We’re getting ready for the launch of Client Planner, so we are cleaning up and improving several Planner-related areas within the system. This week, we enhanced our client management capabilities and added many new features to Client Planner.
Let’s check it out!
IP Cost Estimation: Client Management Improvements
To prepare for Client Planner, we are revamping our Client Management features. This week, we moved Client Management to the sidebar to simplify things and added the ability to specify entity status and fiscal year per client.
Client Planner: Detailed Export
Now, it is easy to produce a detailed Excel file with each upcoming task and cost in a client’s portfolio. If you have created a multi-year plan, each year will be on its own tab. Easily view all fees by family, and by quarter.
Client Planner: Duration Slider Improvements
We’ve improved the duration slider so that it is available on all tabs, and you an adjust the beginning and end dates. This will make it easy to create plans for exactly the time period your client wants.
IP Cost Estimation: (More) Country Screen Cleanup
Last week, we started cleaning up the country screen and the effort continued this week. We now give you the ability to filter out fees based on entity size and transmission type, reducing the list of fees to a manageable size.
