Changes to Streamline Initial Agency Setup

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STATUSES

Use the Import Sample to quickly import sample statuses for clients, events, cases, and payments.

REPORTS

Use the Import Sample to quickly import a sample report. The report will auto-export to your email address after creating.

LOCATIONS

Alert to indicate if there is no default location configured.

When updating a location, the ability to use the address picker in case the map needs to be updated.

PORTALS

Subdomain generates after a Portal Name is chosen; allowing the user to choose a different subdomain.

If the subdomain isn't available, an inline alert is shown.

If a default portal isn't chosen, then the new portal is the default.

Default settings configured for portals:

Changes to Streamline Initial Agency Setup | Changelog