New features in version 2.0

Steve Tyndall New Features Leave a Comment

We are pleased to announce the following new features in version 2.0 of Client Sense: Enhanced Export – Allows you export data in a range of ways to support comparisons and information with other systems – Can be used specifically to compare active contacts with email marketing tools – Supports advanced filters to narrow export data Expanded Title, Department and …

New features in version 1.04

Matt Dwyer New Features Leave a Comment

We are pleased to announce the following features in version 1.04: New Favourites Dashboard – Allows you to have your own list of favourite client organisations or individuals on one screen – Shows information trends such as total emails, meeting invites, depth of relationship and last contact – Allows you to sort by any field, ie to show which clients …

Version 1.03

Matt Dwyer New Features Leave a Comment

Client Sense version 1.03 Performance improvements – Greatly improved performance of the application Bug fixes – Resolved numerous bugs and display issues

Version 1.02

Matt Dwyer New Features Leave a Comment

Client Sense version 1.02 UI redesign – Complete redesign of the client search UI to improve readability and increase functionality Calendar meetings – A new metric which shows how many calendar meetings have been accepted between your firm and a client

Version 1.01

Matt Dwyer New Features Leave a Comment

Announcing Client Sense version 1.01 Employee search – Search for any employee in your organisation to find a list of all clients they have had contact with. UI improvements – Improved readability of details