Just a quick note to blog subscribers to reference a new series of Videos we have created that walk through the process of fully configuring a workflow. They are available on our Vimeo and YouTube channels, a link to each […]
We are pleased to release a series of new features for our alerts that have been highly requested since the initial launch of alerts. As a reminder alerts are E-mail or SMS messages that are based on message templates […]
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.
… I hope that someone gets my, message on their iPhone, yeah! Okay, poor Sting impersonations aside, this is clearly to inform of a new feature to come out of Glide HQ, more specifically the ability to send SMS. We […]
In the first part of this four part blog we discussed the basic building blocks of a workflow route; the stages, progress buttons and workflow actions. Here we shall look at how you can differentiate all of these aspects to […]
What client work should I, or my colleagues, focus on right now? The ability to accurately answer this question is key to a happy client base. The ability to answer it quickly, at any given time, without expending excessive time or brain […]