New features in version 2.09

Steve Tyndall Version Releases Leave a Comment

We are pleased to announce the following new features in version 2.09 of Client Sense: Enhancements to the ‘My Firm’ screen – Displays a list of the Top Organisations the firm is in contact with for the current month. These can be added to Favourites directly and lists can be sorted to show the Top Organisations by ‘Sent’ email, ‘Received’ …

New features in version 2.0

Steve Tyndall Version Releases 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 Version Releases 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 Version Releases 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 Version Releases 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 Version Releases 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