We know it's hard work to stay updated on all fronts. Don't worry, we have summarised our best improvements and new features so far in 2018 for you right here.
Improved security and GDPR compliance
- Securely share personal data on participants through List sharing
- Introduce personal data retention policies and anonymise personal data in finished projects, so you don't keep sensitive information longer than necessary
- Improve your admin web user login security to protect your data
Project Management
- It's faster and more user friendly to find projects in Project search
- It's easier to find a customer with the new Customer search feature
- Get more accurate financial forecasting with Project stages
- Include links to Project files in emails to participants, to avoid issues with large files and spam
Offers/Sales
- The new Offer admin helps you work smarter and faster with sales
- The offer thank you page is more customer friendly