We’re excited to let you know that three important client-requested updates will be deployed to GRATIS tonight. These enhancements are designed to make your daily workflow smoother and give you more flexibility when managing enquiries and documents.
What’s New
1. Save & Add Another – Activities
You’ll now see a new ‘Save and Add Another’ button when adding activities. This small but powerful change helps streamline your workflow, especially when entering multiple activities in one go.
2. Select a ‘From’ Account – Documents
A highly requested feature – you can now choose who a proposal or confirmation appears to be sent from.
If a colleague is away and you’re managing their bookings, simply click the “x” next to the default From field and choose another employee. By default, this field will show the logged-in consultant.
If a colleague is away and you’re managing their bookings, simply click the “x” next to the default From field and choose another employee. By default, this field will show the logged-in consultant.
3. ‘CC Myself’ – RFP Emails
By default, consultants are copied into every RFP email sent – giving you a record of what’s gone out. However, if you’d prefer not to receive these copies, there’s now a setting in your Employee Profile > Agent tab. Just uncheck the ‘CC myself in RFP’ option (a manager will need to do this for you).
If you have any questions about these updates or need assistance making changes, our team is here to help.
All the best
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