This release introduces the redesigned CRM Contacts Bulk Action page, which enhances usability and efficiency in managing bulk contact operations. Users now enjoy improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling.
What's New?
- Redesigned Layout:A cleaner, more intuitive interface that improves readability and navigation.
- Improved Statistics:Instant access to key metrics including total processed actions, success counts, and error details.
- Refined Status Indicators:Color-coded status display (✅ Green for Completed, 🔴 Red for Cancelled, 🔵 Blue for In Progress) with real-time updates.
- Backward Compatibility:Full support for bulk actions executed using the legacy architecture.
- Advanced Filtering:New filters for action type, status, users, and date range. Filtered views can be shared via URL for quick access.
- Enhanced Action Management:Confirmation modals and notifications when canceling, reverting, pausing, or resuming actions ensure users make informed choices.
- Robust Error Handling:Immediate error notifications with details and troubleshooting steps to help resolve issues quickly.
How to Use?:
- Enable this feature from Subaccounts > Labs > "New Contacts Bulk Action Page"
- Access the Bulk Actions page from the CRM contacts module.
- Click the filter icon in the top-right corner to apply filters (Action Type, Status, Users, Date Range).
- Click Show Stats next to a bulk action to view detailed metrics.
- Manage individual actions by clicking the three-dot menu (⋮) and selecting the desired option (Cancel, Revert, Pause, Resume), then confirm via the modal prompt.
Why This Feature?:
The update streamlines bulk operations by providing a more informative and user-friendly interface. This not only improves efficiency but also enhances decision-making by allowing users to quickly assess performance metrics and act on real-time data.