Feature Enhancements
This section discusses the updates and enhancements to existing features, or settings that are provided in this release.
Introducing New Release Notes and Online Help
With this release we are introducing a new look and user experience for release notes and online Help. We’ve made the new design easier to navigate and more user-friendly. Plus, we’ve added many feature upgrades that you have suggested, including:
- New colors and styling aligned with Ellie Mae branding
- Wider layout that allows for larger screen examples
- Improved organization and grouping of menus and side navigation links
- Easy to consume “at a glance” views of release notes items
- And more…
While the look and feel of the release notes and the Help is different, the overall process you should follow to locate and read the release notes and find Help topics will not change. We look forward to your feedback about your experience with the new release notes and online Help.
Support for Additional Social Media Platforms
Administrators have the ability to enable social media links for all users, or enable the feature on a user level, for the social media links to display in the marketing communication sent by their users.
This is existing functionality.
In addition to social media platforms such as Facebook and Twitter, starting with the Encompass CRM 20.1 September Service Pack Release, Instagram, Zillow, and Yelp are now supported.
- Log into Encompass CRM as an administrator, and click Site Admin.
- Click the Fields link.
- Click the Edit button to update the social media setting for all users.
- Type the mouse-over text and URLs for the applications you want to be displayed in all your users’ marketing communication.
You must include the URL for the social media app to display on emails.
- The User Level Overrides Account Level feature enables admins to modify the social media links for each individual user. To enable this feature, select the check box corresponding to the applications, you want to enable per user.
You can only add applications at the user level – you cannot remove applications enabled for the company, at the user level.
- Click Save.
- Confirm that your changes have been saved.
- Click Site Admin, and then click Users.
- Click the Edit link corresponding to the user you want to update.
- Click the Social Media links panel.
- Click the Edit button.
- Note that the applications enabled at the company-level, cannot be modified (such as Instagram, in the screenshot below).
- Social media apps for which data was entered at the company level, but set to editable at user level, display editable content (such as Zillow, in the screenshot below).
- Social media apps for which data was not entered at the company level, and set to editable at user level, display blank, editable fields (such as Yelp, in the screenshot below).
- Update the editable apps, and click Save.
- For the purpose of this exercise, the pre-populated URL for Zillow has been updated, and new values entered for Yelp.
If you experience issues with saving, refresh the page, click Cancel in the browser notification, expand the User General Information tab, update your Social Media Links panel, and then click both the Save buttons.
- Verify that your changes have saved.
- Click Contacts, and then click the contact to whom the marketing communication will be sent.
- Click the Action tab.
- Select a template from the drop-down list, and then click the Generate button.
- Note that the enabled social media links are displayed above the footer.
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