The May newsletter highlights enhancements that strengthen communication, improve financial integration, expand administrative control, and introduce built-in AI assistance. Results is pleased to announce Ask Claude, a built-in AI assistant that helps users find information, generate content, and complete tasks without leaving Results. Other key updates include Email Confirmation with Special Instruction validation for safer client communications and automatic activity tracking; enhanced QuickBooks Desktop exports that support Group line items and related financial details; new Activity Type visibility settings for greater control across portals and modules; and direct access to Workflow Status from the My Activities Board for faster activity management. Together, these enhancements improve efficiency, increase visibility, reduce manual effort, and give organizations greater flexibility across daily operations.
Results March 2026 Newsletter
March's newsletter highlights updates that empower field teams with comprehensive control, enhanced time accuracy, and...