Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In with Twitter

Sign In Register

Categories

In this Discussion

Tagged

Screencasts

See the many features of Batchbook in action.

Go to Screencasts

Frequently Asked Questions

Answers to common questions about Batchbook.

Go to FAQs

Onboarding

Sign up for our Group Onboarding session for Beginners.

Go to Onboarding

Support

Not finding the answers you need?

Contact Support

Subscribe via RSS

SuperTag Custom Fields Not For To-Dos Or Communications: Why Not?
  • coreymj78coreymj78 January 9
    Why aren't supertag custom fields editable for To-Dos or Communications? This completely surprised me. This seems like a simple addition, and an extremely obvious one, yet one which would completely transform your product into a total project management solution vs. only a contact manager. Check this out...

    This is so obvious that I assumed this was possible without even asking. The first thing I did was create a supertag called "Development" with two drop down menus, one called "Project" and the other "Project Category." The options for Project were my various project titles and the options for Project Category were things like "Web Development" and "Marketing Development" and so on.

    I then created a To-Do called "Test new web banner on new site template" and gave it a date. Everything cool so far. Then I added the tag "Development" to my new To-Do and...   uh what?  Seriously?  I can't edit the appropriate custom fields I created for the Development supertag on my To-Do. This is really nuts, I mean why wouldn't we want to organize and categorize our To-Dos and Communications right along with our Contacts? 

    I love your product, but this simple feature addition would give us soooooo much more flexibility and customization.

    Pretty please guys? I really need this.

    Unless I am totally missing something but I'm pretty sure I read that you can't do this, with no explanation as to why anywhere.

    Thanks for any help on this.
  • EricKrauseEricKrause January 9
    Were you spying on us?  We had this exact conversation today about Todos and supertags/custom fields for Batchbook 2.  Keri is still fleshing out the details, but my guess is that this would be possible.

    Eric Krause
  • coreymj78coreymj78 January 10
    so its possible now or will be possible in the next version? if the latter, when is the next version coming out? thanks.
  • BPasnauBPasnau January 10
    It's something we'll be working on in the next version.  We don't have an exact launch date yet, but it looks like early this year, hopefully in the next couple of months.
  • KurtMilamKurtMilam January 13
    I agree 100% with Corey here - this is one of my features requests from a year or so ago on the older boards. This would open up some amazing possibilities!

    Kurt
  • coreymj78coreymj78 January 13
    SWEET! Glad you guys agree. The more I use your product, the more we feel that this is exactly what we need as it integrates with other services we'll be using, namely mailchimp.

    I'm the Senior Web Development and Media Director for our company Breakthrough Media and you could also say I'm somewhat of a Network Admin, I manage our multisite network built from the WordPress API / CMS platform and within that we using a component called Gravity Forms to dynamically generate forms on all of our client and company websites. Gravity Forms integrates with MailChimp so we see a huge benefit in Batchbook to complete the missing link in our data storage and database needs.

    We are moving from FileMaker which is really unnecessary once I do the initial import and we begin using the system and training others in it. Hopefully it won't take a year to import 21K - 29K records. :)








  • IdentifyUSIdentifyUS February 16
    Don't hold your breath. I too since day one of my own user experience felt this was a BIG missing piece and still no progress on that front... We need to SuperTag communications a lot more than we do Contacts. Our work flow includes frequent email forwarding of PDF documents and other data from 3rd party apps. Since a communication is what gets created via the batchbox+ email connection, this is where associated data from that email needs to be recorded. For example, every time a customer submits a form, we track that form submission as a communication but by only super tagging the contact record, any data we try to capture from the form/communication just overwrites the contact super tag. Not good. We need a full relational design that allows easy 3rd party linkages and synchronization!
  • FLdefconFLdefcon April 1
    it shouldn't be too hard.

    essentially deals are projects, so BB could create a new project module similar to deals that allows linking companies, contacts, and supertagging.

    then that way to-dos stay consistent in their use throughout the program. Because if they just do to-dos and leave out projects, then we are severely limited since to-dos can't quite capture the bigger picture the way projects (with multiple to-dos) could.
Add a Comment