For September's first feature update, we've dug into some parts of TidyHQ to lay the groundwork for some bigger improvements that are coming down the line.
Tracking explicit kinds of Contacts
First, we've changed the checkbox on profiles that marked if something was a company or a person to be a bit more explicit.
We now explicitly track the "kind" of contact - be it a person or an organization. This is just the start of some bigger, more exciting work coming shortly to improve how you can work between Tidy organisations and when managing people and their associated organizations.
Filter by Contact Kind
In support of this, we've also made it possible to filter your contacts by the kind - so you can, for example, list all your Organizations that are tracked by Tidy.
Quickly add contacts in even more places
Next, we've added support for quickly adding a new contact in more places. Contacts are the cornerstone of tracking activity in Tidy and your associated people, but they can quickly become painful when you need to add them as you're doing something.
Firstly, you can now add new contacts directly as you're writing an email, saving having to go out to contacts and come back.
And secondly, when creating a new task, you can also add a new person then and there.
These two improvements extend on the previous work to roll this out across Tidy and reflect on our focus to make admins' lives as easy as possible in day-to-day tasks.
Reporting on Registration Dates
Briefly, we've added the Registration time of membership - that is, compared to the start/end date, the time it was created - to the memberships report, as an optional field. It's disabled by default, but can be turned on easily.
As usual, thanks to all of our customers for getting in touch with your feedback and queries as they come up. We have lots of exciting new features and improvements coming soon, and we can't wait to share them with you all!