March update: People and money!

Posted by Wes Hooper on 31st March 2011 in Features

We've had a busy month at Moobiz HQ where we've been working on some really big improvements. These are going live today with more to come over the next couple of weeks.

First up, we've made it easier to keep on track of your finances. The Contacts dashboard now lists the balance against everyone, whether that's you owing a supplier or some invoices owed to you.

This information is also shown in the results when searching your Moobiz and viewing a contact gives you a little more information with a simple breakdown of the figures.

We've also given the People pages a complete overhaul. Before there were lots of tabs to click on, grouping information up by types such as Notes, Purchase Orders and so on...

While this helped keep large amounts of information under control, we thought we could do better!

The new pages start off with a tidied display of important contact details and then focuses on 3 simple areas - communication, finances and tasks.

All communication with a contact is grouped together, whether it be a note, web visit, email message, feedback enquiry, email campaign or billing statement sent. These are shown in date order with the newest first, so older messages get pushed out the way better than they did before.

Long term this also gives us the flexibility to include other messages (we know you want tweets!) without introducing yet more tabs, so a much more scalable way of viewing the information.

Right next to the new balance figures, we've put in a link to view the complete financial history for a contact. This also pushes old information such as the bill you paid 2 years ago out the way but in a place you can get to easily should the need arise.

This means Moobiz will now only list invoices and bills that haven't been paid, so you can see at a glance what actually requires your attention.

Lastly to-dos and projects are listed for the contact with a tidied up design and layout. Projects are now grouped by company or status when viewing a person or company respectively making it easier to visually find something compared to the previous long listings.

We hope you find these updates useful, we'll be updating the Company and Project pages in the next couple of weeks along the same lines. As always, we love your feedback so let us know what you think!