August is here, and so are the latest Swivel feature updates to help you close out summer strong. ☀️

Release Highlights

Product Custom Fields on the Swivel Summary

Users can now configure their product custom fields to be viewable on their client's Swivel Summary. A great example is for the product "Bonus" custom field. By enabling this field on the Swivel Summary, their clients can now view the bonus associated to the product they have purchased.

Change Opportunity Pipelines

Need to move an opportunity from one pipeline to another? Users can now move opportunities to different pipelines by selecting the action menu within an opportunity & selecting Change Type.

Filter by Contact Custom Fields in Advanced Filters

Filtering contacts by custom field values is now available from the Contact Advanced Filters -> Custom Field Filter section. These fields are also exportable from the Contacts tab in Swivel.

Bulk Update Contacts

Users now have the ability to Bulk Update various contact related information. From the Contacts tab, users can select the action menu and then select Bulk Update to select from the following fields to update data or clear data from:

• Assign Users, Assign Groups, Contact Category, Contact Status, Add Tag, Remove Tag, Replace Tag, Servicing Agent, Lead Source, Zone, Office, Do Not Contact, and Deceased Fields

Other Enhancements

• Automation Trigger: Attendance Outcome
• Automation Trigger: Opportunity Sales Stage
• Ability to search contacts by zipcode
• PII information (DOB, SSN, Age) now available on all exports
• Ability to filter by Product Interest
• Ability to filter contact related criteria on the Product Report
• Filter data fields are now available on the Contact Export and Product Export