We have a new updated dialog for tracking interactions with clients!
The interaction dialogue used to show multiple fields at once — not all required — making it slower to log a session, even when you only needed to record the basics.
A better approach is to have the essentials first and keep the additional meeting details optional when needed.
That's why the interaction dialogue is now streamlined.
You will immediately notice the new top section — shorter, with only the core required fields visible: type, title, date, and the key meeting details you need to record every session.
What’s coming next?
Very soon you will be able to fully customize this dialogue by selecting what is your next step with your clients. Choose only to see what you are going to use during the session.
As simple as selecting what you need, and the section will pop up ready to use.
