A new panel for contacts filtering

Hello eveybody,

one of the requests we kept receiving very often, lately, came from users who spend more time in the CRM side of Apollo.

As you know, you can already search for your contacts in many ways in Apollo: let's see them, also as a benefit for new users: there's the free search, which will do a realtime substring match in the Name, Surname and Company fields; there's the search by tags, where you can also drill down and filter on a combination of more than one tag; there's the search by field, where you can search by the value of any combination of the various fields available on contacts; and finally, there is (I should say "there was"!) the View select box.

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Better filtering for the My Tasks section in Apollo

Hello friends,

today I'll talk about another nice improvement that recently made its way into Apollo's My Task screen.

The My Tasks screen already sports a very flexible filtering system at the task level: in fact you can customize the filter by task type, due date, task status and responsible party.

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Hide the tasks mess from your Apollo calendar

Hello friends,

for those of you that really love to put deadlines on all tasks, we added a show/hide switch on the calendar list menu.

This is especially useful in the cases where the account owner set Apollo’s general task visibilty rule so that users see, in their My Tasks and Calendar sections, also the tasks assigned to the company and/or to anybody.

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Apollo now has Google Drive integration!

A while back, we mentioned that "Integrations" would be the keyword for Apollo's development. We rolled out Freshbooks and Harvest integration a while ago, and noticed that a many users started using them. Well, if you looked closely enough at our changelog, you would have noticed that we have been working on Google Drive integration. Guess what? It's ready to go: Apollo now supports 100% Google Drive integration.

How does it work?

Apollo is now tightly integrated with Google Drive.

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The beauty, and the challenges, of integration with SaaS

We have recently introduced two exciting integrations: Harvest and Freshbooks. The reception from our users was overwhelming, and made us realise the importance of communicating/integrating with other online software.

Apollo doesn't send invoices; this is a conscious decision on our side: invoicing is not "Just send invoices out", just like "Project management" is not just "A bunch of task lists".

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Improved search on contacts (now by field)

When you deal with a lot of information, searching is indispensable. We have recently improved searching within projects, and decided to improve the search in the CRM side of Apollo.

This led to a considerable rewrite of the search abilities of Apollo's CRM, which now allows you to select which fields you will search into:

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Default sort order of project dashboard

The projects' dashboard is the first screen you see when you click on Projects on the left hand side. It's a very important screen, which lists all the projects you have access to.

The first real improvement for the projects dashboard was the introduction of categories and paging (which were triggered by important requests from customers who were dealing with more than 200 active projects using Apollo!).

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Harvest and Freshbooks integration in Apollo!

It is no secret that Apollo is internet-based software: Apollo's users can access their data either by using Apollo's great UI, or by "connecting" to Apollo's API (you can see the API as a means to access Apollo taking the UI out of the equation). The API can be invoked by your own scripts (if you are a developer), or by other online programs, in order to access your information.

While this means that potentially every SaaS out there can integrate to Apollo, we realise that it's important for us to make this as painless as possible, and decided to actively work on integrations.

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"Time" menu now available for cases and deals

We are consistently improving Apollo's reporting abilities. Time entries was a specific feature that we wanted to get out of the door as soon as possible, promising improvements to the reporting side of things. Right now, if you click on a contact for example, you are able to see all time logged against it:

We improved cases and deals, by adding the same tab for them.

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Decide how to view and sort contact names

When it comes to regional settings, Apollo needs to deal with several issues: timezone, date format (DD/MM/YYYY or MM/DD/YYYY), language, and so on. There is another detail, in terms of localization, that escaped in the first version of Apollo: the ability to set, in the CRM side of things, how to display people's names: "name, last name" or "last name, name". Apollo, by default, would display them as "name, last name" and would order contacts by last name.

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