Tuesday, 7 July 2015

Up-coming changes to Client Interactive History, Job History, Job Private History and Send Email Log screens

Some important changes are being made to the above-mentioned screens.  Effectively, these separate screens will disappear and be replaced by one ‘super’ screen that will centralise all history, communications records and activity for a selected client and/or job.  The new screen will more clearly show history entries made at client level, job level, and messages sent to the customer via SMS or Email, giving you a more concise view of client / job interaction.

These changes will be included in the next update, which will be released towards the end of July.