Client Manager: Add Related Links and View Your Project Metrics in One Place
Our Client Manager is gaining momentum and is all set to provide you with even more handy features for managing customers and organizing the scope of work performed for them. Let’s see what’s new.
Project Metrics Dashboards
The first update will save you the need to switch between several tools when checking your progress. In the Projects tab of your client’s card, you can see all key metrics presented as an illustrative overview.
The second update will help you make your client cards more informative. Add links to resources related to your customers to keep all the data you need in one place.
So it can be links to terms of service, proposals, monthly scope of work, their corporate website, industry research results, or anything related to work planning and project management.
You can also copy, edit, and delete any related links.
Managing customer workflow and keeping all the necessary data at hand is no longer a challenge! Take a closer look at the new features and let us know what you think. Don’t forget to share your feedback at email@example.com.