{"id":715,"date":"2023-01-23T10:25:53","date_gmt":"2023-01-23T17:25:53","guid":{"rendered":"https:\/\/www.datrm.in\/?p=715"},"modified":"2024-03-29T14:56:24","modified_gmt":"2024-03-29T20:56:24","slug":"contact-updates-jan-2023","status":"publish","type":"post","link":"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/","title":{"rendered":"New and Improved Contact Features: Activity Mentions, Contact Update History, Mobile Updates, and More"},"content":{"rendered":"<p><span style='\"font-weight:'>Managing your contacts shouldn’t take more time, it should save you time. Recent updates to ContactDrive will improve your data organization, speed up the process of adding and cleaning new contacts, and sort and manage your lists with ease. \n<h3><b>Activity Mentions\n</b></h3><p><span style='\"font-weight:'>Sometimes you see a contact in-person and need to quickly add a note. Now you can knock this out directly on the dashboard thanks to our new Activity Mentions feature.\n<p><span style='\"font-weight:'>When you add a new activity on your dashboard, just type “@” then the contact’s first name. You’ll see a list of matching contacts. Click (or touch) the right one, and the activity will automagically be added to their contact profile.\n<p><img alt='\"\"' class='\"aligncenter' decoding='\"async\"' height='\"415\"' loading='\"lazy\"' src='\"https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-mentions2.gif\"' width='\"701\"' wp-image-716="">\n<p><span style='\"font-weight:'>You can even use our new Task Templates feature to quickly add a follow-up task to the activity as well.\n<div class='\"wp-video\"' style='\"width:'><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class='\"wp-video-shortcode\"' controls height='\"637\"' id='\"video-715-1\"' preload='\"metadata\"' width='\"1080\"'><source src='\"https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-task-template.mp4?_=1\"' type='\"video\/mp4\"'><a href='\"https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-task-template.mp4\"'>https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-task-template.mp4\n<p>&nbsp;\n<h3><b>Contact History &amp; Rollback\n</b></h3><p><span style='\"font-weight:'>Whoever said “no backsies” hasn’t tried our new Contact History feature. We’re all human and make mistakes from time to time, especially when it comes to data entry. That’s why you can now rollback contact history. Simply click the icon on the individual contact’s page, select the date\/time of update to rollback, then save your changes. You can see who made the changes to a contact as well.\n<p><img alt='\"\"' class='\"aligncenter' decoding='\"async\"' height='\"256\"' https:="" loading='\"lazy\"' size-full="" sizes='\"(max-width:' src='\"https:\/\/www.datrm.in\/files\/2023\/01\/contact-single-update-history-e1674494566780.jpg\"' srcset='\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121309\/contact-single-update-history-e1674494566780.jpg' width='\"325\"' wp-image-718="">\n<h3><b>Mobile Updates\n</b></h3><p><span style='\"font-weight:'>When you’re using the ContactDrive app from a mobile device, be sure and check out the buttons to call, text, or email when viewing a single contact. \n<p><img alt='\"\"' class='\"aligncenter' decoding='\"async\"' height='\"683\"' https:="" loading='\"lazy\"' size-full="" sizes='\"(max-width:' src='\"https:\/\/www.datrm.in\/files\/2023\/01\/mobile-contact-single.jpg\"' srcset='\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121310\/mobile-contact-single.jpg' width='\"575\"' wp-image-719="">\n<h3><b>Detailed Do Not Contact Options\n</b></h3><p><span style='\"font-weight:'>Know someone who wants to opt out of texts but receive emails? Now when you edit a contact, you can check different fields for “Do Not Contact,” including phone, email, or mailing address. \n<p><img alt='\"\"' class='\"aligncenter' decoding='\"async\"' height='\"252\"' https:="" loading='\"lazy\"' size-full="" sizes='\"(max-width:' src='\"https:\/\/www.datrm.in\/files\/2023\/01\/contact-single-do_not_contact.jpg\"' srcset='\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121311\/contact-single-do_not_contact.jpg' width='\"550\"' wp-image-720="">\n<p><span style='\"font-weight:'>Curious about that “Restricted Contact” option? Check out <a href='\"https:\/\/www.datrm.in\/blog\/restricted-contacts\/\"'>this post to learn more about how to keep your most valuable contacts super secret if you have a team working in your ContactDrive account.\n<h3><b>Activity Rich Editor \n</b></h3><p><span style='\"font-weight:'>You can now add more formatting, attachments, links, among other items to activity. Edit an activity item to open up a whole new world of rich editing options.\n<div class='\"wp-video\"' style='\"width:'><video class='\"wp-video-shortcode\"' controls height='\"635\"' id='\"video-715-2\"' preload='\"metadata\"' width='\"1080\"'><source src='\"https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-edit.mp4?