✨ WHAT'S NEW
See who created and owns a saved report
Locking a custom report keeps saved reports and their filters safe so other users can’t accidentally make changes unknowingly to other users. But if a report is created by a user who leaves, or you would like a change to be made, it can be tricky to track down the owner of the report of interest. To improve transparency, we’ve added the report creator to all saved reports!
Entities hyperlinked in Tasks
When working through tasks from the all entities view (as opposed to the task view within a single entity) it could be cumbersome getting to the specific entity when reviewing a task. To help you get where you need to go faster, we’ve added a hyperlink to the entity in the Task. Just click on the entity name and off you go!
🔧 WHAT'S IMPROVED
Client Number added to the Entity Overview tab
We’ve added the Client Number to the Entity Overview tab so you can get important, high level information on an entity quick!
- Report owner.png100 KB
- Client Number on Overview.png200 KB