Bantam Live

If our customers ask for more cowbell, we should probably give them more cowbell! Login to your team's account and really explore the workspace.

New in the Dashboard

• Linking in the Publishing Zone of the Dashboard: By popular demand you can now "link to" and associate Tasks, Files, and Events to your Contacts, Projects, and Deals - right from the front-and-center publishing zone in the Dashboard as you input updates.

New in Social CRM

• Google Buzz imports: This is just a little taste of what's to come with our Social CRM functionality. You can now enter a contact's Google username in a contact record and view his or her public updates within that contact's page within Bantam Live.

• Tag List Export: To create special mailing lists or other purposes, this new feature allows you to do an export of your contacts (people and/or companies) based on a tag or multiple tag search that generate the list.

New in Task & Project Management

• Colored Task Types: Now you can group "types" of tasks, and affix an associated color for a given type of task to easily view them in the Dashboard and task section.

• Categories for Projects: To more easily collaborate and sort all your projects, you can now create and assign your project into various categories. Easy editing of category names, too.

• Filtering Tasks: Who's doing what? In the task section, you can now filter all tasks by co-workers to view in numerous ways with a simple drop-down.

• Filtering Projects: View your Projects alphabetically, by category, or by most recently viewed.

• Icons for Notes and Comments: In the Task Widget in the Dashboard and in the Tasks section, you'll now see if co-workers have written a note or commented on a task.

• Show/Hide Tasks in Calendar section: View (or hide) a right-side Task panel in your Calendar for a better view.

• Linking Tasks to a Contact, Project or Deal: Now you're able to link tasks from either the publishing zone in the Dashboard, or in a Task Widget, or via the Task section.

• Email Alert for Task Completion: Get an email alert when co-workers complete tasks you've assigned them.

New in File Sharing

• Categories for Files: You're now able to create and assign "categories" for the Files you share and store in Bantam Live.

• Linking Files to a Contact, Project, or Deal: Now you're able to link Files to any object like a Contact (person or company) Deal, or Project from the Files section or upon uploading a new file into Bantam Live.

• Filtering Files: With this enhancement you can sort and view Files alphabetically, by category, by size, or most recently viewed.

• Widgets for Files: Documents associated with Contacts, Companies, Projects and Deals can now be displayed in a widget on each of these object's pages.