In September, Results introduced three key upgrades designed to enhance precision, security, and financial accuracy. The Advanced Search feature now includes robust date-based filters like “Today,” “Before Today,” and “On or After Today,” making it easier to pinpoint records and streamline workflows. Teams can now search smarter and act faster with targeted, time-sensitive insights.
To further protect your data, Results has implemented Automatic Record Locking, which ensures only the most recent editing session can save changes—eliminating conflicts when users open the same record in multiple tabs. And for finance teams, the QuickBooks Online sync now integrates seamlessly with updated Project Financials, delivering more accurate calculations and consistent alignment between Results, QuickBooks Online, and QuickBooks Desktop.
