New delayed automations and call improvements!

We hope you’ve had a good couple of weeks since our last product update email!

Here’s a roundup of some of the features we’ve recently released, based on feedback and ideas from clients.

Create your own delayed automations

SwiftFox’s automation system now lets you set detailed delays on your automations. You can set precise delays using weeks, days, hours, minutes or seconds. You can use multiple delays together in an automation to create tailored marketing journeys with ease.

This is part of our mission to empower users to create more complex automations from the front-end automations system, without the need for our team to create them for you in the back-end.

Easily re-order your Custom Fields

We’ve made it really straightforward to re-order your custom fields and your custom field sections on People and Organisation profiles.

Users with the right access permissions can simply drag fields into the right order - no need for code or to contact our team for help.

This is part of our plan this year to empower users to make changes to your CRM to do more. Some upgrades will be simple like this one, and some more complex. Stay tuned!

Additional sorting and filtering options in Tasks

SwiftFox Tasks now supports a broader range of sorting and filtering options, helping you find the tasks you’re looking for more efficiently. For example, you can now quickly filter on all tasks that mention a particular group of contacts.

We’ve also added the ability to export tasks to a CSV, for when you need to report on Tasks outside of SwiftFox.

Happy task completing!

Detailed user permissions for calling features

For system administrators, you can now set more detailed user permissions on SwiftFox’s calling features.

You can now precisely set who should be able to use call lists and who should be able to make their calls directly through SwiftFox.

Updated Calls homepage

We’ve updated the Calls homepage to include some additional statistics, such as the number of people in a call list who didn’t answer or who are tagged as a call back.

This is to give you quick insights into call campaign from a glance.

Thanks for reading our Product Update email - login to SwiftFox to discover these enhancements today!

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