Posted on September 21, 2021
Many of our amazing clients have let us know that it can be hard to get their staff to close out actions that involve forms. As such, we’ve developed a new feature that will automate this process for you.
Please note that this new process will work to either complete actions or change their status to ‘Needs Approval’ (depending on how you’ve set up your action).
In this release, we’ve added the ability to save your custom filters! The Actions module provides powerful sorting and filtering options for you. Now you
August 24, 2022
Today we’re excited to announce the release of a major update to the Actions module – improved sorting and filtering. This update enables “Excel-style” options
August 19, 2022
Today we’re excited to announce the release of a new feature – Escalations. This feature enables you to create an escalation chain to notify additional
July 14, 2022
Today’s update is a feature suggested by our customers. It allows you to have more granular control over who can make changes to actions in
June 13, 2022
Keep Your Team Accountable & Build Trust! One of the great features included in Intelocate is the ability to create tasks with predetermined deadlines. This
April 12, 2022
This release focuses on enhancements to our Form Builder functionality. First, we’ve added a new form element – a drop-down name selector. This new element
April 5, 2022