August 30

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Sub Account Dashboard: Only Assigned Data Fix

By David Holland

August 30, 2024


Improving sub-account dashboards with “Only Assigned Data” visibility ensures users only see data relevant to them, enhancing security, clarity, and efficiency. Users can easily configure this setting in their profile’s Roles and Permissions for a personalized dashboard.

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

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Estimates: New filter (Viewed) and Product Descriptions

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

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Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

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Multi-Location Management Within a Single Subaccount 🚀

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

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Cancel Ad manager subscription for sub-account in UI

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

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Community leaderboard – Workflow Trigger & Action

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

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Custom Value linkage: Documents and Contracts

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