The Multi-Location Accounts Update will be released over multiple stages in 2021:
- New Account Grid Page – Rework of the Account Management page to improve grid functionality. This allows for easier searching of accounts using filters similar to what you see in the Contract Generation dashboard - Now LIVE (September 8, 2021)
- New Account Form - Separates My Details account information into separate more user-friendly tabs for easier navigation and faster saving - Now LIVE (September 29, 2021)
- Hover Cards – Provide details about each account in all user roles in all tools on the platform. Hovering over a user's name on the platform will provide information about that user - Now LIVE (November 10, 2021)
- Multi-Location Accounts - Final release of course, provides the ability for employees and managers to be assigned to multiple locations. Check out the below video that provides some examples of the benefits - Now LIVE (November 10, 2021)
Contact wmsupport@franconnect.com if you have any questions.