New video tutorial: Add contacts and organizations, automatically share emails

Do you get tired of manually adding emails and reminding your team to share theirs? We sure do, but Streak solves this problem with automatic email sharing.

The first step to enabling this feature is adding contacts and organizations to our boxes. Once they’re added, you can build a complete timeline of their interactions with your entire team - automatically.

In this video, you’ll:

  • See how automatic email sharing works
  • Learn how to keep certain emails private
  • Explore each way to add contacts and organizations to your boxes

January 12th: Recent bug fixes and improvements

We finished out the year (and began the new one) with bug fixes and user experience improvements. Here's a recap of what changed:

Creating tasks in box view

When typing in the task pop-up in the box view, the cursor sometimes jumped to the beginning of the text. This small but surprisingly maddening bug has been fixed. Task masters rejoice!

👤 Creating contacts getting stuck in sidebar

Creating a contact could result in a never-ending "creating" state in the sidebar. This has been fixed.

🔑 Override data validation when creating new boxes

Although admins have the option to override data validation (available on pro and enterprise plans) rules, they weren't able to do so when creating new boxes. We've fixed this, meaning you can create boxes with blank fields that are otherwise required.

🔒 Data validation for formula columns

Streak wasn't properly assessing formula columns in some cases of data validation, which might cause a rule to be incorrectly triggered–even when you did everything right! This has been fixed and we apologize for any unwarranted scolding.

📄 Boxed files slow to download and open

Files in boxes were downloading and opening at dial up internet speeds, which nobody has time for these days. This has been fixed, so you won't have to take a mental trip to the 90s every time you open an attachment.

🔗 Copy box and pipeline links with one click

We did away with a redundant click to copy links to boxes, pipelines, and saved views. Small efficiencies add up, and you can now copy a link to your work in Streak with one click.

👁️ Email tracking magic columns

In some cases, Streak wasn't properly updating email tracking magic column data. We've fixed this so you can use the newest type of magic column to follow up with engaged prospects and use this data for saved views and more.

Our top 10 launches of 2020 and a huge thank you!

Well, we sure couldn’t have predicted the twists and turns that defined the year 2020, but one thing has remained a constant: our gratitude to you and all of our customers!

Thank you for passing along product feedback, challenging us to think outside the box, and sharing your success stories with our team 🙏

In case you missed anything, we recapped our top 10 product launches of 2020:

You can also find the video and a brief write-up of each launch in our blog.

From our team to yours, we wish you a happy and healthy New Year and look forward to working with you in 2021 💫

December 15th-16th outage postmortem

We experienced a disruption to Streak service throughout December 15th and 16th. We know that your ability to work was affected during these days, and we're deeply sorry for this setback.

We take these issues seriously and have dedicated resources to preventing future issues.

Find more information about what happened and how we're preventing similar issues in a postmortem on our blog.

Issue saving content to box timeline

We're currently investigating an issue with saving content (comments, tasks, call logs, meeting notes) to the box timeline.

We apologize for the inconvenience and will share an update within 30 minutes or as soon as we have more information.

Please visit status.streak.com or follow us on Twitter @Streak for updates.

New video lesson: Contacts and organizations

Last month we launched our Streak University site, which hosts a series of bite-sized video lessons that allows you to structure your own learning and training in Streak.

Our newest video explains the relationship between contacts, organizations, and boxes in your pipelines.

You’ll also learn how Streak automatically:

  • enriches your contact information
  • builds a timeline of your entire team’s emails with contacts and organizations
  • shows you how contacts and organizations are involved in all of your pipelines

December 7th outage postmortem

On December 7th we experienced a disruption to Streak service and we're deeply sorry for the inconvenience it caused.

We've shared a post-mortem from our head of engineering with more details about what happened, how we resolved the issue, and what we're doing to prevent it from happening again.

Head over to our blog to learn more.

New: email tracking magic columns

Say hello to our new email tracking magic columns 👋 You can now filter, sort, and group your pipelines based on when your emails were last read or how many times they were opened.

email_tracking_pipeline_view.png

Two new pipeline columns automatically fill in and update your email tracking data:

Total Tracked Views

Date of Last Tracked View

Want an easier way to follow up with contacts who read your last email? How about filtering for prospects who opened an email multiple times? Or maybe you want to retarget leads who opened your email today?

Head over to our blog for step-by-step instructions and more details on this new feature.

More space for pipelines in the left navigation menu

Everybody loves a good declutter. We dusted off our label maker and tackled the left-hand menu in Gmail, which was getting a bit busy for our taste.

left-nav-inbox.png

With this update, Gsuite users can now find Streak pipelines in their own section, at the same level as Mail, Chat, and Meet. Collapse sections to focus in on your work without sifting through sent mail, drafts, and Gmail filters to find a pipeline.

This shiny new place for Pipelines has got us thinking about what else we can keep there 🤔. Stay tuned!

November 30: Recent bug fixes & improvements

Even a well-oiled machine requires routine maintenance, and Streak is no exception. We’ve been working to make Streak faster and more intuitive — here’s a recap of our recent fixes and improvements:

🚧 Performance improvement when clicking in and out of pipelines

We know you’re in and out of your pipelines all day. Clicking in and out of a pipeline view was causing Streak to become sluggish over time, but we’ve launched a performance improvement so Streak can keep up with you all day long.

🙋‍♀️ Find yourself at top of list for box assignees

When assigning somebody to a box in the sidebar, you’ll now find yourself at the top of the list if you have permission to be added to the box.

🧑‍🤝‍🧑 Assigning a box or task to somebody who isn’t on your team

If you assign a box or task to somebody who isn’t on your Streak team, we’ll prompt you to add them to your team. Previously the field would just revert to a blank space.

📧 Hovering over a boxed email thread with attached images caused the inbox row to resize

We fixed a UI issue that caused the email thread row to resize when you hovered over it if it had images attached.

🔗 Clicking on linked boxes, comments, or contacts in the sidebar

Clicking on linked boxes, comments, or contacts in the sidebar brought you to the box view, but not the relevant place in the box. Since we assume you clicked on one of those items for a reason, the box view will now automatically scroll to that section so you can quickly find the information you need.

🧑‍💻 Creating a contact with linked organizations

When you create or import a contact in Streak, we should be creating a linked organization automatically. For example, creating the contact jane[at]acme.com would automatically create an organization for acme.com. This wasn’t happening for a while, but has been fixed.