Dorothy Ho
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Articles
Recent activity by Dorothy Ho-
10.22.24 Product update: Additional Screener questions and updated Type of Support categories
What: Have you ever thought: “Man, I’d love to be able to score my screeners so I know which clients have the highest risk?” We read your mind! We’re building a simple score for the screener that ...
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10.22.24 Product update: Client profile refresh and duplicates prevention
What: We are making a few changes to the client profile: We’re putting in a warning that will prevent folks from creating duplicate records for any client. We are adding a few extra fields like ra...
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09.02.24 Product update: Reporting module release
What: This is what you’ve all been waiting for: a self-serve module where you can run and download your own templated reports! The very first report we’re releasing is called: the ‘Who Did We Reach...
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09.02.24 Product update: Status management and status window
What: We’re updating the status pop-up. It’s what appears when you click on the “Update status” button. We’re also updating how certain statuses are managed. The changes are all based on your feed...
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09.02.24 Product update: Client list new features and enhancements
What: We are putting the client list to work! It will now help you prioritize clients for tasks like outreach, running the list and Meet the Person (MPI). You’ll see new columns –e.g. Date of eligi...
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Release Notes version 1.0.3
Date of Release: April 10, 2024 Updates Additional values added to the Time Spent field The Time Spent field for client notes is being updated to include additional values that are less than 15 m...