Introducing an improved set of features to manage your growing list of clients.
- A new Clients button and page to show a table of all your clients. Search, sort, filter and find the one you need.
- 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!
- 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.
- Read more…