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Affinity Product Update: March 2019 Edition

We built a couple new requested features this month like, custom dropdown options, exporting people from opp list, and auto-saving notes. We also made some big improvements to our API.  New Feature: Manage Custom Dropdown Options We’ve added a new menu where you can bulk manage all your options for custom dropdown columns, making it easier to keep data clean. You’ll be able to add new options, … ...

Product Updates

Affinity Product Update: December Edition

By Shubham Goel
Happy December. We have had a busy Q4 and looking forward to launching a number of new features in early 2019. Two new features that are coming this month are required fields and being able to copy and paste values across multiple cells.

New Feature: Required Fields
Affinity acts as the system of record for many of our customers. In order to make sure Affinity is always accurate and up-to-date, you can now make fields required. That way, you can ensure that your team always fills out a given field. This will improve your data quality in Affinity and make it easier to pull reports on the data that matters most to you.
  affinity required fields
New Enhancement: Copy/Pasting Values Across Multiple Cells
On lists, we've added the ability to copy a cell (or multiple cells) and paste that copied data into more than one cell at a time. This will enable you to quickly bulk edit your lists with a single action. 

affinity copy pasting values across multiple cells


Check Out Affinity's New Webinars!

Webinars: Introduction to Affinity 

This introductory webinar is directed towards new users of Affinity or those interested in using Affinity for their business. We will cover Affinity's history, along with a product demo diving into relationship and network intelligence, pipeline management and reporting. Time at the end will be reserved for Q&A so you can get all of your questions answered. This webinar is held every Tuesday at 10AM PST.

Click here to register.

Webinars: Importing Data into Affinity

Affinity's importing webinar covers how to import data into Affinity from a CSV file. If you are coming from another CRM, or have a lot of historical data stored in Excel, this is a great webinar to attend. We will cover how to import data into Affinity using lists, go over the different types of lists you can have and what can be imported. After the data has been imported we will share best practices on how to best configure your lists for maximum collaboration amongst your team. This webinar is held every Thursday at 9AM PST.

Click here to register.

Webinars: Office Hours: Affinity Q&A

Affinity's office hours are held every few weeks. It is a time where we encourage you to ask any questions you may have related to using Affinity. Not only will you hear best practices and explanations from experts at Affinity, you may also learn from your peers who are using Affinity in a similar fashion.

Click here to register.

Thank you for your support!

If you have any ideas around features that would add value to you, or if you have any questions, please email me at shubham@affinity.co. We would love to hear from you! 

Shubham Goel & Team Affinity

If you're looking for any of the previous updates, they're all available here.

Product Updates