_=2\"' type='\"video\/mp4\"'><a href='\"https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-edit.mp4\"'>https:\/\/www.datrm.in\/files\/2023\/01\/dashboard-activity-edit.mp4\n<p>&nbsp;\n<h3><b>Quick Add Contacts\n</b></h3><p><span style='\"font-weight:'>Searching your contacts and need to quickly add someone new? We have a new Quick Add contact form where you can add the basics quickly. Access the Quick Add form either on the Dashboard’s big “Add Contact” button, or by clicking “Add a contact” from the search dropdown on the top menu bar.\n<h3><b>Lots More to Love\n</b></h3><p><span style='\"font-weight:'>As you can see, we’ve been busy around here making ContactDrive even better. We want it to work for you and your needs, so never hesitate to send us a note about the next feature you’d like to see as part of our roadmap. \n<p><span style='\"font-weight:'>If you haven’t tried ContactDrive lately, you can signup for a free 14-day trial here (no credit card required). Got questions? Contact us to <a href='\"\/demo\/\"'>schedule a demo and walk through the platform live.\n<p><span style='\"font-weight:'><a href='\"https:\/\/app.datrm.in\/signup?utm_source=datrmin&amp;utm_medium=referral&amp;utm_campaign=blog-posts&amp;utm_content=contact-updates-jan-2023\"' rel='\"noopener\"' target='\"_blank\"'>Start your 14-day free trial today!\n","protected":false},"excerpt":{"rendered":"<p>Managing your contacts shouldn’t take more time, it should save you time. Recent updates to ContactDrive will improve your data organization, speed up the process of adding and cleaning new contacts, and sort and manage your lists with ease. \n","protected":false},"author":11,"featured_media":742,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"categories":[22],"tags":[47,48,45,49],"yoast_head":"\n<title>New and Improved Contact Features: Activity Mentions, Contact Update History, Mobile Updates, and More | ContactDrive\n<meta and="" contactdrive="" contacts="" content='\"Recent' data="" ease.="" easier="" improve="" it="" make="" manage="" name='\"description\"' organization="" to="" updates="" will="" with="" your="">\n<meta content='\"index,' follow="" max-image-preview:large="" max-snippet:-1="" max-video-preview:-1="" name='\"robots\"'>\n<link href='\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/\"' rel='\"canonical\"'>\n<meta content='\"en_US\"' property='\"og:locale\"'>\n<meta content='\"article\"' property='\"og:type\"'>\n<meta |="" activity="" and="" contact="" contactdrive="" content='\"New' features:="" history="" improved="" mentions="" mobile="" more="" property='\"og:title\"' update="" updates="">\n<meta and="" contactdrive="" contacts="" content='\"Recent' data="" ease.="" easier="" improve="" it="" make="" manage="" organization="" property='\"og:description\"' to="" updates="" will="" with="" your="">\n<meta content='\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/\"' property='\"og:url\"'>\n<meta content='\"ContactDrive\"' property='\"og:site_name\"'>\n<meta content='\"2023-01-23T17:25:53+00:00\"' property='\"article:published_time\"'>\n<meta content='\"2024-03-29T20:56:24+00:00\"' property='\"article:modified_time\"'>\n<meta content='\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121317\/feature-activity_mentions-02.png\"' property='\"og:image\"'>\n\t<meta content='\"1200\"' property='\"og:image:width\"'>\n\t<meta content='\"630\"' property='\"og:image:height\"'>\n\t<meta content='\"image\/png\"' property='\"og:image:type\"'>\n<meta content='\"Allen' fuller="" name='\"author\"'>\n<meta content='\"summary_large_image\"' name='\"twitter:card\"'>\n<script class='\"yoast-schema-graph\"' type='\"application\/ld+json\"'>{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/\",\"url\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/\",\"name\":\"New and Improved Contact Features: Activity Mentions, Contact Update History, Mobile Updates, and More | ContactDrive\",\"isPartOf\":{\"@id\":\"https:\/\/contactdrive.sitecenter.us\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121317\/feature-activity_mentions-02.png\",\"datePublished\":\"2023-01-23T17:25:53+00:00\",\"dateModified\":\"2024-03-29T20:56:24+00:00\",\"author\":{\"@id\":\"https:\/\/contactdrive.sitecenter.us\/#\/schema\/person\/2ccc6c29964ab7b76b5405ba19fb6f61\"},\"description\":\"Recent updates to ContactDrive will improve your data organization and make it easier to manage your contacts with ease.\",\"breadcrumb\":{\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/#primaryimage\",\"url\":\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121317\/feature-activity_mentions-02.png\",\"contentUrl\":\"https:\/\/media.sitecenter.us\/wp-content\/uploads\/sites\/30\/2023\/01\/29121317\/feature-activity_mentions-02.png\",\"width\":1200,\"height\":630},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/contactdrive.sitecenter.us\/contact-updates-jan-2023\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/contactdrive.sitecenter.us\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"New and Improved Contact Features: Activity Mentions, Contact Update History, Mobile Updates, and More\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/contactdrive.sitecenter.us\/#website\",\"url\":\"https:\/\/contactdrive.sitecenter.us\/\",\"name\":\"ContactDrive\",\"description\":\"Your contacts. 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