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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: February 2019 Edition

By Shubham Goel
Happy February. We had a busy start to the new year with several features and enhancements released this month. From date/time customization to autosaving notes, make sure every bit of info gets captured. 

New Feature: Date & Time Customization

You can now select preferences for time zone and date/time display. This will update how all times and dates are formatted throughout Affinity. You’ll also receive daily notifications & emails based on your respective time zone. (Learn more)

Time & Date Customization Affinity

New Feature: Filter by Empty Cells

On lists, you can now filter by empty cells on most column types. This will help you quickly hone in on missing info so you can keep your lists up to date. (Learn more)

Filter by Empty Cells AffinityNew Feature: Auto-Saving Notes & Reminder Drafts

Any notes or reminders that you’ve drafted but haven’t yet posted will now be saved as you type. This means you can start drafts and navigate elsewhere without losing any important thoughts.

Auto-Saving Notes & Reminder Drafts Affinity

New Enhancement: Nested Bullets

We now support nested bullets & numbered lists anywhere rich text formatting is available (e.g. notes, reminders, sending emails, etc.). In addition, you’ll be able to copy in text from Evernote or Google Docs without losing nested formatting.


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, but 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