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Product Features Archives - Clientrol

April 3, 2019 by Marc

Product Update – Manager Reporting, Integrations & Direct Time

Hi Folks, We have made a number of awesome updates to Clientrol Team & Agency versions, let’s jump right in! Manager Reports With Clientrol Team and Agency versions, you can assign a Manager to a Client so they can work on Requests or Projects. Managers can be internal or external contractors, Clientrol is great to

September 14, 2018 by aloudmin

New Product Feature – Notification Groups

With Notification Groups, you can really personalise the notifications sent to your clients when a Request is Open, Working or Closed. You can create a default Notification group for all your clients or different groups depending on their retainer level. When you are adding a new Client retainer, you can select the contact and the

November 21, 2017 by Marc

Product Updates – 11/20/2017. Toolbar Support, Onscreen Hints & Tips

  We have introduced a new onscreen guide for new and existing users to maximise Clientrol’s features! Select the Guide icon from the top toolbar and follow the guide to have your Clientrol setup in no time. There is also a new quick support link added to the toolbar for direct access to our support

November 9, 2017 by aloudmin

Product Updates – 11/09/2017. Archiving Requests, New Recurring Plan Feature.

  We are delighted to introduce the following updates to Clientrol – 11/09/2017. Archiving Requests. You can now archive your Requests! Keep your dashboard clean and move any completed requests to the Archive. They will not be deleted from the system if they are closed and charged to the client. Recurring Plan – Add Support

November 3, 2017 by aloudmin

Product Updates – 11/02/2017. Stripe, Extra Blocks, More Customization.

  We are delighted to introduce the following updates to Clientrol – 11/02/2017. Stripe Integration. Stripe is now available as a payment processor for your client to purchase support time. To setup, go to your Dashboard > Settings > Payment and Select Stripe. Please add your Publishable key and Secret, these are available within your