Communication Template and Aptlet Card Suggestion Updates
We've heard your feedback!
We've updated communication template and Aptlet workflows from the Aptly inbox.
Now, if you have suggested communication templates you’ll see a pulsing blue dot on the reply button. Click Reply and then select suggested replies. In the right hand column, you’ll see all the suggested replies. Here you can preview responses before selecting one to send.
Similar to suggested communication templates, you’ll see a pulsing blue dot on the create card button if you have suggested Aptlet cards.
Click create card to view all the cards related to the contact in the conversation. Then choose to view a card, relate a card to the conversation or create a new card.
Aptlet Sub Task Updates
We've updated Aptlet sub tasks! Now you can:
- Edit existing tasks
- Drag tasks to easily re-order them
- Enter a task name up to 500 characters
- Enter a new task without clicking a button. Just start typing!
Resize panes
From the inbox, you can resize each pane to customize and expand your view. Expand pane four from anywhere in the app including on the contact profile or Aptlet cards.
Bulk messaging from Aptlet Cards
Send bulk emails and text messages to multiple contacts related to an Aptlet card.
Example use cases for this new feature include:
- Sending bid requests to vendors related to a renovation project
- Notify all related residents the water of their building will be shut off for a maintenance issue
- Send notes to employees who attended a recent meeting
Updated SMS Design
We've revamped the SMS design to look and feel more like a mobile experience complete with in-line responses and a character counter.
Edit Custom Fields on Aptlets
Now you can edit custom fields on Aptlets from the table view.