While our Gummy Bears release might appear soft and squishy on the outside – it is packed full of really gooey-goodness!
Let’s take a look at the latest updates in our first release for 2018.
In this Gummy Bears release, we’ve enhanced Task Management with additional task access permissions and powerful filters.
You can now see the status of any tasks assigned to all your active offers and exits. (assuming you have the appropriate permissions assigned)
The Tasks screen now also displays all tasks you have permission to access, not just your own tasks. This simply requires the View all tasks permission to be enabled.
In addition to this improved access, you can now search for specific Tasks in four powerful ways:
Let’s take a look a each of these with some handy use cases:
To help make this experience even more intuitive, filter also recalls your last search. So, while you’re drilling into a task and need to go back, you don’t loose your place.
We’re excited about this update to Task Reporting – you can now slice or dice your Task Reporting in four powerful ways. You can then dive into tasks and reassign tasks.
When you’re collecting multiple fields of data in a section like employment history. banking details or emergency contacts, you can now enforce mandatory maximum or minimum number of sections.
An example is when collecting salary to be distributed across multiple bank accounts – you could offer a division of funds across 3 bank account field sections and enforce a minimum of 1 and maximum of 3 bank accounts.
Multi field sections require configuration by Customer Success though to enable the improvements we’ve made to assist you further.
While our CS team are making changes to workflows you’ve requested – you may see a status update and stamp saying the workflow is locked. This is just so you know we’re busy editing it for you – once we’ve updated the workflows and completed the changes the lock will disappear.
We know that keeping your legislation documents up-to-date can be a headache – so we’ve taken the liberty of doing so for all Australian customers! We have updated your Tax File Number Declaration form with the latest October 2017 changes. You’re welcome.