We’ve launched our first report for our end users. The Engage Activity Report will now give you an overview of your staff’s Engage usage across one or all your organizations. If you need access to this report as a manager, please lodge a helpdesk ticket request. The report offers the following details. Summary Page Detail […]
Protecting your data is our top priority and to ensure your account and client data remains secure against increasingly sophisticated cyber threats, we are excited to announce the launch of Multi-Factor Authentication (MFA). What is MFA? Multi-factor authentication is a security process that requires you to provide two or more verification factors to gain access […]
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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