February 16, 2022: Overdue Tab, Client Status Filter for Pulse, and In-line Editing for Goals
- Overdue Tab enhanced to display overdue contracts for selected time period & prior period.
- Back by popular demand, the Client Status Filter is enabled on the Pulse Reports.
- We've added In-line editing in the Goals app for quick and easy updates.
Overdue Tab
The Overdue Tab has been enhanced to display overdue contracts for the "Selected time period" so you know exactly what is overdue for the month, quarter, year, or custom renewal timeframes.
Other changes to the Overdue Tab are contracts with future dates are no longer classified as overdue, and overdue contracts from a prior period can easily be filtered by clicking on "(prior period)" for a comprehensive list of all contracts that are overdue.
In the example above, there are 2 contracts that are overdue in the selected time period, and 15 overdue contracts from previous periods that are not represented in the overdue summary amount or in the data table.
Client Status Filter for Pulse Reports
Back by popular demand, the Client Status Filter has been enabled for the Pulse reports. Users can view All client Pulse data by default or filter by Active, Inactive, Trial and Terminated clients for a more granular view into the Pulse data.
In-line Editing for the Goals App
We've added In-line Editing in the Goals app for quick and easy updates. In-line edits can be performed on the Actuals, Targets and Dates.
The stage can be easily updated by clicking on the current stage and selecting a new stage in the drop-down.
Goal progress can be updated by clicking on the progress bar and moving to the desired percent complete via drag-n-drop.
Additional comments can be added by clicking on the comment field or the existing comment.
Comments
5 comments
ClientSuccess introduced key updates on February 16, 2022, including: Click Here
These updates improve contract management, reporting granularity, and goal tracking efficiency.
Great enhancements! Love the overdue tab improvements and in-line editing for faster goal updates download for latest version
This release focused on improving the clarity and usability of the "Overdue Tab," providing more granular control Sprunki Pyramixed over "Pulse Reports" with the re-introduction of the "Client Status Filter," and streamlining the process of updating "Goals" with the new "In-line Editing" feature.
Sure! Here are a few variations in a similar tone and style: 1. Loving the new updates! The overdue tab is so much more intuitive now, and the in-line editing makes goal updates a breeze. 2. Huge fan of the recent improvements! The overdhttps://ceffimenu.mxue tab is super helpful, and quick edits right in-line save so much time. 3. Awesome updates! The enhanced overdue tab and seamless in-line goal editing are real game-changers. 4. These enhancements are spot on! The overdue tab feels more organized, and being able to edit goals instantly is a big win. 5. Really appreciate the new features! Overdue tab feels smarter, and in-line editing makes staying on track easier than ever. Want more with a slightly different tone (like more formal, playful, or technical)
Great enhancements! Love the overdue tab improvements and in-line editing for faster goal updates slideshare downloader
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