Overdue Tab, Client Status Filter for Pulse, and In-line Editing for Goals
(February 16, 2022)
We're excited to share 3 new Product updates:
- **Overdue Tab enhanced** to display overdue contracts for selected time period & prior period.
- Back by popular demand, the **Client Status Filter is enabled on the Pulse Reports**.
- We've added **In-line editing in the Goals app** for quick and easy updates.
**Overdue Tab**
The Overdue Tab has been enhanced to display overdue contracts for the "Selected time period" so you know exactly what is overdue for the month, quarter, year, or custom renewal timeframes.
Other changes to the Overdue Tab are contracts with future dates are no longer classified as overdue, and overdue contracts from a prior period can easily be filtered by clicking on "(prior period)" for a comprehensive list of all contracts that are overdue.
We're excited to share 3 new Product updates:
- **Overdue Tab enhanced** to display overdue contracts for selected time period & prior period.
- Back by popular demand, the **Client Status Filter is enabled on the Pulse Reports**.
- We've added **In-line editing in the Goals app** for quick and easy updates.
**Overdue Tab**
The Overdue Tab has been enhanced to display overdue contracts for the "Selected time period" so you know exactly what is overdue for the month, quarter, year, or custom renewal timeframes.
Other changes to the Overdue Tab are contracts with future dates are no longer classified as overdue, and overdue contracts from a prior period can easily be filtered by clicking on "(prior period)" for a comprehensive list of all contracts that are overdue.
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