New Portal Features Galore.
We've been toiling away on our client portal and this month, we're proud to announce our new features.
Organize Messages by Status.
Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time.
New - Brand new inbound messages from clients.
Open - Works in progress or messages you have not started working on.
Pending - Messages that are waiting for a response from your client.
Solved - Messages that are complete. Same as archived.
Search Messages by Type.
Questions, tasks, missing information, problems, and incidents can now be searched and followed up on in the message center. Say goodbye to Post-it notes and hello to instant recall.