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5.17 Features Overview

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


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