You can add a custom project to the Project Roadmap widget from your service catalogue - designed to add projects that aren't listed on your scoring widget
You can create new projects on the Project Roadmap widget - ideal for adding projects or project ideas for specific clients
Updated - Report Share
Now once you generate a shareable link, the open/closed widgets are remembered
Clutter has been defeated - we organized all possible actions with the report under an Action drop down menu
Updated - Sort services in the Price and Packaging screen
Now you're able to organize your services in the service Price and Packaging screen with a simple drag and drop
The reorganized service order will be reflected in the embedded (iFrame/Popup) Bundles on your website as well as inside the new Service Selector widget
Updated - Profiling
Because this platform is used in a wide variety of situations and professions, we have started profiling users to better match them to relevant content
You can select from seven different Roles
For each Role you can select among Goals
Updated - Vendor Marketplace
Filter Solution Sets by Roles, Goals, Availability, Price, Vendor, and Asset Type
Search Solution Sets
Look for the target Role and Goal by Solution Set on the card
Updated - Chat Widget
Access the Help Center, Feature Requests and Status directly
Article recommendations are available from the Help Center when we are not
Operator Bot helps solve specific issues
Initiate a video conference and screen-share directly for quicker support
Updated - Help Menu
Sections and help by Vendors
Recommendations by the page you are in
Access the Help Center, Feature Requests and Status directly
New - Help Center
Can be accessed from the Help Menu and from the Chat widget
Role based help (AM, vCIO Roadmaps etc.)
Hints and Tips videos (reporting best practices etc.)
