{"id":3181,"date":"2018-10-30T16:48:15","date_gmt":"2018-10-30T16:48:15","guid":{"rendered":"https:\/\/www.otiss.co.uk\/support\/?p=3181"},"modified":"2018-10-31T12:14:13","modified_gmt":"2018-10-31T12:14:13","slug":"improved-client-management","status":"publish","type":"post","link":"https:\/\/www.otiss.co.uk\/support\/2018\/10\/improved-client-management\/","title":{"rendered":"Improved Client Management"},"content":{"rendered":"<p>Introducing an improved set of features to manage your growing list of clients.<\/p>\n<ol>\n<li>A new <strong>Clients<\/strong> button and page to show a table of all your clients. Search, sort, filter and find the one you need.<\/li>\n<li>The &#8216;<strong>Deactivate<\/strong>&#8216; feature to archive\/retain all the survey data, but de-clutter the lists of &#8216;active&#8217; clients and surveys. You can re-activate at any time <em>\u2013 the data is available immediately!<\/em><\/li>\n<li>Each client&#8217;s estate can also be <strong>upgraded<\/strong> to allow more users, more trees, more photos, etc. The Estate Subscriptions page shows what options are available.<\/li>\n<li><a href=\"https:\/\/www.otiss.co.uk\/support\/consultants\/working-with-clients\/\">Read more&#8230;<\/a><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3166\" src=\"https:\/\/i0.wp.com\/www.otiss.co.uk\/support\/wp-content\/uploads\/2018\/10\/clients-grid.png?resize=600%2C204&#038;ssl=1\" alt=\"\" width=\"600\" height=\"204\" \/><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8216;Deactivate&#8216; feature to archive\/retain all the survey data, but de-clutter the lists of &#8216;active&#8217; clients and surveys. You [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-3181","post","type-post","status-publish","format-standard","hentry","category-release","entry"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoYpC-Pj","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/comments?post=3181"}],"version-history":[{"count":9,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3181\/revisions"}],"predecessor-version":[{"id":3215,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/posts\/3181\/revisions\/3215"}],"wp:attachment":[{"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/media?parent=3181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/categories?post=3181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.otiss.co.uk\/support\/wp-json\/wp\/v2\/tags?post=3181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}