Important Note: Some features mentioned in these Release Notes may not be available right away. Don’t worry—these features will be included in an upcoming update and ready for you soon! If you have any questions, please get in touch with your CSM directly or email support@tapclicks.com.
What's New?
TapReports/TapAnalytics
- Separating of Clients and Users
- Important Admin Navigation Change
- Added flow for generating extremely large reports
- Added switch to hide tools from the Data Sources Tab that are not in use but connected
- Bulk setup and editing of Report Scheduler
TapOrders/TapWorkflow
- The ability to bulk edit tasks
- Auto Transfer of Files from CRM Opportunities (Brainworks) to Order Setup
- Added Client Information Section to Order Line Items
- Log out/Log back in for new features to appear (no longer need to clear cache)
- Add/assign others to follow tasks and orders
Multiple new integrations and enhancements
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