Leaping forward with our July Release

We have just deployed the latest release of MioWorks.com and we couldn’t be happier.  The newest version builds upon the success of our concept to integrate customers into the business processes of the small and mid-size practice. With this update you’ll be able to use MioWorks.com to help your prospect, manage groups of contacts and really make MioWorks part of your every day routine.  Here are the highlights for this release:

Improved user interface for ease of use

We continue to strive to build a simple to use application.  To this end we have implemented the use of icons throughout the application to help you move quickly and intuitively.

Customer Portal File Folders

You are now able to define file folders for your customers.  This helps you better organize the files that you share with your clients.  Clients will appreciate this too because it allows them to find files faster.

MioWorks SmartGroups & Lists

The new MioWorks SmartGroups allow you to define characteristics of a contact for a group.  When a contact meets that characteristic they are automatically included in the SmartGroup.  If the contact no longer meets the criteria they are dropped from the group.

Lists are the static companion to SmartGroups.  A list is a label for a group of contacts that you can apply individually or to collections of contacts.  You can also snapshot a SmartGroup to a list to “freeze”  the group at a point in time.

Bulk actions on groups

Taking a bulk action on a group can save you plenty of time.  In this new release you can quickly add new keywords, schedule a task, activate portals, change contact types and more.

Exporting contact groups to MailChimp, Constant Contact and more

The new group export features allows you to export a list, a SmartGroup or a selection of contacts to a comma separated value (CSV) file.  This file can be manipulated as necessary and used to import into 3rd party applications.  (Remember that you can always export your entire contact library & information from the Site Administrator page)

Intranet Media Library

The intranet media library allows you to store files like documents, movies and audio in a central location shared by all of your company users.  You can easily attach & share files to individual users or groups of users allowing you to quickly share information.

In addition to an updated www.mioworks.com site, we have also added a few new resources to help you along the way:

MioWorks User Manual
New 5 minute MioWorks overview video

MioWorks User Manual in WordPress

MioWorks User Manual in WordPress

2 Responses to “Leaping forward with our July Release”

  1. ¿Su CRM hablar español? MioWorks does that and more | Silicon Florist Says:

    [...] I forget, MioWorks just pushed an update with a number of new [...]

  2. ¿Su CRM habla español? MioWorks does that and more | Oregon Startup Blog Says:

    [...] I forget, MioWorks just pushed an update with a number of new [...]

Leave a Reply