Search Across Playbooks
All user types who have access to multiple playbooks can now search across playbooks for content.
The search button is located in the top right corner of the playbooks landing page:
Search results across all playbooks:
Custom Page Templates
Administrators can now copy pages of a playbook as individual page templates. Once you select “copy page as template,” you can edit the template in the Templates page on the left navigation (formally just “Conversation Templates”).
From within the playbook editor:
The Templates page that houses the copied templates in the left column:
Manager/Rep Hierarchy Mapping
For clients accessing via a SAML integration, we can now map the manager emails into profiles, enabling instant updates of manager associations. Contact Support@vPlaybook.com if you think this is a fit for your company instance!
If you’d like to learn more about any of these new features please don’t hesitate to reach out to Support@vPlaybook.com.