WHAT’S NEW IN ROOK CONNECT – CONTACT REPORTS & MANAGEMENT

December 7, 2020 7:05 pm | Category: Software

Improvements for Contacts in ROOK Connect Software

• Reports tile -> Contacts subtab
  • There is a new “Synced Contacts History” report
  • This report will display a table of all sync history
  • We did not previously store this history, so this will only applying after this Ticket gets pushed live
  • The table includes:
    • Before Sync – Displays the two contacts synced together before the change
    • Changes – Displays what changes were made to the sync
    • After Sync – Displays the two contacts synced together after the change
    • Updated By
    • Updated At
  • Search fields include:
    • Date Range
    • Contact Category
    • Membership
    • Location
    • Contact
• Reports tile -> History tab -> Contacts History Report
  • Search fields include:
    • Date Range – Defaults to 1 month before the current day, up to the current day
    • Contact – Select the Contact to view the history for that contact. Select “All Staff” for any history regarding Staff, and “All Non-Staff” for any history regarding contacts that are not Staff
    • Updated By – Select the person that updated the Contacts, or “All Staff” for all updates made by staff, or “All Non-Staff” for all updates made by Non-Staff
• Contacts tile
  • Summary tab
    • There is now a “Last 10 Updates by Non-Staff” summary, which will show the last 10 updates made by anyone that isn’t a staff
    • There will be a button to view all in a slider
  • Contact Management tab
    • There is a new button “Contacts History Alerts”, which will allow setting up scheduled alerts to see the latest updates
      • Clicking on the button will display a slider of a table of all current alerts
      • Click Add Alert to add new alert
        • Enabled – Check the box to enable the alert
        • Start Date – Defaults to current date. This is required for the recurring settings to have a start date to reference
        • End Date – Leave blank to have it ongoing
        • Updated By – This allows selecting whether to see the History for all contacts, just staff, or just non-staff
        • Alert Staff – Select which Staff will receive the alert
        • Repeats – Either Daily, Weekly, or Monthly
          • This will prompt settings depending on what is chosen. This is similar to the rest of the software recurring settings
        • Subject – Subject of the email
        • Body – Body of the email