Max Evert

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3. Front Office Rate Changes: 2 Minute Use Case and Feature Spotlight

Thank you for sharing your insights, Evelyn! While your approach may work in certain situations, I would advise against it for rate changes made after the placement has started. Using the Mass Upda...

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• Created May 01, 2024 18:52
• 1 vote

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3. Front Office Rate Changes: 2 Minute Use Case and Feature Spotlight

Hello Hannah! Thanks for attending the webinar! As far as your question goes, if you have put in the incorrect amount when creating a rate change, you won't be able to edit it while the extension i...

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• Edited April 30, 2024 21:08
• 1 vote

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3. Stop Manual Data Entry: Bulk Import Jobs, Placements & Companies

Hi Hannah! I see you already reached out to Support about this, and I'm glad they could help get an enhancement request in for this. Fingers crossed! Feel free to keep your eyes on our Release Page...

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• Created July 14, 2026 17:21
• 0 votes

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3. Enhanced Standard Reporting is Here! 🎉

Hi Mike! You don't use any reports by switching over to Enhanced Reports. The only experience of note is that not all reports are enhanced yet, so for those, you will have the same experience until...

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• Created July 09, 2026 16:22
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3. Duplicate Activities when emails have multiple recipients

Thanks for posting, Debby — welcome to the Community! The forum is more active than it might appear at first glance. There are actually over 30 posts here, and a few client discussions within the l...

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• Created April 10, 2026 16:27
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