With summer on the horizon, we're excited to share fresh new feature releases that brings efficiency to how you manage your clients and your daily to-do lists. 😎

Release Highlights

Referred By Native Field & Referral Accordion

When creating or editing contacts, users will now see a native field for Referred By. Users can attach a contact in Swivel in this field to show a referral relationship. If a contact in Swivel has been attached as a referral in the Referred By field, all of their referrals will show under the Referral Accordion in their contact record.

Workflows Tab Update

When navigating to the workflows tab on the left side navigation, users are now able to view upcoming workflow steps in a larger view. Users can also filter by next step date, users, workflow types, and search for a given workflow.

Contact List View Enhancements

Several enhancements have been made to the saved list views from the Contacts, Leads, or Clients left side navigation tabs. These include: Email & Text Engagement buttons to send broadcast messages directly from a list, ability to send a 1 to 1 email or text message to a contact on a list by selecting the mail or message icon, and updates to the action icons for opportunities, appointments, and products.

Accordion Counts in the Contact View

Next to each contact accordion, users can now see count indicators of the items within each accordion. For example, in product line accordions users will see how many products are pending, open, or closed.

Other Enhancements

• View Spouse & Household associations from the Contact View Page
• View Deceased Tag for Contacts from Household Association View
• Ability to delete product value logs even if there are associated values
• Product Related Workflows show on the attached Opportunity in the Board View