Video Transcription

Good morning, and welcome to another edition of Tech Tuesday by Delta Media Group. At Delta Media Group we watch the whole movie, beginning to end, and nowhere in that movie did we see Kevin Costner dance with even one wolf. He didn't dance with any wolves in that whole movie, I think that's false advertising, that's what that is.

So today we have made some changes actually, a variety of changes to simplify the way that you enter customers and the way that you modify customer information. Those pages had enough fields on them that on one hand it was good that you could enter things all at once, but on the other hand there were just a lot of fields to kind of scroll through if you quickly needed to add a customer. So we have modified that and we have also gone in and modified the profile page itself to lay out the information in a way that's a little more cleanly understandable. So we're going to go into the DeltaNet and take a look at those pages and see what we've got.

So here we are on the welcome page and I'm just going to scroll down here to customers and click on Customer Center. Now there are two ways to add a customer and that hasn't changed, so on the Customer Center I can down here and I can click on add customer and that opens up my new Add Customer Wizard, or when you just login for the first time you're going to land on this welcome page and you can actually just scroll down and click on add new customer on this page and it opens up there as well. So it's nice, especially if you're out and about, you have your phone on you and you want to just add a customer through your phone, you can just go straight from this welcome page and do it, instead of going to the Customer Center first.

So in any case, once you open your Add Customer Wizard, you can see that it has already been simplified quite a bit. Originally we had a lot of different elements on this page and you could add a lot of things at once and then you would move on to the next step and you would add more things and move on to the next step, and there was a total of about seven steps on this thing. Now we're just going to enter some customer information, Buyer McBuying, that's a good name, right? Email address, cell phone number if we have one, we always say if you have the information you might as well put it in. There we go, and if I want, now if I want I'm done at this point, I can hit save and close and that customer's entered, I don't have to do anything else.

I can also hit save and view profile, where I should save this customer and then take me through to the profile page if I want to add any additional information. Or I have this additional customer information where I can open that up and I can add in a few of the still common, but not as common as obviously first name, last name, and email address. So if I want I can fill this information in and again, I can hit save and view profile or save and close. So in this case we'll save and view profile. It saves that account and takes me straight to their profile page. So now from here all those options that were available to me before in the old Add Customer Wizard are all in their own widgets here, just like they always have been, only now you're taken straight here so you can actually just modify those things optionally, you don't have to go through every step.

So if I want to add a note I can do that here, but all of that stuff remains the same. Notes, adding new customers, adding ... or not adding new customers. Notes, adding saved searches, adding market watches, all that stuff hasn't changed but what has is this profile widget here. So you can see in the profile widget already it looks different, opt-out here is right at top, the idea is that the most pertinent information is right at top. So you have cell phone number, contact information, email address, their name, nice and big and open here at the top, their status, and then as we scroll down some portfolio information. The beauty of this widget now is even though there are a lot of fields available here for me to add to this customer, only the ones where there's something entered are actually visible. So I don't have to look through 50 fields to find the information I want, the stuff that's entered is here.

Now if I want to add or change information I'll click on edit profile, which is the same as before. But now the edit profile page is laid out in such a way that it's a little easier to understand, and a little to kind of quickly find the field you're looking for. So to start off we have basic customer information, so name, email address, phone number, status, labels and also their groups, if you put them in any groups in your system here. So if I wanted to add them to Group A, I can just put that there. If I want to get to more basic information than this I have a more button here and that opens up their title, their display name, their password if it's being displayed, it's probably not in yours because they're adding a secure auth to the customer accounts. Email opt-out information, and then birthday, anniversary, spouse, children information, all that's under this basic tab. Hit less, I can collapse all that.

Postal address information, so physical addresses. If I open that up I have my envelope salutation first because the physical addresses is where the envelope salutation is going to be used when printing mailing labels, so that's why we put that there, and then below that you have their primary address. If I click on more I can also add a primary business address or I can add additional addresses. If they have a vacation home, if they have a summer home or if they just have more than one property, maybe they have and investment property that I want to keep track of on their account. Well I can go here and I can add it in those additional addresses.

Next if I go to additional contact information, this is where I would add additional phone numbers if I have them. If I have URLs for their social media pages I can add those here to keep track of those and I can also add in additional email addresses. So it's commonly used if you have a spouse for example and you wanted to add their email address in here so that the email addresses that go to this account can go to both, this is where you would add in that additional information. So additional contact, the idea there is mostly it's about the additional email addresses. So you can add all that information in and then lastly, we can open up purchase sold information and this is all about any of the homes that they've either purchased or homes that they've sold. If you want to keep track of that information you can just open that up and you can drop those in here. And then this is the information that they system is going to look at at this point for the eCards.

So the eCard automation that we'll automatically send out an eCard on the anniversary of a purchased home, it's looking at the purchase date set up here. So you can enter that in and then add all your purchase MLS ID, all the information you have about the purchased home or the sold property, and there you have it. Once you have this page filled out the way you want it, you just click on done, that modifies their page and then you can see any additional information you added in this panel, because again, it'll just show the things that are actually entered. So there you go, that was a quick and easy one today, so is always.

Thank you very much for joining me on Tech Tuesday today, you've had a look at our new customer profile page and our new customer entry process that's just designed to make life a little bit easier as far as getting your customers entered and being able to see, like quickly see and quickly modify their information. So thanks a lot for joining me and I will see you again next week.