We’ve been putting a ton of work into rethinking the workflows and UX. There were definitely some things that weren’t polished in the way users moved between contacts and Touchpoints. There was also some useful information that wasn’t readily visible in the contact dashboard and Touchpoint dashboard.
Another thing we’ve been working on is making our add-on licensing more convenient to manage as well as more in line with typical WordPress licensing methods.
Enough words. Let’s take a look!
Besides the My Favorites and My Activities, we’ve now added a Quick Add Touchpoint dashlet where you can quickly add a Touchpoint to one of your UkuuPeople Humans. This is great for adding a quick meeting, note, or phone call record to one of your existing Humans in WordPress. It’s great for adding Touchpoints manually as well. Of course, you can still use the Give and Gravity Forms integrations to automatically collect Touchpoint information.
In version 1.5 of UkuuPeople, we made some small but significant changes to the Contact Dashboard.
- The Add Touchpoint button was moved up to the contact view instead of below the Touchpoint list. This made a lot more sense, as the button would often be hidden below the fold if you had a lot of Touchpoints on a contact record.
- The Edit Contact button was added in the view. This was done for a similar reason. The edit fields are not immediately visible when initially viewing the Contact Dashboard, and we wanted them to be easy to find.
- The highlighted items (Twitter, Facebook, and email) are now linked so you can easily click to send an email or view a social media profile.
- In previous versions, we had Related Organization in the edit fields where you could select an Organization to associate a Human with. This wasn’t really used in the interface at all. Now we display a hyperlink to the Related Organization directly below the contact’s name so you can easily click to the Organization’s Contact Dashboard.
- Similarly on the Organization’s Contact Dashboard, we now feature a listing of that Organization’s related Team Members.
Touchpoints got the largest overhaul by far! You shared some of your frustrations with us about feeling confused by the Touchpoints workflow and also about the sort of dead end you hit when adding a new Touchpoint. There wasn’t a very apparent way to go back to the Contact Dashboard. Here are a few of the changes we made to Touchpoints:
- When you click Add Touchpoints from the Contact Dashboard, it takes you to the New Touchpoint screen and displays that Touchpoint contact’s information at the top of the screen. This reminds/reassures you of who this Touchpoint is with.
- We reduced the number of required fields on the Add New Touchpoint screen. Previously you were required to enter an activity start date, start time, end date, and end time. Now we only require a start date.
- Once you fill out your Touchpoint completely and click Create, you are shown a view of the Touchpoint including attached files, Touchpoint Assignees (think task assignees), Touchpoint status, dates, etc.
- Once you’re done with the Touchpoint, you can easily return to the Contact Dashboard using the Contact Dashboard button in the Touchpoint view.
Licensing and Settings
One thing that has been pretty confusing is the way we’ve handled add-on licensing in the past. Instead of having all of the licensing management within the UkuuPeople settings menu where you might expect, they were listed in their own individual menus under Plugins. With UkuuPeople 1.5, they are now centralized in the UkuuPeople settings menu as you would expect.
Another thing we changed: previously we didn’t allow you to use UkuuPeople add-ons without an active license key. Instead, you would be prompted to add a license key. We quickly understood that this isn’t a generally accepted way of handling licensing, so we made a change to give you a warning if you didn’t have an active license key but not restrict you from using the software. You also won’t receive updates or support if you don’t have an active license key in place for add-ons.
Add-on Integration Settings
Another important change to the settings area of the UkuuPeople CRM for WordPress is the Integrations tab. In previous versions we added menu items for a lot of the integration Add-ons like MailChimp. Now we have all those Add-on settings in a consolidated “Integrations” tab.
We’re excited about these changes to version 1.5.0 of UkuuPeople! We hope you will be too. If you haven’t tried UkuuPeople yet, please check it out. It’s completely free on the WordPress repo.