Over the past few weeks, our engineering team has been working really hard to introduce features that will make Tapdesk more convenient to accomplish quick tasks. Today, we are introducing two new fresh features that are aimed at that goal. A whole new way to work with contacts and a very efficient way to use and reuse notes.
Now, when you navigate to the contacts view, you should see two new specialized icons next to the Add Contact button for importing and exporting bulk contacts. This allows you to import all your leads in a local file into Tapdesk with just a few clicks. To import contacts, click the import icon to launch the import modal. Drag excel or CSV files containing your leads into the file field. You can also upload files by clicking the select from your computer link. This launches the file browser and allows you to select the files with leads that you need to upload.
The imported files must be excel files or CSV files with .csv extension. The column names must match the fields needed to add contacts. The fields allowed in the imported files include first name, last name, email, address, phone number, LinkedIn profile, and contact notes. The name of the fields must match exactly to the name of the fields. First and last name is the only required fields and all leads in your file must have them. You can also combine the first and last name columns into a single column called name. It is important to adhere to the file format policy in order to ensure all leads are imported accurately.
You can now also export your contacts. By default, the exported contacts will be downloaded as an excel file. To export contacts, click the export icon to launch the export modal. The export modal allows you to select the contacts you wish to export. To export all contact, check the mark all box to select all your contacts. When done, click the export selected button to download an excel file containing all the contacts (and their information) that you just exported.
We are also introducing a new feature that will change the way you work with notes. We understand Tapdesk notes is a very important aspect of deal management and tracking process. For this reason, we are making it easier to reuse your notes across Tapdesk with the new Note Templates features. Note templates allow you to save notes as templates and simply import them into other notes whenever you need them. You do not need to spend minutes finding the deal with the right note and then performing a series of copy and paste. Now, you simply click a button and your note is populated with the new template. Yes, it’s that quick and easy.
Starting today, you will see a new icon appear in all notes area - the note template icon. This gives you all the functionality you need to take advantage of the new feature. Clicking the icon launches a dropdown with three options: Import a template, Manage templates and Create a template. Import a template launches a modal with all your saved templates. Select a template and click the import button to add the template into the current note. Clicking the import button populates the note with template content starting from the current position of the cursor in the note.
Manage template launches a screen that gives you the ability to create new templates, or edit, share and delete already saved templates. To create a new template in the manage template view, click the create new button (plus button) in the bottom right corner of the screen to launch the create new template modal. Add the template title and description in the appropriate fields, type in the note in the template detail section and click create. Thumbs up! You just created a new template and you can use it or share it with your colleagues anytime. The three dots icon on your templates in the manage templates view gives you the ability to edit the template, share it with someone in your workspace, or remove (delete) it from your workspace.
Typing a note and all of a sudden feel like you may need to reuse it often. You can easily turn it into a template. To turn a currently typed note into a template, click the note template icon and select the create new template button in the drop-down menu. This launches the create new template modal. Enter the template title and description and click save. The current instance of your note will be saved as a template and you can reuse it anywhere on Tapdesk.
Congratulations! You're now a master of our new features.
And, thanks to our awesome users at RRPartners for inspiring our engineering team with their feature requests.
The Tapdesk Engineering Team