We're delighted to bring you an update discussing the latest new features we've added to Glide, along with many improvements to our existing feature set.
Traffic Light Enhancements
Historically, the yellow traffic light has signified that a job has a deadline in less than 60 days, the orange traffic light 14 days and a job in red has an overdue deadline.
We have recently added the ability to customise the parameters for when jobs enter each traffic light. You can now tailor this for each type of deadline, read how to do this here.
So, for example, you might have your Accounts filings becoming yellow 120 days before the deadline, but your VAT returns going yellow only 7 days before the VAT filing deadline. This will help to draw attention to potential issues on larger jobs sooner, and will also avoid the situation where jobs such as VAT are instantly yellow on creation due to the short life cycle of those jobs.
We have also made the following two changes to the system to make the traffic lights even more useful.
Automatically progress jobs when alerts are sent
If you are sending email and/or SMS automatically via the alerts functionality, you can now get the alerts to automatically progress jobs.
Each alert can be configured to push a progress button on the workflow route. The job will need to be on the correct stage for the button, i.e. the stage that the button goes ‘from’.
This gives rise to an increase in automation opportunities, such as:
When combining various automations, the entire process of reminding customers about their payments on account can be automated.
A new client field data type – formatted long text
You can now store client data as formatted text. This includes all of the formatting options we have in our email templates, such as lists, links, tables etc.
This has been designed to add further flexibility to the email templates. Take an example where you have an email template that requests the info you need for a set of Accounts. Currently, you may have a standard bullet point list in the email template but would prefer this to be client specific.
Historically, the data could be stored on the client record, but this would not allow you to incorporate formatting such as bullet points. This is now possible.
Furthermore, to avoid the need to set a record for all clients, you can also set default values for these fields, so that you only need to populate the fields on clients that differ from the default.
For a full list of changes, please see the change log in the Help menu
We have recently held a couple of webinars, you can watch these here: