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