Oct 25, 2011
New Features in October Release
Advanced Search and Filtering
Need to know who is not set up with login information yet? Prefer to search by letters of the alphabet? The new search functions can help you with these questions and more. You’ll find the new search filter options built into the quick-search field:
To turn off a filter, simply click on the “X” next to the filter name:
Enjoy!
Tips for setting up new people
We’ve added a couple of new tools to help you identify and set up new people fast. First off, you’ll note that the setup status of each person is now visible in the Last Login column.
You can sort the Last Login column by clicking on the header:
You can also target specific setup stages using the filter function:
Using this filtered list really sets things up nicely to use the Mass Update function to complete setups and send login information:
We hope this helps and let us know if you have additional recommendations.
If you’re setting up several people at the same time, remember to use our Mass Update feature to change settings and send login information.
If you see people in your People list who don’t need to log in to SpringAhead, use Mass Update to deactivate them. This will keep things tidy and won’t affect your accounting system. Start by sorting by Last Login to quickly see who have never logged into the system. Place a check mark on the people who won’t be using the system and use the Mass Update feature to deactivate them. Their records will be moved to the Inactive/Archived list where you can always retrieve them later.
The updates go live on Wednesday, October 26, 2011. As always, feel free to leave any comments or suggestions and vote for features in SpringAhead Voice (http://feedback.springahead.com).
