Improved Client Management

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  • Post category:Release

Introducing an improved set of features to manage your growing list of clients.

  1. A new Clients button and page to show a table of all your clients. Search, sort, filter and find the one you need.
  2. The ‘Deactivate‘ feature to archive/retain all the survey data, but de-clutter the lists of ‘active’ clients and surveys. You can re-activate at any time – the data is available immediately!
  3. Each client’s estate can also be upgraded to allow more users, more trees, more photos, etc. The Estate Subscriptions page shows what options are available.
  4. Read more…