August 22

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Upgraded UI of Social Planner 🚀 😍

By David Holland

August 22, 2024


Social Planner UI upgraded for better user experience with new features like side-by-side list and calendar view, customized filters, a preview panel, and three tabs for managing posts, content, and statistics. Planner view offers specific time range checks, varied filtering options, and post previews. Content view enables managing CSV content, recurring settings, review settings, RSS settings, and template library. Statistics view shows data on top-performing and recent posts. Upcoming features include UI upgrades for the Post Composer and support for handling multiple video format posts simultaneously.

**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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