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Aurelio Volle
Description:
Our upcoming improvement will simplify the process of assigning clients and websites to reports by introducing an automated linking feature. This enhancement streamlines your workflow, allowing you to effortlessly connect clients and websites to the reports they should receive, saving you valuable time and ensuring accurate report delivery. You will not need to duplicate your clients data in the email to section.
Key Benefits:
  • Efficient Client Management:
    Automatically link clients and websites to reports, eliminating manual data entry and reducing administrative overhead.
  • Accurate Report Delivery:
    Ensure that the right clients receive the right reports, enhancing client satisfaction and communication.
How Can You Help Us?
  • Vote:
    Show your interest and support by voting for this feature on our roadmap.
  • Share Your Ideas:
    Have additional suggestions or ideas related to client and report management? We're all ears! Share your thoughts with us.
  • Tell Us Why This Is Important for you?
    Share your personal insights on why this feature is important to you to help us understand your perspective.