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Webinar

Oct
24

5.17 Features Overview

5.17
Your webinar host Customer Success Manager Tiffany Steinke and Tapclicks Product Marketing Director Zach Jarvinen walk you through the major features of the 5.17 Release
This webinar covers:

  • TapReports/TapAnalytics
  • Change in Admin navigation
  • Separation of Clients and Users in Admin navigation
  • Added hide tools function in Services Tab
  • Added flow for generating extremely large reports
  • Bulk import for scheduled reports
  • TapOrders/TapWorkflow
  • Add and assign others to follow tasks and orders
  • Bulk edit tasks
  • Auto-transfer files from CRM Opportunities (Brainworks) to Order Setup
  • Added client information section to Order line items
  • Live demo of these features
  • Q&A

Speakers:

Zachary Jarvinen

Zachary Jarvinen

Director, Product Marketing

Zachary brings over ten years experience using data-driven analysis, "growth-hacking" techniques, and product marketing execution for both startups and Global Fortune 500 companies. Most famously, he was a part of the digital team credited for electing the President in 2008.
Tiffany Steinke

Tiffany Steinke

Customer Success Manager

Jennifer Staretorp

Jennifer Staretorp

Marketing Manager

Webinar Length

30 Minutes

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