|Announcing the latest version of ClientPoint. We are proud to announce the following new features. Please keep an eye out for these new features as they will start becoming available in your account shortly. If you would like more information or about these new features or a refresher training please contact firstname.lastname@example.org.
Maintenance for the launch is scheduled for 2/14/2016 10:30 - 11:30PM Pacific time.
Defaults and Hiding for Checkboxes on Client Info Page
The checkboxes on the client info page can now be hidden and you can set the default to checked. To set this up your administrator can go into admin->company setup->configuration. This is a huge win for those of you who want to require or hide certain options such as enable client upload, disable comments, etc.
Set a Default Category for Proposals
Division Specific URL
We can now set a division specific URL for your divisions. If you have another brand that is represented by a different website we can now support a different subdomain for that division. For example if your main company is mycompany.paperlessproposal.com and you have another division with a website www.othercompany.com ClientPoint can now serve your proposals from othercompany.paperlessproposal.com.
Duplicate Now Defaults to New and the Default Category
We heard that when a proposal is duplicated you would like it to default to new and your default proposal category and now it does.
In addition to each view session with IP, email, and time last viewed you will now see an added column Total Time on Proposal. This means that at a glance not only can you see each person who has viewed your proposal, but you can see the total time they spent on the proposal during that view session.
Other Improvements and Resolved Issues
If you experience any issues please email email@example.com.
Have a great week,