We’re working on several enhancements in our labs you should expect to see shortly:
Internal Messaging – Soon, folks with logins will be able to to send short, typed messages to each other. See here for details. Administrators will be able to choose to have this enabled in your system. It’ll be off by default when we launch it, so you can decide when to introduce this new feature to your team. Keep an eye on the Dashboard for details shortly.
Integrated Messaging – Folks who use instant messaging or text messaging will enjoy an improved workflow once we launch enhancements to that feature. We expect it to go into the internal testing phase in late November, and into client testing after that. Please let me know if you’d like to participate in that testing. We recognize this improvement will require plenty of advance notice, details, and training materials before we make this available, and we’ll be sure to provide those. The improved workflow comes directly from requests clients have made — we always appreciate your feedback and are happy to deliver.
Call Report Editing Tools – We’ve always prided ourselves on our speedy response to making changes to your call report forms, but we’re working on a nifty way to improve upon that. How does an immediate turnaround sound? Yes, soon we’ll introduce a tool that gives Administrators greatly expanded abilities to edit aspects of your call report forms yourselves. That’s in client testing now, and we’re busy preparing training videos and help articles in preparation for an imminent release.
Also thanks to all who joined us for our webinar on October 6, where we talked about these enhancements and a few others we have in store for you, as well as the new processes we have in place to better serve you. Please join us for the next webinar — we’ll announce it on the Dashboard and will send emails out to all Admins.Continue Reading