As the new year unfolds, we're excited to kick off 2024 with a fresh wave of innovations in the January SiteZeus Release! As you embark on another year of success, join us in exploring the latest additions designed to make your SiteZeus journey even more efficient, intuitive, and tailored to your unique requirements. From refined features to game-changing functionalities, the January Release is packed with tools aimed at empowering your success.
Optionally See Units on Hold in Global Search: Now, users have the flexibility to choose whether or not to display units that are currently on hold when utilizing the global search feature.
Navigate to Administration>Settings and find the setting under Default Settings. Toggle on to view units on hold when utilizing the global search.
'Lead Summary' Report by Period Year: Now equipped to seamlessly align with your custom fiscal or designated year set using the Period Calendar. Your specified date range will be accurately mirrored in the Lead Summary Report, offering users a tailored and comprehensive overview of leads within their preferred time frame.
Development Costs Import: Say goodbye to the tedious task of manually inputting budgeted, bid, and actual costs for each development cost item one by one. Now, a user-friendly import option is at your fingertips, conveniently located under Administration>Import Data. Streamline your workflow, save time, and enhance efficiency by effortlessly importing development costs in one go.
Swap Assign and Bulk Assign Tasks to a Team Member Role: Effortlessly maneuver team members assigned to timeline tasks in bulk, all based on their predefined roles within the unit. This powerful addition not only saves time but also enhances the flexibility of your team organization, allowing for swift adjustments and optimized task allocation.
Bulk Send SMS from Lead List with Personalization Tokens: SMS enthusiasts, rejoice! In a game-changing move, users with SMS-related permissions can now effortlessly engage with their leads by sending text messages directly from the grid. And, with personalization tokens in this area too, you can be empowered to infuse the same level of customization into your text messages as you do with email templates.
For those eager to explore these new functionalities or with any questions about their implementation, our dedicated team of SiteZeus Support Specialists is here to assist you. Simply reach out via the in-app chat, where our experts stand ready to provide guidance and ensure you make the most of these powerful additions.