Overview: Glide’s e-mail and SMS sending features have been radically upgraded, now offering the ability to create templates that include fields representing all of the data stored against your clients and jobs. As before messages can be triggered via a […]
Ben explains three subtle new features that were uploaded at various points during late December / January 2017, including two new payroll frequencies, a client specific target setting action and route specific widgets for tax job progress.
Our pool feature is especially useful for larger teams that allocate work on a flexible basis. In today’s video Glide co-founder Ben Norwell explains exactly how to make the most of this valuable feature.
In today’s video we have a short explanation on how to use the job reporting screen. This is where you can see at a glance a list of the jobs on your Glide system. Extensive filters are available to specifically […]
Workflow is a generalised term that can mean many things. At Glide, we’re proud to offer arguably the most in-depth workflow engine available on the market today. Workflow and process management is at the heart of everything Glide does. We […]
Join Ben Norwell, Glide’s co-founder, to learn about the client card screen in Glide. Ben goes into detail explaining each part of the screen and how it helps you manage your client data efficiently and effectively.