that really enriches your experience with JibberJobber. Now, on every page, you’ll be able to see how many Action Items you have pending in the next two weeks. This makes JibberJobber more of a follow-up tool. I talk about “follow-up” and “nurturing relationships” a lot… and we’ve provided tools and reports for you to see what you have coming up, but this is the most blatant, in-your-face enhancement to show you exactly what you have so things don’t slip through the cracks. You’ve probably already noticed this, when you login, on the top-left:
The “6″ means that I have six Action Items coming up in the next two weeks. Click on that little icon and you will see those six Action Items in this view:
Here are some things to help you get more value out of this widget:
#1 – this allows you to click and drag to resize this view.
#2 – this closes (or, hides) the widget.
#3 – notices each Action Item is listed with a checkbox to the left… that way you can close multiple Action Items at once, or you can print one report with all that you have checked. (NOTE: You can close or edit each one… when you mouse over an Action Item, icons will appear on the right to close or edit)
#4 – these are the actions you can take for each of the checked Action Items. For example, click on three of them, then click the close icon (the clock), and those three will be closed. Easy.
This enhancement should make your JibberJobber experience much richer!
Thing Two: The Log Entry and Action Item screen is cleaned up.
We removed some of the superfluous wording and white space, and made it more compact. This should make it easier to add a Log Entry. This was a small, marginal change, but I think the impact will be big, and make it easier for you to create Log Entries and Action Items.
Notice we moved much of the “stuff” (create an Action Item, associate this to other Contacts, Companies and Jobs, etc.) to the bottom. It works pretty much the same, but it’s just cleaner.
To create a Log Entry, simply put in a date, the title, and the details/comments. To create an Action Item, or associate Contacts, Companies and/or Jobs, simply click on the icons on the bottom. Cleaner, more intuitive, easier.
Thing Three: more use of the width of your monitor
This is the first of a few changes to use more of your monitor. A while back we did a UI “enhancement” which left, for some wide monitors, a few inches of white space on each side. I hated that… JibberJobber needs space! So we opened up the List Panels and then extend from one end to another, without inches of wasted white space. There is still more to do here, and we’re working on it. This was just the first step.
Other Things: This is the list from my QA team. It might not make sense to you, but it’s all important stuff.
Import contacts (bug with companies): there was an issue when you imported Contacts, with Companies, but the Companies didn’t import and associate right. This should be fixed.
Bug of custom fields on Jobs (reported by Chris R)
Bug on IE uploading images: apparently Internet Explorer was having issues with the super cool way we bring in images on a Contact or Company.
Bug on email2log (when was adding the secret email as other contact): Sometimes when you used the Email2Log feature, JibberJobber would create a new record for your own ultra-secretive email address… which was not supposed to happen. This is now resolved.
Bug on email2log (about formatting): In a prior release we kind of goofed up… some of your Log Entries created by the Email2Log feature stripped spaces between paragraphs. This made the Log Entry look all bunched up. This is now fixed.
Change of wording to Coach Dashboard: We are going to change a lot of the functionality here, but for now we needed to change this from My Coach Landing Page to Coach Dashboard. Very small change but will make it more intuitive. This is for anyone who coaches others, or is an accountability partner.
“Log Entries and Action Items Report” To remember the session variables: when you customize the Log Entries and Action Item report, we didn’t save your preferences… we are now.
Allow edit on Log Entry view in the shadow box: when you opened a Log Entry to “view,” there wasn’t much more you could do than view or print. Now you can easily edit it from right there.
Pre-populate fields correctly when I add a Contact after a search: on my weekly webinars I noticed that if I did a search for a Contact that doesn’t exist, like searching for “Fiiiiiirst Naaaaame,” I would click “add Contact” and then it would enter it in all lower-case. This was a pain because I’d have to change the first letter to upper-chase each time. Bleh. This is now fixed. Another really small enhancement, but you can see the level of detail we’re going for.
New interface on import contacts from file: We spent a lot of time cleaning this up and making it more intuitive. It’s still not the most intuitive thing in the world, but it’s getting closer.
Bug with payments of one year with Paypal: we had a problem with people who upgraded for one year on Paypal… the system wasn’t recognizing the upgrade and they sometimes emailed us (before we could manually upgrade them) asking “WHAT THE HECK?” This was an issue of trust… if you pay us money, and you don’t get upgraded, what else won’t work?? Fixing this non-high-profile bug allows you to trust us more.
Minor wordings and change of tool tips throughout the system: when you mouse over things, we cleaned up the little messages you see.
This release represents “about 25-30 work orders,” and I’m sure we came up with another 50 things to fix, clean, or change since we started this last project