New + Improved
We’ve got a few minor improvements that’ll help your overall experience with 2.0!
Client’s activity feed now includes document names so you know what clients have uploaded/downloaded
Birthday fields have been improved
Leads: archived leads can now be hidden, and leads can be sorted by lead type
Leads also have the initial message pinned to the top for quicker reference
Our KBA audit trails now include questions completed
Reporting for newsletters and campaigns have been improved
Website editor: navigation links fixed
Website editor: slogan link added and fixed
Note editing error fixed
An issue with syncing times when scheduling an appointment with a client fixed
Issue with appointment syncing between website, cloud calendar and 2.0 fixed
Messages draft error fixed
Editing marketplace about us section error fixed
Birthday error created after uploading new client database has been fixed
We all hope you’re finding our workflow integration with Trello improving your digital processes and our new ADA compliant website widget improving the lives of your clients!
We’re hard at work at CountingWorks PRO, developing new features to support your business as you go virtual. Get ready for some big new changes coming out soon!
Any ideas or needed features? Drop us a note at [email protected].