Swivel is treating you to some exciting new features this October! 🍬 Check out our latest updates below:

Release Highlights

Multiple Users Associated to Calendar Events

When creating appointments and events within Swivel, users can now select multiple user calendars to associate an appointment or event to. In the past, any given appointment or event could only be associated to one user calendar. If users also have their calendar synced in Swivel through Outlook or Google, their associated appointments will also sync to these applications.

Appointments Report

From the reports tab, users can now view the Appointments Report to show all appointments in their account. This report can be filtered by date, appointment type, and status. Users can also edit and update appointments from this report.

Opportunities Board View Workflow Enhancement

Users can now view the assigned user and due date of a given workflow associated to an opportunity directly from the board view! This gives deeper clarity into outstanding tasks ands steps to keep your pipelines moving forward!

Product Status Filtering

Product status is now a selected filter option on the Contact lists, contact reports, and product reports.

Phone and Email Remarks

Users can now store more detailed information related to phones and emails on contact information using the Remark field. Quickly add remarks by selecting the "Edit" button on the Contact Card.

Other Enhancements

• Ability to import household association relationships via import using Household Key
• Product Status drop down allows for selection of all available product statuses