The focus for us in the past few months? Enhanced user experience and data-driven insights.
As revealed in this sneak peek, we've redesigned the UI for both Company and Contact profiles. The all-new daily temp leaderboard offers clarity into your business to drive scalable growth for your temp desk.
Here are some of the latest highlights:
Core Updates
1. Quick View for Company and Contact Record
Easily expand or minimize Company and Contact records.
Now instead of swapping between tabs, you can go from Quick View to Full View in one click.
2. Refreshed Full View & Custom Layouts
Configure and re-arrange the layouts in Company & Contact Full View.
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Configurable Left Panel: Company Summary (including adding your desired custom fields)
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Right Panel: Contacts, Activities, Files and much more.
Set up your preferred Company & Contact layout in Settings > Field Configuration.
3. Add Custom Fields to Company and Contact Records
See exactly what you want, where you want.
4. Quick Add Contact from Company Records and make Bulk Status Updates
Easily add a new Contact in seconds...
5. New Rate Card tab
Rate Card information is now available within the Company Record.
The best part? You can easily filter by Company ID.
Now you can easily reference billing rates applied for each individual client and how they are charged.
Intelligence Updates
1. Daily Temp Leaderboard
A brand-new intuitive report that puts your daily stats and facts at the forefront:
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See your daily profits go up in real time.
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Be in the loop with the exact number of start & finish contract dates
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Get a daily breakdown of your top-performing consultants
Better insights yield greater results for your Temp business.
2. New Company ID filter in the AWR Report
Filter your data by Company ID in the AWR report. Makes reporting swift and more efficient for you.
3. User Engagement Enhancement
To improve readability, we’ve updated the date format in the export file.
This means you can now filter records by month.
Come tell us what features you want to see on the roadmap👉🏼 here.