WrkLst は、お客様のアートワールドのための賢いアーカイブ — プライバシーを最優先に、お客様だけのために。WrkLst は、お客様のアートワールドのための賢いアーカイブ — プライバシーを最優先に、お客様だけのために。

Imported contacts arrive complete

When you import contacts, two people in one entry, such as “Philip and Shelley” or “Mr & Mrs Richards”, become one contact with a partner, and their address shows both names. WrkLst recognises whether an entry is a person or a company, puts salutations in their own field and keeps extra address lines such as a company or c/o on the address. Countries, US states and phone country codes are recognised however they were written, in many languages.

Your software and AI assistants reach almost all of WrkLst

Software connected through the API and AI assistants can now work with almost everything in WrkLst: invoices and payments, messages and campaigns with their guest lists, presentations, the timeline, biographies, opportunities, documents made from your templates, reports and your website. They can also log calls and meetings on a contact, look up the right tax for a sale and upload pictures, documents and 3D models. They can still do only what the person they act for may do, and they never handle bank logins.

Simpler user roles

Under Settings › User Roles, every module now has one choice: no access, view or edit. A role is set up in a few clicks, or all modules at once. The finer rights, such as sharing, confidential information or seeing everyone’s sales, are still there under More options.

AI help for importing contacts

When you import a contacts file, the AI can now match the columns for you and tidy the contacts that need it: addresses typed on one line, companies typed as people, details in the wrong field. It is optional, you see every change before and after, and you can undo each one.

Imports now tell you first

Before an import of contacts or works moves your WrkLst plan to another tier, you now see it: the tier before and after, and what the price becomes. You can untick entries to stay in the tier you are in.