Latest News for the Momentify Platform!
Improvement

View Columns

Harsh avatar
Shared by Harsh • November 13, 2024

We’re excited to introduce Enable Columns in the Leads Table, a powerful new feature designed to enhance how you see the leads captured in Momentify!

By Enabling Columns, you’re no longer limited to default lead properties. Now, you can display and organize leads using the traits you’ve set up in your templates. This flexibility allows you to slice and dice your captured leads from events in ways that best suit your goals and insights.


Key Benefits of Enable Columns 👇

  • Customizable Views: Display the lead information that matters most to you by enabling the specific columns you’ve defined in your templates.
  • Enhanced Filtering and Sorting: With your custom columns visible, easily filter and sort your leads for more targeted follow-up and analysis.
  • Streamlined Event Data Management: Quickly toggle between default and custom traits for a seamless and efficient lead review experience.

Enable Columns helps you personalize your lead views, making it easier than ever to capture the insights you need. Get started today and make your lead management as dynamic as your events!

New feature

Manage Workspaces

Harsh avatar
Shared by Harsh • November 13, 2024

We’re thrilled to introduce our latest feature on Momentify: Manage Workspaces! This feature brings a new level of flexibility and control to your team, empowering you to manage members, permissions, and global settings all in one place.

With Manage Workspaces, you can:

  • Manage Members: Effortlessly add, remove, and organize members within each workspace to ensure the right people have access to the right resources.
  • Set Permissions: Customize access levels and permissions for functionality within Momentify and optimize collaboration.
  • Configure Global Settings: Tailor workspace configurations to align with your organization’s needs and workflows, creating a seamless experience for all users.

To access your Workspace page,

  1. Click on your Workspace dropdown in the top left.
  2. Select the "edit" icon