Productivity Enhancements
This month’s updates are designed to save you time, simplify workflows, and enhance communication. Automatic Column Totals eliminate the need for external spreadsheets by providing instant, real-time calculations directly in Data Managers. Whether you are tracking open orders or monthly sales, this feature streamlines reporting and supports more informed, data-driven decisions. Meanwhile, the Advanced Search tool allows you to build and save complex, multi-field searches, making it easier to find key metrics and generate custom reports. With up to 30 search criteria and tailored targeting options, it ensures you always have quick access to the data you need.
Enhanced communication features now enable personalized email settings, including customizable signature blocks, for a more professional touch. HTML email templates let you create polished messages with tables, images, and links, perfect for appointment reminders or updates. These templates, combined with integrated personalization, help you connect with clients more effectively while saving time. Together, these enhancements deliver greater efficiency, better decision-making, and a seamless user experience.