The Uspacy team wishes you a Happy New Year! Today, we’ve prepared little gifts for everyone who has been with us this year. The December updates are sure to please everyone who expects more from us.
🟣 The most exciting update this month is the Report builder. We’ve added this new feature in the Analytics section so that you can build almost any report for any entity within your Uspacy space. The number of tasks completed this month, the number of sales generated from the Advertising source over the past year, month as well the number of Invoices created by specific managers in the Smart Objects section - all listed above and much more can now be viewed in just a few clicks, without leaving your Uspacy space!
🔍 Read more on how to create your own analytical report in this article.
🟣 Calendar in Activities is another important update. Now, you can view your activities not only in a list but also in a calendar right within your Uspacy. Just select the weekly grid, the entire month, or a single day view and effectively manage your time.
🔍 Read more on how to work with the calendar in Activities in the following article.
🟣 Permissions for Smart Objects now allow you to set up which employees will have access to specific objects, and which will not. This update makes Smart Objects even more suitable for use in any business scenario. Additionally, products have been added for goods or services to your Uspacy Smart Objects.
🔍 Read more on managing permissions in your Space in the following article.
🟣 Email signatures now add even more convenience to using email within Uspacy. You can set up and save your signature and continue using it with the email addresses you need.
🔍 Read more on email signatures in the following article.
🟣 CRM update – we’ve updated our CRM, and now multi funnels in Leads provide much more space for managing client processes within your Uspacy.
🔍 Read more on working with multi funnels in this article.
🟣 Automatic filling of First Name and Last Name fields when creating a lead or contact from an email significantly speeds up the processing of incoming requests. The same applies to the automatic filling of lead and contact names based on the first and last name fields.
All December updates are now available, so enjoy them, build your company’s processes, and focus on what matters most!
If you have additional questions or you need to contact the support, send a request to this email [email protected]