Release 01.02.2024
ExPERT Request System
In our ongoing efforts to enhance the ExPERT system, we've introduced Recurring Notifications to keep you informed daily about your pending requests. Additionally, we've expanded our reporting features to provide more comprehensive insights
Recurring Notifications
👉 Pending Assignment Notification: Scheduled to run daily, this notification is aimed at reminding leads to assign requests that are currently unassigned.
👉Pending Approvals Notification: Also scheduled daily, this notification informs you and your team about any requests that are pending approval.
Report (Org wide)
You can find this report in the top right corner of the Requests Page. Be sure to check it out for detailed insights.
Enforced Automation
The automation step in the request process will now only be marked as completed once the automation trigger has been successfully activated. Users will not have the ability to manually mark this step as completed without running the automation. If you encounter any issues or have feedback regarding this automated step, please don't hesitate to reach out to us.
Perf Review
To ensure a smoother experience for everyone as our user base grows, we've upgraded our server for better performance.
Finance Project
Thanks to the insightful feedback from our champion training, our team is putting those suggestions into action, and we're excited to announce the first release date is set for 2nd March.
Client Care
- We've updated the Client Care portal's user interface to maximise space for enquiries without compromising on functionality or design.
- We've added a "Booking Person" field to the Client Care report, allowing you to track who made the first booking.
👇 Explore our Tiny Tips for insights into functionalities you might not be aware of yet.
👇 Check out how you can provide us valuable feedback
Keep the feedback coming — we so appreciate it,
