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More Improvements to the Dashboard

The improvements just keep coming. Back in December, we rolled out some great improvements, especially for customers with multiple locations.

Now we've further improved the service for customers managing multiple
locations and people assigned to each.

All of this is free with your TalkToTheManager account.

Clean, Unified UI

This may seem small to you, but there's something about similar functionality looking and working the same everywhere. we care so you don't have to. Hats off to the designers for creating a UI that is simplified, consistent, and predictable.

Sensibly Reorganized

We've moved the tutorials to their own tab - the "Learn" tab. And signage (downloads and ordering) are under their own tab, too. With those moved out of Settings, Settings has become the "Manage" tab.

tabs in dashboard - TalkToThemanager

"Find It" Feature

You're going to love this. We've never seen this feature in any dashboard, ever.

Since our launch back in 2012, we've had a number of features, and each time we add more, things get a little more complicated, and sometimes it's hard to find a feature or it takes a few clicks to navigate to it.

We're making both of those easier.

Say you want change a user's privileges. Go to Find It, and search for it. We'll figure out from your search what you're looking for. We're pretty smart.
searching in the Find It feature

Here we knew you were looking for changing a person's privileges. Click the link and we'll present you with a search for a person you have access to manage.

select a person to continue

Once you've found them, click the arrow to go. We'll take you right to the UI for changing the user's privileges.

changing user privileges

This is just one example. You can get just about everywhere in the dashboard with this feature.

Other things you can jump to with this feature:

  • Add a Location (Number)
  • Download Print-Ready Signs
  • Add a New Person to Receive Messages
  • Update Billing Information
  • SMS Keyword Commands
  • Add a new Canned Response
  • Put Messages on Hold for a Location
  • Assign Someone Already on the Account to Another Location
  • Set Business Hours & After-Hours AutoReply
  • Remove Testimonials from Testimonial Widget
  • Change the Locations where a Person is Assigned

and so many more!

It's like Siri for TalkToTheManager! (but you have to type)

We even have some common search results when you go to the Find It tab.

common searches on the TalkToTheManager Find It tab

Locations Management

The old way we displayed locations and their managers was just not helpful for companies with a large number of locations. It was not easily scannable nor was it easy to view.

The new hotness:

location listing

Now you can easily see locations, how many people are assigned to each location, and more detail about each location. The list is sortable and searchable.

That's right - you can search for a location by name, nickname, address, or city.

This location management differs from our Enterprise offering, which offers support for hundreds or thousands of locations in a hierarchical structure which mimics the organizational levels (regions, districts, etc).

Person Management

Employees & managers are now just "People". We're all just people. Let's hold hands now. Not all people receiving and replying to customers are managers or even employees, so we've just normalized to People.

Managing people looks similar to (that consistency thing again - see?) managing locations.
managing people on TalkToTheManager

You can search for people by first name, last name, or email.

We're always listening to our customers and incorporating their feedback into our service.

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