We’re very pleased to announce users with proper permissions can now export all their data directly from Engage! This full-featured export allows you to export data in a .CSV format that is designed to be easy to work with, both in common tools like Microsoft Excel or Google Sheets, as well as importing into other […]
As Engage contains more and more data, our users started to some slowdowns when loading client profiles with many engagements and casenotes, we’ve optimized the loading of these elements and reduced rendering time on your screens by showing only the first ten casenotes and engagements on the profile screen. Simply click “Load More” to browse older […]
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