Say Hello to a Faster, Sleeker, and Smarter Click!
We’re excited to unveil powerful new upgrades that make Click faster, smoother, and more intuitive than ever—watch now and see the difference!
We’re excited to unveil powerful new upgrades that make Click faster, smoother, and more intuitive than ever—watch now and see the difference!
DETAILS on the New Features:
1. Enhanced Tag Management
Tags placed by users are now automatically preserved, even when an envelope is edited, re-created, or cloned.
New Tag Options:
You can now add circle tags to highlight important areas.
Bold and italic formatting is now available in text tags, allowing you to draw attention where it’s needed.
2. Improved User Experience
Simplified Navigation:
Navigation between sections has been moved to the to navigation bar allow for a cleaner look and requiring less scrolling.
Streamlined Preset Management:
Accounts can now easily access and edit any field within their frequent presets through the Account > Frequent Presets section. These presets will be saved across all envelopes allowing for quick and simple updates.
Enhanced Dashboard Date Filters:
We’ve added “Last Year” and “All Time” options to the date filters on the main dashboard for faster searches of prior year envelopes.
3. Real Estate Forms Update
The Touring Agreement is now available directly within the Buyer Broker form, making it more convenient to include this document as part of the workflow.
New upgrades are coming soon—stay tuned for features that will take your Click experience to the next level!
